Financial Analyst

Location Name CA, San Diego - 9797 Aero Drive
Date Posted
1 month ago(5/10/2024 5:56 PM)
Preferred Employers Insurance
Primary Location
US-CA-San Diego

Company Details



Preferred Employers Insurance, A Berkley Company specializes in providing workers’ compensation insurance to California business owners. The company serves three major Product/Client Segments: Small Business, Mid-Larger Businesses and Group Association Members (Programs). The company’s distribution partners (agents & brokers) number just under 400 locations throughout the state. Preferred serves thousands of policyholders and provides medical claims handling and claims management as needed to care for injured workers. The company is rated A+ Superior by industry-rating organization, AM Best & Company.


The company is an equal opportunity employer.


The Financial Analyst is responsible for performing business and financial analysis. The position is also responsible for developing and interpreting the management information/financial reporting systems, and monitoring and analyzing the business environment and its impact on the organization. Currently this position does not have supervisory responsibilities. The Financial Analyst is expected to function at a high level of expertise & competency.  Further, the Financial Analyst is expected to use sound judgment while producing consistent results.  This role requires deep knowledge of systems and processes, as well as strong technical finance and accounting expertise.


Key functions include but are not limited to:


  • Reporting to the Chief Financial Officer, the successful candidate will be part of the reporting team responsible for planning, coordinating, and executing the monthly close process and controls.
  • Ability to identify finance core processes for standardization/redesign, design and develop process improvements and automation to accelerate the close and participate in the development and implementation of a new operating system.
  • Assist in reviewing, testing, and evaluating financial and internal controls in the quarterly SOX assessment process.
  • Research and analyze competitive and legislative environment and its impact on the organization.
  • Evaluate financial reporting workflow for efficiency and recommend improvement opportunities.
  • Supporting CFO and other finance department staff in analysis and projects as needed.
  • Collaboration with peers throughout the organization to create a best-in-class financial analytics environment.
  • Explain complex financial concepts and results to non-financial stakeholders, fostering understanding and informed decision making.


  • Bachelor’s degree in accounting, Finance, Business, Economics, Mathematics or a related field.
  • Minimum (5) years in relevant work experience.
  • Knowledge of principles and techniques used in conducting financial modeling, management studies, system analysis, and financial reporting.
  • Exposure to data mining and working with large and complex data sets.
  • Skills in performing complex numerical calculations and preparing management reports.
  • Strong at execution and with attention to detail and critical thinking skills.
  • Must be highly proficient in Microsoft Excel.
  • Must be able to work effectively under time constraints.
  • Must be a results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and strong written and verbal communication skills.
  • Experience in Property & Casualty insurance is preferred.
  • Experience in SQL database and query writing is preferred.

Additional Company Details

We do not accept any unsolicited resumes from external recruiting agencies or firms.

The company offers a competitive compensation plan and robust benefits package for full time regular employees which for this role include:
• Base Salary Range: $100,000 – $110,000
• Benefits: Health, Dental, Vision, Life, Disability, Wellness, Paid Time Off, 401(k) and Profit-Sharing plans.

The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.


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