Financial Analyst - budgeting and forecasting (New Orleans, LA)
Stonegate Haven Insurance Group · New Orleans, LA · full time
We are growing our team at Stonegate Haven Insurance Group and adding a Financial Analyst whose main responsibility will be budgeting and forecasting.
You would work closely with colleagues in operations, support and management.
What you will do
• Model the cost of policy renewals and recommend where to save.
• Support pricing and investment decisions with careful analysis.
• Prepare board and lender packs with clear charts.
• Automate recurring reports so they take hours, not days.
• Build and update budgets and rolling forecasts with department leads.
What we are looking for
• Comfort presenting numbers to people who are not finance specialists.
• Two to five years in financial analysis or a similar role.
• Advanced Excel skills; SQL or BI experience helps.
Nice to have
• A relevant degree or certification.
• Experience with underwriting files.
Working arrangement
• Full-time, Monday to Friday.
• On site in New Orleans.
• We will tell you what to expect at each step of the hiring process.
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