Financial Analyst (Broker Commission)

Overview

This position supports the Broker Commissions team through data analysis, process automation, financial modeling, and reporting. Reporting to the Director, Financial Operations, the role serves as a key analytical resource responsible for improving the accuracy, efficiency, and governance of broker commission activities and related customer acquisition costs.

The analyst partners with the Broker Commissions team, Finance, Sales, and external vendors to build data-driven solutions that strengthen quality assurance processes, reduce operational risk, and improve commission payment accuracy.

Responsibilities

• Support the Manager, Broker Commissions, and team through advanced data analysis, reporting, and quality assurance activities.
• Develop and maintain financial models, automated reporting solutions, and analytical tools to improve commission operations and reduce manual processes.
• Analyze commission payment data to identify discrepancies, trends, risks, and process improvement opportunities.
• Design and implement controls that strengthen the accuracy and efficiency of commission calculations and payment processes.
• Assist with forecasting, budgeting, and accrual processes related to broker commissions and other customer acquisition costs.
• Prepare monthly variance analyses and provide insights into key drivers impacting financial results.
• Produce recurring and ad hoc reporting for leadership, highlighting performance trends, emerging risks, and opportunities.
• Partner with the Broker Commissions team, Finance, Sales, and external vendors to support issue resolution and process optimization.
• Support system enhancements, testing efforts, and implementation of new technologies related to commission administration and reporting.
• Document business processes, reporting methodologies, and control procedures to support operational consistency and audit readiness.
• Identify opportunities to improve scalability, eliminate inefficiencies, and strengthen data governance across commission-related processes.

Requirements

• Bachelor’s Degree in Accounting/Finance/Business or a similar field.
• Proficiency in Excel and Microsoft Office Suite.
• Proficiency in handling imported/exported data for reporting and analysis.
• Self-motivated with a proactive approach to challenges.
• Ability to perform accurate financial calculations for cost/budget analysis.
• History of building strong relationships across teams.
• Strong attention to detail and organizational skills.
• Clear, concise, and professional communication.
• Ability to excel in a collaborative team environment.
• Adaptability to changing priorities in a fast-paced environment.
• 2-3 years of experience in financial analysis.
• Understanding of general accounting principles.

Preferred Qualifications

• Familiarity with SQL, SAS, or other data query languages.
• Knowledge or experience in the health insurance industry.

Compensation & Benefits

• Competitive salary based on the market.
• Medical, Dental, and Vision.
• Employer-Paid Life Insurance.
• Paid Maternal Leave.
• Paid Paternal Leave.
• 401(K) match up to 4%.
• Paid-Time-Off.
• Employee Assistance Programs.
• Several supplemental benefits are available, including but not limited to: Spouse Insurance, Pet Insurance, Critical Illness coverage, ID Protection, etc.

Equal Opportunity Employer

The employer is committed to equal employment opportunity and makes employment decisions without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected characteristic.