Data Analyst (Finance)

About Mission Underwriting Managers

• At Mission Underwriters, we provide the capital, issuing paper, and reinsurance access you need to launch your own Program Administrator (PA) business quickly and efficiently.
• We offer non-recourse capital for qualified underwriters, giving you a manageable risk profile with potential equity upside.
• By taking care of administrative complexities like compliance, risk management, accounting, and HR, we free you to focus on what you do best underwriting and distribution.
• Our turnkey platform gets you into the market in just a few months, minimizing disruption to your key relationships.
• With access to our network of highly rated issuing carriers and reinsurance partners, you can secure coverage with less stress and uncertainty.
• Built from the ground up, our purpose-driven technology simplifies workflows, enhances responsiveness, and eliminates the burden of outdated legacy systems.

Responsibilities

• Assume day-to-day responsibility for running, monitoring, and troubleshooting the existing daily finance ETL accounting process while it remains in use, producing policy transactions and monetary amounts across premium, taxes, and fees.
• Compare financial data produced by the EDW with the current finance ETL outputs; reconcile results at the appropriate policy, transaction, coverage, or other business grain.
• Investigate variances and pinpoint root causes such as missing or duplicated transactions, timing differences, incorrect signs, mappings, joins, effective dates, transformation logic, or source-data defects.
• Use significant SQL to query, validate, and transform policy, premium, commission, payment, tax, fee, and related financial data; develop reusable queries and process components.
• Establish, document, and maintain automated validation rules, reconciliation checks, reasonableness tests, and exception reporting for financial data delivered from the EDW.
• Provide Finance with accurate and timely recurring data, reports, reconciliations, and supporting schedules for accounting, reporting, close, and operational needs.
• Work closely with Finance as the primary business stakeholder to define financial metrics, transaction treatments, data definitions, accounting assumptions, and acceptance criteria for EDW outputs.
• Partner with data engineers to trace source-to-target logic, recommend field-level changes, validate fixes, and support reliable production processes.
• Build a strong working knowledge of the EDW data model, including the insurance policy lifecycle, transaction data, source systems, data layers, grains, and relationships needed for financial reporting.
• Help define how paid data is sourced, ingested, modeled, validated, and made available in the EDW, including required history, timing, grain, and financial attributes.
• Support portfolio / program health check reporting through data preparation, KPI reporting, and process improvements.
• Perform ad hoc analyses for Finance; quantify business impacts, explain trends, and translate findings into clear takeaways.
• Create process flows, SQL documentation, data dictionaries, reconciliation procedures, and issue logs to promote repeatability and shared understanding.

Requirements

• 4+ years of experience in finance data analysis, financial reporting, accounting analytics, business intelligence, or related analytical roles.
• 2+ years of experience working with commercial or specialty insurance, including policy, premium, commission, paid, tax, fee, or other transaction data.
• Working knowledge of insurance concepts, including premium and commission transactions, taxes, fees, and reconciliations.
• Strong SQL skills, including complex joins and aggregations, financial reconciliations, data validation, and development of reusable queries or processes.
• Experience comparing data across systems or ETL processes and diagnosing the root causes of discrepancies.
• Experience building or maintaining recurring reports, validation checks, or financial data controls using SQL, Excel, BI, or similar tools.
• Strong critical thinking, attention to detail, communication, and documentation skills, with the ability to explain technical issues and financial results to Finance and Data stakeholders.
• Familiarity with insurance financial data domains, including policy transactions, premium, commission, paid data, taxes, fees, reconciliations, and downstream accounting or reporting.
• Ability to evaluate financial results using business context, recognize unexpected patterns, distinguish expected timing or business differences from data defects, and assess materiality.
• Strong relational database and data warehousing knowledge; able to use SQL effectively across normalized and denormalized schemas and multiple data grains.
• Skilled in reconciliation, variance analysis, root cause analysis, and the design of validation checks, reasonableness tests, and exception reporting.
• Proficiency in Excel to prepare recurring Finance reporting and support one-off analysis.
• Comfortable collaborating with data engineers and business users to trace data flows, clarify assumptions, troubleshoot processes, and drive issues to resolution.
• Able to document queries, financial definitions, accounting assumptions, reconciliation logic, process flows, and data-quality decisions for shared understanding.
• Detail-oriented, organized, and dependable when working with daily processes, recurring financial deliverables, and sensitive monetary data.
• You must live in the United States and be authorized to work in the United States without requirement of employment sponsorship/visa.

Preferred

• Experience supporting financial processes, planning, management reporting, or process automation.
• Experience with enterprise data warehouses, relational or dimensional data models, or data pipeline development.
• Familiarity with Databricks, PySpark, Python, Azure, or similar data engineering and development tools.
• Experience with Power BI or other BI tools, and with ERP, general ledger, premium accounting, policy administration, or billing systems.
• Bachelor's degree in finance, accounting, economics, data analytics, information systems, or a related field, or equivalent experience; ability to travel up to 5% of the year.

Benefits

• Remote First Work Environment (US Based)
• Medical, Dental, Vision
• 401K, 401K Match
• Life and Disability Benefits
• Unaccrued Paid Time Off
• 11 Paid Holidays
• Employee Discounts
• Employee Assistance Program
• Educational Assistance Program
• Employee Referral Program
• Paid Parental Leave

Working Conditions

• Requires a quiet work environment with regular sitting at a computer for extended periods of time.
• Occasional walking and standing, and lifting of up to 10 lbs.
• Regular use of hands and fingers.
• Frequent talking or hearing.

Vision requirements

Close, distance, color, peripheral, focus and depth perception.

Additional Information

• This is a remote position.
• Planned, in-office activities may be required on occasion (typically 2-4x per year).