Business Support Financial Analyst

About the role

The Business Support Financial Analyst will lead, evaluate, and support financial implications of the business supports strategy, operations, financial outcomes, and overall performance targets. This position will provide data-driven insight and support for enhanced decision-making to drive success of our customers, business units, and GreatAmerica Financial Services.

Responsibilities

• Lead, evaluate, and support financial implications of the business supports strategy, operations, financial outcomes, and overall performance targets.
• Provide data-driven insight and support for enhanced decision-making to drive success of our customers, business units, and GreatAmerica Financial Services.
• Partner with Business Support Leaders in the development of the unit’s operating and financial strategies.
• Aid in the development of the business supports financial models to forecast operating results, including income statement, balance sheet, and cash flow statements.
• Continuously analyze the performance of the business support units against financial plans, identifying areas of opportunity, areas with positive and negative trends, and areas of concern.
• Work with business support leadership team to develop and implement plans to outperform financial plans.
• Quantify financial and operational impacts in support of strategic decision-making.
• Maintain and improve interactive reports and dashboards to inform and drive action by business support.
• Participate in process improvement initiatives within business support.
• Promote a data-driven culture throughout GreatAmerica via active participation in a data champion community.
• Make recommendations to leadership team regarding revenue growth or cost-saving opportunities that align to longer-term financial plans.
• Assist in monthly reporting within business support and to the leadership team.
• Perform other duties as required.

Requirements

The ideal candidate will demonstrate a strong financial acumen combined with analytical skills and a solution-driven mindset. They should have a bachelor's degree in Accounting, Finance, Business Analytics, or a related field. A CPA or CFA is a plus. Experience includes new college graduates or finance professionals with 1-3 years of finance and accounting experience.

Skills and Abilities

• Ability to translate data into actionable insights.
• Attention to detail and accuracy.
• Sound judgment in evaluating financial and operational impacts.
• Accountability and ownership of outcomes.
• Initiative and proactive problem-solving.
• Adaptability in a changing business environment.
• Strong written and verbal communication skills.
• Ability to present complex information clearly to stakeholders.
• Collaboration and cross-functional partnership.
• Stakeholder influence and assertiveness.
• Customer orientation and business partnership mindset.
• Proficiency in Microsoft Excel and financial tools.
• Experience with reporting and dashboarding tools (e.g., Tableau or Power BI).
• Process improvement mindset.
• Ability to identify trends and opportunities.
• Time management and prioritization.
• Organization and follow-through.
• Creativity in developing solutions.
• Teamwork and relationship building.
• Resilience and tenacity in achieving results.
• Integrity and ethical decision-making.
• Computer Skills: Excel, PowerPoint, Word, Tableau or PowerBI.

Benefits

Our total rewards package is based on eligibility and includes:

• Competitive Compensation
• Monthly Bonuses for Eligible Employees
• 401(k) and Company Match
• Annual Profit Sharing
• Paid Time Off
• Health, Wellbeing, and Family Planning Benefits
• Gym Reimbursement
• Health Insurance
• Dental Insurance
• Vision Insurance
• Short-Term and Long-Term Disability
• Company-paid Life Insurance
• Flexible Spending Accounts (FSA)
• Health Savings Accounts (HSA)
• Employee Assistance Program
• Parental Leave
• Tuition Assistance
• Networking Opportunities
• Ledgers Development Opportunities
• Perks: Paid Parking, Service Awards, Hybrid Work Arrangements, Business Casual Environment, Strong Organizational Culture Focused on Our Greatest Asset: You!