Senior Financial Analyst, Insurance Operations

About this role

Job Title: Senior Financial Analyst, Insurance Operations Pay Information: Exempt - $120,000 - $125,000 per year Location: Remote first work environment Must be in the Pacific time zone 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. Universal Competencies: Collaboration: Proactively engages with an iterative mindset to enhance ideas and achieve organizational results; Cultivates relationships, builds partnerships, shares and learns without boundaries. Service: Focusing on meeting needs and exceeding expectations for those served inside and outside the organization. Respect: Embracing others for their true authentic self; nurture and promote an environment that values diversity of thought, input, experience and expertise. Essential Competencies: Problem Solving: Applies analysis, creativity, resilience and logic to reach optimal outcomes; develops & implements solutions. Approachability: Is consistently approachable, open to feedback and truthful; builds trust and authentic professional relationships. Adaptability: Appropriately adapts behavior to changing conditions and business needs; modifies approach to succeed with new situations and timelines. How the Controller contributes: Works independently and in collaboration with underwriting, claims, sales, finance and external vendors to ensure the accurate and timely completion of regulatory and compliance activities. Leads regulatory reporting activities including annual and quarterly statements for insurance compliance, A.M. Best reporting, state filing requirements, and state audits. Stays current with state and NAIC regulatory reporting requirements, ensuring processes and reporting meet relevant requirements. Researches reporting guidance for new business activities and makes recommendations to ensure compliance. Coordinates with third parties to support treasury functions, ensures statutory deposit holdings comply with state requirements and prepares reporting to support investment and statutory deposit holdings. Coordinates with external actuary to ensure timely response to complex data requests and support annual actuarial and rate analyses. Coordinates with reinsurance broker to support annual reinsurance renewal, ensure timely response to data requests, timely submission of reimbursement invoices and year end premium true-up. Supports ongoing analysis and assessment of the effectiveness of the overall program. Oversees the planning and maintenance of the financial compliance calendar for the organization. Leads and oversees the triennial Department of Insurance financial examination. Administers compliance software and drives innovative and effective use of software to increase efficiency, accuracy and timeliness of regulatory and compliance filings. Replies to Department of Insurance and other third-party requests. Non-Essential Functions: Assist with related special projects as needed. Perform other duties as assigned. Minimum 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 extr

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