Are you looking to make an impactful difference in your work, yourself, and your community? Why settle for just a job when you can land a career? At ICW Group, we are hiring team members who are ready to use their skills, curiosity, and drive to be part of our journey as we strive to transform the insurance carrier space. We're proud to be in business for over 50 years, and its change agents like yourself that will help us continue to deliver our mission to create the best insurance experience possible.
Headquartered in San Diego with regional offices located throughout the United States, ICW Group has been named for ten consecutive years as a Top 50 performing P&C organization offering the stability of a large, profitable and growing company combined with a focus on all things people. It's our team members who make us an employer of choice and the vibrant company we are today. We strive to make both our internal and external communities better everyday! Learn more about why you want to be here!
PURPOSE OF THE JOB
The Senior Financial Analyst is responsible for enterprise financial planning, budgeting, forecasting, reporting, and strategic analysis supporting business and technology investments. This role provides financial oversight of operating expenses, capital expenditures, and technology-related spend while delivering actionable insights that improve business performance, resource allocation, cost optimization, and strategic decision making. The position collaborates cross functionally with groups such as Finance, Accounting, Information Technology, Procurement, and other business functions to ensure investments align with organizational priorities and deliver measurable value.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Coordinates the strategic expense planning process across the enterprise.
Develops the timeline and deliverables for annual planning and interim forecasts.
Creates templates and tools to facilitate the process for the department/enterprise.
Prepares regular updates of strategic plan and transfers information to the enterprise roadmap.
Tracks performance to plan metrics and prepares monthly reports.
Validates forecast assumptions, quantifies business risks and opportunities and drives accuracy improvements.
Facilitates annual operating and capital budget development process across assigned departments and coordinates with Accounting and other LOBs to integrate data.
Establishes calendar for department(s) based on Enterprise calendar.
Provides guidance and direction to leaders in budget preparation.
Compiles data and prepares materials for review.
Submits final approved budget to Accounting for approval.
Supports organization wide resource planning initiatives.
Incorporates technology spending forecasts including software subscriptions, cloud services, infrastructure, and strategic technology initiatives into enterprise planning processes.
Evaluates actual technology consumption against forecasts and provides recommendations to improve forecast accuracy and cost management.
Drives financial foresight through detailed capital modeling and proactive risk monitoring.
Develops and maintains financial models to evaluate capital positioning and provides actionable insights for senior management.
Conducts scenario analysis to forecast potential financial outcomes and implications for the Company’s standing with key stakeholders including investors and rating agencies.
Tracks and analyzes key risk metrics to identify potential financial risks and opportunities.
Prepares risk reports and dashboards for senior management, highlighting key risk areas and mitigation strategies.
Develops department/enterprise metrics and scorecards to track department/business performance and progress.
Creates and establishes standard set of monthly reports and metrics.
Develops methodology for new statistical measures and reports to be used for department/enterprise decision-making.
Prepares monthly department/business financial analyses or other reports.
Develops internal controls by ensuring data accuracy and data completion.
Ensures compliance with financial guidelines, company policies and relevant regulations.
Develops financial and operational dashboards incorporating business, technology, and resource utilization metrics.
Creates cost-per-unit, cost-per-user, and utilization measures to evaluate efficiency and support data-driven decision making.
Performs trend and variance analysis across traditional financial and technology investment categories.
Contributes expertise, analytical and other skills to enhance department/business operations.
Provides analytical support across departments as requested.
Coordinates the department/enterprise project calendar using Microsoft Project or similar tool.
Compiles and presents data as graphs, charts, tables, and written or other appropriate presentation methods.
Leads medium to large projects using effective project management techniques.
Collaborates with leaders and stakeholders to align and justify funding to business and strategic requirements.
Provides leaders with timely, relevant and actionable financial and operational reporting and forecasting.
Supports strategic initiatives through development of business cases, ROI analyses, total cost of ownership (TCO) models, and investment evaluations.
Provides financial guidance on technology transformation initiatives and emerging technologies including cloud and AI-enabled platforms.
Partners with technology leaders to align funding requests with enterprise priorities and expected business outcomes.
Technology Cost Governance and Financial Analysis
Partners with Information Technology leadership to monitor and analyze technology operating and capital expenditures.
Develops financial models, forecasts, and business cases supporting technology initiatives, cloud services, software subscriptions, and infrastructure investments.
Performs cost allocation and chargeback/showback analysis across departments and business units.
Evaluates technology utilization trends, identifying opportunities for cost optimization, efficiency improvements, and resource reallocation.
Monitors vendor spend, software licensing costs, and technology consumption metrics against budget and forecast.
Produces recurring reporting and dashboards highlighting technology investment performance, utilization, savings opportunities, and financial risks.
Supports contract renewals, vendor evaluations, and financial assessments of technology investment alternatives.
Collaborates with IT and Procurement to improve visibility, accountability, and governance of technology expenditures.
SUPERVISORY RESPONSIBILITIES
This job does not have supervisory responsibilities. However, informal leadership is required to align resources and engage them in performing tasks as a project manager.
EDUCATION AND EXPERIENCE
Bachelor's degree in Finance, Accounting, Business Administration, Economics, Information Systems, Data Analytics, or related field. Additional experience may be considered in lieu of degree.
Minimum 5 years of experience in financial planning and analysis, budgeting, forecasting, finance business partnering, technology financial management, FinOps, business analytics, or related disciplines.
