Senior Financial Reporting Analyst

We are Hiring! Financial Reporting Analyst

Location: San Diego Based

Why choose Palomar?

Palomar is a rapidly growing and innovative insurer focused on providing specialty insurance to residential and commercial customers. Palomar welcomes the best and brightest to our thriving team. 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?

The Details:

The Financial Reporting Analyst/Senior Analyst will report to the Financial Reporting Manager. This position is responsible for assisting others in understanding the Company’s financial results by assisting with all things financial reporting – including reporting budget to actual results, internal financial packages, ad-hoc reporting, and SEC financial statement preparation. This is an opportunity to work with a small team, touch multiple areas of the business, and have significant autonomy and responsibility, leading to fast learning and development for the right person. The right candidate works extremely quickly and efficiently, while producing accurate work and maintaining excellent attention to detail.

Responsibilities and Essential Duties include but are not limited to:

•Preparation of monthly and quarterly journal entries related to investment activity, stock-based compensation, operating expense allocations, etc.

•Assist in the preparation of the Company’s monthly financial reporting package and SEC financial statements (i.e. 10-Ks and 10-Qs);

•Participate in internal reporting to executive management by reporting actual financial information compared to expectations and reporting key financial trends and drivers of variances;

•Preparation of footnote workbooks to support the SEC reporting process and of the SEC financial statement tieout;

•Performance of internal controls associated with the financial reporting process;

•Interface with auditors, provide support and respond to auditor inquiries around financial reporting;

•Assist with other SEC related matters (e.g. 8-Ks, proxy statement, form 4s, etc.);

•Support special projects and perform ad-hoc analyzes as needed.

Attributes and abilities of a successfully candidate:

•Ability to analyze results, trends, and data at the lowest level of detail and present the findings to senior management in a succinct and understandable fashion;

•Detail-oriented and methodical approach to tasks;

•Comfort with change and ambiguity; our business is predicated on being adaptable and moving quickly to seize opportunities;

•Ability to provide quality work on tight deadlines; while we will make every effort to plan, sometimes things come up and we need to work quickly to meet our deadlines;

Education Requirements/Professional Experience and Qualifications:

•Bachelor’s degree in accounting;

•At least 2-5 years’ experience in public accounting, a combination of public accounting and private company financial reporting experience, or experience in financial reporting for an insurance company;

•An insurance background may help but is not required. Must be willing to learn our business in detail and constantly refine understanding as the business evolves;

•A solid understanding of accounting and financial reporting principles is a must. CPA or progress thereto is a plus;

•Solid understanding of consolidation principles would be helpful;

•Experience extracting data from an accounting system (we use Intacct) and summarizing and analyzing this data would be a plus;

•Experience with SEC reporting and/or an SEC reporting tool would be 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’ll enjoy a career with Palomar!

What will you get in return?

· Full Suite of Medical Benefits

· Long Term Financial Incentives – STOCK!

· 401k with 3% Automatic Fully Vested Employer Contributions

· Competitive PTO + Holiday Program

· Hybrid Work Environment

· Work From Home Stipend

· Professional Development Assistance

· Headspace Paid Subscription

· Career Exploration Opportunities

· Regular company-wide social events (even virtually!)

· To learn more visit us at

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 yields 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

#PalomarPride #Insurancejobs #hiring #startup


Palomar will consider reasonable accommodations to ensure a qualified applicant with a disability 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 Palomar is an Equal Opportunity Employer.

No phone calls or agency solicitation please

Pay Range: $82,500 – $124,000

The above pay range is for all US-based roles based on function and level, benchmarked against companies of similar size and scope. To be compliant with local legislation as well as provide greater transparency to candidates, we disclose salary ranges on all job postings regardless of the desired job location. We also offer a competitive annual discretionary bonus program and the opportunity for annual long-term incentive stock grants. In addition, we offer a highly competitive benefits package. Final offer amounts are determined by multiple factors, including candidate experience and qualifications, and may vary from the amounts listed above.

CCPA Job Applicant: