What are the responsibilities and job description for the Sr. Financial Analyst (Hybrid - Oak Brook, IL) position at Inspira Financial?
Join Us!
Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey -- relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Don't meet every single requirement? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com.
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2024 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
The Sr. Financial Analyst will report to the Director, Finance in the Finance Department. This role is responsible for corporate consolidation and monthly GAAP and Pro Forma reporting for internal and external audiences. This role will assist in due diligence and M&A activities, strategic scenario analysis and the development of corporate-level business cases. Specific responsibilities will include performing financial variance and trending analyses, compiling board and financial presentations, evaluating return on investment opportunities, modeling the potential financial impacts of proposed business decisions, and assisting in the budgeting and forecasting processes.
Applicants located in Illinois will have the opportunity to meet with the team in person 1 to 3 days per week
Typical schedule for this position is 8 a.m. CT to 5 p.m. CT
Preferred Qualifications
$68,000-$78,000 per year
Compensation & Benefits
The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities.
Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.
Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey -- relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Don't meet every single requirement? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com.
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2024 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
The Sr. Financial Analyst will report to the Director, Finance in the Finance Department. This role is responsible for corporate consolidation and monthly GAAP and Pro Forma reporting for internal and external audiences. This role will assist in due diligence and M&A activities, strategic scenario analysis and the development of corporate-level business cases. Specific responsibilities will include performing financial variance and trending analyses, compiling board and financial presentations, evaluating return on investment opportunities, modeling the potential financial impacts of proposed business decisions, and assisting in the budgeting and forecasting processes.
- Support monthly accounting close activities to ensure completeness and accuracy
- Prepare and review monthly reporting packages, with analytical commentary on key trends and metrics
- Identify and track key indicators and trends in alignment with the operational plan
- Initiate needed improvements to processes and reporting and drive them to conclusion
- Strategically partner with the VP Finance, VP, Corporate Development, CFO and Senior Leadership Team to assess reporting needs, resolve data issues, and serve as an advocate to provide clear communication of issues, opportunities and results
- Support Board meetings and various activities related to mergers and acquisitions, integrations and corporate financing efforts
- Other duties as assigned
Applicants located in Illinois will have the opportunity to meet with the team in person 1 to 3 days per week
Typical schedule for this position is 8 a.m. CT to 5 p.m. CT
Preferred Qualifications
- 3-5 years of experience in Finance, Accounting, or related fields
- Bachelor’s Degree in Finance, Accounting, or related fields
- Excellent analytical skills with a high degree of accuracy
- Solid understanding of P&L, Balance Sheet and Cash Flow Accounting
- Strong organizational skills with a drive to meet deadlines and drive projects to conclusion
- Highly proficient in Microsoft Excel and PowerPoint
- Experience in Salesforce, Tableau and MS PowerBI a plus
- Strong verbal and written communication skills
- An aptitude for prioritization, multi-tasking and efficiency
- Strong collaboration skills and ability to communicate finance concepts to non-finance team members
- A drive to learn and promulgate new concepts quickly in a culture of continuous improvement
$68,000-$78,000 per year
Compensation & Benefits
The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities.
Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.
Salary : $68,000 - $78,000
