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Data Analyst, Finance
HCV Underwriting ManagersCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in finance data analysis, financial reporting, and accounting analytics, with strong SQL skills for data validation and reconciliation. Proficient in collaborating with data engineers and producing actionable financial insights through effective reporting and documentation.
Highest-signal resume keywords
Finance Data AnalysisSQL SkillsFinancial ReportingData ValidationInsurance Concepts
Tech Stack
Tools & technologiesAbout the role
Key responsibilities & impact- Run, monitor, and troubleshoot the existing daily finance ETL accounting process
- Produce policy transactions and monetary amounts across premium, taxes, and fees
- Compare EDW financial data with current finance ETL outputs and reconcile results
- Investigate variances and identify root causes including missing or duplicated transactions, timing differences, mappings, joins, effective dates, transformation logic, and source-data defects
- Query, validate, and transform policy, premium, commission, payment, tax, fee, and related financial data using SQL
- Establish and maintain automated validation rules, reconciliation checks, reasonableness tests, and exception reporting
- Provide Finance with recurring data, reports, reconciliations, and supporting schedules for accounting, reporting, close, and operational needs
- Define financial metrics, transaction treatments, data definitions, accounting assumptions, and acceptance criteria with Finance
- Partner with data engineers to trace source-to-target logic, recommend field-level changes, validate fixes, and support production processes
- Build working knowledge of the EDW data model, insurance policy lifecycle, transaction data, source systems, data layers, grains, and relationships
- Help define how paid data is sourced, ingested, modeled, validated, and made available in the EDW
- Support portfolio/program health-check reporting through data preparation, KPI reporting, and process improvements
- Perform ad hoc Finance analyses, quantify business impacts, explain trends, and communicate findings
- Create process flows, SQL documentation, data dictionaries, reconciliation procedures, and issue logs
Requirements
What you’ll need- 4+ years of experience in finance data analysis, financial reporting, accounting analytics, business intelligence, or related analytical roles
- 2+ years of experience working with commercial or specialty insurance, including policy, premium, commission, paid, tax, fee, or other transaction data
- Working knowledge of insurance concepts, including premium and commission transactions, taxes, fees, and reconciliations
- Strong SQL skills, including complex joins and aggregations, financial reconciliations, data validation, and development of reusable queries or processes
- Experience comparing data across systems or ETL processes and diagnosing root causes of discrepancies
- Experience building or maintaining recurring reports, validation checks, or financial data controls using SQL, Excel, BI, or similar tools
- Strong critical thinking, attention to detail, communication, and documentation skills
- Experience supporting financial processes, planning, management reporting, or process automation preferred
- Experience with enterprise data warehouses, relational or dimensional data models, or data pipeline development preferred
- Familiarity with Databricks, PySpark, Python, Azure, or similar data engineering and development tools preferred
- Experience with Power BI or other BI tools, and with ERP, general ledger, premium accounting, policy administration, or billing systems preferred
- Bachelor's degree in finance, accounting, economics, data analytics, information systems, or a related field, or equivalent experience preferred
- Ability to travel up to 5% of the year
- Proficiency in Excel
- Must live in the United States and be authorized to work in the United States without employment sponsorship/visa
Benefits
Comp & perks- Remote First Work Environment (US Based)
- Medical, Dental, Vision
- 401K
- 401K Match
- Life and Disability Benefits
- Unaccrued Paid Time Off
- 11 Paid Holidays
- Employee Discounts
- Employee Assistance Program
- Educational Assistance Program
- Employee Referral Program
- Paid Parental Leave
- Potential equity upside
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisFinancial ReportingSQLData ReconciliationData ValidationETL ProcessesBusiness IntelligenceData DocumentationProcess AutomationKPI Reporting
Soft Skills
Critical ThinkingAttention to DetailCommunicationDocumentation Skills
Tools & Technologies
Power BIExcelDatabricksPySparkPythonAzureERP SystemsGeneral LedgerBilling Systems
Industry Keywords
InsurancePremium TransactionsCommission TransactionsFinancial MetricsData ModelsEnterprise Data WarehouseTransaction DataFinancial Processes