Housing Authority Insurance Group | Finance and ...

Position Overview Reporting to the Manager of FP&A and Expense Management, the finance and expense analyst works in partnership with the finance team to compile and analyze financial information for the HAI Group enterprise with the goal of providing recommendations in support of business goals. In this role, the finance and expense analyst develops integrated expense analyses, projections, reports, and presentations; creating and analyzing monthly, quarterly, and annual reports to ensure financial information has been recorded accurately. They identify trends and developments in the enterprise, presenting recommendation outcomes to business partners and management. The finance and expense analyst will perform financial forecasting and reconciliation of internal data using sound financial decision making and commonly used concepts, practices, and procedures. This position is also responsible for the accounts payable process working to ensure AP is run accurately and efficiently. This includes performing accounts payable functions including processing payment requests, reconciliations, validations, and working with the administrative team to mail payments. The finance and expense analyst will also contribute to department goals and support various finance projects and initiatives. They will proactively work to automate and improve processes and controls to ensure timeliness and accuracy of financial information that is delivered to stakeholders. Essential Functions Collaborates with the finance team and expense owners to complete the monthly expense close process including reporting, variance analysis, allocations, and controls/validations. Working with the Manager of FP&A, supports the preparation of expense and financial reports by collecting, reconciling, formatting, and presenting information to help management monitor trends. Analyzes expense results including researching variances, identifying trends, and making recommendations to management. Monitors the expense budget and forecasting process working across all areas of the organization. Serves as a resource to other departments with budget questions. Supports accounts payables tasks including processing all expense/claims vouchers, debit adjustments, reconciliations and controls Identifies areas of potential expense saving and make recommendations to management. Develops and maintains ad-hoc reports and financial models as needed. Participates in various process and reporting improvement projects and initiatives to improve reporting and forecast/budget accuracy, accessibility, and relevance of data. Collaborates with internal and external auditors to provide information and explanations. Creates/updates processes and controls documentation. Knowledge, Skills, Abilities: Strong attention to detail. Exceptional critical thinking skills, ability to decompose complex problems, prioritize issues, and implement sensible solutions. Excellent written and verbal communication. Handles sensitive and confidential information with discretion. Ability to work well independently and as part of a team. Ability to build key relationships with finance and other individuals across the organization. Extract, manipulate, summarize, and interpret data from multiple sources. Self-motivated, inquisitive, and ability to multi-task. Strong organization, time management, and follow-through skills to complete assignments on-time. Ability to embrace and champion change management Curiosity and commitment to self-development. Job Requirements Bachelor's Degree in a business field; preferably in finance, accounting, or related field, required 3+ years of experience Understanding of accounting and finance concepts and procedures. Advanced Microsoft Excel skills; Pivot tables, v-lookups, macros, data analysis, budget, and financial modeling Experience with identifying system/process enhancements to improve and automate manual processes and controls Experience with Expense Management and/or a FP&A Platform Software, preferred Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future. Work environment & Physical Demands Inside climate-controlled office building Ability to lift 25lbs Prolonged sitting and using a PC Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Department Overview The Finance Team aligns best practice financial concepts and intended outcomes to the benefit and regulation of the HAI Group enterprise, Board of Directors and Strategic Committee. The source of financial decisions, the Finance Team builds partnerships across the enterprise and are seen as value added business partners providing advice and counsel. It is a cohesive team that values honest and open communication. A shared services department, the team produces actions for the successful business outcomes with internal constituents and with banks, brokers and re-insurers using critical thinking and complex problem-solving techniques. Empowered to take time to make the right decision, the Finance Team is committed to open, honest communications to all business pany Overview HAI Group®[1], is the nation's leading property-casualty insurance company founded by and dedicated to affordable housing organizations. While we are recognized as a pioneer of affordable housing insurance programs, insurance is not our only strength. We protect, preserve, and promote the sustainability of affordable housing with an array of products and services that support the challenges housing organizations face. Besides insurance, we offer risk management services, online training, and consulting services used by more than 1,500 housing organizations nationwide. Headquartered in Cheshire, Connecticut, HAI Group® was recognized as a Top Workplace in 2020, 2021, 2022, 2023 and 2024. Cultural Objective HAI Group contributes to a culture that creates a safe and healthy working environment and a space of inclusiveness and belonging for all by: exceeding our customers' expectations, working collaboratively across the organization, embracing diversity, and demonstrating mutual respect and empathy. HAI Group Benefits and Perks Bonus program eligibility Annual merit program Outstanding 401(k) program and non-elective contribution Flexible work schedules Generous paid time off, paid volunteer days and paid holidays Medical, vision and dental Insurance Company paid life, AD&D, short-term disability, and long-term disability coverage HSA, FSA and dependent care options On-Site wellness: Full gym and locker rooms, wellness initiatives, outdoor basketball and tennis court, picnic pavilion area Tuition reimbursement and loan repayment Professional development Community outreach HAI Group is an Equal Opportunity Employer. No agency submissions please. Resumes submitted to any HAI Group employee without a current, signed and valid contract in place with the HAI Group Recruiting team for this position will become the property of HAI Group and no agency fees will be paid. [1] HAI Group® is a marketing name used to refer to insurers, a producer, and related service providers affiliated through a common mission, management, and governance. Property-casualty insurance and related services are written or provided by Housing Authority Risk Retention Group, Inc.; Housing Authority Property Insurance, A Mutual Company; Housing Enterprise Insurance Company, Inc.; Housing Specialty Insurance Company, Inc.; Innovative Housing Insurance Company Inc.; Housing Investment Group, Inc.; and Housing Insurance Services, Inc. (DBA Housing Insurance Agency Services, Inc. in NY and MI).

Created: 2024-11-26