What are the responsibilities and job description for the Senior Financial Planning Analyst position at OneBridge Benefits?
Who We Are
OneBridge Benefits was founded in 2013 with the vision to create better technology to support account-based health plans. Fast forward to today and we continue to be in growth mode, as a premier healthtech company servicing over 260,000 participants with over 2 billion dollars in health accounts.
In becoming part of the OneBridge Benefits team, you would be joining a group of bright, driven, and creative individuals. We have built an environment that creates opportunities for our people to serve greater roles within specialized teams as we never lose sight of the pursuit of individual passions. We strive to go above and beyond, and embrace open communication, collaboration, and flexibility to achieve our mission.
Your Opportunity With Us
If you're ready to help translate our numbers into a story, our Senior Financial Planning Analyst role is your opportunity to make your mark. In this role you will monitor and analyze our financial performance and drive our periodic planning, forecasting, analysis, and reporting. You will work closely with the entire Corporate Finance team to review performance against budgeted estimates and recommend strategies to assist the organization in meeting long-term financial objectives. A successful candidate in this role would understand the importance of teamwork and collaboration through an analytical mindset.
A strong candidate would be ready to embrace the following key responsibilities:
At OneBridge, we believe that Company culture is paramount in creating enriching experiences. We are grateful for how our culture has emerged over the past several years. Take a glimpse and see if it is a place where you could picture yourself thriving.
OneBridge Benefits was founded in 2013 with the vision to create better technology to support account-based health plans. Fast forward to today and we continue to be in growth mode, as a premier healthtech company servicing over 260,000 participants with over 2 billion dollars in health accounts.
In becoming part of the OneBridge Benefits team, you would be joining a group of bright, driven, and creative individuals. We have built an environment that creates opportunities for our people to serve greater roles within specialized teams as we never lose sight of the pursuit of individual passions. We strive to go above and beyond, and embrace open communication, collaboration, and flexibility to achieve our mission.
Your Opportunity With Us
If you're ready to help translate our numbers into a story, our Senior Financial Planning Analyst role is your opportunity to make your mark. In this role you will monitor and analyze our financial performance and drive our periodic planning, forecasting, analysis, and reporting. You will work closely with the entire Corporate Finance team to review performance against budgeted estimates and recommend strategies to assist the organization in meeting long-term financial objectives. A successful candidate in this role would understand the importance of teamwork and collaboration through an analytical mindset.
A strong candidate would be ready to embrace the following key responsibilities:
- Understand balance sheets, income statement, and cash flow statements when assessing Company health.
- Assist with treasury management.
- Interpret complete financial data, trends, and provide analysis.
- Analyze revenue streams for accuracy and help calculate and monitor billing.
- Demonstrate knowledge of U.S. GAAP.
- Support in accounting functions, such as commission processing, budgeting, forecasting, and auditing.
- Bachelor’s degree in accounting, Finance, or related field OR relevant experience.
- 3-5 Years of Accounting/Finance experience.
- Proficiency in creating financial models.
- Strong mathematical and statistical abilities.
- Demonstrated ability to connect financial insights to broader business strategy.
- Proficient in excel.
- Experience with SAGE Intaact is a plus
- Experience in PowerBI is a plus
At OneBridge, we believe that Company culture is paramount in creating enriching experiences. We are grateful for how our culture has emerged over the past several years. Take a glimpse and see if it is a place where you could picture yourself thriving.
- We are dedicated professionals who know and care about each other
- We are community builders and impact makers who prioritize giving back through involvement with the various charities that are important to our employees
- We have numerous benefits including downtown parking made easy and FREE, just a quick walk to the office from a covered ramp
- Our dress is casual; welcoming of comfort that supports your business activities
Salary : $65,000 - $70,000
