Financial Planning & Analyst

Location
Saint Petersburg, Florida
Salary
Base Salary, Bonus Potential, Excellent Benefits and Relocation Assistance
Posted
Aug 29, 2019
Closes
Oct 28, 2019
Category
Accounting
Job Type
Full Time

Financial Planning & Analyst
This role will be responsible for managing the day-to-day activities related to financial planning & analysis, risk based capital modeling and rating agency capital models. 

  • Prepares and analyzes pro forma financials to support planning, licensure and compliance requirements.  
  • Works closely with financial reporting and accounting department personnel, assisting where necessary to support and provide periodic plan vs. actual analysis and forecasts. 
  • Assisting the CFO and Controller in preparing board and executive management presentations. 
  • Develops, maintains and continuously looks for ways to improve and enhance financial planning and capital models and related processes and procedures.
  • Manages the day-to-day financial planning & analysis functions including, preparation of annual financial plans and reforecast
  • Updates, maintains and continuously improves the financial planning models and, risk based capital and rating agency capital models.
  • Has overall responsibility for maintain, updating, enhancing and streamlining financial plans and models.  
  • Prepares periodic UCAA pro forma financials for regulatory and compliance
  • Assists with the preparation of the annual statutory close in respect of risk based capital information. 
  • Updates and maintains internal RBC models and prepares periodic RBC forecasts to monitor capital adequacy and provide recommendations to management on approaches to maximize risk based capital levels.   

Required Qualifications:

  • Bachelor’s Degree required in finance or accounting and five plus years of property & casualty related experience with demonstrated relevant financial planning/modeling experience.
  • Experience in working with P&C Risk Based Capital methodology. 
  • Good working knowledge of P&C GAAP and Statutory accounting
  • Certified Public Accountant, MBA; not required but desired
  • Expertise in Excel and excel based financial planning and capital models. 
  • Must have the ability to build and /or modify complex spreadsheets.

For immediate consideration please send your resume in a ‘Word” document to jeff@ceinsurance.com

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