Financial Analyst

Position Summary

The Financial Analyst supports financial planning and analysis (FP&A) activities for the Employee Benefits business, including forecasting, budgeting, and monthly financial reporting. This role also provides business performance analytics, with a focus on tracking carrier book-of-business metrics and delivering insights to support strategic decision-making.

Key Responsibilities

• Support and participate in the monthly forecasting process, including revenue, expense, and performance projections
• Aid in the development and maintenance of annual budgets
• Perform variance analysis (actual vs. plan vs. prior year) and identify key drivers
• Prepare financial reporting for leadership review
• Track and maintain carrier book-of-business metrics including premium, revenue, wins/losses, and retention
• Develop reporting for carrier performance and pipeline analysis
• Identify trends supporting growth, profitability, and strategic insights
• Maintain recurring financial and operational reporting
• Agregate data across systems to support analysis
• Support KPI, dashboard, and reporting development
• Support cross-functional initiatives tied to financial and operational performance
• Afford ad hoc analysis for strategic decision-making

Qualifications

• Bachelor’s degree in Finance, Accounting, Business or related field
• 1–3 years of experience in financial analysis or FP&A
• Advanced Excel skills required (financial modeling, pivot tables, and complex formulas), with strong analytical ability
• Experience with Power BI or similar business intelligence and reporting tools is a plus

Key Competencies

• Analytical and detail-oriented with strong critical thinking skills
• Able to connect financial results to business drivers
• Strong communication and organizational skills
• Self-starter able to manage multiple priorities