Financial Planning Analyst
About the role
At bswift we’ve been transforming benefits administration since 1996, making it simpler, smarter, and more human. Our state-of-the-art, cloud-based technology and services empower employees to understand, manage, and love their benefits. From downtown Chicago, and remotely across the country, we serve thousands of companies and millions of people nationwide, reducing administrative burdens and freeing HR teams to focus on creating thriving, people-first workplaces.
We’re looking for motivated and goal-driven individuals who share our passion for delivering excellence and creating solutions that make a difference. The reward is a fun, flexible and creative environment with ample opportunity for professional and personal growth. If you love the bswift values of pursue excellence, embrace accountability, deliver superior service, and be a great place to work, we want to hear from you!
What you’ll do
- Support the annual budgeting and rolling forecast process
- Prepare monthly financial reporting, including commentary and recommendations for the leadership team
- Conduct variance analysis by comparing actual results to budget/forecast, identifying drivers of performance, and recommending corrective actions
- Cook with accounting to ensure accuracy of financial information
- Partner with business leaders on activities related to the FP&A team
- Review results and provide decision-support insights for investments or cost-savings initiatives
- Identify and report on key metrics to ensure accountability across the company, including metrics for Quarterly Board Reporting
- Collaborate with HR on the requisition process to ensure personnel headcount and costs are managed effectively
- Build strong relationships with stakeholders through effective communication
- Partner with Sales to build financial models and review pricing for new business and renewals
- Review quarterly SLA and Bad Debt reserves
- Aid in detailed cash flow and balance sheet projections, supporting the treasury team as needed
- Support senior finance leadership (Finance Manager/Director, VP of Finance, CFO, and executive team) on key financial decisions
- Leverage approved AI tools to enhance efficiency in financial reporting, analysis, and documentation while ensuring accuracy and compliance with company standards
Core Capabilities
- Uses approved AI tools to assist with: Financial commentary drafting, Summarization of reporting insights, Preliminary variance analysis exploration, Research to support financial modeling and decision-making
- Writes clear, effective prompts to generate relevant and useful outputs
- Critically evaluates AI-generated content for accuracy, reasonableness, and alignment with financial data
- Applies strong human judgment before incorporating AI outputs into deliverables
- Follows Responsible AI standards, including: Data privacy and confidentiality requirements, Security protocols when handling financial and company information, Appropriate use of AI within approved company guidelines
What you need to succeed
- Bachelor’s degree in Finance or Accounting
- 2+ years of progressive responsibility in financial analysis
- Experience performing variance analysis and presenting insights to leadership
- Solid financial modeling skills and advanced Excel proficiency
- Collaborative business partner, adept at building cross-functional relationships
- Ability to thrive in a fast-paced, high-growth company
Nice to have
- Experience working for SaaS companies
- Experience with NetSuite and Oracle PBCS
- Experience working within a Private Equity ownership structure
- Demonstrated high ethical standards
- Influential, collaborative, and a strong relationship builder
- Demonstrated urgency, resourcefulness, and drive; a self-starter
- Team-oriented mindset
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Why Join bswift?
At bswift, we empower our employees to make a meaningful impact, innovate, and grow. Joining our team means stepping into a collaborative and dynamic environment that values creativity, initiative, and a passion for client success. We are dedicated to fostering an inclusive workplace that celebrates diversity and values each team member’s unique contributions.
Benefits of Working at bswift
- Comprehensive Health Benefits: Access to health, dental, and vision plans to support your wellness and that of your family.
- Competitive Compensation: A compensation package that recognizes your skills, experience, and contributions, including performance-based incentives for most roles.
- Remote first, Office friendly environment! No time to commute? No problem!
- Retirement Savings Plans: Options to help you plan for a secure financial future with employer-sponsored retirement savings programs.
- Professional Development: Opportunities for career growth, including training and access to resources to support your career progression.
- Employee Wellbeing Initiatives: Programs focused on mental health, financial planning, and wellness resources to help you thrive inside and outside of work.