6 Associate Financial Analyst Jobs in San Ramon, CA
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The Surplus Line Association of California is Hiring an Associate Financial Analyst Near San Ramon, CA
- Salary: $65,000.
- Full time: Remote.
- Non-exempt.
- MUST BE A CALIFORNIA RESIDENT.
- MS Office (Especially Excel), Tableau.
- Proficient technical writing skills.
- Strong analytical, organizational, and time management skills.
- Background knowledge of accounting principles and practices.
- Accessing data from sources such as rating agencies, NAIC database, LEXIS/NEXIS, and other related sources, will review and interpret the financial and other related documents filed to effectively conduct an independent and in-depth analysis of an insurer’s accounts and records to determine the insurer’s present and future financial performance.
- Make meaningful accounting, financial, risk-related, and financial reporting observations for assigned companies.
- Review and verify company filings for compliance and coordinate with senior analysis on deficient filings.
- Complete early warning checklist to identify potential financial and operational issues and concerns.
- Research and inquire into issues impacting an insurer’s operations and/or financial position. Discusses findings critical in nature with team leader or Department manager.
- Calculate and verify financial ratios and prepares related correspondence (if necessary), schedules, tables, charts, and graphs.
- Prepare clear, comprehensive, accurate and concise confidential annual and updated security summary reports. This includes making a confidential recommendation concerning the suitability of the insurer to operate in California and supporting the conclusions reached.
- Update required data accurately into SLA database.
- Respond to phone or written inquiries professionally and in a timely manner.
- Acquire necessary professional and technical knowledge related to job duties (by attending job related education programs and trainings, as well as keeping current with trade publications and journals).
- Assist with special projects as directed by manager.
- Bachelor’s degree in Economics, Management, Accounting, or Finance.
- Full medical, dental and vision.
- Further education reimbursements.
- 401(k) plan.
- Paid time off.
Job Summary
Full Time
Professional Associations
$78k-96k (estimate)
01/28/2024
04/24/2024
slacal.com
SAN RAMON, CA
25 - 50
1937
TED PIERCE
$10M - $50M
Professional Associations
Related Companies
The job skills required for Associate Financial Analyst include Analysis, Accounting, Financial Reporting, Futures, Economics, Collaboration, etc. Having related job skills and expertise will give you an advantage when applying to be an Associate Financial Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Associate Financial Analyst. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Associate Financial Analyst positions, which can be used as a reference in future career path planning. As an Associate Financial Analyst, it can be promoted into senior positions as a Financial Analyst II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Associate Financial Analyst. You can explore the career advancement for an Associate Financial Analyst below and select your interested title to get hiring information.
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