Analyze insurance product metrics, claims, and sales trends to support underwriting strategy. Build self-service data tools, prepare performance reports for capacity providers, calculate reserving and profit-share metrics, validate data with engineering teams, and present actionable insights to senior stakeholders. The role also involves coaching junior colleagues and collaborating with finance, data engineering, and external partners.

Lead month-end close, oversee transactional finance operations, manage reconciliations and complex journals, prepare year-end audit deliverables, improve internal controls and automation, oversee cash forecasting and payment runs, and provide financial analysis and ad hoc modeling to support strategic growth.