Job details

Senior Financial Analyst

About Integrated Specialty Coverages

Integrated Specialty Coverages, LLC (ISC) is a growth stage technology and data-driven commercial insurance wholesaler leading innovation in the market.

Backed by one of the leading private equity firms, KKR, and led by a forward-thinking management team, ISC is combining the worlds of insurance and technology to create an Insurtech powerhouse. As a leading online distributor of insurance products for a range of industries and “Main Street USA”, we are looking for the right people to help us in our mission of achieving exponential growth. We strive to be the number one place to go for brokers and agents to source insurance. To accomplish this, we’re building a digitally focused team that deeply understands the intersection between user experience, data, and AI/ML to optimize the way we engage with our customers and partners.

Job Summary

The Sr. Financial Analyst will be responsible for tracking ISC’s financial performance against a plan, analyzing business performance and market conditions, forecasting business unit and department financials and KPIs, and assisting senior management make tactical and strategic decisions by providing periodic and ad hoc reports. This position will utilize Excel, PowerPoint, PowerBI, and internal systems to drive analyses while partnering with BU/Department heads.

Position Responsibilities

Identifies financial status by comparing and analyzing actual results with plans and forecasts.
Develop predictive financial models to support company decision making and budgeting.
Reconcile, build, and maintain KPI reporting metrics through Power BI / Tableau / Excel.
Work with HR and BU heads to build and maintain incentive compensation design and targets
Guides cost analysis process by establishing and enforcing policies and procedures; providing trends and forecasts; explaining processes and techniques; recommending actions.
Improves financial status by analyzing results; monitoring variances; identifying trends; recommending actions to management.
Cross-collaborate with BU/Department leaders to understand, model, and drive changes.
Communicate reports and models effectively with management.
Assess strategic growth levers and potential operational efficiency opportunities.
Ad hoc reporting as requested.

Minimum Qualifications

Bachelor’s degree in Finance, Economics, Accounting, or related field; CFA or CPA designation, or progress towards designation a plus.
5+ years of relevant experience in corporate finance, financial planning & analysis, investment banking, consulting, or other related fields.
Advanced working knowledge of Excel and building financial models
Proven ability working with large data sets
Excellent analytical, decision-making, and problem-solving skills
Strong written and oral communication skills
Strong organizational skills with attention to detail
Preferred prior experience with PowerBI and/or Vena
Preferred experience working in the insurance industry

The starting annual pay scale for this position is listed below. Actual starting pay will be based on factors such as skills, qualifications, training, and experience. In addition, the company offers comprehensive benefits including medical, dental and vision insurance, 401(k) plan with match, paid time off, and other benefits.

ISC's salary ranges are determined by role and level. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations and could be higher or lower based on a multitude of factors, including job-related skills, experience, and relevant education or training.

National Pay Range

$83,033—$103,792 USD

Benefits of Working at ISC

Employee Ownership Program - every eligible employee shares in the financial rewards that grow when the company grows
Professional development opportunities
Owner Referral Program
Work from home reimbursement for remote/hybrid roles
Burnalong digital health and wellness platform
Canary emergency financial assistance program
Comprehensive medical, dental, vision
Life/AD&D Insurance
Confidential, Employee Assistance Program
Health Savings Account, includes company contribution
Short-term disability
Voluntary benefits - supplemental accident, critical illness, hospital insurance
Employee discounts
401(k) Plan with company match contribution
Various Time Off Programs
11 company paid holidays

Applicants may contact the ISC HR department via e-mail or phone to request and arrange for an accommodation that will allow the applicant to successfully complete the application process. Applicants needing assistance may request accommodation at any time. Please contact ISC at HR@ISCMGA.com or 760-599-7242.

ISC believes in creating long-term relationships by being responsive and relevant and by consistently delivering value to our community of customers. Specifically, we focus on attracting, developing, and retaining the best talent for our business, challenging our people, demonstrating a “can-do” attitude, and fostering a collaborative and mutually supportive environment.

Diversity creates a healthier atmosphere: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, gender, gender identity, sexual orientation, marital status, medical condition, genetic information, mental or physical disability, military or veteran status, or any other characteristic protected by local, state, or Federal law.

**Must be legally authorized to work in the United States.**

**ISC participates in the Federal E-Verify program**

Average salary estimate

$93412.5 / YEARLY (est.)

min

max

$83033K

$103792K

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