Job Overview:
We are seeking a detail-oriented and proactive Data & Reporting Analyst. The successful candidate will play a critical role in analyzing complex data sets to help our organization make informed business decisions. This position involves working closely with various departments and to collect, analyze, and interpret data and to provide analysis and reporting that drive strategic and operational improvements.
Applicants must have unrestricted work authorization in Puerto Rico and must reside in Puerto Rico to fulfill the role's regulatory and operational responsibilities
JobResponsibilities:
Collect, analyze, and interpret large datasets from multiple sources.Develop visualizations and reports that effectively communicate data findings.Collaborate with teams to understand data needs.Identify key business metrics and create reports to understand performance.Assist in the development and maintenance of data models and databases.Monitor industry trends and assess how they may impact our business.Assist in enhancing data quality and integrity, performing data cleaning and validation analysis.Support ad-hoc analysis requests, providing timely and accurate information.Skills andQualifications:
Experience as a Data Analyst or similar roleStrong analytical and organizational skillsAttention to detail and accuracyHigh level proficiency in utilizing data analysis tools, including SQL and ExcelExperience with Python and Access is a plusCoding/Programming experience a plus, Visual Basic, etcExcellent verbal and written communication skillsAbility to manage multiple projects and prioritiesAbility to deliver projects and reports on timeA proactive approach to problem solvingAbility to work both independently and collaborativelyMust be fully bilingual in English and SpanishJob Requirements:
Bachelors degree in business, Economics, Statistics, Mathematics, Computer Science, Engineering or a related field or equivalent experience.Minimum 5 years' experience as a Data Analyst in the insurance or financial services sector.Must be Puerto Rico resident Read LessJob Overview
Responsible for the financial and regulatory reporting of a portfolio of captive insurance companies including single parent and group captives, PCCs, and RRGs. Provide support consulting to customers on their Captive insurance needs within the United States market. You will regularly interact with senior professionals from a diverse client base, and you will have the opportunity to help our clients with unique solutions.
Job Responsibilities
Preparing feasibility studies for prospective captive clientsSupport leadership with strategies to enhance engagement for existing customer baseManage all aspects of the financial reporting for client accountsServing as the primary contact for client representatives, including those in risk management, corporate controllership, tax, legal, and other departments.Establish and improve processes for client services in order to ensure quality and timely of financial reporting and regulatory filingsCoordinate efforts with external service providers, including actuaries, auditors, investment managers, brokers, claims adjusters and outside counsel to proactively meet client needsCollaborate with clients to optimize their captive insurance companies and develop innovative solutions to complex client challenges.Prepare and present materials during client board meetingsSkills and Qualifications
Strong ability to develop and communicate innovation solutionsAbility to establish work priorities and manage time effectivelyDetail-oriented and capable of working independently as well as collaboratively and in a team settingProven effectiveness in presentations to clientsExcellent interpersonal and communication skillsStrong accounting skills Exceptional thinking skillsProven experience in accounting/finance roles, preferably within Captive Management and/or Insurance industryJob Requirements
Bachelors degree in accounting, finance, or business administration Minimum of 3 to 5 years of experience, direct captive management experience a plusExperience with Excel and financial accounting/general ledger accounting softwareProficiency in Microsoft Office Excel, Word, and PowerPointCPA, MBA or other financial professional certificationAdvanced English proficiencyrequired, as the role involves regular interaction with English-speaking clients.Willingness to travel up to25%to the U.S. for business-related purposes.Job Overview:
Assist the Life Insurance Accounting Managers with the preparation of documentation for the daytoday life insurance accounting and finance transactions for ALAI, ALPR, AILBL, AILIL and BLWW. This includes the preparation of quarterly lead sheets and expenses details, supporting the life insurance consolidated financial statements, supporting the intercompany reconciliation process, the preparation of bank reconciliations, the day-to-day life insurance accounting, and supporting the finance team in any additional requirement or special project. The position will be responsible for assisting in the daily finance and accounting process in the lower risk areas and supporting other areas focus on development and career path forward.
Job Responsibilities:
Development:
Obtain accounting credentials for future development.Assist to all required trainings.Maintain an atmosphere of research and understanding of U.S. GAAP requirements.Accounting & Analysis:
Reconciling policy administration fee receiptsProcessing and reconciling introducer and reinsurance paymentsPerforming monthly bank reconciliationsBooking accruals using the Group Fee Allocation file from AISPreparing and updating quarterly lead sheet roll forwards and completionsPerforming quarterly CSM cash flow reconciliationsRecording intercompany transactionsPreparing biweekly liquidity reports by entityInitiating introducer payments upon request from the CSM teamBooking actuarial adjustmentsSupport the preparation of the life insurance consolidated financial statements (fluxes, detail, etc.).Support the intercompany reconciliation process.Statutory Audit:
Support corporate and stand-alone entities audit schedules, prepare working papers and assist auditors with fieldwork.Ensure all aspects of the clients business is fully understood by auditors, and records and files are in order.Skills and Qualifications:
Critical thinking,Analytical mind setResearch skillsDemonstrates effective communication skills with peers.Maintains clear and professional communication with Finance Team Leads.Communicates effectively with Management to ensure alignment and transparency.Job Requirements:
Bachelors degree in AccountingMinimum of 2-3 years of experienceExperience in accountingCPA preferred but not requiredProficient in English communication, including writing, speaking, and reading. Read Less