HOW YOU’LL CONTRIBUTE
- Develop, maintain, and deliver monthly and quarterly financial and operational reporting packages with accurate, insightful analysis and clear commentary for finance management.
- Identify performance trends, risks, and opportunities by analyzing variances, customer behavior, claims activity, and business KPIs.
- Use historical data, current trends, and business intelligence to build accurate forecasts, budgets, and scenario models that support both short-term planning and long-range strategy.
- Analyze key customer and financial metrics such as Customer Lifetime Value (LTV), claims ratios, and acquisition cost (CAC) to inform pricing, retention, and service strategies.
- Design and manage complex financial models for what-if analysis, business case development, and potential M&A evaluations.
- Perform ad hoc financial analysis to support cross-functional initiatives, business reviews, and executive requests.
- Consolidate and manage large data sets from multiple sources for financial analysis and research projects, using SQL as needed.
- Develop and deliver dashboards or visual reporting via Power BI and Excel to communicate findings clearly.
- Collaborate closely with team members and other departments.
WHAT YOU’LL BRING
- Bachelor's degree or equivalent combination of education and experience
- At least 5 years of experience in the field or related area
- Experience in finance, economic and accounting principles and practices, the financial markets, financial statements, valuation and the analysis and reporting of financial data.
- Ability to understand, manipulate and solve problems using mathematics on large data sets.
- Advanced Excel modeling skills
- Extensive experience in Power BI
- Working knowledge of SQL for querying large data sets
- Ability to identify problems and reviewing related information to develop and evaluate options and implement solutions.
- Experience developing specific goals and plans to prioritize, organize, and accomplish your work.
- Exceptional communication skills, both written and verbal
- Solid logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
- Ability to considering the relative costs and benefits of potential actions to choose the most appropriate one.
- Familiar with standard concepts, practices and procedures of the business
SALARY RANGE
What We OfferBy choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First Culture celebrates diversity, equity and inclusion not simply because it’s the right thing to do, but also because it’s the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.** Note that the following statements only apply to candidates who will be working from an unincorporated area within Los Angeles County. **
First American will consider for employment all qualified applicants, including those with arrest or conviction records, in a manner consistent with the requirements of applicable state and local laws (e.g., the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act).
First American intends to conduct a review of an applicant’s criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements.
Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.Top Skills
First American Title Santa Ana, California, USA Office
1 First American Way, Santa Ana, CA, United States, 92707
First American Title Santa Ana, California, USA Office
3 First American Way, Santa Ana, CA, United States, 92707
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