Insurance Financial Analyst

Established in 2021, Independence Pet Holdings is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.

We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands. 

Established in 2021, Independence Pet Holdings (IPH) is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.

We believe pet insurance is more than a financial product. We build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach includes our own insurance carrier, insurance brands and partner brands.

Pets Best, a subsidiary of IPH, offers pet insurance and wellness plans for dogs and cats in every state. Founded in 2005 with a mission to provide access to comprehensive animal healthcare at an affordable price, Pets Best delivers flexible coverage, an easy claims process, and excellent customer service.

Job Summary:

Pets Best is seeking an Insurance Financial Analyst to work closely with Finance and Business heads to drive our financial planning, forecasting, reporting, and analysis. In this role, you will have unique visibility across the entire company and serve as the key liaison between multiple departments and teams. You will turn your analyses into deep insights, communicate these insights to key stakeholders and executives, and support strategic decision-making.

Job Location: Hybrid to New York City (Preferred); Remote

Main Responsibilities:

• Prepare and review weekly, monthly, and quarterly financial packages for senior management and holding company.

• Lead process development to extract data from policy admin systems and relational databases into PowerQuery/Excel

• Build automated financial reports and dashboards via PowerQuery ETL and advanced Excel skills

• Facilitate collaboration by communicating financial concepts to technical/IT teams and vice versa

• Collaborate with cross-functional teams to prepare quarterly forecasts and annual budget, including cash flow projections.

• Assist in financial and business analysis across key operations and functions of the business.

• Prepare ad hoc analysis requests for senior management.

• Assist with special projects as needed.

Qualifications:

• 2 years of experience

• 1 - 3 years of modeling skills, in insurance and/or MGA environment

• Bachelor's degree in Accounting, Finance, MIS, or Software Engineering

• Must be prepared to work in a fast-paced dynamic growth environment

• Advanced MS Excel knowledge, intermediate MS PowerPoint

• Advanced skills in Power Query and SQL. Other programming languages a plus

• Understanding of Insurance/MGA Carrier relationships and related reporting

• Basic understanding of journal entries and general ledgers a plus

• Understanding of insurance (P&C) a plus

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All of our jobs come with great benefits including healthcare, parental leave and opportunities for career advancements. Some offerings are dependent upon the location of where you work and can include the following:

• Comprehensive full medical, dental and vision Insurance
• Basic Life Insurance at no cost to the employee
• Company paid short-term and long-term disability
• 12 weeks of 100% paid Parental Leave
• Health Savings Account (HSA)
• Flexible Spending Accounts (FSA)
• Retirement savings plan
• Personal Paid Time Off
• Paid holidays and company-wide Wellness Day off
• Paid time off to volunteer at nonprofit organizations
• Pet friendly office environment
• Commuter Benefits
• Group Pet Insurance
• On the job training and skills development
• Employee Assistance Program (EAP)