Job Summary:

The Financial Analyst is responsible for various finance functions, notably working closely with the accountant, managing vendor invoices and payment, monitoring and reconciling bank account activity, and assisting in the monthly financial close process. In addition, a Financial Analyst is expected to support other departments with researching and responding to customer and agent questions. The finance team is looking for someone who is detail oriented and eager to learn how the day-to-day operations of Bamboo are integrated into the Company’s financial performance.

Duties/Responsibilities:

Builds and maintains financial reporting and non-financial (Business KPI) reporting

Works with the data warehouse to find and bring forward data (SQL experience preferred)

Report building in BI tools (Tableau, Pyramid, PowerBI, etc…) and Microsoft Excel

Provides support for all internal stakeholders of the business within the Bamboo organization

Performs other related ad-hoc duties as assigned

Required Skills/Abilities:

Detail oriented with strong analytical and problem-solving skills

Knowledge of the 3 financial statements and accounting differences

Advanced-Intermediate Microsoft Excel skills

Excellent interpersonal, written, and verbal communication skills

Ability to establish rapport, credibility, trust, and positive relationships with all departments

Proficient in effectively planning and prioritizing work activities

Ability to work with technology platforms, including Microsoft Office Suite. Strong Excel experience preferred

Understanding of insurance products, policies, and services

Excellent customer service skills

Required Education and Experience:

Bachelor’s degree in related field or equivalent experience.

2+ years’ experience in an analyst (or related) role

1+ years’ experience in property and casualty insurance