Junior Financial Analyst

Overview

TRANZACT is a leading direct-to-consumer insurance services business, specializing in the distribution of Medicare Advantage, Medicare Supplement and Life & Supplemental insurance policies. Our focus is on leveraging our highly skilled team of over 3,000 professionals to deliver innovative solutions for our insurance carrier partners and provide consumers with a best-in-class experience.

We work with some of America’s largest insurance brands to attract, educate and connect with consumers. Our diverse team of analysts, writers, engineers, designers, business leads, data scientists and sales professionals all work together to create thoughtful, data-driven and effective marketing, technology, sales and servicing strategies. These efforts have resulted in TRANZACT earning recognition and winning awards from some of the biggest names in the industry.

When you become part of TRANZACT, you join a team of passionate people who push for excellence, follow through on commitments, and love to succeed together. Our culture rests on a simple principle – “Be Real” – that means being genuine, keeping your word, and having the courage to make tough decisions. Our “Be Real” values resonate and are meaningful to us.

We are entrepreneurial, fast paced and empower our people. We know how to make things happen and know that our people are always the source of our success.

TRANZACT is seeking a Junior Financial Analyst to join its FP&A department; he/she will be part of a collaborative team and work closely with other departments within TRANZACT in the preparation and analysis of timely and accurate financial information. As part of the Finance team, the Junior Financial Analyst will be involved in budgeting and forecasting processes and in developing financial reports and models to support different business units across the company.

Responsibilities for this role include partnering directly with the Director of FP&A on cash management, including forecasting, tracking, and analyzing cash receipts and disbursements, in addition to other FP&A responsibilities, including budgeting, forecasting, and strategic financial modeling. This is a highly data-driven role, requiring a strong command of large datasets, financial modeling, and analytical tools to produce insights that directly influence business decisions.

The role will contribute to financial modeling for strategic company initiatives — both internal (operational improvements, workforce planning, cost optimization) and external (partnerships, growth opportunities, board-level presentations).

• Supporting end-to-end budgeting and forecasting processes, working closely with the FP&A team and business unit owners to consolidate inputs and ensure plan integrity.
• Building and maintaining data-driven financial models that leverage large datasets to support performance monitoring at the department and company level.
• Supporting financial modeling for strategic initiatives — including new business cases, cost-benefit analyses, and scenario planning — for both internal decision-making and external-facing materials.
• Supporting the monthly financial close process, working closely with the accounting department and other stakeholders.
• Building business analytics reports and dashboards to identify variances, trends, and opportunities for improvement.
• Forecasting, tracking, and reconciling cash inflows and outflows — including revenue receipts, client commissions, COGS, and corporate overhead — against plan, identifying variances and escalating discrepancies.
• Partnering with cross-functional stakeholders (Operations, HR, Accounting, and others) to gather cash projection inputs, validate assumptions, and ensure alignment with cash targets.
• Maintaining ownership of cash operating and financial reporting (actuals vs. forecast, KPIs, reconciliations) for different divisions within TRANZACT.

• 1 year of pertinent work experience in FP&A, financial modeling, cash management, or a similar analytical finance role. Recent graduates with strong academic backgrounds in Finance, Accounting, or Economics are…