Financial Analyst Jobs

About The Position

Requirements

• 5+ years of financial reporting and/or financial analysis experience, ideally within a public company or well-established organization
• BA/BS in Business, Finance, or Accounting; related experience may offset this requirement
• Strong understanding of accounting principles, financial controls, and month-end close processes
• Experience operating in fast-growing or high-change environments
• Advanced proficiency in Microsoft Excel; Oracle Hyperion experience a plus
• Excellent verbal and written communication skills with the ability to present confidently to business leaders and varied audiences
• Highly detail-oriented with strong analytical and problem-solving capabilities
• Proven ability to manage multiple priorities, meet deadlines, and adapt in a dynamic business environment
• Comfortable with ambiguity and able to take initiative

Nice To Haves

• M&A experience a plus
• Insurance brokerage experience a plus

Responsibilities

• Own and drive month-end close activities, including journal entries, account reconciliations, and preparation of internal financial statements across multiple divisions.
• Deliver in-depth financial analysis and variance analysis, identifying key trends and proactively communicating findings to business leaders.
• Support the Employee Benefits Division across its five P&Ls, partnering closely with operational and divisional leaders to provide timely and meaningful financial insight.
• Develop and maintain financial reporting across multiple systems and platforms, adapting to the varied tools and initiatives across divisions.
• Assist with the annual budget process and monthly forecasting, ensuring accuracy and alignment with business objectives.
• Collaborate cross-functionally with Finance and Operations teams to streamline processes and ensure consistency across the organization.
• Present financial results and analysis to senior stakeholders — this is a visible role that requires confidence, polish, and the ability to tailor messaging to different audiences.
• Identify opportunities to improve reporting processes and drive efficiencies in a dynamic, high-growth environment.
• Support M&A integration activities as needed.
• Other duties as identified.

Benefits

• health/dental/vision/life/disability insurance
• FSA
• HSA and 401(k) accounts
• paid-time-off benefits such as vacation, sick, and personal days
• eligible bonuses, equity and commissions for some positions