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Finance Analyst at Branch in Remote
Entry LevelRemoteFull-timeRemote$50k–$56k/yr
Skills
financial analysisdata visualization softwaresqlp&l analysisexcelanalytical skillsself-motivatedcollaborative
Job Description
Summary: Branch is on a mission to make insurance more accessible by innovating with data, tech, and automation. The Finance Analyst will support the Finance team through data analysis, reporting, and dashboard development focused on the Mutuals insurance portfolio, providing insights that drive decision-making.
Responsibilities:
- Support the Finance team in analyzing the performance and profitability of the Mutuals insurance portfolio through data analysis, reporting, and dashboard development
- Develop and maintain dashboards and reporting tools using data visualization software to monitor exposure, production, profitability, and loss metrics across the business
- Assist in the preparation and delivery of accurate and timely recurring reports that provide insights into portfolio performance and operational trends
- Analyze insurance data to identify patterns, trends, and drivers impacting business performance, and communicate insights to support data-driven decision making
- Conduct ad-hoc analysis and investigative reporting to support business initiatives, answer key performance questions, and provide insights to leadership
- Collaborate with cross-functional teams including the finance, product, and data teams to gather relevant data and ensure consistent and reliable reporting
Required Qualifications:
- Bachelor's degree in finance, accounting, or a related field
- 1-3 years of experience in financial analysis, data analytics, or a similar role
- Strong analytical skills and proficiency in financial analysis tools, such as Excel and data visualization software, for monthly and quarterly reporting
- Basic knowledge of SQL for querying and analyzing data is a plus
- Understanding of financial reporting concepts, including P&L analysis, revenue and expense drivers, and profitability assessment
- Detail-oriented mindset with a commitment to accuracy in financial reporting and analysis for monthly and quarterly reporting deliverables
- Ability to work collaboratively in cross-functional teams and establish strong working relationships to meet monthly and quarterly reporting deadlines
- Self motivating with a proven track record of prioritizing work and managing multiple projects, in addition to daily workload
- Ability to work independently and manage ambiguity
- Strong oral and written communication skills
- Instinctually identify opportunities and create data-supported solutions
Required Skills: Financial analysis, Data visualization software, SQL
Important Skills: P&L analysis, Excel
Nice-to-Have Skills: Analytical skills, Self-motivated, Collaborative
Benefits: Above-market salary, Pay equity and transparency, Remote-first (with perks), Flexible YouTime, Employee stock options, Medical, vision, dental, 401k and contribution matching
Benefits
Above-market salary
Pay equity and transparency
Remote-first (with perks)
Flexible YouTime
Employee stock options
Medical, vision, dental
401k and contribution matching