Bamboo Insurance · 1 month ago
Financial Analyst
United States
Full-time
Remote
Mid Level
$75K/yr - $75K/yr
2+ years expBamboo Insurance is seeking a Financial Analyst responsible for various finance functions including managing vendor invoices, monitoring bank account activity, and assisting in the monthly financial close process. The role requires collaboration with other departments to address customer and agent inquiries, emphasizing detail orientation and eagerness to learn about the company's financial operations.
FinanceProperty & Casualty InsuranceReal EstateFinancial ServicesInsuranceProperty Management
Responsibilities
Builds and maintains financial reporting and non-financial (Business KPI) reporting
Works with the data warehouse to find and bring forward data (SQL experience preferred)
Report building in BI tools (Tableau, Pyramid, PowerBI, etc…) and Microsoft Excel
Provides support for all internal stakeholders of the business within the Bamboo organization
Performs other related ad-hoc duties as assigned
Qualification
Required
Detail oriented with strong analytical and problem-solving skills
Knowledge of the 3 financial statements and accounting differences
Advanced-Intermediate Microsoft Excel skills
Excellent interpersonal, written, and verbal communication skills
Ability to establish rapport, credibility, trust, and positive relationships with all departments
Proficient in effectively planning and prioritizing work activities
Ability to work with technology platforms, including Microsoft Office Suite. Strong Excel experience preferred
Understanding of insurance products, policies, and services
Excellent customer service skills
Bachelor's degree in related field or equivalent experience
2+ years' experience in an analyst (or related) role
1+ years' experience in property and casualty insurance
Preferred
Experience with Tableau, Pyramid, PowerBI or similar BI tools
Beginner-intermediate SQL skills and knowledge
Experience in Guidewire or other modern policy administration systems
Experience working with different technology platforms, especially FIS/EAS general ledger system, Britecore, Process One, Tipalti
Company
Bamboo Insurance
Bamboo Insurance is a technology-enabled, underwriting-first managing general underwriter (MGU) focused on homeowners’ coverage for a new era of insurance.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$28.5MKey Investors
Eos Venture Partners
2025-10-03Acquired
2022-09-19Series A· $16M
2020-10-10Series Unknown· $4M
Leadership Team
John Chu
Founder and CEO
Brian Suzuki
Chief Insurance Officer
Recent News
Coverager - Insurance news and insights
2026-07-07
Company data provided by crunchbase