Financial Analyst, Senior

Your Role

The Enterprise Finance Consolidations and Business Systems team leads the Company's end-to-end consolidated financial forecasting and reporting, as well as the administration of core finance business systems, financial data governance and expense allocations. The team oversees the annual planning cycle and the monthly, quarterly, and annual consolidation of financial results, delivering insightful actionable insights reporting to the Board of Directors, executives, senior leaders, and external stakeholders. In addition, the team manages administrative expense allocations and supports the optimization of key business systems, including Hyperion, Concur, and Planview. Through close collaboration with key partners across our legal entities, the team helps ensure accuracy, efficiency and strategic alignment across all financial operations.

We are seeking a dynamic Senior Financial Analyst who is integral part of the team and will manage the data governance process, including reviewing cost centers, products, expense allocations. Additionally, you will develop analyses and financial models for use in strategic decision making, as well create monthly, quarterly, annual reports and support Board of Directors reporting. In this vital position, reporting directly to the Director of Finance Analytics, you will play a central role in our FP&A Corporate team. By elevating our reporting and streamlining our processes, you will drive substantial improvements in our overall financial performance and position our organization for continued growth and success.

Our leadership model is about developing great leaders at all levels and creating opportunities for our people to grow - personally, professionally, and financially. We are looking for leaders that are energized by creative and critical thinking, building and sustaining high-performing teams, getting results the right way, and fostering continuous learning.

Your Knowledge and Experience

• Requires Bachelor's degree or equivalent combination of education and relevant experience. A degree in finance, accounting, or economics is preferred
• Requires five years of progressive financial analyst experience, including ownership of at least one forecasting model and delivery of monthly/quarterly performance insights to leaders
• Demonstrated ability to lead role related initiatives or recurring processes, such as owing a monthly reporting cadence, coordinating inputs from multiple stakeholders, and driving issues to resolution
• Demonstrated experience with expense allocation methodologies, processes, and financial reporting impacts required
• Experience establishing and enforcing data governance standards, policies, and controls to ensure data accuracy, integrity, consistency, and compliance
• Experience with Workday, Workday Adaptive Planning, and Hyperion preferred
• Advanced applied knowledge of Finance and Accounting, including the ability to build driver-based forecasts, perform sensitivity and scenario analyses, and explain impacts to the P&L, balance sheet, and cash flow
• Strong financial and analytical acumen, with the ability to investigate data, identify root causes, and translate complex information into actionable insights
• Experience developing, implementing, and enhancing enterprise-wide consolidated financial reports
• Advanced Excel proficiency, including the ability to build, and maintain complex workbooks and financial models using PivotTables, structured formulas, lookup functions such as XLOOKUP, VLOOKUP and VBA, etc.
• Advanced technical proficiency using Power BI, Tableau, and related reporting tools
• Skilled at translating analysis into clear, management-ready PowerPoint slides and narratives
• Self-motivated, innovative thinker with a continuous improvement mindset and a passion for optimizing processes and systems
• Highly organized with strong attention to detail and a demonstrated commitment to accuracy and quality

Hybrid

This role requires employees to be in-office based on our hybrid workplace model, balancing purposeful in-person collaboration with flexibility. For most teams, this means coming into the office two days each week.

Employees living more than 50 miles from an office location will work with their manager to determine in-office time based on business need.

Your Work

In this role, you will:

• Lead monthly finance data governance processes, strengthen data quality controls, maintain key definitions and policies, and promote consistent use of financial, operational, and reporting data across the organization.

• Develop and enhance FP&A processes, templates, documentation, and controls to improve forecast accuracy, reporting transparency, and repeatable planning execution.

• Support planning system enhancements, reporting automation, data quality improvements, and standardization efforts that strengthen financial analytics and reduce manual effort.

• Prepare management reporting packages, financial dashboards, variance analyses, and performance summaries that highlight trends, business drivers, and actionable insights.

• Analyze financial and operational performance across key metrics, including revenue, medical cost, administrative expenses, headcount, productivity, and investment spend.

• Provide financial insights and decision support for strategic initiatives, business cases, investment proposals, and cost optimization opportunities.

• Collect and evaluate data, develop, and maintain financial models, analyze results, and produce financial statements.

• Follow and conduct audit processes and review internal controls to ensure financial transactions are accurate, timely and compliant with accounting standards, principles, and company policies.

• Provide policy guidance and interpretation to ensure financial records are consistent and comply with company policies and GAAP.

• Create consolidated enterprise-wide monthly, quarterly, and annual financial performance reports for executive team and Board of Directors.

• Support expense allocation activities including maintaining allocation policy, analyses and reports and provide continued process enhancements.

• Assist in the development of long-range strategic forecasts, including partnering with key stakeholders.

• Identify business process improvement opportunities, develop solutions, and engage management and stakeholders to align on decisions.

• Present complex financial information to senior leaders.

Your Work

In this role, you will:

• Lead monthly finance data governance processes, strengthen data quality controls, maintain key definitions and policies, and promote consistent use of financial, operational, and reporting data across the organization.

• Develop and enhance FP&A processes, templates, documentation, and controls to improve forecast accuracy, reporting transparency, and repeatable planning execution.

• Support planning system enhancements, reporting automation, data quality improvements, and standardization efforts that strengthen financial analytics and reduce manual effort.

• Prepare management reporting packages, financial dashboards, variance analyses, and performance summaries that highlight trends, business drivers, and actionable insights.

• Analyze financial and operational performance across key metrics, including revenue, medical cost, administrative expenses, headcount, productivity, and investment spend.

• Provide financial insights and decision support for strategic initiatives, business cases, investment proposals, and cost optimization opportunities.

• Collect and evaluate data, develop, and maintain financial models, analyze results, and produce financial statements.

• Follow and conduct audit processes and review internal controls to ensure financial transactions are accurate, timely and compliant with accounting standards, principles, and company policies.

• Provide policy guidance and interpretation to ensure financial records are consistent and comply with company policies and GAAP.

• Create consolidated enterprise-wide monthly, quarterly, and annual financial performance reports for executive team and Board of Directors.

• Support expense allocation activities including maintaining allocation policy, analyses and reports and provide continued process enhancements.

• Assist in the development of long-range strategic forecasts, including partnering with key stakeholders.

• Identify business process improvement opportunities, develop solutions, and engage management and stakeholders to align on decisions.

• Present complex financial information to senior leaders.