Sr. Financial Analyst

Overview

A nonprofit member association providing health and dental benefits to federal employees, retirees, military retirees, and their families since 1937 is seeking a Financial Analyst to support financial decision-making and strategy. This role involves researching and analyzing financial information, preparing reports, and collaborating with management and senior leadership to guide business outcomes.

Responsibilities

• Consolidate and analyze financial data including budgets, income statements, and forecasts aligned with organizational goals and financial standing.
• Provide creative alternatives and recommendations to reduce costs and improve financial performance.
• Support the annual budgeting process in coordination with the Manager of Financial Planning & Analysis (FP&A).
• Analyze project performance monthly against expense and benefit expectations.
• Assemble and summarize data to create detailed reports on financial status and risks.
• 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 and desired outcomes.
• Identify trends, advise leadership, and recommend actions based on sound financial analysis.
• Develop reports and analyze nonfinancial data, incorporating financial data when appropriate.
• Track and determine financial status by comparing actual results with budgets and prior periods.
• Consult with management to guide and influence long-term and strategic decision-making.
• Reconcile transactions by comparing and correcting data.
• Drive process improvement and policy development initiatives impacting the finance function.
• Perform other duties as assigned.

Requirements

• Bachelor’s degree in Accounting, Finance, or Business with 6+ years of experience in accounting or finance focused on analysis and decision support; or a bachelor’s degree in another field with 9 years of relevant experience.
• Knowledge of Enterprise Resource Planning (ERP) systems.
• Ability to work with large data sets and business intelligence reporting tools.
• Proficiency in Microsoft Office products, with advanced skills in Microsoft Excel.
• Effective verbal and written communication skills.
• Strong analytical skills and understanding of accounting principles.
• Organizational skills with the ability to manage multiple tasks and projects.
• Ability to maintain confidentiality.

Work-from-Home Requirements

• Must have non-cellular high-speed internet service such as Fiber, DSL, or cable modem.
• Minimum internet speed of 30 Mbps download and 5 Mbps upload.
• Latency (ping) response time lower than 80 ms.
• Hotspots, satellite, and wireless internet services are not permitted.
• Dedicated workspace free from interruptions to protect member PHI/HIPAA information.

Compensation & Benefits

• Target salary range: $85,264 - $107,864 USD.
• Maximum salary for this role: $120,192 USD, with potential for growth based on performance.
• Competitive pay and incentive plans.
• Health, vision, and dental benefits effective from day one.
• 401(k) retirement plan with company match dollar-for-dollar up to 4% employee contribution plus a 6% annual company contribution.
• Robust employee well-being program.
• Paid time off and personal community enrichment time.
• Company-provided Basic Life and AD&D insurance.
• Company-provided Short-Term and Long-Term Disability insurance.
• Tuition Assistance Program.

Location

This is a remote position; however, employees cannot be located in U.S. territories or the following states: Alaska, Hawaii, California, Washington, Oregon, Colorado, Wyoming, Montana, New York, Connecticut, Vermont, Pennsylvania, Maine.

The organization is headquartered in Lee's Summit, Missouri, near Kansas City, and offers hybrid and work-from-home options for many roles.