BASIC PURPOSE OF THIS JOB:
Is the owner of and responsible for data accuracy and integrity for the organization. Develops reporting to meet the needs of the organization regarding insurance related data including but not limited to policy counts, premiums, losses, exposures, and claims counts. Performs analysis of data to identify trends. Supports the external reporting structure of the Finance and Actuarial department. Works across the organization with members of the Leadership Team to provide data to support their specific needs.
REQUIRED QUALIFICATIONS AND SKILLS:
· Degree in Finance or Accounting.
· 5+ years experience with continual growing responsibility in financial operations in the finance field.
· Experience in queries and report writing in various report writing tools.
· Deep commitment to the accuracy and integrity of data.
· Independedent self starter.
· Have a high level of energy with the ability to adjust to any justifiable pace.
· Easy going and cooperative disposition.
DESIRED QUALIFICATIONS AND SKILLS:
· MBA or CPA desirable but not required.
· Creative curiosity to wonder “what if”.
· Ability to change channels and have many competing projects in place at the same time.
· Exhibit behavior which emphasizes quality, loyalty and conscientiousness.
· Passionate about insurance.
WORKING CONDITIONS:
· Ability to work long hours
· Ability to sit for long periods of time
· Remote working environment utilizing a “work for your day” mentality
ESSENTIAL FUNCTION #1: OBJECTIVE: Oversee and monitor data accuracy and integrity across the organization. Develop and maintain companywide reporting system utilizing MicroStrategy and the data warehouse. Oversee and review the transition of core finance reports from MicroStrategy to Microsoft Fabric. Recreate/develop financial reports and analyses in Power BI.
Percent of time: 35%
ESSENTIAL FUNCTION #2: OBJECTIVE: Support all departments individual data and reporting needs.
Percent of time: 35%
ESSENTIAL FUNCTION #3: OBJECTIVE: Support Finance department external reporting needs. Provide actuarial team with needed data.
Percent of time: 25%
ESSENTIAL FUNCTION #4: OBJECTIVE: Other duties as determined
Percent of time: 10%
NOTE: Job duties and/or qualifications are subject to change at any time.
About COPIC
COPIC’s mission is to improve medicine in the communities we serve. We strive to be the premier diversified service organization providing professional liability insurance and other needs of the health care community through advocacy, innovation, and the commitment and dedication of our employees.
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