Note: The job is a remote job and is open to candidates in USA. Bamboo Insurance is seeking a Financial Data Analyst to support their Financial Planning & Analysis and Internal Audit functions. This role involves transforming data into actionable insights to drive financial decision-making and improve operational visibility within the organization.
Responsibilities
- Builds and maintains financial reporting and non-financial (Business KPI) reporting, and data sets for FP&A and Internal Audit teams
- Queries and transforms data from the data warehouse and operational systems using SQL and BI tools to support financial analysis and audit requests
- Partners with FP&A to support budgeting, forecasting, and variance analysis with reliable, well-structured data models and reports
- Supports Internal Audit by providing data extracts, performing control-testing analytics, and preparing exception reporting to identify anomalies
- Performs other related ad-hoc duties as assigned
Skills
- Detail oriented with strong analytical and problem-solving skills
- Working knowledge of financial statements, familiarity with FP&A processes (budgeting, forecasting, variance analysis) and/or internal audit concepts (control testing, risk assessment)
- Advanced-Intermediate Microsoft Excel skills
- Experience in report building tools (e.g., Tableau, Pyramid, PowerBI)
- Excellent interpersonal, written, and verbal communication skills
- Ability to establish rapport, credibility, trust, and positive relationships with all departments
- Proficient in effectively planning and prioritizing work activities
- Intermediate SQL skills with ability to write queries, joins, and aggregations to extract and manipulate data from relational databases
- Ability to manage multiple tasks/projects at one time and prioritize appropriately
- Bachelor's degree in related field or equivalent experience
- 2+ years' experience in an analyst (or related) role
- 1+ years' experience in property and casualty insurance
- Hands-on experience with Tableau, Pyramid, PowerBI or similar BI tools for dashboard creation and self-service reporting
- Advanced SQL skills and/or knowledge with Python or R for data analysis and automation
- Experience in Guidewire or other modern policy administration systems
- Experience working with different technology platforms, especially general ledger system, Process One, Tipalti
- Exposure to internal audit methodologies, SOX compliance, or data governance frameworks
- Understanding of insurance products, policies, and services
Company Overview
Bamboo Insurance is a technology-enabled, underwriting-first managing general underwriter (MGU) focused on homeowners’ coverage for a new era of insurance. It was founded in 2018, and is headquartered in Midvale, Utah, USA, with a workforce of 201-500 employees. Its website is https://bambooinsurance.com.Company H1B Sponsorship
Bamboo Insurance has a track record of offering H1B sponsorships, with 3 in 2024, 3 in 2023, 2 in 2022, 1 in 2021. Please note that this does not guarantee sponsorship for this specific role.