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Solved by Tanna
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Financial Analyst
$66k-81k (estimate)
Full Time 2 Days Ago
Save

Enhance Health is Hiring a Financial Analyst Near Tampa, FL

Enhance Health is seeking a Financial Analyst to fill a role on the Finance team in a dynamic start-up environment. Enhance Health is a tele-sales focused, tech-enabled health insurance brokerage primarily focused on the sale and marketing of Affordable Care Act plans. The role is remote but the candidate must be located in the Tampa Bay area to participate in reoccurring in-person meetings/events. Occasional travel may be required to the home office in Sunrise, FL.
About the Role
We are aiming to build a team that can quickly adapt to a very fast-pace, constantly changing atmosphere and can take on many tasks to meet the growing needs of the company. We are looking for a Financial Analyst to produce weekly/monthly reporting and maintenance the back-end data, perform in-depth analysis on commissions data, and support forecasting/budgeting/modeling. The ideal candidate should be extremely self-motivated and have excellent critical thinking, problem-solving, attention to detail, organizational, and communication skills.
What You’ll be Doing
  • Analyze commission statements and data, identify trends/inconsistencies, pull insights and summarize into reports that can be used for further research, tracking, and forecasting future payment
  • Maintain logic and refresh data for monthly reporting
  • Organize policy and commission data into presentation ready reports
  • Perform analysis using company’s key metrics and create tracking/reporting where needed
  • Support all financial functions such as Treasury, credit facility compliance and reporting, loan covenants
  • Support weekly and month-end reporting
  • Serves as subject matter expert in the particular policy/commission data you may own
  • Support finance leadership on financial analysis, ad-hoc projects, etc.
Required Skills & Qualifications:
  • Strong problem solving and analytical skills
  • Strong work ethic and passion to continuously improve processes
  • Attention to detail and organized
  • Good time management skills, ability to prioritize multiple workstreams in a fast-paced, self-directed environment
  • Perform analysis on and manipulate large datasets
  • Must know basic SQL
  • Ability to identify and research payment data, errors, incorrect sales information, etc.
  • Understanding of basic accounting concepts
  • Communication skills and building relationships with other departments and external vendors/carriers
  • Bachelor's degree in Accounting, Finance, or Business Administration
  • 1-2 years of financial/accounting (or related equivalent) experience
  • Proficient in MS Excel
  • Willing to learn the health insurance industry
  • Some data analytics background preferred but not required
Benefits
  • Medical
  • Dental
  • Vision
  • Life
  • 401k Matching
  • PTO
Physical Requirements:
  • Prolonged periods sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds at times.
 
Enhance Health is committed to hiring and retaining a diverse workforce. We are proud to be an Equal Opportunity Employer and it is our policy to provide equal opportunity to all people without regard to race, color, religion, national origin, ancestry, marital status, veteran status, age, disability, pregnancy, genetic information, citizenship status, sex, sexual orientation, gender identity or any other legally protected category.

Job Summary

JOB TYPE

Full Time

SALARY

$66k-81k (estimate)

POST DATE

06/29/2024

EXPIRATION DATE

08/29/2024

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The job skills required for Financial Analyst include Analysis, Accounting, Financial Analysis, Leadership, Budgeting, Presentation, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Analyst. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Financial Analyst positions, which can be used as a reference in future career path planning. As a Financial Analyst, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Analyst. You can explore the career advancement for a Financial Analyst below and select your interested title to get hiring information.

If you are interested in becoming a Financial Analyst, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Analyst for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Financial Analyst job description and responsibilities

Broadly speaking, a financial analyst works with financial data to help organizations make business decisions.

02/23/2022: Mcallen, TX

Build financial models to perform financial forecasts, predict business scenarios, and provide other data analysis to help make business decisions.

02/10/2022: Newark, NJ

Every financial analyst’s job will hold different responsibilities depending on their specialty and where they work.

12/27/2021: Dallas, TX

They often develop and execute complex methodologies that enable them to generate useful pointers from the financial data and problem statements that their clients provide.

12/11/2021: Manchester, NH

Financial analysts who have little to no professional experience are responsible for gathering data, financial modeling and creating or maintaining spreadsheets.

01/12/2022: Laramie, WY

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Financial Analyst jobs

To become a senior or junior level financial analyst, one may be required to earn a Master’s of Business Administration.

12/07/2021: Baltimore, MD

Obtaining a finance degree (bachelor’s or MBA) and working towards becoming a financial analyst requires the development of skills, expertise, and specific abilities.

03/03/2022: Omaha, NE

To be a financial analyst, one should be good with numbers, comfortable presenting research, analytical, and have great ability to research large amounts of data and pay attention to small details.

12/27/2021: Youngstown, OH

Earning a finance degree and taking the steps to become a financial analyst requires specific abilities and the development of specialized skills.

12/11/2021: Burlington, VT

With relevant work experience and appropriate training, finance students can become equipped to pursue the path of becoming a financial analyst.

03/06/2022: Burlington, VT

Step 3: View the best colleges and universities for Financial Analyst.

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