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
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