Berkley

Senior Financial Analyst

Berkley$92K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Strong written and verbal communication skills for effective collaboration.
  • Ability to interpret data trends and offer actionable insights.
  • Highly organized with effective time management in dynamic environments.
  • Demonstrates initiative, curiosity, and problem-solving skills.
  • Proficient in Microsoft Office and financial reporting tools like Essbase and Hyperion.

Responsibilities

  • Analyze monthly and quarterly results against benchmarks.
  • Execute departmental strategies through assigned special projects.
  • Utilize data insights to identify performance-enhancing behavioral patterns.
  • Collaborate company-wide to improve efficiencies.
  • Conduct month-end close activities within deadlines.
  • Ensure accuracy and completeness during financial close processes.
  • Perform detailed analyses of financial reports and internal data.
  • Develop complex financial models for forecasting and planning.
  • Provide financial guidance for operational and strategic decisions.
  • Maintain Power BI reports for accuracy and relevance.

Benefits

  • Eligible for annual discretionary bonus.
  • Health, dental, and vision insurance.
  • Life and disability insurance coverage.
  • Wellness programs for employees.
  • Paid time off and 401(k) plans with profit-sharing.
Full Job Description
Responsibilities

The Senior Financial Analyst will focus on both short- and long-term financial results by building and monitoring relevant key performance indicators (KPIs), analyzing financial performance, and supporting the execution of departmental strategies and initiatives.

 

  • Analyze and compare monthly and quarterly results, metrics, and key performance indicators against plan and other benchmarks.
  • Execute the department’s strategies and key initiatives through special projects as assigned.
  • Utilize data-driven insights to uncover behavioral patterns within agency operations and enhance performance across key metrics.
  • Collaborate throughout the organization to improve overall efficiencies.
  • Perform month-end close activities and related entries and reconciliations within established deadlines.
  • Ensure accuracy, completeness, and adherence to deadlines throughout the monthly, quarterly, and year-end close processes.
  • Perform detailed analysis of internal financial data, including profit and loss statements, financial reports, revenues, direct expenses, and commissions.
  • Develop and maintain complex financial models and dashboards to support forecasting, scenario planning, and strategic initiatives.
  • Partner with business units to provide financial guidance and support for operational and strategic decisions.
  • Evaluate external and internal intelligence to provide actionable insight into the current market landscape.
  • Maintain Power BI reports for accuracy, quality, and relevance.
Qualifications

Qualifications

  • Strong written and verbal communication skills, with the ability to collaborate effectively across business functions.
  • Skilled in interpreting data trends and delivering actionable insights to support strategic decision-making.
  • Highly organized and adept at managing time effectively in dynamic environments with shifting priorities.
  • Demonstrates initiative and curiosity, with a commitment to thorough research and problem-solving.
  • Proficient in Microsoft Office tools (Excel, Word, Outlook, and PowerPoint) and financial reporting systems such as Essbase, Hyperion, and Vena.

 

Education Requirement

  • Bachelor’s degree in Accounting or Finance, a Master’s degree in Business Administration with a concentration in accounting or finance, or comparable advanced professional education.
Additional Company DetailsWe do not accept unsolicited resumes from third party recruiting agencies or firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees including: • Eligible to participate in annual discretionary bonus • Benefits include: Health, dental, vision, dental, life, disability, wellness, paid time off, 401(k) and profit-sharing plans The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Sponsorship DetailsSponsorship not Offered for this Role

About Berkley

Berkley is a packaging company that develops innovative solutions to help our customers sell more product and be on the edge. Berkley offers the cost advantages and creative control of an in house/on site agency without the risk and hassle of oversight. Berkley develops turnkey retail environments – including design, manufacturing and installation services.

Berkley Careers

Joining Berkley presents a prime opportunity to be part of a team renowned for its leadership in the industry, fostering innovation and growth. Berkley, a company committed to professional excellence and diversity, offers a range of job opportunities that cater to various skills and career aspirations.

Explore Job Opportunities

Berkley is actively hiring, seeking individuals who are passionate, driven, and ready to contribute to a dynamic team environment. With a variety of positions available, Berkley provides a platform for professionals at every stage of their career, from entry-level to senior leadership roles.

Internship Programs

Kickstart a career with Berkley through comprehensive internship programs designed to provide hands-on experience in a real-world setting. Internships at Berkley are a gateway to full-time employment, offering invaluable industry exposure and networking opportunities.

Professional Growth and Development

Berkley is dedicated to the continuous professional development of its team members. The company supports career advancement through leadership training programs, workshops, and seminars that enhance skills and foster innovation.

Diversity and Inclusion

At Berkley, diversity is celebrated and actively promoted through various initiatives and diversity training programs. The company believes that a diverse workforce is key to driving creativity and innovation.

Benefits and Culture

Employees at Berkley enjoy a range of benefits designed to support their professional and personal lives. The company culture emphasizes teamwork, respect, and integrity, creating an environment where everyone can thrive.

Applying for a Position

To apply for a position at Berkley, candidates are encouraged to submit a resume that highlights relevant experience and skills. The interview process is designed to assess not only professional qualifications but also a candidate's fit with Berkley's culture and values.

Stay Connected with Berkley Careers

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Discover the career opportunities waiting at Berkley. Search for open positions that match your skills and interests. Berkley is looking for curious, creative, and solution-driven team players ready to make an impact.

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Learn more about Berkley
Size
51 employees
Industry

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