Financial Analyst
HAI Group
Associate Financial Operations AnalystCheshire, Connecticut (Hybrid)Position OverviewReporting to the Manager of Financial Operations, this role supports key operational functions across Accounts Receivable, Treasury, and Compliance within the insurance industry. The Financial Operations Analyst will be working closely with the Accounts Receivable Specialist and Senior Treasury Analyst to perform daily and monthly processes while gaining exposure to accounts receivable, treasury, banking operations and compliance. In addition, this role focuses on problem-solving, financial analysis, and driving operational efficiency.Essential FunctionsPrepare and post journal entries to the General Ledger.Perform daily and monthly account reconciliations and support month-end close activities.Analyze and reconcile intercompany balances across multiple legal entities and assist with weekly intercompany premium settlements.Support daily banking operations, liquidity transfers, bank reconciliations, and treasury activities.Assist with premium tax filings, compliance reporting, and documentation requirements.Support banking and insurance systems implementations, enhancements, testing, and process improvement initiatives.Collaborate with cross-functional teams to identify process improvements and resolve financial discrepancies.Serve as operational backup for critical Accounts Receivable, Treasury and Compliance functions.Conduct financial research and analysis to investigate operational discrepancies, resolve exceptions, and support informed business decisions across Accounts Receivable, Treasury, and Compliance.Perform Ad hoc financial analysis, operational projects, and process improvement initiatives as business needs arise.Demonstrate flexibility, initiative, and the ability to quickly learn and contribute across multiple areas of Financial Operations.Job RequirementsBachelor's degree in finance or accounting, required0-1+ years of relevant experience, preferredProficiency in Microsoft excel and Microsoft OfficeExcellent communication and collaboration skillsStrong attention to detail and commitment to accuracyWork Environment and Physical DemandsInside climate-controlled office buildingProlonged sitting and using a PC <10% TravelAbility to lift 25lbsCompany OverviewHAI Group® 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. HAI Group offers risk control and consulting services, professional development through the Housing Training Institute, and industry research and data through the Public and Affordable Housing Research Corporation. Headquartered in Cheshire, Connecticut, HAI Group has earned national and regional recognition for its workplace culture and employee experience. Visit our Careers page for a full list of HAI Group workplace awards and recognition.Cultural ObjectiveHAI 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 PerksBonus program eligibilityAnnual merit programOutstanding 401(k) program and non-elective contributionFlexible work schedulesGenerous paid time off, paid volunteer days and paid holidaysMedical, vision and dental InsuranceCompany paid life, AD&D, short-term disability, and long-term disability coverageHSA, FSA and dependent care optionsOn-Site wellness: Full gym and locker rooms, wellness initiatives, outdoor basketball and tennis court, picnic pavilion areaTuition reimbursement and loan repaymentProfessional developmentCommunity outreachHAI Group is an Equal Opportunity Employer.
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