Experience supporting Information Technology, Digital, Data Analytics, or Enterprise Operations organizations preferred.
Experience analyzing technology investments, software licensing, cloud services, or vendor expenditures preferred.
Experience with Workday Adaptive Planning, Oracle, SAP, Coupa, or similar ERP/planning solutions preferred.
Experience working with large datasets and business intelligence tools preferred.
CERTIFICATES, LICENSES, REGISTRATIONS
None required.
KNOWLEDGE AND SKILLS
Advanced knowledge of accounting and/or financial principles and practices.
Knowledge of budget management, reporting best practices, and forecasting.
Advanced level competency using analysis tools such as Excel, Access, etc.
Understanding and demonstrated application of statistical analysis tools.
Understanding of P&L financial statements and key business drivers.
Ability to apply principles of logic to a wide range of intellectual and practical problems.
Ability to collaborate across other technology programs.
Excellent communication and relationship management skills to influence and resolve issues.
Key characteristics required: attention to detail, sense of urgency, ability to multitask; adaptability and flexibility to perform work at all levels.
Understanding of technology investment planning, software licensing models, cloud consumption economics, and cost allocation methodologies.
Ability to evaluate technology spend using utilization, adoption, and value realization metrics.
Advanced analytical skills with ability to synthesize financial and operational data into actionable business recommendations.
Experience using data visualization and business intelligence tools such as Power BI, Tableau, or similar platforms.
Familiarity with SQL, database querying, and large-volume data analysis preferred.
Ability to collaborate effectively across Finance, Accounting, IT, Procurement, and business functions.
Strong consulting and influencing skills with the ability to communicate complex financial concepts to technical and non-technical audiences.
PHYSICAL REQUIREMENTS
Office environment – no specific or unusual physical or environmental demands and employees are regularly required to sit, walk, stand, talk, and hear.
WORK ENVIRONMENT
This position operates in an office environment and requires the frequent use of a computer, telephone, copier, and other standard office equipment. This description is a general statement of essential job functions and responsibilities. The position may include other duties as assigned.
We are currently not offering employment sponsorship for this opportunity.
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The current range for this position is
$90,559.93 - $152,723.07This range is exclusive of fringe benefits and potential bonuses. If hired at ICW Group, your final base salary compensation will be determined by factors unique to each candidate, including experience, education and the location of the role and considers employees performing substantially similar work.
WHY JOIN ICW GROUP?
Challenging work and the ability to make a difference
You will have a voice and feel a sense of belonging
We offer a competitive benefits package, with generous medical, dental, and vision plans as well as 401K retirement plans and company match
Bonus potential for all positions
Paid Time Off
Paid holidays throughout the calendar year
Want to continue learning? We’ll support you 100%
ICW Group is committed to creating a diverse environment and is proud to be an Equal Opportunity Employer. ICW Group will not discriminate against an applicant or employee on the basis of race, color, religion, national origin, ancestry, sex/gender, age, physical or mental disability, military or veteran status, genetic information, sexual orientation, gender identity, gender expression, marital status, or any other characteristic protected by applicable federal, state or local law.
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Job Category
Accounting and FinanceSkills Required
- Bachelor's degree in Finance, Accounting, Business, Economics, Information Systems, Data Analytics, or related field (or equivalent experience)
- Minimum 5 years of experience in financial planning and analysis, budgeting, forecasting, finance business partnering, technology financial management, or FinOps
- Advanced knowledge of accounting and financial principles, budget management, forecasting, and P&L analysis
- Advanced competency with analysis tools such as Excel and Access and strong financial modeling skills
- Experience developing capital models, scenario analysis, and risk monitoring/reporting
- Project management skills and ability to lead medium to large projects and coordinate cross-functional stakeholders
- Experience with Workday Adaptive Planning, Oracle, SAP, or Coupa
- Experience with business intelligence and data visualization tools such as Power BI or Tableau
- Familiarity with SQL and large-volume data analysis / database querying
- Experience analyzing technology investments, cloud services, software licensing, and cost allocation methodologies
ICW Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about ICW Group and has not been reviewed or approved by ICW Group.
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Healthcare Strength — Multiple medical plan types (HMO, PPO, HDHP) are offered alongside dental, vision, company‑paid life/AD&D, and short‑ and long‑term disability, with a company‑paid EAP included. This breadth positions health coverage as a core component of the total rewards offering.
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Retirement Support — A 401(k) with company match is available, complemented by medical and dependent care FSAs and access to a 529 plan. This mix supports longer‑term savings alongside near‑term tax‑advantaged options.
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Leave & Time Off Breadth — Generous PTO and paid company holidays are part of the package, with some postings specifying around 17 days PTO to start plus 11 holidays. Flexible scheduling and paid volunteer time further expand time‑off flexibility.
ICW Group Insights
What We Do
Welcome to the official LinkedIn company page for ICW Group, a leading national group of insurance carriers offering a range of products for businesses, including workers’ compensation and earthquake, as well as automobile coverage for individuals. Follow us here for company updates, career opportunities, product information, workers’ compensation industry trends, fraud prevention tips, risk management support and an opportunity to network with industry experts and peers. We deliver our insurance products through our independent agent and broker partners, and are a full-service group of companies—providing industry-leading claims, risk management and fraud investigation services. For more than 40 years, we have partnered with agents and policyholders to achieve fewer and less costly claims. ICW Group is headquartered in San Diego, and has branch offices across the United States. Learn more about our company at http://www.icwgroup.com
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