ABOUT THE COMPANY
Champlain Insurance Group is a fast-growing, specialty, surplus and excess lines insurance enterprise. Which, through our affiliates, Champlain Specialty Insurance Company, WestCongress Insurance Services LLC, and WestCongress Risk Services LLC, offers primary and excess general liability insurance solutions and claims administration throughout the United States.
Position Summary
We are seeking a highly motivated and analytical Senior Financial Analyst to join our Finance team. This role combines financial planning & analysis with accounting, providing meaningful insight into business performance through budgeting, forecasting, financial modeling, variance analysis, and management reporting. The ideal candidate is a self-starter who enjoys solving complex business problems, has advanced Excel skills, and can effectively partner with leaders across the organization.
Insurance industry experience is preferred but not required.
Key Responsibilities
- Prepare monthly financial reporting packages, including detailed variance analysis against budget, forecast, and prior periods.
- Develop and maintain financial models to support forecasting, budgeting, strategic initiatives, and business decisions.
- Assist in the annual budgeting and quarterly forecasting processes.
- Analyze financial and operational trends, identify key drivers, and communicate actionable insights to management.
- Partner with accounting during the monthly close process to ensure accurate financial reporting.
- Reconcile financial data between accounting and FP&A systems while maintaining data integrity.
- Support management reporting, executive presentations, and Board reporting.
- Evaluate business performance and provide recommendations to improve profitability and operational efficiency.
- Assist with ad hoc financial analysis, special projects, and strategic initiatives.
- Continuously improve financial reporting processes through automation and enhanced reporting tools.
- Bachelor's degree in Accounting, Finance, or related field.
- 5+ years of progressive experience in FP&A, accounting, or corporate finance.
- Strong understanding of financial statements and accounting principles.
- Financial modeling experience strongly preferred.
- Advanced Microsoft Excel skills, including complex formulas, PivotTables, Power Query, and financial modeling.
- Experience with budgeting and forecasting processes.
- Excellent analytical and problem-solving skills with strong attention to detail.
- Ability to manage multiple priorities while meeting deadlines.
- Strong written and verbal communication skills.
- Self-motivated with the ability to work independently and collaboratively across departments.
Preferred Qualifications
- Insurance industry experience (Property & Casualty, MGA, or broader insurance operations) is a plus.
- Experience with ERP systems such as Microsoft Dynamics 365 or similar platforms.
- Experience with Power BI or other business intelligence tools is a plus.
Key Competencies
- Financial Analysis
- Variance Analysis
- Financial Modeling
- Budgeting & Forecasting
- Accounting Knowledge
- Advanced Excel
- Critical Thinking
- Process Improvement
Skills Required
- Bachelor's degree in Accounting, Finance, or a related field
- 5+ years of progressive experience in FP&A, accounting, or corporate finance
- Strong understanding of financial statements and accounting principles
- Advanced Microsoft Excel skills, including complex formulas, PivotTables, Power Query, and financial modeling
- Experience with budgeting and forecasting processes
- Excellent analytical and problem-solving skills with strong attention to detail
- Ability to manage multiple priorities while meeting deadlines
- Strong written and verbal communication skills
- Ability to work independently and collaboratively across departments
- Financial modeling experience
- Insurance industry experience, including Property & Casualty, MGA, or broader insurance operations
- Experience with ERP systems such as Microsoft Dynamics 365 or similar platforms
- Experience with Power BI or other business intelligence tools
What We Do
WestCongress Insurance Services LLC is a managing general agent and specialty insurance producer focused on surplus and excess lines. It provides primary and excess general liability coverage for underserved small and middle-market businesses, particularly in security, artisan contracting, and energy. The company supports brokers with tailored underwriting and insurance solutions, specialized service, and in-house claims handling through an affiliated administrator, serving risks across the United States.
