Financial Analyst I-III, Sr or Lead

Financial Analyst I

Provides basic analysis and accurate and timely financial information. Generates management reports and interfaces with corporate departments where necessary. Works under supportive supervision to solve problems, complete special projects, and conduct monthly activities.

Financial Analyst II

Provides analysis and accurate and timely financial information. Generates management reports and interfaces with corporate departments where necessary. Works under minimal supervision to solve problems, complete special projects, and conduct monthly activities.

Financial Analyst III

Responsible for analyzing financial trends, creating budgets, forecasting future financial performance, and guiding strategic decision-making. This role involved significant coordination with various departments, ensuring financial processes are efficient and aligned with company goals.

Sr Financial Analyst

Responsible for analyzing financial trends, creating budgets, forecasting future financial performance, and guiding strategic decision-making. This role involved significant coordination with various departments, ensuring financial processes are efficient and aligned with company goals.

Lead Financial Analyst

Responsible for complex analysis of financial trends, creating budgets, forecasting future financial performance, and guiding strategic decision-making. This role involved significant coordination with various departments, ensuring financial processes are efficient and aligned with company goals. Acts as a best practice/quality resource for colleagues with less experience and guides others in resolving complex issues.

Responsibilities

Financial Analyst I

• Supports corporate departments, both within and outside of Finance, with generating forecasts in various business areas. Duties also include compiling budgets for corporate departments, taking into consideration actual performance, previous expenditures, and estimated expenses and income

• Provides limited assistance in the creation of financial models of "what if" scenarios for business planning decisions relative to new products, new territories, new projects, and other important aspects of the Company's business.

• Performs various accounting duties including preparing journal entries and preparing account reconciliations. Duties could also involve maintaining accurate spending records and establishing measures for budgetary control.

• Prepares basic reports and assists others in making recommendations to management.

• Performs research and studies as needed (examples include rates of return, depreciation, investments, and other areas as required).

• Performs other duties as assigned

Financial Analyst II

• Supports corporate departments, both within and outside of Finance, with generating forecasts and analyzing trends in various business areas. Duties also include compiling and reviewing the budgets for corporate departments, taking into consideration actual performance, previous expenditures, and estimated expenses and income.

• Assists in the creation of financial models of "what if" scenarios for business planning decisions relative to new products, new territories, new projects, and other important aspects of the Company's business.

• Performs various accounting duties including preparing journal entries and preparing account reconciliations. Duties could also involve maintaining accurate spending records and establishing measures for budgetary control.

• Analyzes income statements and prepares reports and assists others in making recommendations to management.

• Supports close process, research and projects.

• Performs other duties as assigned

Financial Analyst III

• Builds, maintains, and calibrates business models to facilitate effective planning, analysis and decision making throughout the organization.

• Build and maintain monthly, department level, driver based, expense forecast models; lead unit cost analysis to understand fixed vs variable expense

• Aggregates and organizes financial data from multiple platforms and systems; suggests procedural changes to increase the accuracy, effectiveness, and efficiency of models and reports used or produced by the team.

• Develops and/or assists in developing budgets, reporting, and forecasting of expenses, guides functional leaders in the expense budget process.

• Drives actionable information and advice to teams. Evaluates financial outcomes of various decision alternatives; advises on key business planning assumptions, identifies, and quantifies risks and/or opportunities.

• Supports close process and project reporting.

• Performs other duties as assigned

Sr. Financial Analyst

• Supports financial analysis on company administrative expenses which reflects the financial position of the company in accordance with legal and sound accounting principles

• Assists in developing budgets, reporting, and forecasting of expense for Medical Mutual Protect, guide functional leaders in the expense budget process

• Build and maintain monthly, department level, driver based, expense forecast models; lead unit cost analysis to understand fixed vs variable expense

• Creates financial models of "what if" scenarios for business planning decisions relative to new products, new territories, new projects, and other important aspects of the Company's business

• Supports the analyses of administrative expense spending by functional area against benchmark data, making recommendations for improvement.

• Translate content needed for senior level presentations; ensure content provided meets requirements; assist in preparation of presentations for senior management

• Performs other duties as assigned

Lead Financial Analyst

• Leads and guides others in developing budgets, reporting, and forecasting of expense for Medical Mutual Protect, guide functional leaders in the expense budget process

• Build and maintain monthly, department level, driver based, expense forecast models; lead unit cost analysis to understand fixed vs variable expense

• Leads and guides others on financial analysis of company administrative expenses which reflects the financial position of the company in accordance with legal and sound accounting principles

• Creates financial models of "what if" scenarios for business planning decisions relative to new products, new territories, new projects, and other important aspects of the Company's business

• Manages the analyses of administrative expense spending by functional area against benchmark data, making recommendations for improvement.

