Senior Financial Program Analyst

Reposted 16 Days Ago
Austin, TX, USA
In-Office
Senior level
Insurance
Providing expertise for our partners by actively managing programs focusing on underwriting, claims and enterprise risk.
The Role
Support financial setup, system configuration, and lifecycle management of P&C insurance programs. Collaborate cross-functionally to configure Duck Creek and Workday Accounting Center, validate accounting entries, assess reinsurer credit/collateral, and drive continuous improvements in program finance and systems.
Summary Generated by Built In

About Incline P&C Group

Incline P&C Group is a privately owned company, backed by private equity and its original founders, with an exclusive focus on the property and casualty program insurance market. The company writes approximately $2 billion in premiums through its A-rated and managed carriers. Incline has a team of over 100 employees headquartered in Austin, Texas.


Senior Financial Program Analyst

Incline Insurance Group is seeking a detail-oriented and analytically minded professional to support the financial setup, system configuration, and lifecycle management of Incline’s property and casualty insurance programs. This role plays a critical part in ensuring insurance programs are structured accurately from a financial and operational perspective, bridging underwriting, finance, accounting, and systems.

 

About Incline P&C Group

Incline P&C Group is a privately owned company, backed by private equity and its original founders, with an exclusive focus on the property and casualty program insurance market. The company writes approximately $2 billion in premiums through its A-rated and managed carriers. Incline has a team of over 100 employees headquartered in Austin, Texas.

 

What You’ll Do

As a Senior Financial Program Analyst, you will be a key contributor on the Financial Program Management (FINPRO) team within the Finance Department. You will partner closely with various teams throughout the organizations such as Data, Underwriting, Insurance Operations Accounting, Financial Business Systems and Treasury to support the accurate financial setup and ongoing management of insurance programs.

 

Cross-Functional Collaboration: Serve as a liaison between Data, Underwriting, Insurance Operations Accounting, Financial Business Systems and Treasury teams to support timely and accurate program setup in Duck Creek Reinsurance System and Workday Accounting Center.  Partner with the Insurance Operations Accounting and Treasury teams to ensure downstream financial processes are enabled correctly.  Participate in program discussions to identify potential financial or system impacts early in the process.

 

Program Financial Setup & Lifecycle Support: Support the financial onboarding of new insurance programs and renewals, ensuring appropriate financial structures are established.

 

Financial Systems & Configuration: Assist with the configuration, maintenance, and testing of program-related terms within financial systems (Duck Creek Reinsurance System and Workday Accounting Center).  Help in creating additional calculation models and calculation basis in Duck Creek whenever needed.  Support the validation of system setups to ensure accounting entries and financial flows operate as intended.  Document program financial structures, assumptions, and system logic to promote consistency and transparency.

 

Reinsurance, Credit Risk & Collateral Support: Assist with credit risk assessments related to reinsurers and Managing General Agents (MGAs) during program onboarding and renewals.  Support analysis of collateral requirements, including trust account funding and minimum collateral thresholds.  Coordinate with internal stakeholders to help ensure appropriate collateralization is maintained.

 

Ongoing Program Monitoring & Improvement: Support ongoing program reviews from a finance and systems perspective.  Help identify, document, and escalate setup or structural issues that may impact financial reporting or controls.  Assist with continuous improvement initiatives related to program financial processes, systems, and documentation.

 

What We’re Looking For

We’re seeking a motivated finance professional who thrives in a collaborative, fast-paced entrepreneurial insurance environment and enjoys working at the intersection of finance, underwriting, and systems.

 

Experience:  5+ years of experience in reinsurance accounting, underwriting support, and/or financial systems.

 

Education: Bachelor’s degree in Finance, Accounting, Economics, Risk Management, or a related field.

 

Technical & Functional Skills: Foundational understanding of accounting principles and financial transactions.  Exposure to insurance or reinsurance program structures preferred.  Experience or familiarity with financial or insurance systems (e.g., Workday, Workday Accounting Center, Duck Creek Reinsurance, or similar platforms) is a plus.  Strong analytical skills with high attention to detail and process accuracy.

 

Collaboration & Communication: Ability to work cross-functionally with both technical and non-technical stakeholders.  Clear communicator who can translate program structures into financial and system requirements.

 

Mindset: Curious, detail-oriented, and solutions-focused.  Strong sense of ownership and accountability.  Willingness to learn and grow within a developing function.

 

Location

 This role is based in Austin, TX and operates within a hybrid work model.

 

Why Incline Insurance Group?

At Incline, you’ll have the opportunity to join a growing organization and be part of a newly established team that plays a critical role in how insurance programs are built and supported. The FINPRO team provides exposure to underwriting, reinsurance, finance, and systems, offering a strong foundation for long-term career growth within insurance and financial program management.

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The Company
HQ: Austin, Texas
78 Employees

What We Do

Bringing over 75 years of combined industry experience, Incline P&C Group is the premier insurance program market services firm. Privately owned and operated with an exclusive focus on the program insurance market, the executive team’s experience and expertise combined with effective underwriting discipline and risk management provides each client with various platforms and associated services to meet almost any need in the industry.

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