Financial Planning & Analyst
- Employer
- CE Insurance Services, Inc.
- Location
- Sarasota, Florida
- Salary
- Base Salary, Bonus Potential, Excellent Benefits and Relocation Assistance
- Posted
- Aug 29, 2019
- Closes
- Sep 19, 2019
- Category
- Accounting
- Job Type
- Full Time
- Career Level
- Experienced (Non-Manager)
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