Financial Analyst (Broker Commission)

Role Overview

The Financial Analyst plays a critical role in supporting the Broker Commissions team through data analysis, process automation, financial modeling, and reporting.

What You Will Do

The role involves developing data-driven solutions, building and maintaining financial models, and delivering analytical support related to broker commissions and customer acquisition costs.

Why It Might Be a Fit

The ideal candidate combines strong financial acumen, technical expertise, and process improvement skills to drive operational excellence and support organizational growth.

Requirements

• Bachelor’s Degree in Accounting/Finance/Business or a similar field
• Proficiency in Excel and Microsoft Office Suite
• Proficiency in handling imported/exported data for reporting and analysis
• Self-motivated with a proactive approach to challenges
• Ability to perform accurate financial calculations for cost/budget analysis
• History of building strong relationships across teams
• Strong attention to detail and organizational skills
• Clear, concise, and professional communication
• Ability to excel in a collaborative team environment
• Adaptability to changing priorities in a fast-paced environment
• 2-3 years of experience in financial analysis
• Understanding of general accounting principles
• Familiarity with SQL, SAS, or other data query languages preferred
• Knowledge or experience with the health insurance industry preferred

Benefits

• A competitive salary based on the market
• Medical, Dental, and Vision
• Employer-Paid Life Insurance
• Paid Maternal Leave
• Paid Paternal Leave
• 401(K) match up to 4%
• Paid-Time-Off
• Employee Assistance Programs
• Several supplemental benefits are available, including, but not limited to, Spouse Insurance, Pet Insurance, Critical Illness coverage, ID Protection, etc.