Corporate Financial Analyst

The Corporate Financial Analyst I supports monthly, quarterly, and ad hoc reporting for internal and external stakeholders. Key responsibilities include preparing annual budgets, monthly forecasts, and collaborating with Finance Functions (Actuarial, Risk Adjustment, Accounting, Risk Management, etc.). This position requires evaluating financial performance, assisting with forecasts, and analyzing results to generate decision support insights. The ideal candidate will possess analytical capabilities, proficiency in financial modeling, and the ability to understand key financial concepts.

*This position will be hired at the Corporate Financial Analyst I, II, or III level

What you’ll do

• Assist in the development of annual budgets and periodic forecasts.
• Prepare detailed monthly, quarterly, and annual financial reports, including in-depth variance analysis and key performance indicators.
• Perform analysis of financial data and develop financial models to provide insights and support business decisions.
• Monitor and track financial performance against established corporate targets and budgets, identifying and addressing any discrepancies.
• Conduct in-depth analyses of financial data to highlight trends, risks, leading indicators, business statistics, and opportunities for improvement.
• Utilize scalable analytical models that produce fact-based data analysis and insights to support business, investment, and cash planning decisions.
• May assist in the development of business cases and recommendations on financial strategies focused on business growth/market presence and margin improvement such as M&A support, product launches, market entry, and process improvement efforts.
• Support the coordination and consolidation of functional expense and revenue forecasts
• Support preparation of financial presentations for senior management and other stakeholders.
• Ensure compliance with financial regulations and company policies.
• Conduct ad hoc financial analyses and assist with special projects as required.
• Stay current with industry trends, emerging financial practices, and regulatory changes.

Knowledge/Skills/Abilities

• High level of integrity and ethical behavior.
• Critical thinking, analytical, and problem-solving abilities.
• Strong attention to detail and an understanding of planning and forecasting techniques.
• Excellent communication skills, both verbal and written.
• Strong organizational and time management skills, with the ability to manage multiple priorities and deadlines.
• Comfortable working in a fast-paced environment and adapting to change.
• Familiarity with financial modeling and analysis tools, including experience with Microsoft Excel and other business software.
• Ability to work both independently and collaborate with other individuals and teams.
• Business, financial and nonfinancial data acumen.
• Familiarity with enterprise resource planning (ERP) and financial planning tools/systems.

What you need

• Bachelor’s degree in Finance, Accounting, Economics, or related field; in lieu of degree, minimum of 3 years of progressive, relevant work experience.
• 0-3 years of relevant experience in financial analysis or a related field.