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About Everest:

Everest is a global leader in risk management, rooted in a rich, 50+ year heritage of enabling businesses to survive and thrive, and economies to function and flourish. We are underwriters of risk, growth, progress and opportunity. We are a global team focused on disciplined capital allocation and long-term value creation for all stakeholders, who care deeply about our impact on communities and the wider world.

Role Purpose: 

The Senior Accounting Analyst of Collections and Financial Planning plays a key role in the finance department of  Compañía de Seguros Generales Everest Mexico S.A. de C.V.., responsible for leading the company’s accounts receivable (collections) function and overseeing budgeting, forecasting, and financial planning processes. This role ensures strong cash flow management, accurate financial projections, and alignment between operational performance and strategic financial objectives within a regulated insurance environment. Reporting to the CFO, the Senior Accounting Analyst collaborates with cross-functional teams and supports continuous improvement initiatives within the finance department. 

The Senior Accounting Analyst of Collections and Financial Planning responsibilities include but are not limited to:

• Lead and manage the end-to-end accounts receivable and collections process.

• Lead and manage the end-to-end accounts receivable and collections process.;

• Monitor aging reports and drive collection strategies to minimize overdue balances.

• Monitor aging reports and drive collection strategies to minimize overdue balances.

• Develop and implement policies to improve collection efficiency and reduce bad debt.

• Develop and implement policies to improve collection efficiency and reduce bad debt.;

• Maintaining close contact with our clients to streamline the collection process and clearly identify deposits

• Maintaining close contact with our clients to streamline the collection process and clearly identify deposits;

• Partner with underwriting, operations, and commercial teams to resolve issues.

• Partner with underwriting, operations, and commercial teams to resolve issues.

• Lead annual budgeting and forecasting processes.

• Lead annual budgeting and forecasting processes.;">undefined

• Provide financial analysis and support decision-making.

• Provide financial analysis and support decision-making.;">undefined

• Ensure compliance with regulatory requirements in the insurance industry.

• Ensure compliance with regulatory requirements in the insurance industry.

• Lead and develop finance team members.

• Lead and develop finance team members.

Qualifications

•  Bachelor’s degree in Actuarial, Finance, Accounting, or related field.

• 3–5+ years of finance experience including collections and FP&A.

• Insurance or financial services experience preferred.

• Strong knowledge of financial planning and collections processes

• English language advanced (plus)

• Proficient in Word, Excel, PowerPoint, and database tools. 

Skills

• Exceptional oral and written communication with the ability to concisely provide executive summaries to senior management.

• Strong problem-solving analytical skills, with an ability to drive data analytics and make appropriate conclusions on results.

• Ability to manage multiple projects and timelines across a variety of stakeholders to meet targets and deliverable dates.

• Team oriented and ability to work effectively with peers.

• Demonstrated bias for action with a high sense of urgency, strong work ethic and drive for results.

• Experience with corporate governance and controls management, including processes and systems.

• Experience with a wide variety of assignments around operational workflow including systems is an asset. 

What if I don’t meet every requirement? At Everest we are dedicated to building an inclusive and authentic workplace. So, if you are excited about this role but your past experience doesn’t align perfectly with every element in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles. Please let us know if you need any accommodations throughout the application or interview process.

Our Culture

At Everest, our purpose is to provide the world with protection. We help clients and businesses thrive, fuel global economies, and create sustainable value for our colleagues, shareholders and the communities that we serve. We also pride ourselves on having a unique and inclusive culture which is driven by a unified set of values and behaviors. Click here to learn more about our culture. 

• Our Values are the guiding principles that inform our decisions, actions and behaviors. They are an expression of our culture and an integral part of how we work: Talent. Thoughtful assumption of risk. Execution. Efficiency. Humility. Leadership. Collaboration. Inclusion and Belonging.
• Our Colleague Behaviors define how we operate and interact with each other no matter our location, level or function: Respect everyone. Pursue better. Lead by example. Own our outcomes. Win together.  

All colleagues are held accountable to upholding and supporting our values and behaviors across the company. This includes day to day interactions with fellow colleagues, and the global communities we serve. 

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