Financial Analysis Advisor-Underwriting Reporting

Overview

The Decision Enablement team within Risk Management & Underwriting (RMUW) is seeking a Financial Analysis Advisor who can turn complex data into meaningful business insights.

This role blends healthcare and underwriting knowledge with analytical and technical skills to support operational reporting, identify risks and opportunities, and help business leaders make informed decisions. You will also serve as a subject matter expert for key reporting tools and data and partner across teams to continuously improve how information is delivered and used.

Responsibilities

• Serve as a primary business partner and subject matter expert for assigned operational reports, tools, and analytics.
• Analyze healthcare, underwriting, and operational data to identify trends, risks, opportunities, and actionable business insights.
• Lead reporting and analytical initiatives that require collaboration across multiple teams and stakeholders.
• Translate complex data and findings into clear recommendations for business partners and leaders.
• Identify opportunities to enhance existing reports, dashboards, tools, and processes as business needs evolve.
• Work with large datasets from multiple sources and systems to support reporting and analysis.
• Monitor and validate data for completeness, accuracy, and quality.
• Anticipate business needs and proactively recommend analytical or reporting solutions.
• Build strong partnerships across the organization and influence decisions through data-driven insights.

Requirements

• 4+ years of experience within the healthcare industry.
• Direct underwriting knowledge or experience strongly preferred.
• Strong analytical and problem-solving skills with excellent attention to detail.
• Demonstrated ability to interpret data and translate findings into meaningful business insights.
• Experience working independently and successfully navigating complex or ambiguous business problems.
• Strong business acumen with the ability to quickly learn new business areas, processes, and projects.
• Demonstrated ability to lead initiatives and collaborate effectively across teams.
• Excellent written and verbal communication skills, including the ability to communicate analytical concepts to business stakeholders.
• Advanced Microsoft Excel skills, including experience with pivot tables and VBA.
• Working knowledge of at least one analytical or programming technology such as SQL, Python, SAS, or R.

Preferred Qualifications

• Experience with workflow and data preparation tools such as Alteryx.
• Working knowledge of Databricks and AI tools.
• Experience developing or supporting dashboards and data visualizations using Power BI or Tableau.
• Experience working with large datasets, multiple data sources, and database management systems.
• Experience supporting underwriting, pricing, risk management, operational reporting, or healthcare analytics.

Compensation & Benefits

• Anticipated annual salary: 96,800 - 161,300 USD / yearly, depending on relevant factors, including experience and geographic location.
• Anticipated eligibility to participate in an annual bonus plan.
• Comprehensive benefits starting on day one, including medical, vision, dental, and well-being and behavioral health programs.
• 401(k), company paid life insurance, tuition reimbursement, a minimum of 18 days of paid time off per year, paid holidays, and leaves of absence.

Location

• If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload.

Additional Information

• Qualified applicants will be considered without regard to race, color, age, disability, sex, childbirth (including pregnancy) or related medical conditions including but not limited to lactation, sexual orientation, gender identity or expression, veteran or military status, religion, national origin, ancestry, marital or familial status, genetic information, status with regard to public assistance, citizenship status or any other characteristic protected by applicable equal employment opportunity laws.
• The employer has a tobacco-free policy and reserves the right not to hire tobacco/nicotine users in states where that is legally permissible. Candidates in such states who use tobacco/nicotine will not be considered unless they enter a qualifying smoking cessation program prior to the start of their employment. These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State.
• Qualified applicants with criminal histories will be considered for employment in a manner consistent with all federal, state and local ordinances.