Financial Associate

1 day ago

Lake Forest, United States Health Fitness Full time

HealthFitness, a Trustmark company, is a proven leader in providing fitness solutions that engage and connect people both on-site and online, to create a strong community of health. Our work focuses on creating meaningful connections with each of our participants to help them move forward. We foster each individual’s journey by creating communities of health within the organizations we serve – so that everyone is supported. As an employee of HealthFitness you will enjoy a variety of health and financial benefits and receive competitive pay. We provide personal and professional support, training and development and flexible employment opportunities.

HealthFitness is thrilled to announce a rare and exceptional opportunity to become a vital part of our Finance Team at our corporate office located in Lake Forest, IL.

Why Choose HealthFitness?

Hybrid Work Environment: Enjoy the perfect balance of office camaraderie and home comfort by working 3 days in the office and 2 days from home.

Collaborative Team Culture: Be a part of a supportive and collaborative team that values each member's contributions.

What We Offer:

Competitive Salary: Attractive compensation package commensurate with your experience and skills.

Comprehensive Benefits: A robust benefits package including health insurance, retirement plans, and more.

Work-Life Balance: Our hybrid model ensures you maintain a healthy work-life balance.

Support product and client level revenue, cost, margin, and key driver analysis. Lead annual planning and monthly forecasting process for assigned areas of responsibility. Leverage financial models to facilitate and improve forecasting and analysis capabilities. Responsible for Service Delivery departments’ forecasting, reporting and variance analysis. Collaborate with Account Management, Pricing, Billing, and Accounting teams as needed.

Key Accountabilities:

Provide revenue, cost, and key driver analysis:

Provide analytical support on existing and new products through monthly P&L variance analysis.

Perform financial analysis for assigned client regions, to inform forecasting reviews and updates.

Support product, customer, margin, and cost/benefit analysis.

Monthly forecasting and annual planning process:

Conduct the monthly forecasting and annual planning process for client revenue and expenses, and Service Delivery cost centers.

Identify and implement planning, forecasting, and reporting process improvements.

Assist in preparation, analysis, and evaluation of Monthly Business Review (MBR), Regional Client, and Service Delivery reporting.

Develop revenue and margin financial models to forecast new and existing products.

Support profitability analysis and new product analysis:

Perform profitability analysis on various product lines (Health Advising, Health Coaching, Screenings, etc.) based on operational and financial information.

Complete ad-hoc project research and analysis.

Other Duties as needed/assigned.

Education and Experience:

Bachelor’s Degree in Finance or Accounting and 0 – 2 years of experience in the Finance or Accounting fields.

Excellent Excel and reporting skills.

Experience with Workday Adaptive Insights or similar Enterprise Planning Management (EPM) solution.

Strong verbal and written communication skills.

Good interpersonal and collaboration skills.

Strong organizational, time management, and prioritization abilities.

High acumen for critical thinking, analysis, and attention to detail.

Comfort in proposing new methods, processes, and approaches.

Certified Public Accountant certification preferred.

Health and wellness industry experience preferred.

Compensation: $63K/Year - $73K/Year. Pay is dependent on experience and qualifications.

Brand: HealthFitness

Come join HealthFitness Join a team that will not only utilize your current skills but will enhance them as well. We offer a comprehensive benefit package that includes Medical/Dental/Vision plans including HSA, PPO and FSA options, retirement/401(k) with employer matching program, fitness and wellness programs incentivized with medical plan discounts, certification reimbursement program, tuition reimbursement, paid new parent leave, paid Holidays and PTO (starting at 3 weeks for full-time associates), volunteer paid time off and much more.

HealthFitness is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. EOE/AA. Race/Color/Gender/Sexual Orientation/Gender Identity/Religion/National Origin/Age/Disability/Veteran

For the fourth consecutive year we were selected as a Top Workplace by the Chicago Tribune . The award is based exclusively on Trustmark associate responses to an anonymous survey. The survey measured 15 key drivers of engaged cultures that are critical to the success of an organization.

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