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Financial Analyst - budgeting and forecasting (remote)

Summit Haven Insurance · Remote · full time

We are growing our team at Summit Haven Insurance and adding a Financial Analyst whose main responsibility will be budgeting and forecasting. We care about how people feel on the worst day of their year. What you will do • Automate recurring reports so they take hours, not days. • Prepare board and lender packs with clear charts. • Model the cost of premium billing and recommend where to save. • Explain monthly variances in plain language for managers. • Support pricing and investment decisions with careful analysis. What we are looking for • Comfort presenting numbers to people who are not finance specialists. • Advanced Excel skills; SQL or BI experience helps. • Two to five years in financial analysis or a similar role. Nice to have • Experience with catastrophe response. • A relevant degree or certification. Working arrangement • Full-time, with a steady weekday schedule. • Fully remote, with an occasional day on site in Milwaukee. • We will tell you what to expect at each step of the hiring process.

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