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Financial Planning & Analysis Director

Topa Insurance Company in Los Angeles, CA, USA


$110,000 to $150,000 Annually

Benefits Offered

401K, Dental, Life, Medical, Vision

Employment Type


Why Work Here?

“We were certified a Great Place to Work in 2017!”

Prepares analyses of financial results, including profitability of current and future lines of business/programs. Participates in the evaluation of new business opportunities. Works with executive management in analyzing optimum capital allocation and return.


  1. Ensure timely and accurate preparation of Generally Accepted Accounting Principles (GAAP) and Statutory Accounting Principles (SAP) financial reports. Financial reports to include balance sheets, income statements, cash flows, capital purchases and other key financial performance metrics.
  2. Develop and maintains a financial reporting package to include variance analyses and key performance indicator tracking that identifies internal trends and provides information to assist senior leaders in decision making. ​
  3. Collaborates in the preparation of materials for the Board of Directors and A.M. Best.
  4. Monitor monthly cash flow forecasts and update for actual results.
  5. Prepare analyses of the investment portfolio, as requested.
  6. Evaluate financial reporting and enterprise software and make recommendations as to future enhancement or changes to meet Company needs.
  7. Provide financial support for specialized contractual arrangements, evaluation of new opportunities and new management initiatives
  8. Participate in corporate enterprise risk management initiatives
  9. Special projects as assigned


  1. Position may include direct supervisory responsibility
  2. Provide leadership that promotes teamwork, teaches and coaches employees to help in their career development.


  1. Thorough understanding of GAAP and SAP
  2. Computer skills and knowledge of relevant software tools, to include prior experience with sophisticated Excel-based financial modeling.
  3. Excellent analytical and financial modeling skills
  4. Ability to extract data from diverse core systems and compile for analysis
  5. Working knowledge of general ledger, insurance accounting, income tax and banking.
  6. Understanding of enterprise risk management and capital management
  7. Ability to effectively interface at all levels of the organization. Strong interpersonal skills.
  8. Comfort working in a dynamic and ambiguous environment, managing multiple projects simultaneously.
  9. Good process management skills; ability to visualize then implement effective/efficient processes/solutions to existing and new challenges.
  10. Ability to work effectively with senior management to define goals and understand business needs.


  1. Must have a bachelor’s degree in Accounting, Finance or other Business-related field.
  2. Advanced degree or certification preferred.
  3. 8+ years accounting/financial analysis experience, with working knowledge in the property/casualty insurance industry.
  4. Demonstrated leadership skills.

Work Environment/Physical Demands:

  1. Working conditions are typical of a fast paced, computer-based office environment that experiences rapid change.
  2. Team environment with stringent deadlines.
  3. Must deal effectively with multiple interruptions.
Topa Insurance Company

About Topa Insurance Company:

Topa Insurance Company is a growing boutique specialty insurance carrier in Calabasas, California, with more than 30 years of service in the industry. Our highly engaged employees enjoy a modern, collaborative work environment with on-site fitness. Our top notch management team encourages professional development and achievement, with a commitment to make Topa Insurance an employer of choice. We embrace diversity, believe in, recognize and celebrate our people. Our employee engagement scores are amongst the highest in the industry and we were certified a Great Place to Work in 2017. We offer a variety of flexible work schedules and shared incentives built around corporate goals and objectives. Our comprehensive benefits plan includes up to 20 PTO days a year for first year team members, as well as annual time off for charitable activity. We want innovative team members who are eager to excel to join our team.

Company website:

Company address: 24025 Park Sorrento, Calabasas, CA 91302

Posted date: 10 days ago

View all Jobs at Topa Insurance Company