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This role participates in a broad range of financial planning and analysis activities to provide valuable insights, solutions and services to our internal customers. These include, but are not limited to, financial modeling, competitor and industry analysis, identify and pilot new analytical tools, reporting, the annual budget/quarterly forecast process and ad hoc initiatives. This associate must be an analytical thinker with strong communication skills.
Job Responsibilities
- Develops and maintains models and tools to support effective and efficient analysis
- Provide decision support through valued added analysis and financial insights
- Work with multiple internal teams to gain a deeper understanding of financial data, to confirm assumptions, and validate output of analyses
- Supports the organization in opportunity identification, data-based decision-making and performance assessment
- Analyzes and presents insights on competitor and industry analysis workflows
- Participates in identifying and leveraging new tools to improve data analysis
- Produce clear reports that summarize financial output, issues and recommendations
- Supports reporting needs of the broader organization to provide increased visibility of financial performance
- Identifies, recommends and implements continuous process improvement
- Documents standard processes and process flows
- Supports the compilation and analysis of the annual budget and quarterly forecast
- Participate in ad hoc initiatives as they arise
- Travel to other Markel offices, conferences, etc. as required
- Mentors and coaches other analysts
Education
- Bachelor’s degree in finance or a related discipline
- MBA or MBA pursuit a plus
Certification
- CPCU or other industry designations a plus
Work Experience/Skill Set
- 2-5 years of related experiences or applicable internships
- Understanding of financial processes and systems
- Financial consulting and analysis skills – ability to assess needs, identify issues, recommend alternatives and implement change
- Strong verbal and written communication skills
- Must have strong Excel and data manipulation skills
- Ability to deliver outstanding customer service
- Organized with ability to multi-task
- Adaptable and comfortable with fast pace and shifting priorities
