Sr Financial Analyst

2 weeks ago


Blue Bell, Pennsylvania, United States PMA Companies Full time
Job Description:
  • Analyze and control premium and commission monthly by source, program, company and line of business.
  • Calculate ceded reinsurance premium and commissions and prepare quarterly trend analyses.
  • Monitor cash collections and make quarterly settlements between PMA and reinsurers.
  • Calculate, record and settle all ceded reinsurance losses while interacting with actuarial staff in the preparation and review of quarterly loss reserve analyses.
  • Control all assumed and inter-company reinsurance.
  • Calculate deferred acquisition costs quarterly by line of business.
  • Prepare quarterly and annual financial and management reports.
  • Facilitate quarterly financial results meetings and meet regularly with operating management on various topics pertinent to the business.
  • Work cooperatively to facilitate financial audits including Sarbanes-Oxley compliance and State Examinations.
  • Work closely with new underwriting companies' operating management to coordinate the set-up of new ORI companies.
  • Oversee preparation of annual financial plan model, working with colleagues in financial accounting and reporting, reinsurance accounting, actuarial and operations.
  • Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work.


Requirements:
  • Bachelor's degree in Accounting/Finance is required.
  • Three to Five years business experience, P C Insurance industry experience a plus
  • Financial accounting experience required, P C reinsurance accounting experience a plus.
  • Strong Microsoft Excel and Power Point skills.
  • Strong verbal and written communication skills -- able to communicate financial matters to non-financial management and staff in a concise, informative manner.
  • Be a self-starter, flexible/adaptable to changing priorities, inquisitive.
  • Able to identify potential problem areas and formulate suggested solutions for discussion with Manager and operations management and staff.
  • Ability to work both individually and collaboratively, knowing when to involve others in the evaluation and decision making process to minimize non-productive time.
  • Comfortable interacting with all levels of management.


  • Blue Bell, United States Robert Half Full time

    We are currently hiring for a Senior Financial Analyst / Financial Planning & Analysis Manager to provide overall financial support and work closely with finance and the management team to help formulate and refine the strategy and financial projections for the business.Main responsibilities of the Senior Financial Analyst / Financial Planning and Analysis...

  • Sr Financial Analyst

    4 weeks ago


    Blue Bell, United States PMA Companies Full time

    Job Description:Analyze and control premium and commission monthly by source, program, company and line of business.Calculate ceded reinsurance premium and commissions and prepare quarterly trend analyses.Monitor cash collections and make quarterly settlements between PMA and reinsurers.Calculate, record and settle all ceded reinsurance losses while...

  • Sr Financial Analyst

    4 weeks ago


    Blue Ash, United States LSI Industries Full time

    Build your Career with an Industry LeaderLSI’s heritage spans more than 40 years, beginning in 1976 when the company was founded. The company employs about 1,400 people at 11 manufacturing plants in the U.S. and Canada and we continue to grow. Headquartered in Greater Cincinnati Ohio, LSI is a publicly held company traded on the NASDAQ Stock Exchange under...


  • Blue Ash, United States Vaco Full time

    POSITION OVERVIEW: The Sr. Financial Analyst is responsible for managing and analyzing financial tasks, including overseeing monthly closings of the general ledger for sales, cost of sales, related expenses, and profit. Additionally, they will assist in preparing and analyzing cost standards, financial statements, investment analysis, and related balance...


  • Blue Ash, United States Vaco Full time

    POSITION OVERVIEW:The Sr. Financial Analyst is responsible for managing and analyzing financial tasks, including overseeing monthly closings of the general ledger for sales, cost of sales, related expenses, and profit. Additionally, they will assist in preparing and analyzing cost standards, financial statements, investment analysis, and related balance...


  • Blue Bell, United States CVS Pharmacy, Inc. Full time

    Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced human-centric health care for a rapidly changing w Medical, Analyst, Health, Retail, Healthcare


  • Blue Bell, United States PMA Companies Full time

    As a member of the Ceded Reinsurance Unit within the Financial Department, you will be responsible for the administration process for claims from various SOCs to include Old Republic Specialty Insurance Underwriters and Old Republic Inland Marine. Essential Functions: Monitor progression of insurance claims for treaty and facultative reinsurance...


