Finance Professional

Description:

The Finance Professional 2 will play a key role in supporting IT’s Close, Forecasting, and Budgeting processes. This position is responsible for managing and analyzing IT's financial data, ensuring accuracy and completeness across all reporting views. The ideal candidate will bring strong analytical capabilities, a solid understanding of FP&A principles, and experience working with data tools such as SQL and Power BI.

The Finance Professional 2 Role will support IT's financials including Close, budgeting and Forecasting Processes. The Finance Processional 2 Role combines traditional FP&A responsibilities with strong analytics focus, leveraging tools like SQL, Power BI, and Power Apps to drive data accuracy, process efficiency, and strategic insights. The Finance Professional Role will work in a consultative role with various departments in creating effective reporting and analyses in order to improve processes, create efficiencies and proactively provide business partners data/metrics/cost information to identify and influence areas of financial improvement. They will support the month end close process including preparation of journal entries, account analysis, reconciliations, and reporting actual versus budget and forecasts. They will collaborate with business partners in developing methods and criteria for measuring/summarizing financial data and preparing valuable analysis in a dynamic environment. They will maintain and review various system reconciliations between source systems and financial and operational reporting processes. They will support special projects that may necessitate cross-functional partnerships. They will establish, foster and maintain working relationships with peers and management within Finance.

Required Qualifications

Use your skills to make an impact
 

• Bachelor’s Degree in Accounting/Finance and/or related
• 2 years of experience in a finance or accounting role (general financial modeling, forecasting, etc)
• Proficient in manipulating financial data for analysis and reporting
• Intermediate level user with a relational database (SQL, Oracle or PowerBi)
• Advanced level user with Microsoft Excel (as defined by pivot tables, sort/summarize large amounts of data, v-look ups)
• Must be passionate about contributing to an organization focused on continuously improving consumer experiences
• Demonstrates an openness and commitment to integrating technological advancements in financial processes, proactively seeking opportunities to leverage digital tools and automation to enhance efficiency, accuracy, and consistency within the organization.
   

Preferred Qualifications
 

• CPA or MBA
• Advanced level user with a relational database (Access, Oracle or other)
• Previous health insurance industry experience working in a Finance/Accounting department
• Experience in procurement and contract review