Analyst, P&C Financial Planning & Analysis at Keeper

Chicago, Illinois, United States

Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

InsuranceIndustries

Requirements

2+ years of financial planning and analysis, corporate finance, or accounting experience
Bachelor’s degree in finance, business, accounting, economics, or equivalent
Excellent time management skills, ability to prioritize work and deliver on tight deadlines
Strong knowledge of financial statements (income statements, balance sheets and cash flows)
Knowledge of Property & Casualty insurance P&L preferred
Team player with meticulous attention to details motivated to deliver high-quality, accurate work
Fast learner, motivated by new and complex challenges, adept in ambiguity
Advanced Excel skills
Ability to present information in a visually appealing and easy-to-understand way
Strong problem-solving skills, able to break down complex problems and find solutions
Exceptional verbal and written communication skills with the ability to present complex information

Responsibilities

Provide analysis of monthly financial performance, primarily focusing on claims-related expenses
Interpret financial data and key performance indicators to help leadership understand financial drivers and make decisions
Produce management reports and expense analysis for monthly operating reviews
Support financial planning and forecasting process
Gain thorough understanding of the vendors used by the claims organization and track both usage and spend to analyze key drivers
Prepare communications including reports that can be used for executive meetings, upper-level management reports and presentations
Aggregate and organize financial data from multiple platforms and systems
Suggest procedural changes to ensure accuracy and effectiveness of models and reports used or produced by the team
Develop ad-hoc analyses required by the Claims functions
Interact and coordinate with members of the broader Kemper Finance team to address business issues and meet organizational objectives

Skills

Key technologies and capabilities for this role

Financial PlanningFinancial AnalysisFP&AExcelData AnalysisReportingForecastingKPI AnalysisExpense AnalysisVariance AnalysisManagement ReportingAd-hoc Analysis

Questions & Answers

Common questions about this position

Is this position remote or onsite?

The position is onsite in Chicago, Illinois.

What experience is required for this role?

Candidates need 2+ years of financial planning and analysis, corporate finance, or accounting experience, along with a Bachelor’s degree in finance, business, accounting, economics, or equivalent.

What key skills are needed for the Analyst role?

Required skills include advanced Excel skills, strong knowledge of financial statements, excellent time management, strong problem-solving skills, and exceptional verbal and written communication skills.

What is the company culture like at Kemper?

Kemper emphasizes a high-performing culture, valuable opportunities for personal development and professional challenge, and a healthy work-life balance.

What makes a strong candidate for this position?

A strong candidate is a team player with solid knowledge of financial concepts, a problem-solving mindset, attention to details, fact-based communication, and the ability to thrive in ambiguity with excellent time management.

Keeper

Digital platform for bookkeeping efficiency

About Keeper

Keeper.app provides a digital platform designed to assist bookkeeping and accounting firms in improving their operational efficiency. The main feature of the platform is a client portal that facilitates better communication between firms and their clients, along with comprehensive reporting packages that help streamline the month-end closing processes. By offering a subscription-based service, Keeper.app generates revenue through monthly or annual fees paid by its clients. What sets Keeper.app apart from its competitors is its strong emphasis on enhancing quality control and process efficiencies, as well as its commitment to exceptional customer service. The company's goal is to onboard more bookkeeping firms to its platform, thereby increasing productivity and simplifying their workflows.

Austin, TexasHeadquarters

2020Year Founded

$126.5KTotal Funding

SEEDCompany Stage

Enterprise Software, FintechIndustries

11-50Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Unlimited Paid Time Off

Company Equity

Risks

AI-driven competitors threaten Keeper's market share in bookkeeping solutions.

Rapid tech advancements require Keeper to continuously innovate to stay competitive.

Data privacy concerns could impact Keeper's reputation and client trust.

Differentiation

Keeper offers a unique client portal for streamlined communication and reporting.

The platform focuses on improving quality control and process efficiencies for bookkeepers.

Keeper is praised for its exceptional customer service in the fintech sector.

Upsides

Integration with AI tools enhances Keeper's financial data insights and reporting.

Remote work trends boost demand for Keeper's digital collaboration solutions.

Cloud adoption in accounting offers expansion opportunities for Keeper's services.

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