Lead complex financial analysis and reporting for profit-sharing retrospective programs.
Learn existing processes and drive optimization and automation initiatives.
Collaborate across Finance, Accounting, and Program Management teams.
Provide strategic insights to leadership.
Mentor junior analysts while ensuring accuracy and compliance.

Requirements

Bachelor’s degree in Accounting, Finance, Business, or related field. CPA or advanced certification preferred.
Minimum of 7 years of experience in financial analysis or program management, ideally with profit-sharing or insurance-related programs.
Proven ability to manage complex reconciliations and financial reporting processes.
Strong analytical and problem-solving skills with attention to detail.
Advanced proficiency in Microsoft Excel and experience with ERP systems (SAP or Oracle preferred).
Familiarity with profit-sharing structures and Generally Accepted Accounting Principles (GAAP).
Ability to mentor and guide junior team members.
Experience with Tableau, SQL queries, and NetSuite is highly desirable.

Benefits

Comprehensive health, dental and vision insurance
Mental health benefits and employee assistance program
Paid time off, paid parental leave, short-term disability, and a cultural observance day
Contributions to healthcare accounts
Pension plan
401(k) plan with Company matching
ProHealth Rewards, platform to improve wellbeing while earning cash rewards

Applicant Tracking System Keywords

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

financial analysisfinancial reportingreconciliationsprofit-sharingGAAPMicrosoft ExcelERP systemsTableauSQLNetSuite

analytical skillsproblem-solvingattention to detailmentoringcollaborationstrategic insights

Bachelor’s degreeCPAadvanced certification