FP&A Analyst

bswift

4d • Hybrid

About The Position

At bswift, we’ve been transforming benefits administration since 1996, making it simpler, smarter, and more human. Our state-of-the-art, cloud-based technology and services empower employees to understand, manage, and love their benefits. From downtown Chicago, and remotely across the country, we serve thousands of companies and millions of people nationwide, reducing administrative burdens and freeing HR teams to focus on creating thriving, people-first workplaces. We’re looking for motivated and goal-driven individuals who share our passion for delivering excellence and creating solutions that make a difference. The reward is a fun, flexible and creative environment with ample opportunity for professional and personal growth. If you love the bswift values of pursue excellence, embrace accountability, deliver superior service, and be a great place to work, we want to hear from you! bswift is a leading benefits administration company that specializes in providing tailored solutions for our clients. Our mission is to simplify the complex world of employee benefits and deliver exceptional service to our clients. We are looking for a motivated individual with 1–3 years of experience to join our team as a Finance Analyst.

Requirements

• Bachelor’s degree in Finance or Accounting
• 2+ years of progressive responsibility in financial analysis
• Experience performing variance analysis and presenting insights to leadership
• Working knowledge of Generally Accepted Accounting Principles (GAAP)
• Solid financial modeling skills and advanced Excel proficiency
• Collaborative business partner, adept at building cross-functional relationships
• Ability to thrive in a fast-paced, high-growth company

Nice To Haves

• Experience working for SaaS companies
• Experience with NetSuite and Oracle PBCS
• Experience working within a Private Equity ownership structure
• Demonstrated high ethical standards
• Influential, collaborative, and a strong relationship builder
• Demonstrates urgency, resourcefulness, and drive; a self-starter
• Team-oriented mindset

Responsibilities

• Support the annual budgeting and rolling forecast process
• Prepare monthly financial reporting, including commentary and recommendations for the leadership team
• Conduct variance analysis by comparing actual results to budget/forecast, identifying drivers of performance, and recommending corrective actions
• Coordinate with accounting to ensure accuracy of financial information
• Partner with business leaders on activities related to the FP&A team
• Review results and provide decision-support insights for investments or cost-savings initiatives
• Identify and report on key metrics to ensure accountability across the company, including metrics for Quarterly Board Reporting
• Collaborate with HR on the requisition process to ensure personnel headcount and costs are managed effectively
• Build strong relationships with stakeholders through effective communication
• Partner with Sales to build financial models and review pricing for new business and renewals
• Review quarterly SLA and Bad Debt reserves
• Assist with detailed cash flow and balance sheet projections, supporting the treasury team as needed
• Support senior finance leadership (Finance Manager/Director, VP of Finance, CFO, and executive team) on key financial decisions
• Leverage approved AI tools to enhance efficiency in financial reporting, analysis, and documentation while ensuring accuracy and compliance with company standards

Benefits

• Comprehensive Health Benefits: Access to health, dental, and vision plans to support your wellness and that of your family.
• Competitive Compensation: A compensation package that recognizes your skills, experience, and contributions, including performance-based incentives for most roles.
• Remote first, Office friendly environment!
• Retirement Savings Plans: Options to help you plan for a secure financial future with employer-sponsored retirement savings programs.
• Professional Development: Opportunities for career growth, including training and access to resources to support your career progression.
• Supportive Culture: A work environment that encourages collaboration, open communication, and creative problem-solving, where your voice and ideas are valued.
• Employee Wellbeing Initiatives: Programs focused on mental health, financial planning, and wellness resources to help you thrive inside and outside of work.
• Make an Impact: At bswift, your work directly contributes to transforming how organizations approach benefits administration and client engagement. Join us to be part of an organization that is making a meaningful difference in the lives of our clients and their employees.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level