Financial Analyst Lead
About The Position
The Financial Analyst Lead supports Corporate FP&A objectives by leading enterprise budgeting, forecasting, and financial planning. The role coordinates complex cross-functional planning activities and develops detailed forecasts and financial models for strategic and operational decisions. It delivers executive-level analysis and insights, creates leadership and Board presentations, and enhances reporting packages to communicate performance trends, drivers, risks, and opportunities. The position conducts strategic financial analyses, including scenario modeling and sensitivity analyses, and applies GAAP, statutory accounting, and health insurance industry knowledge to financial planning and reporting. It leads financial projects, collaborates with finance leadership to improve planning processes and methodologies, and uses advanced Excel modeling and tools such as TM1, SQL, and Workday where applicable. The role manages competing priorities and deadlines, adapts to changing business needs, and works with minimal supervision. This is a contract role based in Hopkins, Minnesota, with a hybrid workplace arrangement. The pay range is $62.00–$64.00 per hour. The anticipated application deadline is October 15, 2026. If eligible, benefits for this temporary role may include medical, dental and vision coverage; critical illness, accident and hospital coverage; a 401(k) retirement plan; life insurance; short- and long-term disability; a health spending account; transportation benefits; an employee assistance program; and time off or leave.
Requirements
- At least 8 years of related financial analysis experience.
- At least 8 years of progressive experience in Corporate FP&A, strategic finance, financial planning, or closely related disciplines.
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
- Demonstrated experience leading enterprise budgeting, forecasting, and financial planning processes.
- Advanced financial modeling skills and expert-level proficiency in Microsoft Excel.
- Advanced PowerPoint skills and experience preparing executive- and Board-level presentations.
- Strong analytical skills, including the ability to interpret complex financial data and provide actionable insights.
- Strong organizational skills and ability to manage multiple projects and priorities simultaneously.
- Excellent communication skills, including the ability to present complex information clearly and concisely to leadership.
- Proven project management skills and a solution-oriented approach.
- Ability to deliver high-quality work independently with minimal supervision.
- Knowledge of the health insurance industry, including operations and key expense drivers.
- Knowledge and experience with GAAP and statutory accounting principles.
- Experience preparing and presenting materials for leadership clearly and concisely.
- Adaptability and ability to learn quickly in dynamic environments.
Nice To Haves
- Experience with TM1, SQL, and Workday, where applicable.
- Knowledge of Risk-Based Capital (RBC) concepts.
Responsibilities
- Lead enterprise budgeting, forecasting, and financial planning processes in support of Corporate FP&A objectives.
- Coordinate cross-functional planning activities across finance and business teams to ensure alignment and timely delivery.
- Develop, refine, and maintain financial forecasts and models for strategic and operational decision-making.
- Deliver executive-level financial analysis and insights to leadership and stakeholders.
- Prepare executive- and Board-level presentations, translating complex data into clear narratives.
- Build and enhance executive reporting packages covering performance trends, key drivers, risks, and opportunities.
- Perform strategic financial analyses, including scenario modeling, sensitivity analyses, and evaluation of business initiatives.
- Apply GAAP and statutory accounting knowledge to financial planning and reporting.
- Incorporate health insurance operations and expense drivers into financial models and forecasts.
- Manage high-impact financial projects from inception through completion.
- Collaborate with finance leadership and cross-functional teams to improve planning processes, tools, and methodologies.
- Use advanced Excel-based financial modeling to support strategic initiatives and business cases.
- Manage multiple priorities and deadlines while delivering high-quality work with minimal supervision.
- Adapt to changing business needs and learn new systems and processes as required.
- Use tools such as TM1, SQL, and Workday, where applicable, for data analysis, reporting, and planning.
- Apply Risk-Based Capital (RBC) concepts in relevant analyses and planning efforts.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Critical illness coverage
- Accident coverage
- Hospital coverage
- 401(k) retirement plan with pre-tax and Roth post-tax contributions available
- Life insurance, including voluntary life and AD&D coverage for employees and dependents
- Short- and long-term disability
- Health Spending Account (HSA)
- Transportation benefits
- Employee Assistance Program
- Time off or leave, including PTO, vacation, or sick leave, subject to eligibility and applicable terms
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What This Job Offers
Career Level
Senior
