Sr. Financial Analyst

POSITION SUMMARY:

This role is part of the Finance team supporting Trean’s Insurance and Other Operations and provides a range of financial planning and analysis. This role is responsible for supporting financial planning, reporting, and strategic decision-making via thorough analysis of all financials in partnership with the finance team and other departments (as needed) to inform strategy and drive results. This role will play a key part in budgeting, forecasting, financial modeling, and performance analysis, with a focus on insurance- specific metrics such as loss ratios, underwriting performance, and reserve trends.

KEY RESPONSIBILITIES AND ESSENTIAL FUNCTIONS:

• 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.