Financial Analyst

JOB DESCRIPTION

Join a dynamic team at Chubb where your analytical skills will directly impact regulatory compliance and financial operations! As a Financial Analyst, you'll play a key role in ensuring accuracy, timeliness, and excellence in all aspects of financial reporting and assessment processes-making a real difference in a collaborative, fast-paced environment.

Main Responsibilities:


* Prepare and file policy level and company level reports as required by various states and ensure compliance with all reporting requirements and deadlines.


* Prepare disbursement requests for various state and other statutory assessments or filing fees, ensuring requests are completed accurately and within established deadlines.


* Ensure that all payments and reports submitted are accurate and properly documented for future reference.


* Ensure that procedures are updated for any necessary changes as required.


* Respond promptly and within requested due dates to any questions or inquiries from any insurance department or other assessing/reporting organization.

Ensure responses are appropriate prior to sending externally and saved to appropriate folders for future reference.


* Respond promptly and within requested due dates to any internal questions as well.


* Support development of the annual assessment budget and provide monthly/quarterly variance analysis.


* Assist with providing research and data on account reconciliations, to surcharge manager.


* Provide assessment documentation for accrual reviews, in terms of updated payment, basis, and rate information for trending analyses.


* Surplus lines state filings and fee payments are processed accurately and on time for all surplus lines' companies, ensuring continued eligibility.


* Surplus lines carrier reporting is completed with accurate and timely submission of all policy and premium reports to the relevant agencies and associations.


* Support extended Regulatory Affairs Team with special requests or inquires as needed.

Reporting Relationship:


* Reports to the Manager of Assessment and Surcharge Group.

QUALIFICATIONS



* Undergraduate degree from an accredited university preferred, but equivalent experience will be considered.


* 1+ year of experience with statutory, regulatory, compliance or other insurance reporting is preferred.


* Financial experience/knowledge of Peoplesoft Financials (General Ledger and Accounts Payable) is preferred.


* Experience with data reporting and analysis and reporting tools or software, such as Cognos.


* Skilled use of Microsoft Office products (Excel, Access, PowerPoint, Word, Outlook, Teams).

Pivot tables and VLOOKUP's are essential.


* Attention to detail and excellent organizational skills are required.


* Ability to work independently, but also as part of a team and to prioritize work assigned to ensure reports and payments are completed accurately and on time.


* Str...