JOB DESCRIPTION

The Senior Financial Analyst is a pivotal member of the Finance unit and will report to the Assistant Vice President, Finance, Accident and Health. The Senior Financial Analyst will interact with a diverse group of internal personnel including other financial analysts, divisional leadership, actuarial and functional staff to interpret financial data and operational performance.

Key Responsibilities:

• Get a full and deep understanding of our business, processes, systems, and products.
• G&A expense and ULAE reporting, variance analysis and planning.
• Assist with expense budgets for various A&H departments.
• Maintain expense database for analysis, familiarity working with large data sets and manipulation.
• Review actual expenses on a monthly basis and update forecasts as necessary.
• Financial support to Leisure Travel and Individual Travel segments.
• Balancing Paymentech to Chubb Systems.
• Manage all Credit Card Chargebacks.
• Accounts Receivable Reconciliations.
• Monthly Quantum Cash Balancing.
• Periodic Reconciliation of Various Leisure Travel/Individual Travel systems.
• Monthly analysis and validation of registered premium and commissions.
• Prepare Accounts Payable vouchers and Vendor Management - Coupa experience a plus.
• Periodic journal entries for various fees.
• Year End Statutory Reporting for A&H.
• Assist in preparing profit share calculations.
• Manage Affinity production, monthly forecast, annual plan, strategic plan.
• Assist with special projects and other assigned duties.
• Support Chubb Accident and Health division finance goals/objectives.

• Demonstrate agility by managing and prioritizing workload in order to meet department and client expectations.
• Identify areas requiring improvement, assess scope and resources necessary to make improvements and follow through by executing on improvement plans.
• Advise management on the emergence and progress of deliverables, as well as the appearance of issues or obstacles.
• Ability to complete multiple tasks independently in a fast paced, dynamic work environment.
• Work in 3 days in office /2 days work from home hybrid work schedule.

QUALIFICATIONS

Technical

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