Sr. Financial Analyst

The Senior Financial Analyst provides advanced financial planning and analysis expertise to support the Corporate FP&A organization during critical planning cycles, strategic initiatives, organizational transformations, and periods of increased business demand. This individual contributor role serves as a project lead, coordinating enterprise planning activities, delivering executive-level financial analysis, and driving high-impact financial projects. The position partners closely with Finance leadership and cross-functional business teams to develop financial forecasts, build executive reporting, perform strategic analyses, and continuously improve planning processes.

While this role leads projects and facilitates cross-functional initiatives, it does not include direct people management responsibilities.

• Lead enterprise budgeting, forecasting, and financial planning processes in support of Corporate FP&A objectives.
• Coordinate complex, cross-functional planning activities across finance and business teams to ensure alignment and timely delivery.
• Develop, refine, and maintain detailed financial forecasts and models to support strategic and operational decision-making.
• Deliver clear, concise executive-level financial analysis and insights to leadership and key stakeholders.
• Prepare high-quality executive and Board-level presentations using advanced PowerPoint skills, translating complex data into compelling narratives.
• Build and enhance executive reporting packages that highlight performance trends, key drivers, risks, and opportunities.
• Perform strategic financial analyses, including scenario modeling, sensitivity analyses, and evaluation of business initiatives.
• Apply GAAP and statutory accounting knowledge to ensure accuracy and compliance in financial planning and reporting.
• Incorporate health insurance industry operations and key expense drivers into financial models and forecasts to improve business relevance.
• Drive high-impact financial projects from inception through completion using solution-oriented project management skills.
• Collaborate with finance leadership and cross-functional teams to improve planning processes, tools, and methodologies.
• Leverage advanced Excel-based financial modeling to support strategic initiatives and complex business cases.
• Create and deliver presentations and materials for leadership in a clear, concise, and visually effective manner.
• Manage multiple priorities and deadlines, ensuring high-quality, timely work with minimal supervision.
• Adapt quickly to changing business needs and priorities, learning new systems and processes as required.
• Utilize tools such as TM1, SQL, and Workday (where applicable) to support data analysis, reporting, and planning activities.
• Apply knowledge of Risk-Based Capital (RBC) concepts in relevant financial analyses and planning efforts.

• 10+ years of related experience in financial analysis.
• 8+ years of progressive experience in Corporate FP&A, strategic finance, financial planning, or closely related disciplines.
• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• Demonstrated experience leading enterprise budgeting, forecasting, and financial planning processes.
• Advanced financial modeling skills with expert-level proficiency in Microsoft Excel.
• Advanced PowerPoint skills with experience preparing executive and Board-level presentations.
• Strong analytical skills with the ability to interpret complex financial data and provide actionable insights.
• Strong organizational skills with the ability to manage multiple projects and priorities simultaneously.
• Excellent communication skills, including the ability to present complex information clearly and concisely to leadership.
• Proven project management skills with a solution-oriented approach.
• Proven ability to deliver high-quality work independently with minimal supervision.
• Knowledge of the health insurance industry, including operations and key expense drivers.
• Knowledge and experience with GAAP and statutory accounting principles.
• Experience presenting and preparing materials for leadership in a clear and concise manner.
• High level of adaptability and a fast learning ability in dynamic environments.

• Experience with TM1 and/or SQL to support data analysis and financial planning.
• Experience working with Workday for financial or operational reporting.
• Risk-Based Capital (RBC) experience in financial analysis or planning…