Financial Analyst

Aston CarterMinnetonka, MN
$34 - $52Hybrid

About The Position

The Senior Financial Analyst will support finance-focused projects related to the integration of an acquired entity. This role includes preparing financial reports, budgets, and forecasts, performing detailed analytics, and providing clear explanations of actual-to-budget variances. The position requires strong financial acumen, advanced Excel skills, and the ability to manage complex data sets while meeting strict deadlines.

Requirements

  • Bachelor's degree with a major in Finance, Accounting, or equivalent experience in a closely related field.
  • Minimum of 5 years of experience in an accounting, finance, or closely related role.
  • Proficiency in accounting and finance principles and processes.
  • Strong financial analysis skills with experience preparing reports, budgets, and forecasts.
  • Advanced proficiency in Microsoft Excel, including the ability to use PivotTables, VLOOKUP, SUM, and IF statements.
  • Strong attention to detail with demonstrated ability to carefully review and evaluate financial and non-financial data sets.
  • Strong data management skills, including organizing, validating, and maintaining complex data sets.
  • Experience with financial budgeting and forecasting processes and tools.
  • Ability to balance multiple projects while adhering to strict deadlines.
  • Critical thinking and advanced problem-solving skills applied to financial and operational challenges.

Nice To Haves

  • Health insurance industry experience (highly preferred).
  • Experience working on finance projects related to mergers, acquisitions, or entity integration.
  • Ability to communicate financial insights clearly to non-financial stakeholders.
  • Demonstrated ability to work independently and as part of a collaborative team.
  • Strong organizational skills and ability to prioritize tasks in a dynamic environment.

Responsibilities

  • Support finance-focused projects related to the integration of an acquired entity, ensuring financial processes and reporting are aligned and consistent.
  • Prepare accurate and timely financial reports, including monthly, quarterly, and annual reporting as required.
  • Develop, maintain, and refine budgets and forecasts to support organizational planning and decision-making.
  • Perform detailed financial analysis, including actual-to-budget variance analysis, and provide clear, concise explanations for variances.
  • Apply accounting and finance principles and processes to evaluate financial performance and support business initiatives.
  • Manage and analyze financial and non-financial data sets with strong attention to detail to ensure data integrity and accuracy.
  • Use advanced Excel functionality, including PivotTables, VLOOKUP, SUM, and IF statements, to support daily financial analysis and reporting tasks.
  • Contribute to financial budgeting and forecasting activities by gathering data, building models, and validating assumptions.
  • Balance multiple projects simultaneously while adhering to strict deadlines and maintaining high-quality deliverables.
  • Utilize critical thinking and advanced problem-solving skills to identify issues, propose solutions, and improve financial processes.
  • Collaborate with cross-functional stakeholders to share insights from financial analysis and support integration-related decisions.

Benefits

  • Medical, dental & vision
  • Critical Illness, Accident, and Hospital
  • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
  • Life Insurance (Voluntary Life & AD&D for the employee and dependents)
  • Short and long-term disability
  • Health Spending Account (HSA)
  • Transportation benefits
  • Employee Assistance Program
  • Time Off/Leave (PTO, Vacation or Sick Leave)
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