Captive Financial Analyst

Job Description

SBMA is currently seeking a full-time Financial Analyst to join our team. Qualified candidates will possess self-motivation, the ability to pay very close attention to detail, and the ability to work well in a collaborative environment.

SBMA, a third-party administrator, is an affordable ACA-compliant benefits provider to thousands of employers. Their goal is to simplify the complexity of providing employee benefits. SBMA is different because of its personal service, speed of implementation, and innovative approach to benefits coverage.

To perform this job successfully, an individual must be able to satisfactorily perform each essential duty. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Essential Duties and Responsibilities :

• Captive Financial Analysis and Oversight : Forecast and analyze DAP, performance trends, and correspondence with various executives regarding financial performance
• Captive Operations and Reporting : Auditing captive reporting, identify and report discrepancies, and perform various reconciliations
• Project Management : Coordinate interdepartmental process changes and implementation of new procedures with follow-up to completion and maintain recurring task processes in various systems such as Jira
• Audit Preparation and Support : Prepare documentation and take lead on various audits and data requests from our captive agency partner
• Report Development : Oversee creation and updates of SQL based reports. Perform regular testing to ensure consistency across reports and tie bank balances
• System Improvement and Error Monitoring : Establish monitoring systems for interdepartmental errors reports, ensure no unresolved errors exist on a regular basis, and determine root causes and fixes
• Strategic Planning and Optimization : Monitor performance and identify trends and make strategic recommendations
• Any additional duties as requested by C-level executives and directors

Pay Details :

The base compensation range for this position is $90,000 - $110,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us :

At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks, including :

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com.

California Residents : Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud : Please visit here to learn more about our Recruitment Fraud Notice.

Welcome, your new opportunity awaits you.