Financial Analyst

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

We are seeking a detail-oriented and proactive Financial Analyst to join our team in White Plains, New York. This hybrid role offers a blend of remote and in-office work, providing flexibility while ensuring close collaboration with our finance team. The ideal candidate will possess strong analytical skills, financial acumen, and the ability to interpret complex data to drive strategic decision-making.

How You Will Contribute

• Consolidate and analyze financial data (budgets, income statements forecasts, etc.) considering the company’s goals and financial standing.

• Drive critical and complex analysis and reporting of key performance indicators with focus on driving revenue and operating income growth

• Generate reporting and analysis of monthly financial month-end packages.

• Provide creative alternatives and recommendations to reduce costs and improve financial performance.

• Quickly respond to ad hoc queries from internal customers (senior/executive management).

• Partner with data & analytics team in the development of new reporting needed to provide further insights into our business performance.

• Assist with creation of PowerPoint presentations to senior leadership for internal purposes that bring the data to life through compelling visualizations.

• Other duties as assigned

Skills & Experience to Be Successful

Required:

• Bachelor’s degree in a Finance or Accounting discipline required.

• 3+ years progressive work experience in financial analysis and budgeting.

• Highly proficient in Excel modeling, PowerPoint, MS Word, and financial software applications.

• Experience with Workday, and Power BI is a plus.

• Ability to cleanse and analyze large datasets in order to find trends and draw conclusions.

• Strong problem-solving skills.

• Ability to maintain a high level of confidentiality.

• Effective communication & interpersonal skills.

Preferred:

• Experience with insurance or other financial services industry

• Experience presenting to groups of peers or leadership

• Experience working remotely with other stakeholders

• Working knowledge of accounting principals and journal entries

Pay Range (Automated based Workday Conditional Formatting)

• $75k-$85k annually

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including: 

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance  

• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement 

• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services;  

• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. 

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. 

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.