Milliman

Lead Financial Specialist – IntelliScript

Milliman

full-time

Posted on:

Location Type: Remote

Location: Wisconsin • United States

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Salary

💰 $93,700 - $222,985 per year

Job Level

Senior

About the role

  • Direct monthly financial analysis, including trends, variances, and opportunity identification for IntelliScript’s business segments; communicate results and insights to practice leadership
  • Maintain tooling and processes to help set, forecast, and track budgets to provide expense transparency across the practice
  • Support the annual budgeting and reforecasting processes, including preparation of financial models, participation in budget discussions, and maintaining key planning tools
  • Enhance financial reporting to drive decision-making and insights, margin improvement, and operational efficiency
  • Partner with internal stakeholders in accounting and billing teams to understand and provide insight into the practice’s financial operations
  • Prepare and automate key financial reports with a focus on clarity and accuracy
  • Build and refine financial models to assess new business opportunities and strategic initiatives
  • Support ad hoc financial analysis and projects in a fast-paced, collaborative environment

Requirements

  • 10+ years of professional experience in finance or accounting
  • Experience developing budgets and performing financial analysis
  • Detailed-oriented with collaboration mindset
  • Experience with, or a proven ability to quickly learn, new technologies to develop and present financial insights using dashboards such as PowerBI
  • Experience in Microsoft Excel
Benefits
  • Medical, Dental and Vision – Coverage for employees, dependents, and domestic partners.
  • Employee Assistance Program (EAP) – Confidential support for personal and work-related challenges
  • 401(k) Plan – Includes a company matching program and profit-sharing contributions
  • Discretionary Bonus Program – Recognizing employee contributions
  • Flexible Spending Accounts (FSA) – Pre-tax savings for dependent care, transportation, and eligible medical expenses
  • Paid Time Off (PTO) – Begins accruing on the first day of work. Full-time employees accrue 15 days per year, and employees working less than full-time accrue PTO on a prorated basis
  • Holidays – A minimum of 10 paid holidays per year
  • Family Building Benefits – Includes adoption and fertility assistance
  • Paid Parental Leave – Up to 12 weeks of paid leave for employees who meet eligibility criteria
  • Life Insurance & AD&D – 100% of premiums covered by Milliman
  • Short-Term and Long-Term Disability – Fully paid by Milliman

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial analysisbudgetingfinancial modelingreport automationvariance analysistrend analysismargin improvementoperational efficiencyexpense transparencyad hoc financial analysis
Soft skills
detail-orientedcollaborationcommunicationinsight generationdecision-makingstakeholder engagementproblem-solvingadaptabilityorganizational skillsanalytical thinking