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Financial Reporting Specialist

2 months ago

Leawood, Kansas, United States Companion Protect Full time
Position Overview

At Companion Protect, we are dedicated to enhancing the lives of pets through our comprehensive insurance programs. Our mission is to ensure that pets remain healthy and happy, and we believe that our associates are key to achieving this vision.

As a Financial Reporting Specialist, you will play a crucial role in generating and distributing financial reports to our partners and insurance entities on a regular basis. Your analytical skills will support both the Client Services and Executive teams by providing essential internal reports and insights.

Key Responsibilities:

  • Develop, assess, and communicate key performance indicators and overall company metrics across various sales channels.
  • Deliver monthly reconciliation and reserve reports to client partners and insurance companies.
  • Manage and oversee financial data related to our insurance programs, including premiums, claims, and policy information.
  • Collaborate with Database Administrators to enhance reporting capabilities and gain a thorough understanding of our data systems.
  • Assist the Client Services team with reporting needs for current and prospective clients.
  • Work with IT product owners to define business requirements for system enhancements.
  • Contribute to the annual budgeting and quarterly forecasting processes, updating business cases as necessary.
  • Provide analytical support in reviewing enrollment and claims data to identify trends and improvement opportunities.
  • Conduct additional analyses on various projects, including product adjustments, pricing strategies, and market competition.

Qualifications:

  • Minimum of 1 year of experience in a financial analysis or related field.
  • Bachelor's degree in Accounting, Finance, Insurance, or Business Administration.
  • Experience in the insurance sector or a related regulated industry is preferred.
  • Proficient in advanced Excel functions and reporting software.
  • Strong commitment to teamwork and a dedication to customer service.
  • Creative problem-solving skills and resourcefulness.
  • Familiarity with Salesforce, SQL, reporting software, Tableau, and reinsurance is a plus.

Work Environment: This position offers flexibility with remote or hybrid options available.

Why Join Us: At Companion Protect, we prioritize the well-being of our associates and offer a range of benefits that extend beyond standard packages. Our leadership is committed to transparency and growth, ensuring that our values align with those of our team members. If you are passionate about making a difference in pet healthcare, we invite you to explore the opportunities with us.

Benefits Include:

  • Comprehensive medical, dental, and vision insurance.
  • 401K plan with company matching.
  • Subsidized pet insurance.
  • Flexible work arrangements.
  • Generous paid time off and holidays.
  • Community engagement opportunities.

Companion Protect is an equal opportunity employer, committed to fostering an inclusive work environment.