Note: The job is a remote job and is open to candidates in USA. Trean Corporation is a company focused on insurance and other operations, seeking a Senior Financial Analyst to support financial planning and analysis. This role is responsible for budgeting, forecasting, financial modeling, and performance analysis, particularly in relation to insurance-specific metrics.
Responsibilities
- Responsible for accurate and timely budgeting, forecasting, and financial analysis
- Assist with long-range planning and scenario analysis
- Develop and maintain complex financial models to provide senior leadership with guidance and recommendations for strategic planning, change initiatives and overall enterprise profitability
- Monitor forecast accuracy, understand drivers of variances, and provide insightful commentary & analysis
- Partner with underwriting, actuarial, and operations teams to evaluate performance drivers and identify opportunities for improvement
- Prepare monthly and quarterly management reporting packages, including variance analysis and executive summaries
- Serve as a liaison for the Finance Department, creating collaborative relationships and ensuring alignment with strategic initiatives across the organization
- Support regulatory and statutory reporting requirements as needed
- Perform ad-hoc business analyses as needed and clearly articulate findings to senior leadership
Skills
- Bachelor's degree in finance, economics, mathematics, or related field
- 7+ years of financial analysis and budgeting experience, preferably within insurance or financial services
- Expert-level proficiency in Microsoft Excel with the ability to extract raw data, manipulate, and format into impactful models and dashboards that help drive decision-making
- High familiarity with other Microsoft Office suite products, especially PowerPoint
- Experience creating clear high-level presentations, especially for the Board of Directors
- Strong understanding of insurance concepts (e.g., underwriting, claims, reserves, loss ratios)
- Proven ability to optimize processes, manage change initiatives, and execute key strategic projects
- Experience with financial systems and tools (e.g., SAP, Oracle, Hyperion, Power BI, or similar)
- Strong analytical, problem-solving, and communication skills
- Exceptional financial analysis and financial modeling skillset
- Knowledge of GAAP and STAT accounting and reporting in the insurance industry
- Experience working in highly cross-functional teams/organizations
- Excellent oral and written communication skills
- Strong attention to detail, intellectual curiosity, and comfortability working in ambiguous situations
- MBA or CFA
- Experience in financial services and/or insurance industry
- Experience working with actuarial data or collaborating with actuarial teams
- Experience in data visualization and dashboarding tools
Benefits
- This is a full-time position with benefits.
Company Overview
Trean Corporation is a reinsurance firm that specializes in reinsurance brokerage, insurance management, and insurance consulting services. It was founded in 1996, and is headquartered in Wayzata, Minnesota, USA, with a workforce of 201-500 employees. Its website is https://www.treancorp.com/.