Lead Financial Specialist - IntelliScript (Remote)

Milliman•Brookfield, WI

6d•$93,700 - $222,985•Remote

About The Position

Milliman, Inc. is recognized as a top firm that provides data, products, and professional services to the insurance industry. IntelliScript is a practice within Milliman that provides health and life insurers with real-time data and underwriting decision support tools via software-as-a-service (SaaS). IntelliScript offers an innovative suite of products which interpret and deliver electronic medical data (such as prescription histories, diagnoses, treatment data, etc.) to help our clients make effective underwriting and pricing decisions. Our company offers a unique entrepreneurial culture that also promotes work / life balance. IntelliScript has enjoyed consistent growth and is the leader in the markets we serve. The Lead Financial Specialist will be integral as we continue to drive sophisticated analytical insights to better run our business. The Lead Financial Specialist will collaborate closely with our analytics team as well as product directors and senior leadership to oversee the financial management and reporting for our practice. They will provide strong analytical and financial acumen, champion better ways of reporting, budgeting and financial forecasting, and serve as a subject matter expert. Projects will include construction, validation, and documentation of new financial processes, reports, and dashboards. This role will direct and assist in process related to monthly financials, P&L and revenue forecasting, budgets and expense tracking, and measuring the return of investment for key initiatives.

Requirements

10+ years of professional experience in finance or accounting
Experience developing budgets and performing financial analysis
Detailed-oriented with collaboration mindset
Experience with, or a proven ability to quickly learn, new technologies to develop and present financial insights using dashboards such as PowerBI
Experience in Microsoft Excel
Excellent communication skills, in person and through phone / email
Ability to understand and clearly communicate financial results at the appropriate level of detail for internal stakeholders and IntelliScript Lead management
Focused on results and able to explain findings in a way that answers business problems
Constructive, “can do” approach to overcoming obstacles
Can quickly learn new techniques and technologies
Proactive in identifying process improvements
Strong work ethic, willing to pitch in wherever needed
Thrive in a small team, without micromanagement
Ability to manage projects and timelines and work collaboratively in a multi-disciplinary team

Nice To Haves

Degree in a relevant field (accounting, finance)
PowerBI, SQL, and Databricks experience

Responsibilities

Direct monthly financial analysis, including trends, variances, and opportunity identification for IntelliScript’s business segments; communicate results and insights to practice leadership
Maintain tooling and processes to help set, forecast, and track budgets to provide expense transparency across the practice
Support the annual budgeting and reforecasting processes, including preparation of financial models, participation in budget discussions, and maintaining key planning tools
Enhance financial reporting to drive decision-making and insights, margin improvement, and operational efficiency
Partner with internal stakeholders in accounting and billing teams to understand and provide insight into the practice’s financial operations
Prepare and automate key financial reports with a focus on clarity and accuracy
Build and refine financial models to assess new business opportunities and strategic initiatives
Support ad hoc financial analysis and projects in a fast-paced, collaborative environment

Benefits

Medical, Dental and Vision – Coverage for employees, dependents, and domestic partners.
Employee Assistance Program (EAP) – Confidential support for personal and work-related challenges
401(k) Plan – Includes a company matching program and profit-sharing contributions
Discretionary Bonus Program – Recognizing employee contributions
Flexible Spending Accounts (FSA) – Pre-tax savings for dependent care, transportation, and eligible medical expenses
Paid Time Off (PTO) – Begins accruing on the first day of work. Full-time employees accrue 15 days per year, and employees working less than full-time accrue PTO on a prorated basis
Holidays – A minimum of 10 paid holidays per year
Family Building Benefits – Includes adoption and fertility assistance
Paid Parental Leave – Up to 12 weeks of paid leave for employees who meet eligibility criteria
Life Insurance & AD&D – 100% of premiums covered by Milliman
Short-Term and Long-Term Disability – Fully paid by Milliman