Senior Financial Analyst

2 weeks ago


Oak Brook, Illinois, United States Inspira Financial Full time
Job Overview

Join Inspira Financial as a Senior Financial Analyst, where you will play a crucial role in supporting businesses and individuals in their financial journeys. Our company is dedicated to fostering a people-centric and client-focused environment, striving for excellence in every interaction. We are committed to enhancing the health and wealth experiences of our clients, ensuring better outcomes for all.

Key Responsibilities:
The Senior Financial Analyst will be an integral part of the Finance team, reporting directly to the Director of Finance. This position entails a variety of tasks related to financial reporting, analysis, budgeting, and forecasting. Specific duties include:

  • Conducting thorough analyses of current and historical financial data to forecast future performance.
  • Collaborating with line managers and product P&L owners to provide actionable insights that align with organizational objectives.
  • Assisting in financial modeling for commercial opportunities, budgeting, and special projects.
  • Enhancing communication flows across the organization to improve coordination and information sharing.
  • Improving the quality and accessibility of information for performance tracking and reporting.
  • Effectively presenting findings to finance team members and leadership.
  • Other responsibilities as assigned.

Qualifications:
To be successful in this role, candidates should possess some or all of the following qualifications:

  • 5-7 years of progressive experience in Finance or a related field.
  • Bachelor's Degree in Business, Accounting, Finance, or a related discipline.
  • An MBA is a plus.
  • Strong task orientation with a commitment to timely project completion and process improvement.
  • Proactive and analytical mindset with problem-solving capabilities.
  • Exceptional attention to detail and accuracy.
  • Creative, driven, and self-motivated.
  • Excellent communication and presentation skills suitable for senior leadership interactions.
  • Aptitude for prioritizing tasks, multitasking, and working efficiently.
  • Advanced proficiency in Microsoft Excel, Salesforce, and analytical systems such as NetSuite, Business Objects, Hyperion Essbase, PowerBI, and Tableau.

At Inspira Financial, we are dedicated to providing comprehensive health, wealth, retirement, and benefits solutions. With a client base exceeding 7 million and over $62 billion in assets, we partner with numerous employers and institutional partners to help individuals plan, save, and invest for a brighter future. Our commitment to excellence has earned us recognition for our rapid growth and outstanding workplace culture.



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