Sr Financial Analyst

Job Purpose

The Sr Finance Reporting Analyst is responsible for improving the efficiency, accuracy, and accessibility of financial reporting within the Business Finance team.  This role focuses on building sustainable, automated reporting solutions to replace manual processes and enable faster insights for business leaders.  The ideal candidate brings strong technical capability, business acumen, and a continuous improvement mindset to transform how financial data is delivered and consumed.

Primary Job Responsibilities

• Design and automate reoccurring financial reports and dashboards using tools such as Power BI, Excel, PAX or other tools.
• Partner with Business Finance, FP&A and Accounting to improve data flow, reduce errors, and eliminate manual steps.
• Build scalable templates for forecasting, reporting, and variance analysis.
• Create documentation and training for report usage and data interpretation.
• Ensure data governance by using consistent definitions and approved sources.
• Recommend and implement process improvements within monthly/quarterly reporting cycles.
• Support ad hoc analysis and cross functional initiatives to modernize finance processes.

Required Experience, Skills, and Knowledge

Educations

• Bachelor’s degree in Finance, Accounting, Business, Information Systems, Data science, or related field;

Experience

• 3 + years of experience in financial analysis, business finance, or financial reporting. Hands on experience building or automating reports

• Experience working cross functionally with Accounting, FP&A, IT/Finance Systems
• Familiarity with monthly close, planning cycles, and variance analysis

Financial Knowledge

• Strong understanding of P&L structure and financial statements, budgeting and forecasting cycles, and KPI tracking and variance explanations.
• Knowledge of how data flows through financial systems (ERP, planning tools)

Technical Skills

• Advanced Excel (pivot tables, formulas, macros)
• Power BI, Tableau, or other tools
• Familiarity with data connectors, data governance, and financial system logic

Core skills & attributes

• Strong attention to detail and comfort working with large data sets
• Ability to simplify complex data into usable insights for business partners
• Excellent problem solving and process improvement skills
• Ability to manager multiple priorities in a deadline-driven environment
• Strong communication skills to collaborate across teams
• Proactive mindset with a focus on efficiency, automation, and continuous improvement
• Ability to work independently, prioritize, and translate finance needs into systems-based solutions.

Preferred Experience, Skills, and Knowledge

• CPA, CFA, or similar designation
• Experience with Oracle
• Basic SQL or other data query tools

At Assurant, we celebrate the differences that make us who we are. By assembling extraordinary teams from a variety of races, religions, sexual orientations, gender identities, ages, experiences, and abilities, we’re able to better reflect the global communities where we live and work. By working to remove barriers, we ensure equity for everyone. The pursuit of inclusion rests with each of us. Because it’s only by listening to and representing the unique voices of every individual that we can innovate for all.

For further information about Assurant, please visit our website: https://www.assurant.com/