Financial Reporting Analyst

Summary

Palomar is a rapidly growing specialty insurer focused on providing protection to residential and commercial customers. The Financial Reporting Analyst will support monthly, quarterly, and SEC financial reporting, internal management reporting, journal entries, footnote workbooks, controls, auditor support, and special projects.

Responsibilities

• Preparation of monthly and quarterly journal entries related to 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 tie-out
• 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 analyses as needed

Skills

• Bachelor's degree in accounting
• 1-3 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
• Deep solid understanding of accounting and financial reporting principles
• CPA or CPA eligible/in-process
• Understanding of consolidation principles
• Insurance experience preferred
• Experience extracting data from an accounting system (Intacct) and summarizing and analyzing this data would be a plus
• Experience with SEC reporting and/or an SEC reporting tool (Active Disclosure) preferred

Qualifications

Must Haves

• Bachelor's degree in accounting
• 1-3 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
• Deep solid understanding of accounting and financial reporting principles
• CPA or CPA eligible/in-process
• Understanding of consolidation principles

Nice to Haves

• Insurance experience preferred
• Experience extracting data from an accounting system (Intacct) and summarizing and analyzing this data would be a plus
• Experience with SEC reporting and/or an SEC reporting tool (Active Disclosure) preferred

Benefits

• Full Suite of Medical Benefits
• Long Term Financial Incentives – STOCK!
• 401k with 3.5% Automatic Fully Vested Employer Contributions
• Competitive PTO + Holiday Program
• Lifestyle Spending Allowance
• Professional Development Assistance
• Career Exploration Opportunities
• Regular company-wide social events (even virtually!)
• A competitive annual discretionary bonus program
• The opportunity for annual long-term incentive stock grants