Financial Analyst

Financial Analyst – Insurance Services

Position Overview

We are seeking a detail-oriented and analytical Financial Analyst with a strong background in benefit insurance to support financial planning, profitability analysis, and operational performance. This role plays a critical part in delivering insights that drive business decisions across product lines, distributors, and service operations.

The ideal candidate thrives in a fast-paced, data-driven environment and brings a strong blend of accounting expertise, financial modeling, and industry knowledge.

Key Responsibilities

Financial Analysis & Reporting

• Perform in-depth financial analysis and develop key metrics, dashboards, and KPIs
• Evaluate financial performance across product lines and distribution channels
• Analyze trends, variances, and profitability to provide actionable insights

Profitability & Cost Analysis

• Evaluate profitability by distributor and product line and identify improvement opportunities
• Conduct cost accounting analysis within a service-based organization
• Develop and enhance financial models to support pricing and strategic initiatives

Insurance & Compliance

• Ensure accuracy and compliance of census files and insurance-related data
• Support adherence to regulatory requirements within the insurance industry
• Partner with internal teams to ensure financial and operational compliance standards are met

Vendor & Operational Support

• Assist in vendor management, including cost monitoring and performance evaluation
• Identify cost-saving opportunities and operational efficiencies

Systems & Data Management

• Utilize QuickBooks Online for financial tracking and reporting
• Build reports and visualizations using Power BI and advanced Excel tools
• Maintain and improve data integrity across financial systems

Qualifications

• Bachelor’s degree in Accounting or related field
• 3+ years of experience in financial analysis, preferably within insurance or benefits
• Strong understanding of benefit insurance products (health, life, disability, etc.)
• Experience with QuickBooks Online
• Proficiency in cost accounting for service organizations
• Advanced Excel skills (pivot tables, complex formulas, modeling)
• Experience with Power BI or similar data visualization tools
• Knowledge of regulatory and compliance requirements in insurance

Key Skills & Competencies

• Strong analytical and quantitative abilities
• High attention to detail and accuracy
• Excellent problem-solving skills
• Ability to interpret complex data and communicate insights clearly
• Strong organizational and time management skills
• Ability to work independently and collaboratively

Work Environment

• Fast-paced, dynamic, and data-driven environment
• Cross-functional collaboration with finance, operations, and insurance teams
• Hybrid or office-based

Why Join Us

• Opportunity to make a direct impact on financial and operational performance
• Collaborative and growth-oriented team environment
• Exposure to strategic decision-making and leadership

Pay: $70,899.41 - $85,384.24 per year

Work Location: In person