Munich Re

Associate Financial Specialist

Munich Re$73K — $107K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance, accounting, or a related field
  • 1-4 years of experience in financial analysis, accounting, or finance data roles
  • Proficiency in Power Query (required)
  • Experience with SQL (querying, joins, transformations)
  • Familiarity with automation tools like Power Automate
  • Experience using AI tools to enhance reporting
  • Proficiency in Microsoft Power BI
  • Capability to build structured, scalable workbooks
  • Experience managing large datasets
  • Proven track record in cleaning, structuring, and transforming raw financial data
  • Strong automation-focused data mindset

Responsibilities

  • Extract, transform, and manage large-scale financial data from ERP systems
  • Build structured datasets from raw general ledger and subledger data
  • Design and maintain scalable Excel-Based reporting solutions
  • Develop centralized data models for use in multiple reporting outputs
  • Create automated, multi-tab Excel workbooks with a single source of truth
  • Translate financial data into polished executive-ready outputs using Excel, Power Point, and Power BI
  • Leverage tools such as Power Query, SQL, and AI to optimize workflows
  • Automate and streamline recurring reporting processes
  • Collaborate with a high-performing global finance team to ensure data accuracy

Benefits

  • Health insurance coverage
  • Employee wellness program
  • Life and disability insurance
  • 401k match
  • Retirement savings plan
  • Paid holidays
  • Paid time off (PTO)
Full Job Description
Associate Financial Specialist

We're looking for a finance-driven analyst who can build and scale how financial data is structured, analyzed, and delivered. This role sits at the intersection of accounting, data, and systems - focused on transforming large-scale ERP and general ledger data into clean, automated, and presentation-ready outputs.

You will design and build repeatable reporting solutions, leveraging tools like Excel, Power Query, SQL, and AI to improve speed, accuracy, and scalability.

The Opportunity

Future focused and always one step ahead!

We are seeking a highly motivated and technically proficient Financial Specialists to join our IT Controlling Finance team in the US. You will have the opportunity to apply your technical expertise to support financial planning, analysis, and reporting for our IT organization.

Responsibilities
  • Extract, transform, and manage large-scale financial data from ERP systems.
  • Build structured datasets from raw general ledger and subledger data.
  • Design and maintain scalable Excel-Based reporting solutions.
  • Develop centralized data models that feed multiple reporting outputs.
  • Create automated, multi-tab excel workbooks with a single source of truth.
  • Translate financial data into executive-ready outputs (Excel, Power Point and Power BI).
  • Leverage tools such as Power Query, SQL, and AI to streamline workflows.
  • Improve and automate recurring reporting processes.
  • Partner with dynamic high performing global finance team to ensure data accuracy and alignment.


Qualifications

  • Bachelor's degree in finance, accounting, or a related field
  • 1-4 years of experience in financial analysis, accounting, or finance data roles.
  • Power Query (required).
  • SQL (querying, joins, transformations).
  • Familiar with automation tools (Power Automate, scripting, etc..)
  • Experience using AI tools to accelerate reporting.
  • Experience with Microsoft Power BI
  • Building structured, scalable workbooks.
  • Experience working with large datasets.
  • Experience extracting and working with ERP data.
  • Proven ability to clean, structure and transform raw financial data.
  • Strong data mindset (automation-focused).


The Company is open to considering candidates in Princeton, NJ. The salary range posted below applies to the Company's Princeton location.

The base salary range anticipated for this position is $73,000- $107,000plus opportunity for company bonus based upon a percentage of eligible pay. In addition, the company makes available a variety of benefits to employees, including health insurance coverage, an employee wellness program, life and disability insurance, 401k match, retirement savings plan, paid holidays and paid time off (PTO).

The salary estimate displayed represents the typical salary range for candidates hired in this position in Princeton, NJ. Factors that may be used to determine your actual salary include your specific skills, how many years of experience you have and comparison to other employees already in this role. Most candidates will start in the bottom half of the range.

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About Munich Re

Munich Re is a leading global provider of reinsurance, primary insurance and insurance-related risk solutions. The company is headquartered in Munich, Germany. Munich Re operates in all lines of insurance and has a presence in all major markets worldwide. Munich Re's business model is based on the combination of primary insurance and reinsurance under one roof. The company has three business segments: reinsurance, primary insurance, and Munich Health. Munich Re's global premium income amounted to ?54.5 billion in 2020.
Learn more about Munich Re
Size
41,000 employees
Industry

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