Data Analyst (Finance)

The posting, as Mission Underwriting Services wrote it

About Mission Underwriting Services

At Mission Underwriters, we provide the capital, issuing paper, and reinsurance access you need to launch your own Program Administrator (PA) business quickly and efficiently. We offer non-recourse capital for qualified underwriters, giving you a manageable risk profile with potential equity upside. By taking care of administrative complexities like compliance, risk management, accounting, and HR, we free you to focus on what you do best underwriting and distribution. Our turnkey platform gets you into the market in just a few months, minimizing disruption to your key relationships. With access to our network of highly rated issuing carriers and reinsurance partners, you can secure coverage with less stress and uncertainty. Built from the ground up, our purpose-driven technology simplifies workflows, enhances responsiveness, and eliminates the burden of outdated legacy systems.

What We Offer

• Remote First Work Environment (US Based)
• Medical, Dental, Vision
• 401K, 401K Match
• Life and Disability Benefits
• Unaccrued Paid Time Off
• 11 Paid Holidays
• Employee Discounts
• Employee Assistance Program
• Educational Assistance Program
• Employee Referral Program
• Paid Parental Leave

Purpose

The Finance Data Analyst will serve as the primary analytical and data-process partner from the data team to the Finance team, ensuring that financial data from Mission's enterprise data warehouse (EDW) is accurate, complete, timely, and usable for accounting, reporting, and ad hoc analysis. This role will assume day-to-day responsibility for the existing finance ETL process while it remains in use, compare EDW output with this process, investigate and explain differences, and establish repeatable validations for premium, commissions, taxes, fees, payments, and other policy transaction data.
The ideal candidate combines insurance accounting knowledge with strong SQL and data analysis skills, sound judgment about whether financial results make sense, and the ability to translate Finance requirements into reliable data processes.

Essential Duties/Functions

• Assume day-to-day responsibility for running, monitoring, and troubleshooting the existing daily finance ETL accounting process while it remains in use, producing policy transactions and monetary amounts across premium, taxes, and fees.
• Compare financial data produced by the EDW with the current finance ETL outputs; reconcile results at the appropriate policy, transaction, coverage, or other business grain.
• Investigate variances and pinpoint root causes such as missing or duplicated transactions, timing differences, incorrect signs, mappings, joins, effective dates, transformation logic, or source-data defects.
• Use significant SQL to query, validate, and transform policy, premium, commission, payment, tax, fee, and related financial data; develop reusable queries and process components.
• Establish, document, and maintain automated valida

[…]
ms, or a related field, or equivalent experience; ability to travel up to 5% of the year.

Knowledge, Skills, and Abilities

• Familiarity with insurance financial data domains, including policy transactions, premium, commission, paid data, taxes, fees, reconciliations, and downstream accounting or reporting.
• Ability to evaluate financial results using business context, recognize unexpected patterns, distinguish expected timing or business differences from data defects, and assess materiality.
• Strong relational database and data warehousing knowledge; able to use SQL effectively across normalized and denormalized schemas and multiple data grains.
• Skilled in reconciliation, variance analysis, root cause analysis, and the design of validation checks, reasonableness tests, and exception reporting.
• Proficiency in Excel to prepare recurring Finance reporting and support one-off analysis.
• Comfortable collaborating with data engineers and business users to trace data flows, clarify assumptions, troubleshoot processes, and drive issues to resolution.
• Able to document queries, financial definitions, accounting assumptions, reconciliation logic, process flows, and data-quality decisions for shared understanding.
• Detail-oriented, organized, and dependable when working with daily processes, recurring financial deliverables, and sensitive monetary data.

Working Conditions

• Requires a quiet work environment with regular sitting at a computer for extended periods of time.
• Occasional walking and standing, and lifting of up to 10 lbs.
• Regular use of hands and fingers.
• Frequent talking or hearing.
• Vision requirements: Close, distance, color, peripheral, focus and depth perception.

Additional Information

This is a remote position. Planned, in-office activities may be required on occasion (typically 2-4x per year).
You must live in the United States and be authorized to work in the United States without requirement of employment sponsorship/visa.