Hybrid Financial Analysis Consultant

Posted last month

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About the role

  • Support core FP&A processes and models for Workforce Benefits Division.
  • Execute monthly operational reviews and deliver decision-ready operational reviews highlighting trends, risks, and opportunities.
  • Contribute to quarterly financial reporting and sales planning/forecasting.
  • Maintain financial plan model and build and run dynamic monthly staffing models for volume-driven roles.
  • Support expense management activities and analyze activity-based costs.
  • Lead divisional reporting efforts including forecasting, quarter-close reviews, and financial planning deliverables.
  • Partner with finance leadership and partners across Distribution, Operations, Underwriting, and Technology to execute processes and provide decision-making support.

Requirements

  • 10+ years of relevant work experience preferred.
  • Bachelor’s degree or equivalent experience preferred
  • Proficiency in identifying high-value priorities within a scope of broader tasks.
  • Adaptability and comfort in ambiguous situations.
  • Advanced skills in Microsoft Excel
  • Intermediate skills in SQL
  • Intermediate skills in Microsoft PowerPoint
  • Proven expertise in the workforce benefits industry (preferred)
  • Commitment to meticulous work practices, prioritizing accuracy over speed.
  • Strong commitment to producing comprehensive process documentation.
  • Thorough familiarity with all aspects of an insurance carrier's income statement.

Benefits

  • Your Benefits Start Day 1
  • Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
  • Flexible benefits that you can tailor to meet your needs
  • Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
  • Paid Parental Leave
  • Adoption Assistance Program
  • Competitive 401k savings plan with company match and an additional contribution regardless of participation
  • Most employees are eligible for additional incentive pay

Job title

Financial Analysis Consultant

Job type

Experience level

SeniorLead

Salary

Not specified

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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