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.

MINIMUM QUALIFICATIONS

• 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.

PREFERRED QUALIFICATIONS

• 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

CONFIDENTIAL INFORMATION: 

All information (written, verbal, electronic, etc.) that an employee encounters while working at the Company is considered confidential. Reference corporate policies, guidelines and applicable laws.  

WORKING CONDITIONS 

This position is located in a professional office environment. This role routinely uses standard office equipment and requires the physical demands of a normal office position with some light lifting. This is a full-time position with benefits.   

DISCLAIMER 

This job description is not a contract of employment. It represents the minimum requirements of the job and includes the major responsibilities but not all responsibilities. Trean Corporation will change and update this job description, as necessary. 

Any employment with Trean Corporation will be “at will,” meaning that either you or the Company may terminate your employment at any time and for any reason, with or without cause or advance notice.