Lead Financial Analyst

Company :

Job Description :

JOB SUMMARY

As Lead Financial Analyst, you will serve as a strategic partner to the FP&A Manager and business leaders across our organization. Your primary focus will be developing actionable financial insights through thoughtful analysis, reliable forecasting, and skilled data interpretation. You will lead financial reporting initiatives, present key deliverables to senior leadership, and provide recommendations that inform critical business decisions. The ideal candidate combines analytical expertise with leadership abilities to transform financial data into initiatives that deliver practical business outcomes.

ESSENTIAL RESPONSIBILITIES

Financial Analysis & Strategy

• Drive comprehensive financial modeling and scenario analysis to support key business decisions
• Develop and maintain dynamic forecasting models that anticipate market changes and business needs
• Identify revenue optimization opportunities and cost-saving initiatives through data-driven analysis
• Translate complex financial data into clear, actionable insights for business stakeholders
• Lead variance analysis with meaningful context to help leadership understand performance trends

Reporting & Communication

• Design and deliver impactful financial presentations that tell a compelling story behind the numbers
• Partner with cross-functional teams to ensure financial implications are considered in strategic planning
• Build relationships across departments to gain deeper business understanding and improve financial insights
• Present financial recommendations with confidence to executive leadership
• Mentor junior analysts and elevate the analytical capabilities of the entire finance team

Process & Systems Leadership

• Champion continuous improvement of financial processes to increase efficiency and accuracy
• Lead special projects that enhance financial visibility and decision-making capabilities
• Develop and maintain sophisticated financial models, dashboards, and reporting tools
• Collaborate with IT/data teams to optimize financial systems and data structures
• Proactively identify and resolve data integrity issues before they impact business decisions

MINIMUM QUALIFICATIONS

• Bachelor's Degree or relevant experience and/or education as determined by the company in lieu of bachelor's degree
• 7 - 10 years of related progress experience in Accounting and/or Finance including experience in leading projects of varying size and complexity

PREFERRED QUALIFICATIONS

• CPA and/or MBA credentials strongly preferred
• Experience with SaaS business models and/or health technology sectors
• Proficiency with Oracle financial systems (ERP, EPM, SmartView, Narrative Reporting)
• Advanced proficiency with Power BI or similar business intelligence tools

KEY SUCCESS FACTORS

• Exceptional ability to translate complex financial concepts for non-finance audiences
• Proactive mindset that identifies opportunities and anticipates risks
• Resilience under pressure with proven ability to prioritize competing demands
• Natural leadership presence that inspires confidence at all levels of the organization
• Demonstrated track record of optimizing financial processes for greater efficiency
• Experience collaborating with executive leadership on strategic initiatives

Language (Other than English):

None

Travel Requirement:

0% - 25%

PHYSICAL, MENTAL DEMANDS and WORKING CONDITIONS

Position Type

Office-based

Teaches / trains others regularly

Occasionally

Travel regularly from the office to various work sites or from site-to-site

Rarely

Works primarily out-of-the office selling products/services (sales employees)

Never

Physical work site required

Yes

Lifting: up to 10 pounds

Constantly

Lifting: 10 to 25 pounds

Occasionally

Lifting: 25 to 50 pounds

Rarely

Disclaimer: The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job.

Compliance Requirement : This job adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies.

As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company’s Handbook of Privacy Policies and Practices and Information Security Policy.

Furthermore, it is every employee’s responsibility to comply with the company’s Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements.

Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on any category protected by applicable federal, state, or local law.

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