Underwriting and Pricing Analyst

Position Overview

HomeServe’s unique culture allows for the opportunity to learn and grow quickly while being challenged in a collaborative atmosphere. The Underwriting & Pricing Analyst provides critical support and guidance by gathering, tracking, and summarizing operational and financial data into meaningful reports that drive forecasting, variance analysis, and decision-making. Ideal candidates will have the desire to learn quickly, enjoy a challenge, and strive to reach high standards.

Responsibilities

• Summarize complex data, ideas, and concepts into meaningful and concise financial reports and presentations.
• Ensure the integrity, accuracy and validity of the information being reported.
• Support on-going initiatives to automate, improve, and streamline the analysis and reporting process.
• Build quality controls and offer improvements on data discrepancies.
• Conduct research and analysis for department heads to ensure that the best decisions are made in order to achieve operational and financial objectives.
• Work with business owners to review KPI’s and trending analysis; make insightful recommendations to increase efficiency and lower operating expenses.
  
  

Essential Functions

Essential Job Function

% of Time on Function

Financial Reporting – Summarize complex data into clear, concise financial reports and presentations.

40%

Quality Control – Identify and resolve data discrepancies, build safeguards, and improve reporting accuracy.

10%

Data Integrity – Ensure accuracy, validity, and reliability of reported information.

10%

Research & Analysis – Conduct financial and operational analysis to support decision-making.

30%

Process Improvement – Support automation and streamlining of analysis and reporting workflows.

10%

Total

100%

Job Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Statistics, Analytics, or a related field (preferred).
• 1-3+ years of relevant experience in financial planning, reporting, analytics, or underwriting.
• Advanced proficiency in Microsoft Excel and familiarity with reporting tools such as Alteryx, Tableau, and Hyperion Planning; SQL querying experience preferred.
• Experience working with large datasets and consolidating raw data into actionable reports.
• Able to work effectively in a deadline-driven environment while balancing multiple priorities.
• Passionate about continuous improvement, problem solving, and innovative thinking.
  
  

Minimum Physical Requirements

The physical demands described represent those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions of the position for which they work. While performing the duties of this position, the employee is regularly required to listen, talk and hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls while executing tasks like working on a computer or talking on the telephone. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually moderate to low.

This job description is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. 

Salary Range (Norwalk): $67,284.27 to $89,712.36

Annual Bonus Potential: 5%

#HUSA

HomeServe USA is an equal opportunity employer.