Financial Analyst Regulatory Reporting

Berkley Financial & Statutory Services - Urbandale, IA

Full-time - Entry Level

Urbandale, IA

About the position

The Financial Analyst Regulatory position at Berkley Financial & Statutory Services is a hands-on role focused on assimilating and reporting financial regulatory information for various states. The analyst will work closely with over 50 profit centers representing 21 property and casualty insurance legal entities, ensuring timely and accurate filing of regulatory state forms and processing of related invoices. This individual contributor role requires strong analytical skills and effective communication with various stakeholders within the organization.

Responsibilities

• Assimilate and report financial regulatory information for assigned states from 50+ profit centers.
• Process invoices for payment and respond to correspondence from regulatory agencies.
• Communicate effectively with profit centers across the organization.
• Coordinate with profit centers to prepare and gather financial information for regulatory filings.
• Process and approve invoices for regulatory fees and assessments.
• Maintain a listing of deliverables, invoices, and correspondence; track due dates and report progress.
• Assist with the completion of premium tax returns as requested.
• Maintain effective workflow processes to accomplish objectives of the position.
• Participate in special projects as required.

Requirements

• 2-4 years of insurance background (state/regulatory reporting).
• Bachelor's Degree in Accounting from a four-year university preferred or a 2-year degree with insurance reporting experience.
• Two years of property and casualty insurance experience preferred.
• Advanced skills in Excel, Hyperion, and Essbase reporting with the ability to analyze results.

Nice-to-haves

• Experience with Premium Pro and WINGS.