Sr Financial Analyst

Overview

A leading organization in the insurance and financial services industry is seeking a Senior Financial Analyst II to join their Finance team within the Workforce Benefits Division. This role focuses on sales analytics and strategic spend management to support sales and finance leadership in decision-making and capital allocation.

Responsibilities

Sales Analytics (50% of time)

• Manage end-to-end sales planning processes including target setting and capacity assumptions.
• Collaborate with Sales leadership to develop and refine continuous sales forecasts using various methodologies.
• Monitor forecast accuracy, analyze variances, and implement improvements.
• Produce regular sales reports on weekly, monthly, and quarterly cycles, and support ad hoc analytic requests.
• Analyze sales performance, pipeline dynamics, and productivity metrics to provide strategic recommendations.

Strategic Spend Management (50% of time)

• Document, track, and monitor strategic spend initiatives related to technology and capability investments.
• Design and maintain dashboards and reporting tools to monitor spend, benefits realization, and efficiency gains.
• Conduct activity-based costing to identify cost drivers and quantify returns on investments.
• Assess value realization relative to spend and provide insights for investment decisions.
• Partner with Finance, Sales, Technology, and Operations leadership to align assumptions and outcomes.
• Communicate findings to leadership, highlighting trends, risks, opportunities, and recommended actions.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Mathematics, or related field, or equivalent professional experience.
• Minimum of 8 years of relevant experience for Senior Financial Analyst II.
• Expertise in financial analysis, forecasting, and business partnership.
• Proficiency with sales data, performance metrics, and forecasting models.
• Experience with expense management, investment tracking, and value realization analysis preferred.
• Advanced skills in Microsoft Excel and PowerPoint.
• Strong stakeholder management skills and ability to work effectively in a dynamic, cross-functional environment.

Preferred Skills

• Financial Analysis
• Forecasting
• Data Analysis
• Strategic Planning
• Sales Analytics
• Budgeting

Compensation & Benefits

• Comprehensive medical, dental, and vision coverage starting from day one.
• Wellbeing Reimbursement Accounts to support physical and emotional health.
• Generous paid time off including vacation, holidays, and financial planning leave.
• Parental leave and Adoption Assistance Program.
• Competitive 401(k) savings plan with company matching and additional contributions.
• Continuous development and wellness initiatives.

Location

Not specified.