Senior Financial Analyst (Hybrid - Columbus, OH)

Overview

A growing organization in the employee benefits sector is seeking a Financial Analyst to join their Financial Planning & Analysis (FP&A) team. The team supports business decision-making through financial insight, disciplined analysis, and thoughtful planning. This role involves budgeting, forecasting, reporting, and ad hoc analysis while helping to build scalable FP&A processes.

Responsibilities

• Develop and report budgets and forecasts for departments and business areas
• Analyze financial and operational data to support decision-making
• Prepare monthly reporting, variance analysis, and forward-looking forecasts for senior management
• Support profit and loss reporting and explain business performance through clear analysis
• Partner with stakeholders to gather inputs, understand drivers, and improve forecast accuracy
• Contribute to annual planning, budgeting, and reforecasting processes
• Support special projects with data-driven analysis, findings, and recommendations
• Prepare ad hoc reporting and analysis to support leadership decisions
• Help improve FP&A tools, reporting, and processes over time

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field
• 3+ years of experience in FP&A, corporate finance, public accounting, consulting, transaction advisory, or related fields
• Hands-on experience with budgeting, forecasting, variance analysis, and financial reporting
• Strong Excel skills, including financial modeling and working with large or imperfect data sets
• Experience with NetSuite, Looker, or similar ERP and reporting tools
• Strong written and verbal communication skills
• Ability to work independently, manage competing priorities, and adapt in a changing environment

Preferred Qualifications

• Experience in insurance, SaaS, fintech, or other high-growth environments
• Proactive problem-solving skills with curiosity and collaboration
• Ability to connect accounting, financial results, and operating performance to tell a clear story
• Experience turning financial and operational data into clear insights and practical recommendations
• Strong attention to detail, organization, and process improvement mindset

Compensation & Benefits

• Salary range: $87,500 - $107,500 per year (Columbus, OH location)

Location

• Columbus, Ohio