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Financial Analyst - budgeting and forecasting (San Diego, CA)

Harborlight Meadow Insurance · San Diego, CA · full time

Harborlight Meadow Insurance sells home, auto and small-business insurance in San Diego, and we need a Financial Analyst to lead our budgeting and forecasting. You would work closely with colleagues in operations, support and management. What you will do • Explain monthly variances in plain language for managers. • Build and update budgets and rolling forecasts with department leads. • Automate recurring reports so they take hours, not days. • Prepare board and lender packs with clear charts. • Support pricing and investment decisions with careful analysis. What we are looking for • Advanced Excel skills; SQL or BI experience helps. • Comfort presenting numbers to people who are not finance specialists. • Two to five years in financial analysis or a similar role. Nice to have • Experience with underwriting files. • A relevant degree or certification. Working arrangement • Full-time, with a steady weekday schedule. • On site in San Diego, with some flexibility after the first few months. • We reply to every applicant.

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