We are Hiring!
FP&A , AVP
Location: La Jolla, CA
Why choose Palomar?
Palomar is a rapidly growing and innovative insurer focused on providing specialty insurance to residential and commercial customers. Palomar welcomes self-motivated individuals to our thriving company. Guided by an entrepreneurial spirit, Palomar is building a dynamic and diverse team.
Join a company built on a culture of agility, innovation and authenticity that delivers peace of mind and protection to individuals and businesses impacted by adversity.
Want to learn more about our exciting journey? Go to plmr.com to learn more. Investor Relations – Palomar Holdings, Inc. (palomarspecialty.com)
The Details:
This position will be involved in all areas of the budgeting, forecasting, and financial analysis process. This is an opportunity to do high-level work for a growing and stable publicly traded organization. The right candidate works efficiently, cares about providing insightful analysis, develops cross-functional relationships at all levels, and improves processes.
What will you do? (Job Duties)
- Assist SVP finance in preparation and oversight of multiple aspects of the annual budget;
- Collaborate with various departments to obtain their input and drivers;
- Ensure these inputs/drivers are accurately and completely reflected in budget model;
- Create clear and concise summaries to explain and support the budget.
- Maintain and update the company’s ongoing forecast model based on current trends and actual results;
- Investigate variances to budgets/forecasts and recommend appropriate changes;
- Communicate variances and relevant information to business leaders in a timely and clear fashion;
- Assist in keeping CFO/CEO apprised of current forecast and upside/downside scenarios;
- Maintain comparison of Company’s current forecast to sell-side analysts forecast models and wall street consensus.
- Assist in the implementation and operation of an FP&A software to transition from the current excel-based model.
- Develop methods of forecasting and incorporating new lines of business into the forecast model.
- Lead and mentor the financial analyst.
- Support special projects and perform ad-hoc analysis as needed.
What we are looking for: (Experience)
- Ability to prepare and present findings in a succinct and organized fashion.
- Willing to dig into details while maintaining a big picture focus.
- Ability to build strong rapport and cross-functional relationships within the company.
- Ability to think critically about why results might differ from expectations.
- Comfort with change and ambiguity.
- Ability to provide quality work in a timely manner and balance speed with thoroughness.
- Willingness to propose solutions for new areas and improve processes.
- Desire to work in a high-growth, fast paced organization.
- Desire to be a strong teammate and support team members at all levels.
- Bachelor’s degree in accounting or finance; CPA, CFA or MBA a plus. Five or more years of experience in FP&A with at least 1-2 years of experience in a supervisory role around the budgeting or forecasting process.
- An insurance background is a big plus but is not required. Must be willing to learn our business in detail and constantly refine understanding as the business evolves.
- Experience in working in a flatter organization touching multiple areas of the business and working with C-level executives is ideal.
- Experience in a high-growth, faster paced environment is ideal.
- Experience selecting, implementing, and/or using a budgeting/forecasting tool is a plus.
We love people who want to:
- Build strong relationships through transparency, trust, and respect for each other.
- Work in an agile environment, with a resilient mindset to find creative solutions to challenges.
- Collaborate and celebrate diverse perspectives, promoting inclusivity and equality.
- Do the right thing with strong conviction and integrity.
- Be bold and innovative to help make an impact.
If you thrive in a dynamic environment, and like working with happy, authentic, talented people, you will enjoy a career with Palomar!
What will you get in return?
- Full Suite of Medical Benefits
- Long Term Financial Incentives: All team members receive company equity.
- 401k with 3% automatic fully vested Employer Contribution
- Competitive PTO + Holiday Program
- Hybrid Work Environment
- Professional Development Assistance
- Career Exploration Opportunities
- Regular company-wide social events (even virtually!)
- To learn more visit us at www.plmr.com
Diversity at Palomar
At Palomar, we are committed to diversity, equality, and inclusion in all facets of the organization. We have built an open culture that celebrates the diversity of our workforce, while actively championing equality and inclusion practices that make us a company people want to work with and work for. We believe that diversity, equality, and inclusion yield greater organizational creativity and productivity, which helps us serve our customers and partners more effectively. Delivering on our diversity commitment returns greater value to our shareholders and ultimately makes a positive impact to the communities in which we do business and to the people who live in them.
Accommodations:
Palomar will consider reasonable accommodations to ensure a qualified applicant with a disability (both visible and invisible) can be considered for the position. Palomar will also consider necessary modifications to the physical work environment, or to the way a job is usually performed, so an individual with a disability can perform the essential functions of the position. Additional accommodations will be considered that enable an employee with a disability to enjoy equal benefits and privileges of employment like those that are enjoyed by other employees without disabilities.For more information about our company, visit us at www.plmr.com. Palomar is an Equal Opportunity Employer.No phone calls or agency solicitation please.
CCPA Job Applicant:
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