The Role
The Senior Financial Analyst will enhance accounting processes, collaborate with teams, and provide client service in a digital insurance broker environment.
Summary Generated by Built In
Pathpoint is looking to hire a Senior Financial Analyst to take ownership of core finance and accounting processes and functions. You will develop new systems and improve existing processes to support our clients and internal teams in handling financial and accounting workflows as we continue to grow.
Pathpoint is the first fully digital wholesale broker that delivers a simple, fast, and efficient way for retail insurance agents to submit, quote, bind, and manage small Commercial Property and Casualty E&S products for insureds.
You’ll report to our Head of Financial Operations and collaborate closely with Operations, Sales, Underwriting, and Strategic Partnerships to provide industry leading client service
Sr. Financial Analyst Job Requiremnts
- - 7+ years experience in accounting or finance (AP/AR experience a plus)
- - 5+ years experience working in Insurance industry (E&S preferred)
- - Strong proficiency with Microsoft Excel, Google Sheets (developing simple automations a plus)
- - Experience reconciling large data sets
- - Creating and documenting repeatable processes
- - Organizing with a high level of attention to detail
- - Experience with Salesforce
- - Experience with [BILL.com](http://bill.com/)
- - Experience with Ascend
- - Self-starter — you will take over existing processes and improve them independently with a view toward integrating the processes with the rest of the company to make finance and accounting run smoothly for our clients, partners, and employees
- - A great collaborator with effective communication skills. You’re quick to respond to issues as they arise and can solution without direct oversight
Pathpoint's Values:
Hard Problems Drive Us: We believe the insurance industry hasn’t kept up with changing times and fixing that is a hard problem worth solving.
We Start with Why: Seek to understand what customers care about. Use data to challenge assumptions and figure out the problem.
We Take Ownership and Accountability: We think people are their happiest when they have high ownership and accountability over the problems confronting them and are empowered to move decisively to work on them.
We Work Together: Nothing happens without the individual efforts of our team members, but effective teamwork is how we build and maintain customer value.
We Move Forward: We value the ability to persist through adversity to achieve goals and believe speed plays an important role.
Pathpoint is an equal opportunity employer that values diversity, inclusion, and belonging. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Note: We are unable to provide visa sponsorship for this position at this time. By applying to this job, you confirm that you are eligible to work in the U.S. without requiring visa sponsorship now or in the future. Thank you for your understanding.
Top Skills
Ascend
Bill.Com
Google Sheets
Excel
Salesforce
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The Company
What We Do
Placing small E&S risks shouldn’t be hard.
Pathpoint was built to make it faster and easier for retail agents to get great E&S coverage options. Quote and bind coverage for your small business clients online with one streamlined submission. Receive multiple bindable quotes for your clients in minutes, not days.