  • Blue Ash, United States Communicare Health Services Full time

    The CommuniCare Family of Companies currently owns/operates more than 90 healthcare facilities in 7 states. A family-owned company, we have grown to become one of the nation’s largest providers of post-acute care. We are currently seeking a Senior Financial Analyst to support our corporate goals by gathering, organizing, and reporting relevant data. The...

  • Financial Analyst

    6 days ago


    Blue Bell, United States PMA Companies Full time

    Preparation of various general ledger journal entries. - Prepare monthly reconciliations for accounts receivable. - Prepare monthly or quarterly reconciliations for various other balance sheet accounts. - Completion of cash collection schedules for all business written. - Calculate state and line of business allocations for losses, premium taxes,...

  • Financial Analyst

    6 days ago


    Blue Bell, United States PMA Companies Full time

    Preparation of various general ledger journal entries. Prepare monthly reconciliations for accounts receivable. Prepare monthly or quarterly reconciliations for various other balance sheet accounts. Completion of cash collection schedules for all business written. Calculate state and line of business allocations for losses, premium taxes, commissions, and...

  • Accounting Manager

    1 week ago


    Blue Bell, United States BrightView Landscapes Full time

    Description Looking for an opportunity where success comes naturally? Then you may have found your crew. We’re looking for an Accounting Manager to join our team.Here’s what you’d do:The Accounting Manager will have responsibility for planning, coordinating, and managing key accounting functions, including accounting policy and managing accounting...

  • Accounting Manager

    1 week ago


    Blue Bell, United States BrightView Landscape Development Full time

    Description Position at BrightView Landscape Development Looking for an opportunity where success comes naturally? Then you may have found your crew. We're looking for an Accounting Manager to join our team. Here's what you'd do: The Accounting Manager will have responsibility for planning, coordinating, and managing key accounting functions, including...


  • Blue Bell, United States USI Holdings Corporation Full time

    **General Description**:Support the operational and processing needs of the commissions for the Individual Benefits team. Includes maintaining and scrubbing data from clients and carriers to be processed by the commissions team. **Responsibilities**: - Responsible for processing carrier commissions uploads. - Support the Commission team with individual...

  • Sr. Staff Accountant

    3 weeks ago


    Bell Gardens, United States Individual FoodService Full time

    Accounting Department GeneralPurpose: The Sr. Staff Accountant assists in the daily operations of the finances of the company. Assist in analyzing financial information and prepare financial reports to determine or maintain record of assets, liabilities, profit and loss, tax liability, or other activities within an organization. Distinguishing...

  • Sr. Staff Accountant

    3 weeks ago


    Bell Gardens, United States Individual FoodService Full time

    Job DescriptionJob Description  Accounting DepartmentGeneral Purpose:  The Sr. Staff Accountant assists in the daily operations of the finances of the company.  Assist in analyzing financial information and prepare financial reports to determine or maintain record of assets, liabilities, profit and loss, tax liability, or other activities within an...

  • Assistant Controller

    4 weeks ago


    Blue Hill, United States Vantage Point Recruiting Full time

    Job DescriptionJob DescriptionLooking for strong communicator and skilled financial analyst, this person will streamline the budgeting, payroll, and financial reporting processes. The controller will also produce thorough financial-status reports for senior managers to help improve operational efficiency and aid in continued growth. Objectives of this...


  • Blue Ash, United States Stifel Full time

    Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential...


  • Blue Ash, United States Stifel Full time

    Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential...

  • Staff Accountant

    12 hours ago


    Blue Ash, United States Qual IT Resources Full time

    Job Summary: The Staff Accountant provides support and assistance to the company’s finance team. Areas of accountability include month end closing, monthly reporting, financial review, and serving as a communication link with HQ for the finance division. 2. Job Tasks and Business DecisionsPrepare monthly/quarterly financial reports to be provided to HQ...


  • Blue Ash, United States Stifel Full time

    Summary Under immediate supervision, Client Services Associate, Registered, assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining...