Senior Finance Business Partner

Preferred Mutual Insurance Company is seeking a Senior Finance Business Partner to join their Finance, Risk & Compliance team. The role involves financial planning, budgeting, expense analysis, and developing internal financial reporting to support the company's operations.

Responsibilities:

• Supports PMIC leadership across all key areas of the company with financial analysis, reporting, and planning needs
• Ownership of the annual planning and budgeting process for PMIC
• Partners with the Accounting team to analyze monthly and quarterly results
• Prepares financial projections for the quarter and balance of year (BOY)
• Delivers monthly and quarterly management reporting, including trend analyses, commentaries, and charts
• Compiles monthly and quarterly reporting on industry peers’ results and metrics
• Identifies drivers and trends in financial and business metrics, and packages these insights for senior management review and discussion
• Partners with members of the Accounting team to help design and implement internal financial reporting frameworks that anticipate and address the company’s evolving needs
• Perform ad hoc analysis and special projects as needed
• Other additional responsibilities as assigned

Requirements:

• Bachelor's Degree from an accredited college or university
• 6+ years of experience in FP&A
• Relevant industry and/or professional certifications & an understanding of Generally Accepted Accounting Principles (GAAP) and Statutory Accounting Principles (SAP) required
• Demonstrated experience leveraging advanced data analysis tools (e.g., Excel, Tableau, PowerBI, etc.) and emerging AI-driven solutions to extract insights, automate reporting, and support data-informed decision making
• Property & Casualty insurance industry