Senior Financial Analyst

The USRM Agency Distribution Solutions team is seeking a highly motivated Senior Financial Analyst with strong financial acumen and analytical skills to join our team. In this analyst role, you will play a key part in supporting financial and operational excellence within the Comparion sales channel, with a particular emphasis on regional and branch-level activities. You will assist the Assistant Director and other senior team members in compiling and analyzing profit and loss statements, managing expense accruals, preparing variance analyses for monthly operating results, and supporting Quarterly Business Reviews.

This position focuses on providing analytical, reporting, and process support to senior colleagues, with opportunities for presentations and direct exposure to leadership within the Comparion organization. The ideal candidate is detail-oriented, eager to learn, comfortable working with data, and enjoys working in a fast-paced, deadline-driven environment.

Responsibilities

• Prepare materials for Quarterly Business Reviews (QBR), including gathering data, assisting with variance explanations, and compiling insights for senior management.
• Support branch and regional P&L analysis by collecting, organizing, and interpreting financial data, preparing summary reports for review and discussion.
• Assist in calculating and validating recognition expense accruals, ensuring timely and accurate reporting for regional and branch locations under supervision.
• Provide support for Monthly Operating Reviews (MOR), including preparing variance analysis and assembling supporting documentation.
• Maintain and update KPI dashboards and scorecards using Power BI and assist with data extraction and manipulation from SAS and other sources.
• Prepare standard and ad hoc financial reports as assigned in support of decision-making and business analysis needs.
• Contribute to process improvement efforts by identifying opportunities for efficiency and automation and assisting in their implementation.
• Participate in department projects, planning cycles, and deep dives as needed

This role is open to remote work. If you are within a 50-mile radius of the Boston, MA office, you will be required to go into the office twice a week. This policy is subject to change.

• Bachelor’s degree in Finance, Accounting, Business Analytics, or a related field required.
• 1–3 years of experience in financial analysis preferred
• Demonstrated attention to detail and strong analytical and organizational skills.
• Ability to support multiple projects, prioritize work, and meet deadlines in a fast-paced environment.
• Proficiency in Excel and PowerPoint required; Power BI, SAS, and/or SQL is a plus.
• Excellent communication skills and the ability to work collaboratively
• Eagerness to learn, take direction, and grow within a financial analysis role.
• Interest in process improvement and automation.

Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. 

At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve.

We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: https://LMI.co/Benefits  
  
Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.  
  
Fair Chance Notices  

• California 

• Los Angeles Incorporated 

• Los Angeles Unincorporated 

• Philadelphia 

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