Summary:
The main functions of a financial analyst are to gather, audit, produce, and analyze financial data and reports for stakeholders.
Job Responsibilities:
- Extract, review, audit, and process data from source systems used for employer group reports and sales incentive calculations.
- Analyze membership and financial data.
Skills:
- Verbal and written communication skills, attention to detail, and critical thinking.
- Ability to work independently and manage one's time.
- Ability to work with large amounts of data and analyze trends.
- Solid experience with computer applications, such as Microsoft Excel, Access, Word, and Outlook, and any other related financial software.
Education/Experience:
- Bachelor's degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred.
- 2-4 years of financial and/or accounting experience required.
Required Skills (top 3 non-negotiables):
- Solid experience with computer applications, such as Microsoft Excel, Access, Word, and Outlook, and any other related financial software.
- Ability to work with large amounts of data and analyze trends.
- Verbal and written communication skills, attention to detail, and critical thinking.
Preferred Skills (nice to have):
- Strong problem-solving skills.
- Agile and able to pivot on priorities.
- Ability to pick up concepts quickly.