Sr. Financial Analyst (Hybrid-Charlotte, NC)

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!

• 15% nationwide travel
• Applicants located in North Carolina will have the opportunity to meet with the team in person 1 to 3 days per week.
• Typical schedule for this position is 9 a.m. ET to 5 p.m. ET.
  
  • Central Time: 8 a.m. to 4 p.m.
  • Mountain Time: 7 a.m. to 3 p.m.
  • Pacific Time: 6 a.m. to 2 p.m.

HOW YOU WILL SOAR:
The Sr. Financial Analyst is a key member of the Finance function, responsible for corporate consolidation and monthly The Senior Financial Analyst will report to the Director of Finance in the Finance Department. This role is responsible for performing various activities related to monthly and ad hoc financial reporting and analysis, budgeting, forecasting, and projections. Specific responsibilities may include performing monthly financial variance and trending analyses, compiling board and ad hoc financial presentations, evaluating return on investment opportunities for special projects or initiatives, modeling the potential financial impacts of contemplated or proposed business decisions, and assisting in the budgeting and forecasting processes. The job requires a high degree of accuracy and attention to detail.

• Analyzing large volumes of current and past financial data and performance for the purpose of managing and forecasting future results
• Partnering with line managers and product P&L owners to provide actionable insights to help them achieve organizational goals as part of ongoing consultative relationships
• Assisting with ad hoc financial modeling related to commercial opportunities, budgeting, forecasting, projections, M&A, and other special projects
• Helping to improve vertical and horizontal information flows to better coordinate efforts across the company. Must be comfortable proactively sourcing and building new relationships to obtain information and appropriately deploy it where needed
• Improving the quality and volume of information available for reporting and tracking performance
• Effectively communicating findings to other members of the finance team as well as leadership
• Other duties as assigned

IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:

• 5-7 years of progressive experience in Finance or related field
• Bachelor's Degree in Business, Accounting, Finance, or related field
• MBA a plus
• Task-oriented with strong drive to see projects to on-time completion and improve on existing processes
• Proactive and analytical; ability to problem-solve and draw conclusions from data
• Highest standards of accuracy and precision
• Creative thinking, highly-driven, and self-motivated
• Excellent presentation and writing skills commensurate with senior leader-level communications
• An aptitude for prioritization, multi-tasking and efficiency
• Advanced proficiency with Microsoft Excel, Salesforce, accounting systems and database/analytical systems such as NetSuite, Business Objects, Hyperion Essbase, PowerBI, and Tableau. Proficiency in Word and Powerpoint

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 2023 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.