Financial Analyst Lead

Aston Carter•Minnetonka, MN

7d•$62 - $64•Hybrid

About The Position

The Financial Analyst Lead provides advanced financial planning and analysis expertise to support the Corporate FP&A organization during critical planning cycles, strategic initiatives, organizational transformations, and periods of increased business demand. This individual contributor role serves as a project lead, coordinating enterprise planning activities, delivering executive-level financial analysis, and driving high-impact financial projects. The position partners closely with Finance leadership and cross-functional business teams to develop financial forecasts, build executive reporting, perform strategic analyses, and continuously improve planning processes. While this role leads projects and facilitates cross-functional initiatives, it does not include direct people management responsibilities.

Requirements

10+ years of related experience in financial analysis.
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 with expert-level proficiency in Microsoft Excel.
Advanced PowerPoint skills with experience preparing executive and Board-level presentations.
Strong analytical skills with the ability to interpret complex financial data and provide actionable insights.
Strong organizational skills with the 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 with a solution-oriented approach.
Proven 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 presenting and preparing materials for leadership in a clear and concise manner.
High level of adaptability and a fast learning ability in dynamic environments.

Nice To Haves

Experience with TM1 and/or SQL to support data analysis and financial planning.
Experience working with Workday for financial or operational reporting.
Risk-Based Capital (RBC) experience in financial analysis or planning contexts.
Demonstrated ability to collaborate effectively with cross-functional business teams.
Strong attention to detail and commitment to accuracy in financial modeling and reporting.
Ability to identify opportunities to improve financial planning processes and tools.

Responsibilities

Lead enterprise budgeting, forecasting, and financial planning processes in support of Corporate FP&A objectives.
Coordinate complex, cross-functional planning activities across finance and business teams to ensure alignment and timely delivery.
Develop, refine, and maintain detailed financial forecasts and models to support strategic and operational decision-making.
Deliver clear, concise executive-level financial analysis and insights to leadership and key stakeholders.
Prepare high-quality executive and Board-level presentations using advanced PowerPoint skills, translating complex data into compelling narratives.
Build and enhance executive reporting packages that highlight 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 ensure accuracy and compliance in financial planning and reporting.
Incorporate health insurance industry operations and key expense drivers into financial models and forecasts to improve business relevance.
Drive high-impact financial projects from inception through completion using solution-oriented project management skills.
Collaborate with finance leadership and cross-functional teams to improve planning processes, tools, and methodologies.
Leverage advanced Excel-based financial modeling to support strategic initiatives and complex business cases.
Create and deliver presentations and materials for leadership in a clear, concise, and visually effective manner.
Manage multiple priorities and deadlines, ensuring high-quality, timely work with minimal supervision.
Adapt quickly to changing business needs and priorities, learning new systems and processes as required.
Utilize tools such as TM1, SQL, and Workday (where applicable) to support data analysis, reporting, and planning activities.
Apply knowledge of Risk-Based Capital (RBC) concepts in relevant financial analyses and planning efforts.