Salary Mid-Point: $80,000
Location: Chicago IL
Job Type: Permanent

 

Position: Financial Analyst (direct hire)
Experience: 3 - 5 years experience
Industry: Health Insurance 
Location: Downtown Chicago Loop

Start Date: ASAP
Interviews beginning on Monday, June 28, 2021

Compensation (target): $70,000 - $85,000 base salary

Overview

The Financial Analyst is responsible for providing end-to-end support to the cross-functional Finance client services team, working collaboratively with the team members to ensure client issues are tracked, monitored, and resolved timely and effectively. Performs a key role in the development of the cross-functional client services meetings, shaping the agenda and creating the materials, ensuring appropriate follow-ups and action steps are implemented to make certain client satisfaction is achieved. This position is also responsible for providing back-office financial services to the various FP&A business leads to improve financial planning, budgeting, forecasting, monitoring, and analysis delivered to their client groups. Serves a critical role in the financial reporting process including revenue & expense reporting, resource tracking and time allocation reporting, Plan data reporting, invoice tracking & reconciliation reporting, vendor commitment reporting, as well as budget approval forms and monthly accruals. Provides analytical support to FP&A projects as assigned to help contribute to the successful operation of the various client business units supported.

 

Responsibilities

Provide end-to-end support to the cross-functional Client Services Finance team:

  • Assist in the development of appropriate processes and procedures for tracking, communicating, and reporting all Client concerns and issues, tracking issue resolution cycle times and ensuring timely follow- ups are made and an escalation procedure implemented to facilitate an effective and efficient resolution process
  • Manage the scheduling of the cross-functional Client Service meetings, coordinating and ensuring appropriate representation of required attendees, preparing the agenda and meeting materials, and documenting meeting minutes and action steps
  • Identify areas for Finance process improvement opportunities informed by client issue tracking and report against metrics to measure service performance (outcomes)
  • Share best practices with the Client Services cross-functional team and more broadly among Finance as appropriate to allow key Finance stakeholders to knowledge-share client service solutions and performance improvement activities
  • Monitor, analyze, and develop ways to improve the process of managing the end-to-end resolution of Finance client service issues

Prepare and analyze various financial reports and forms to support FP&A business leads and their specific client groups, fully comprehending the underlying data and output. Financial services include:

  • Monthly and custom expense and revenue variance reporting and resource modeling
  • Ad hoc analysis & reporting including: invoice reconciliation, vendor commitment tracking, trend analysis, change requests, accrual analysis, and billing inquiries
  • Plan data reporting, including monthly claims count for revenue tracking and ad hoc Plan and internal requests
  • Budget forms supporting the procurement process. This includes independently researching and collaborating with FP&A business leads various business units’ management in order to determine if appropriate budget dollars are available
  • Monthly dashboard reporting, including performance metrics, business metrics, core cost goals and benchmarks
  • Provide customer training on various financial reports, RC and project code set ups, organizational re-designs, resource tracking & reporting, capital policy requirements, rolling forecasts and rev funds

Qualifications

Requirements:

  • Tableau dashboard experience (may also consider PowerBI but Tableau strongly preferred)
  • Bachelor’s degree in Finance or Business administration or equivalent work experience
  • Minimum of 3 years demonstrated work experience in financial reporting or client liaison role

Preferences:

  • Work experience within similar environment
  • Experience in supporting a Client Services function and/or project management function
  • Previous experience using financial / accounting systems including PeopleSoft, Hyperion, and Tableau
  • Ability to independently take complex clients issues and requirements and to satisfy those requirements in an efficient manner

For immediate consideration, please email your resume in Word format to Cameron Wall at cwall@ifgpr.com.