Sr. Financial Analyst - Healthcare

Seattle, WA or Remote

Full Time Senior-level / Expert
Assurance IQ, LLC logo
Assurance IQ, LLC
Life is full of opportunities, and at Assurance, we'll help you quickly find the insurance and financial solutions that best fit your unique needs.
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About AssuranceAssurance IQ is a technology company headquartered in Seattle. We were acquired by Prudential (NYSE: PRU) to further the joint mission of improving financial wellness across the world.
Our team of world class software engineers, data scientists, and business professionals work every day to expand our product offerings and the reach of our platform. We simplify the complex world of insurance and financial services into straightforward, valuable solutions to improve people's lives. We start by asking customers a few questions, so our system can learn about their needs; from there, our ground-breaking, proprietary platform takes over and analyzes the thousands of data points that make customers unique. This is how we create custom-tailored plans for each customer; plans built precisely for their needs and budget. Our platform serves as the intersection between customer and seller, technology, and the human touch.
At Assurance, we are innovative, persevering, collaborative, calculated, and authentic, and we're working together to improve the lives of millions!
The Assurance Finance team is seeking a Senior Financial Analyst that thrives in a fast-paced, analytical, collaborative environment, supporting an innovative and rapidly growing company. The Senior Finance Analyst will report to the FP&A Manager of the Healthcare business and will play an important role in supporting the multi-year forecast process, leading the preparation of C suite-level performance reporting, building out technology-enabled forecasting capabilities, as well as ad hoc strategic projects and analyses to help the business achieve its growth objectives.
In this role, the successful candidate will gain an understanding of the business, its value drivers, economics, products, and customer perspective; all while helping drive operational and financial strategic initiatives with data-driven analysis and insights. The successful candidate will partner effectively across the organization including Marketing, Data Science, Product Management, and Distribution to enhance the accuracy and efficiency of the projections and establish the roadmap for achieving the business’s financial objectives. The candidate will also be a key member of the team who will be building new technology and forecasting tools to improve business transparency, analytics, and automation.
Both Assurance and its Finance team are built upon a foundation of world-class technology, data science, and human talent that are combined to solve tough business problems through the generation of insights and execution. The successful candidate thrives in an ever-changing environment and loves to dive deep into the details to draw insights that drive valuable business outcomes.


  • Support the financial planning process for the Medicare & U65 Health business verticals
  • Enhance and maintain financial models for the two lines of business
  • Assist in quarterly forecasting financial reporting and management presentations
  • Utilize sophisticated data and BI tools, including Tableau and Looker, to analyze large scale datasets
  • Monitor daily performance across business lines and build/enhance dashboards to assist in performance tracking
  • Analyze daily and weekly marketing lead supply/demand projections
  • Support forecast transformation initiatives leveraging advanced software tools
  • Identify and implement areas of improvements and efficiency
  • Ad hoc analysis and projects to support business initiatives


  • Bachelor's degree required - preferably in Business, Finance, Economics, Accounting, or a related quantitative field (CFA, CPA, MBA, or progress towards preferred)
  • At least 3 years of experience in finance or accounting
  • Experience with database and BI tools such as SQL query, Tableau, Power BI, and Looker
  • Advanced Excel and modeling skills with demonstrated capabilities
  • Strong communication, presentation, and PowerPoint skills

Preferred Attributes and Experience

  • Open minded, curious, and eager to learn
  • Detail-oriented with the ability to work independently
  • Ability to apply critical thinking and analytic skills to formulate recommendations and resolve problems
  • Ability to grasp and apply new concepts quickly
  • Collaborative and team-oriented, able to work effectively with cross-functional teams
  • Ability to effectively prioritize concurrent responsibilities and meet timelines
Job perks/benefits: Startup environment Wellness
Job region(s): North America
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