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WEST CONGRESS INSURANCE SERVICES LLC

Open 70d

Sr. Financial Analyst

Posted Updated 1 view
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ABOUT THE COMPANY

Champlain Insurance Group is a fast-growing, specialty, surplus and excess lines insurance enterprise. Which, through our affiliates, Champlain Specialty Insurance Company, WestCongress Insurance Services LLC, and WestCongress Risk Services LLC, offers primary and excess general liability insurance solutions and claims administration throughout the United States.

Position Summary

We are seeking a highly motivated and analytical Senior Financial Analyst to join our Finance team. This role combines financial planning & analysis with accounting, providing meaningful insight into business performance through budgeting, forecasting, financial modeling, variance analysis, and management reporting. The ideal candidate is a self-starter who enjoys solving complex business problems, has advanced Excel skills, and can effectively partner with leaders across the organization.

Insurance industry experience is preferred but not required.

Key Responsibilities

  • Prepare monthly financial reporting packages, including detailed variance analysis against budget, forecast, and prior periods.
  • Develop and maintain financial models to support forecasting, budgeting, strategic initiatives, and business decisions.
  • Assist in the annual budgeting and quarterly forecasting processes.
  • Analyze financial and operational trends, identify key drivers, and communicate actionable insights to management.
  • Partner with accounting during the monthly close process to ensure accurate financial reporting.
  • Reconcile financial data between accounting and FP&A systems while maintaining data integrity.
  • Support management reporting, executive presentations, and Board reporting.
  • Evaluate business performance and provide recommendations to improve profitability and operational efficiency.
  • Assist with ad hoc financial analysis, special projects, and strategic initiatives.
  • Continuously improve financial reporting processes through automation and enhanced reporting tools.

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