• Translate content needed for senior level presentations; ensure content provided meets requirements; assist in preparation of presentations for senior management

• Performs other duties as assigned Qualifications

Financial Analyst I

• Bachelor's degree in Business, Accounting, Finance, or a quantitative discipline

Financial Analyst II

• Bachelor's degree in Business, Accounting, Finance, or a quantitative discipline

• 2 years experience progressive accounting or finance experience

Financial Analyst III

• Bachelor's degree in Business, Accounting, Finance, or a quantitative discipline

• 4 years experience progressive accounting or finance experience

• Certified Public Accounting (CPA) preferred

Sr. Financial Analyst

• Bachelor's degree in Business, Accounting, Finance, or a quantitative discipline

• 5 years experience progressive accounting or finance experience

• Certified Public Accounting (CPA) preferred

Lead Financial Analyst

• Bachelor's degree in Business, Accounting, Finance, or a quantitative discipline

• 7 years experience progressive accounting or finance experience

• Certified Public Accounting (CPA) preferred

Technical Skills and Knowledge:

Financial Analyst I

• Intermediate Microsoft Office and financial systems skills

• Beginning knowledge of accounting rules and concepts and ability to apply the appropriate accounting standards to the relevant job duties

• Interemediate knowledge of Excel including pivot tables, V-lookups, macros and formulas

• Power BI (preferred)

• SQL (preferred)

Financial Analyst II

• Intermediate Microsoft Office and financial systems skills

• Strong verbal and written communication skills

• Ability to plan, organize, prioritize work, and handle multiple projects and deadlines in a complex business environment

• Intermediate knowledge of Excel including pivot tables, V-lookups, macros and formulas

• Power BI (preferred)

• SQL (preferred)

Financial Analyst III

• Intermediate Microsoft Office and financial systems skills

• Strong verbal and written communication skills

• Ability to plan, organize, prioritize work, and handle multiple projects and deadlines in a complex business environment

• Intermediate knowledge of Excel including pivot tables, V-lookups, macros and formulas

• Power BI (preferred)

• SQL (preferred)

Sr Financial Analyst

• Advanced Microsoft Office and financial systems skills

• Strong verbal and written communication skills

• Ability to plan, organize, prioritize work, and handle multiple projects and deadlines in a complex business environment

• Strong knowledge of Excel including pivot tables, V-lookups, macros, and formulas

• Power BI (preferred)

• SQL (preferred)

Lead Financial Analyst

• Advanced Microsoft Office and financial systems skills

• Strong verbal and written communication skills

• Ability to plan, organize, prioritize work, and handle multiple projects and deadlines in a complex business environment

• Strong knowledge of Excel including pivot tables, V-lookups, macros, and formulas

• Power BI (preferred)

• SQL (preferred)

Medical Mutual is looking to grow our team We truly value and respect the talents and abilities of all of our employees. That's why we offer an exceptional package that includes:

A Great Place to Work:

• We will provide the equipment you need for this role, including a laptop, monitors, keyboard, mouse and headset.
• Whether you are working remote or in the office, employees have access to on-site fitness centers at many locations, or a gym membership reimbursement when there is no Medical Mutual facility available. Enjoy the use of weights, cardio machines, locker rooms, classes and more.
• On-site cafeteria, serving hot breakfast and lunch, at the Brooklyn, OH headquarters.
• Discounts at many places in and around town, just for being a Medical Mutual team member.
• The opportunity to earn cash rewards for shopping with our customers.
• Business casual attire, including jeans.

Excellent Benefits and Compensation:

• Employee bonus program.
• 401(k) with company match up to 4% and an additional company contribution.
• Health Savings Account with a company matching contribution.
• Excellent medical, dental, vision, life and disability insurance - insurance is what we do best, and we make affordable coverage for our team a priority.
• Access to an Employee Assistance Program, which includes professional counseling, personal and professional coaching, self-help resources and assistance with work/life benefits.
• Company holidays and up to 16 PTO days during the first year of employment with options to carry over unused PTO time.
• After 120 days of service, parental leave for eligible employees who become parents through maternity, paternity or adoption.

An Investment in You:

• Career development programs and classes.
• Mentoring and coaching to help you advance in your career.
• Tuition reimbursement up to $5,250 per year, the IRS maximum.
• Diverse, inclusive and welcoming culture with Business Resource Groups.

About Medical Mutual:

Medical Mutual's status as a mutual company means we are owned by our policyholders, not stockholders, so we don't answer to Wall Street analysts or pay dividends to investors. Instead, we focus on developing products and services that allow us to better serve our customers and the communities around us.

There's a good chance you already know many of our Medical Mutual customers. As the official insurer of everything you love, we are trusted by businesses and nonprofit organizations throughout Ohio to provide high-quality health, life, disability, dental, vision and indemnity plans. We offer fully insured and self-funded group coverage, including stop loss, as well as Medicare Advantage, Medicare Supplement and individual plans. Our plans provide peace of mind to more than 1.2 million Ohioans.

We're not just one of the largest health insurance companies based in Ohio, we're also the longest running. Founded in 1934, we're proud of our rich history with the communities where we live and work.

At Medical Mutual and its family of companies we celebrate differences and are mutually invested in our employees and our community. We are proud to be an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, veteran status, or disability status.

We maintain a drug-free workplace and perform pre-employment substance abuse and nicotine testing.

---