Associate / Analyst, Strategic Initiatives

This is a fully remote position, open to applicants in United States.

📋 Description

• Collaborate with both internal and external stakeholders to implement essential strategic initiatives.

• Spearhead strategic efforts for the introduction of new data tools and insurance programs.

• Provide analytical support for executive-level presentations.

• Work alongside leaders in engineering, IT, data excellence, finance, and pricing & analytics.

• Recognize and prioritize cross-functional opportunities.

• Oversee project management related to data migrations and enhancements, large-scale technology deployments, change management, and data governance initiatives.

• Cultivate a comprehensive understanding of enterprise-wide strategic initiatives.

• Create business cases to guide Ledgebrook’s next developmental phase.

• Manage monthly, quarterly, and annual financial closing processes for designated insurance entities.

• Ensure precise recording of journal entries, accruals, estimates, and adjustments associated with premiums, commissions, claims, deferred acquisition costs, and other expenditures.

• Supervise balance sheet reconciliations, income statement fluctuation analyses, and supporting schedules.

• Develop, implement, and uphold accounting policies, procedures, and documentation.

• Drive initiatives for accounting process improvements.

• Collaborate with FP&A on forecasts, budget-versus-actual variances, and management reporting.

⛳️ Requirements

• Knowledge of insurance data and key performance indicators.

• Experience in creating reporting views and dashboards.

• Understanding of or interest in the data strategy of a rapidly growing specialty insurance platform.

• Technical proficiency, particularly with PowerBI and similar data visualization tools, is a plus.

• Excellent written and verbal communication skills, capable of conveying key updates and influencing stakeholders.

• Strong project management and organizational abilities, with a talent for advancing projects amid uncertainty and meeting deadlines.

• Cooperative team player, skilled in influencing stakeholders across the organization.

• Experience in preparing executive-level presentations using Microsoft PowerPoint and Excel.

• Previous experience in Property & Casualty insurance is preferred.

• Must be authorized to work in the United States without the need for current or future employer-sponsored work authorization.

🏝️ Benefits

• Generous equity packages / participation in Ledgebrook’s equity incentive program.

• Full remote flexibility and an asynchronous work culture.

• Unlimited PTO.

• Fully paid sick leave.

• Medical, dental, and vision coverage.

• HSA and FSA options.

• 401(k).

• Company-paid life insurance.

• Disability coverage.