Finance Operations & Analytics Analyst

Company Details

BerkleyNet is an innovative workers compensation insurance provider that does all our business online. Our goal? To make doing business “Ridiculously Fast. Amazingly Easy.”

Responsibilities

The Finance Operations & Analytics Analyst supports BNET’s efforts to improve financial visibility, operational efficiency, and reporting consistency by connecting finance, operations, and data.

 

This role combines foundational FP&A, process improvement, and analytics responsibilities to support reporting, planning, and workflow optimization. The analyst helps translate business activity into useful financial insight, contributes to standardized reporting and process documentation, and assists in building scalable tools and dashboards that improve decision support.

 

The role is well suited for a detail-oriented analyst who can work across functions, organize and interpret data, and contribute to practical improvements in both financial insight and operational execution.

 

Financial Analysis & Decision Support• Support analysis of financial and operational performance across assigned processes, functions, or business activities, including budget vs. actuals, expense trends, productivity, cycle time, and drivers of results.• Prepare recurring and ad hoc reporting that helps explain performance trends, risks, and opportunities for leadership and business partners.• Assist with forecasting, planning, and variance analysis by linking underlying business activity to financial outcomes.• Help track KPIs that improve visibility into financial operations performance and support decision-making.

 

Process Mapping, Standardization & Improvement• Support efforts to map, review, and improve finance-related operational processes, including handoffs, controls, bottlenecks, data dependencies, and decision points.• Identify opportunities to reduce manual work, improve cycle times, and standardize repeatable workflows.• Partner with stakeholders to document current-state processes and help implement practical process improvements.• Prepare process documentation, analysis summaries, and supporting materials for leadership and project teams.

 

Data, Reporting & Analytics Enablement• Build, maintain, and enhance dashboards, scorecards, and reporting solutions that provide reliable finance and operational insight.• Use tools such as Excel, SQL, and Power BI to gather, validate, transform, and visualize data from multiple systems.• Improve reporting efficiency through automation, standardization, and clearer metric logic and data structures.• Support development of self-service reporting capabilities that reduce manual reporting effort.

 

Data Quality, Controls & Governance• Validate key financial and operational datasets and identify discrepancies, logic issues, and inconsistencies that impact reporting quality.• Support maintenance of business rules, KPI logic, and metric definitions to improve consistency and auditability.• Partner with finance, operations, and systems teams to improve data quality and reduce reconciliation effort.

 

Cross-Functional Partnership & Change Enablement• Work across finance, operations, and data teams to help translate business needs into actionable reporting and process solutions.• Support adoption of improved processes, reporting tools, and standards through documentation, training support, and stakeholder coordination.• Contribute to reusable templates, reporting standards, and best practices that strengthen BNET’s finance operations and analytics capabilities.

Qualifications

Required Qualifications• 2+ years of relevant experience in finance, FP&A, financial operations, analytics, business process analysis, or a related function.• Experience with financial analysis, KPI reporting, variance analysis, and management reporting.• Experience using Excel and BI/reporting tools such as Power BI or Tableau to create dashboards and reporting solutions.• Exposure to structured data and the ability to write or interpret SQL queries, or comparable data extraction and transformation skills.• Ability to document processes, identify inefficiencies, and recommend practical improvements.• Strong communication skills with the ability to summarize findings clearly for business stakeholders.• Strong organizational skills and the ability to manage multiple priorities with attention to detail.

 

Preferred Qualifications• Experience in insurance, financial services, or a regulated environment with strong data integrity and control requirements.• Familiarity with finance systems, planning tools, or ERP/reporting environments.• Exposure to process improvement methodologies such as Lean, Six Sigma, or operational excellence disciplines.• Experience supporting reporting automation, standardization, or workflow improvement initiatives, including, but not limited to, Power Automate.

 

Education

• Bachelor's degree in Finance, Accounting, Business Data Analytics or a related Field

Additional Company Details

The Company is an equal employment opportunity employer We do not accept any unsolicited resumes from external recruiting agencies or firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees • Benefits: Health, Dental, Vision, Life, Disability, Wellness, Paid Time Off, 401(k) and Profit-Sharing plans. - Base Salary Range: $65k-$90k The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.

Sponsorship Details

Sponsorship not Offered for this Role

Responsibilities

The Finance Operations & Analytics Analyst supports BNET’s efforts to improve financial visibility, operational efficiency, and reporting consistency by connecting finance, operations, and data.
 
This role combines foundational FP&A, process improvement, and analytics responsibilities to support reporting, planning, and workflow optimization. The analyst helps translate business activity into useful financial insight, contributes to standardized reporting and process documentation, and assists in building scalable tools and dashboards that improve decision support.
 
The role is well suited for a detail-oriented analyst who can work across functions, organize and interpret data, and contribute to practical improvements in both financial insight and operational execution.
 
Financial Analysis & Decision Support
• Support analysis of financial and operational performance across assigned processes, functions, or business activities, including budget vs. actuals, expense trends, productivity, cycle time, and drivers of results.
• Prepare recurring and ad hoc reporting that helps explain performance trends, risks, and opportunities for leadership and business partners.
• Assist with forecasting, planning, and variance analysis by linking underlying business activity to financial outcomes.
• Help track KPIs that improve visibility into financial operations performance and support decision-making.
 
Process Mapping, Standardization & Improvement
• Support efforts to map, review, and improve finance-related operational processes, including handoffs, controls, bottlenecks, data dependencies, and decision points.
• Identify opportunities to reduce manual work, improve cycle times, and standardize repeatable workflows.
• Partner with stakeholders to document current-state processes and help implement practical process improvements.
• Prepare process documentation, analysis summaries, and supporting materials for leadership and project teams.
 
Data, Reporting & Analytics Enablement
• Build, maintain, and enhance dashboards, scorecards, and reporting solutions that provide reliable finance and operational insight.
• Use tools such as Excel, SQL, and Power BI to gather, validate, transform, and visualize data from multiple systems.
• Improve reporting efficiency through automation, standardization, and clearer metric logic and data structures.
• Support development of self-service reporting capabilities that reduce manual reporting effort.
 
Data Quality, Controls & Governance
• Validate key financial and operational datasets and identify discrepancies, logic issues, and inconsistencies that impact reporting quality.
• Support maintenance of business rules, KPI logic, and metric definitions to improve consistency and auditability.
• Partner with finance, operations, and systems teams to improve data quality and reduce reconciliation effort.
 
Cross-Functional Partnership & Change Enablement
• Work across finance, operations, and data teams to help translate business needs into actionable reporting and process solutions.
• Support adoption of improved processes, reporting tools, and standards through documentation, training support, and stakeholder coordination.
• Contribute to reusable templates, reporting standards, and best practices that strengthen BNET’s finance operations and analytics capabilities.