Financial Analyst

Overview

This role focuses on providing accurate, data-based insights into the organization’s effectiveness and stability. Responsibilities include researching and analyzing financial information to support decision-making, preparing reports, and monitoring financial movements.

Responsibilities

• Consolidate and analyze financial data (budgets, income statements, forecasts, and related materials) while considering overall financial standing.
• Support the annual budgeting process in conjunction with the Manager, FP&A.
• Analyze project performance against expense and benefit expectations each month.
• Assemble and summarize data to structure sophisticated reports on financial status.
• Develop financial models, conduct benchmarking, and perform process analysis.
• Conduct business studies on past, future, and comparative performance.
• Partner with management to understand financial reporting needs.
• Identify trends based on sound analysis.
• Develop reports and analyze nonfinancial data when appropriate.
• Incorporate financial data into analyses as appropriate.
• Track and determine financial status by analyzing actual results compared with budgets and prior periods.
• Reconcile transactions by comparing and correcting data.
• Drive process improvement and policy development initiatives that impact the function.
• Provide creative alternatives and recommendations to reduce costs and improve financial performance.
• Perform other duties as assigned.

Requirements

• Bachelor’s degree in Accounting, Finance, or Business and three years of experience in accounting or finance with a focus on analysis, or other bachelor’s degree and six years of experience in accounting or finance with a focus on analysis.
• Knowledge of Enterprise Resource Planning (ERP) systems.
• Ability to work with large sets of data and business intelligence reporting tools.
• Proficiency in Microsoft Office products, with advanced proficiency in Microsoft Excel.
• Effective verbal and written communication skills.
• Strong analytical skills and some understanding of accounting principles.
• Organizational skills and ability to manage multiple tasks/projects.
• Ability to maintain confidential information.

Work-at-Home Requirements

• Ability to provide a non-cellular high-speed internet service such as Fiber, DSL, or cable modem for a home office.
• Minimum standard speed for optimal performance: 30x5 (30 Mbps download x 5 Mbps upload).
• Latency (ping) response time lower than 80 ms.
• Hotspots, satellite, and wireless internet service are NOT allowed.
• A dedicated space lacking ongoing interruptions to protect member PHI/HIPAA information.

Preferred Qualifications

• Not specified.

Compensation & Benefits

• Target hiring range: $69,310 - $87,681 USD.
• Current maximum salary for this role: $97,702 USD.
• Incentive plan.
• Health/Vision/Dental benefits effective day one.
• 401(k) retirement plan: company match dollar for dollar up to 4% employee contribution (pre-tax or Roth options) plus a 6% annual company contribution.
• Robust employee well-being program.
• Paid Time Off.
• Personal Community Enrichment Time.
• Company-provided Basic Life and AD&D.
• Company-provided Short-Term & Long-Term Disability.
• Tuition Assistance Program.

Location

• Remote opportunity.
• While remote, employees are not hired from U.S. territories or the following states: Alaska, Hawaii, California, Washington, Oregon, Colorado, Wyoming, Montana, New York, Connecticut, Vermont, Pennsylvania, Maine.
• Headquarters: Lee’s Summit, Missouri (Kansas City area). Hybrid and work-from-home options may be offered for many roles.