Lead Financial Analyst

Gulfstream Property & Casualty Insurance
Sarasota, Florida
$75,000 - $99,999
Oct 22, 2019
Nov 22, 2019

Work for one of the Best! Gulfstream was voted one of the Best Companies To Work For in Florida in 2019, based on offering a quality workplace that employees appreciate.  Come work for a top employer in beautiful and sunny Sarasota, FL!

The Lead Financial Analyst will be responsible for providing financial planning and analysis including monthly and quarterly management reporting and analysis, periodic reforecasts and annual planning by creating actionable and timely information regarding business unit financial performance, operational analysis on current business trends, and market and product level analytics.

Essential Duties

Prepares management reports and analysis including metrics, identifying trends, competitor analysis, etc.  Present findings/recommendations to management effectively both verbally and in writing;

Supports all aspects of management reporting including premium, loss and expense analysis, investments, balance sheet, cash flow, return on equity, etc.;

Supports the monthly / quarterly close process including preparing management reports and financial analysis of results;

Supports the annual planning process including preparing reports and analysis and helping to coordinate the overall planning process;

Performs quarterly reforecasts:

Handles a variety of concurrent projects including ad hoc analysis and on-going reporting;

Interacts and coordinates with other departments to develop scorecards to monitor growth and profitability initiatives and to address business issues;

Contributes to the development of new tools/reporting to facilitate performance measurement; 

Supports capital and rating agency management;

Perform other job related duties as required.


Minimum of 4 years of financial planning & analysis experience with a property & casualty insurer;

Knowledge of GAAP and statutory accounting principles.  Ability to solve complex issues; 

Bachelor’s Degree in Accounting or Finance required.  CPA preferred.


Health, dental and vision insurance premiums paid 100% for the employee

H.S.A. 100% funded by the company to offset medical deductible

Retirement plan contributions

Paid time off and ten paid holidays

Tuition reimbursement up to $2500 annually

Fitness reimbursement up to $800 annually

Similar jobs

Similar jobs