MS Transverse is looking for a dynamic and engaging Financial & Treasury Analyst who is looking for an opportunity to join an industry-leading Property & Casualty insurance carrier focused on partnering with Reinsurers, MGAs/Program Administrators, and InsurTechs.
We provide access to commercial and personal lines utilizing our admitted and non-admitted capabilities across all US jurisdictions. You would join a deeply experienced and broadly talented operating team where your experience and drive will become instrumental in further growing our business.
The Financial & Treasury Analyst plays a key role within the organization and Finance/ Accounting Department. We are looking for someone who is a fast learner, a proactive thinker, and can thrive in a fast-paced environment. We are looking for someone who is results orientated, a problem solver, with a strong attention to detail.
Job Responsibilities
- Assist with financial planning/budgeting
- Assist with monthly rolling forecast
- Assist with financial modeling and development
- Assist with monthly financial reporting
- Assist with the preparation of financial dashboards and KPIs to support management decision
- Assist with Board and Committee presentations
- Assist with providing internal, external, insurance/reinsurance regulators, and rating agencies with information
- Assist with financial analysis of competitors, reinsurers, MGAs/MGUs
- Gather data from different sources in a highly organized and detail oriented manner
- Document variances in relation to plan and forecast
- Perform cash forecasting and assist in ensuring proper cash flow planning
- Gather key information for cash positions to aid in investing and borrowing decisions
- Develop new and maintain existing banking relationships to update account information, communicate transactional issues and setting up new accounts
- Setup/ process outgoing wires, EFT, and ACH transfers
- Provide timely responses to the Accounting/Finance mailbox inquiries to follow up or escalate issues accordingly
- Prepare/ submit cash activity for the general ledger
- Maintain Bank Reconciliations
- Work closely with the investment team to coordinate activities between the departments
- Aid with tracking alternative investment fund activity
- Assist with internal control risk assessments and documentation related to general finance controls and the banking/ investment processes
- Analyze, troubleshoot, and resolve transactional issues in a timely manner
- Assist with accounting month-end close including journal entries and reconciliations related to cash, and annual audits
- Ensure operational excellence by supporting management and taking on projects as assigned
