[Hiring] Senior Financial Analyst @California Dental Association

Role Description

The Senior Financial Analyst, Insurance Operations is a finance partner of The Dentists Insurance Company, responsible for ensuring the adherence to regulatory and compliance requirements of the California Department of Insurance and various other regulatory agencies. This position prepares quarterly and annual financial reports, regulatory filings, and works with third parties to facilitate the estimation and analysis of insurance loss reserves, ensure adequate reinsurance coverage, and track and administer insurer investments. This role exercises significant judgement and critical thinking in the preparation of complex filings, has high visibility across the organization, and is a key liaison between finance, operational departments, and external vendors and regulators.

Qualifications

• Bachelor’s degree (B.A.), preferably in Accounting or Finance.
• Minimum of four years of experience in Finance or Accounting.
• Demonstrated ability to effectively administer reporting as it pertains to enterprise system data, including GL, budgets, and business intelligence interfaces.
• Proficient in data extraction/reporting.
• Advanced Excel (including arrays, vlookup, pivot tables, charts).
• Comprehensive knowledge of GAAP accounting policies and procedures.

Requirements

• MBA or CPA preferred.
• Lawson general ledger system and/or Crystal Reports experience.
• Annual Statement reporting software experience preferred.
• Experience with the following programs: Prophix, Lawson, Guidewire, SQL or Crystal Reports.
• Understanding of statutory and GAAP accounting principles and able to conduct relevant research.
• Excels at forward-facing interactions and developing key relationships across all levels within the organization.
• Demonstrated ability to communicate complex information effectively to both technical and non-technical audiences across the organization.
• Excellent written and oral communication skills.
• Commitment to excellence and high standards.
• Ability to manage priorities and workflow with minimal supervision.
• Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.
• Ability to work with all levels of management.
• Keen attention to detail.
• Ability to work independently and as a member of various teams and committees.

Benefits

• Remote and hybrid flexibility and technology to support remote work.
• Generous time off program starting at 22 days of PTO and 13 paid holidays (includes a floating holiday and winter closure).
• Highly competitive medical, dental and vision plans, including FSA and HSA account options.
• 401(k) plans, with a generous match and safe harbor contributions upon eligibility.
• Paid parental leave.
• Wellness programs, including incentives and an In-Shape Family Fitness discount.
• Opportunities for professional development, training and leadership skill-building.
• Critical illness, accident, life, pet, short term and long-term disability insurance options.
• Employee Assistance Program (EAP) for support navigating day-to-day challenges.