Senior Financial Analyst
About The Position
This role supports the administration and analysis of Sales Incentive Plans across the Health Plan, helping ensure incentive programs align with enrollment and financial objectives. As a key individual contributor and business partner, the analyst works with leaders and cross-functional stakeholders on accurate and timely incentive calculations, financial and performance analysis, financial modeling, accounting reconciliations, and Sales support. The role focuses on introducing, adopting, and maintaining Incentive Calculation Management (ICM) technology to improve quality, accuracy, efficiency, transparency, and compliance. The analyst combines financial and analytical capabilities, accounting knowledge, technology, problem solving, and business partnership. They independently evaluate complex issues, develop recommendations, support decision-making, and provide customer service in a dynamic work environment. The role also leads special financial analysis projects and communicates results, recommendations, project status, and completion deadlines to management and other stakeholders.
Requirements
- Bachelor's degree, or relevant experience and/or education as determined by the company in lieu of a bachelor's degree.
- 5–10 years of relevant, progressive experience in Accounting and/or Finance.
- Experience with computer applications, including MS Excel and/or MS Access.
- Strong written and oral communication skills.
- Strong relationship-building skills.
- Client-focused approach and strong business acumen.
- Ability to work independently and as part of a team under pressure.
- Ability to think strategically and act proactively to build trust and confidence with business units.
- Strong innovative problem-solving capabilities.
Nice To Haves
- Database management experience.
- Prior healthcare industry experience.
Responsibilities
- Communicate effectively with management, other departments, locations, divisions, affiliates, subsidiaries, third parties, and outside agencies to resolve problems and report project status and deadlines.
- Advise management of expected outcomes and recommend ways to improve results.
- Present summaries of financial analyses, results, and trends to all levels of management.
- Analyze, evaluate, and interpret financial and statistical data.
- Develop or document business policies and conduct special financial and business-related studies and analyses with other departments.
- Prepare forecasts and analyze financial and business trends and research.
- Analyze financial reports and records, explain variances, and recommend accounting treatment for reserves, assets, and expenditures.
- Independently investigate problems and document recommendations for management.
- Use computer systems to input, retrieve, or display accounting information; develop and maintain spreadsheets and databases; and prepare reports, graphs, and charts.
- Lead special projects within the department, including gathering data, conducting analysis, documenting findings, calculating results, and generating reports.
- Coordinate project activities, communicate progress and deadlines, and help ensure projects are completed within established timeframes.
- Make recommendations based on project findings when necessary.
- Perform other duties as assigned or requested.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
