Take the next step in your financial career! In this role, you’ll help both businesses and individuals thrive, whether in the present or as they plan for retirement. Become part of a company that puts people first and is passionate about delivering exceptional service. You’ll join a team of forward-thinking professionals who are dedicated to driving results while upholding a strong commitment to integrity. Together, we are on a mission to simplify the health and wealth journey and create better outcomes for everyone we serve.
Remote roles can be based in various states, and we encourage applications from diverse candidates. We value diversity and strive to build a workplace that reflects the clients and communities we serve.
What You’ll Do
As a key member of our finance team, you will support corporate consolidation and financial reporting. Your responsibilities will include:
Analyzing financial data and trends to forecast future results
Collaborating with line managers and product P&L owners to provide insights that support organizational goals
Assisting with ad hoc financial modeling for budgeting, forecasting, mergers and acquisitions, and special projects
Improving communication across teams to better coordinate company-wide efforts
Enhancing the quality and availability of information for performance reporting
Presenting findings clearly to finance colleagues and company leadership
Additional duties as assigned.
Who We’re Looking For
If you have some or all of the following qualifications, we encourage you to apply:
5-7 years of progressive experience in finance or a related field
Bachelor's Degree in Business, Accounting, Finance, or a similar discipline (MBA is a plus!)
Strong task orientation with a drive to complete projects on time and improve existing processes
Proactive, analytical mindset with the ability to problem-solve and derive meaningful insights from data
High standards for accuracy and attention to detail
Excellent communication and presentation skills
Ability to prioritize, multi-task, and manage time efficiently
Advanced skills in Microsoft Excel, Salesforce, and financial systems such as NetSuite, Hyperion Essbase, PowerBI, or Tableau
Familiarity with Microsoft Word and PowerPoint
Benefits
We are proud to offer a range of health, wealth, and retirement benefits that empower individuals to plan, save, and invest for a brighter future. With over 7 million clients and more than $62 billion in assets, we work with a diverse group of employers, plan sponsors, and institutional partners. Our relentless pursuit of better outcomes drives everything we do, from automatic rollover services to health savings accounts and emergency savings funds.
We've been recognized for our outstanding workplace culture and impressive growth, making it onto Crain's Fast 50, Inc. 5000, Built In's Best Places to Work, and Gallagher's Best-In-Class Employer lists.
Employment Type: Full-Time
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Industries
Human Resources Services
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