Finance Analyst - Senior

OneDigital is proud of the tight-knit community we’ve built since the day we were founded.  We’re picky about the people who work for us, because as much as we are a business, we’re also a family.  Even through our rapid growth, we’ve managed to preserve our unique culture.  We have a simple philosophy that if you take care of your employees, they will take care of customers and the bottom line takes care of itself. 

With a distinctive culture, the best-in-class products and outstanding service, OneDigital has been recognized time and time again for our accomplishments within our industry as well as what we offer within our organization.  Are you ready to join an already winning team and help us continue to grow for years to come?

Our Newest Opportunity: 

The primary purpose of the Senior Financial Analyst is to prepare financial related analyses and research for company operations including duties related to budgeting/forecasting, M&A due diligence, organic growth calculations, month-end close, new business and other ad hoc analysis for corporate operations.

Responsibilities Include:

• Understand the business processes with the ability to translate the data into analytical reporting and compelling presentations for  executive stakeholders
• Identify, analyze and interpret trends or patterns in the healthcare data sets
• Summarize information and effectively communicate analysis in writing and verbally to internal and external customers
• Prepare and present reports to internal and external customers
• Provide adhoc reporting as needed
• Develop charts, graphs, dashboards  and basic reports in a consultative format
• Act as an organizational data quality steward
• Ensure data from external resources is accurate
• Assist sales and retention team with carrier negotiations
• Works with sales and retention teams to review client utilization reports, and identify opportunities for plan design and product changes based upon utilization patterns
• Develop and maintain strong working relationships with carrier partners
• Assist team and clients as needed
• Additional responsibilities assigned by management
• Provide new solutions to manage client data
• Prepares monthly and quarterly reporting for clients
• Updates internal CRM system

Required Experience:

• Bachelor degree in Business, Finance, Math, Accounting, Risk Management/Underwriting or other related field, preferred;
• Experience in the healthcare industry working for a group insurance carrier, broker or consultant, strongly preferred;
• Knowledge of group insurance including medical, dental, CDHP, pharmacy, life and disability products, strongly preferred;
• Experience in Underwriting or Healthcare Analytics/reporting preferred
• Working knowledge of all Microsoft Office products, required;
• Intermediate to Advanced Microsoft Excel experience, preferred;
• Experience with database applications, a plus.

Required Skills:

• Able to analyze data and recognize analytical patterns;
• Strong analytical, oral and written communication skills;
• Ability to handle multiple and changing client priorities;
• Excellent presentation and interpersonal skills;
• Ability to thrive in a fast paced environment.

Thank you for your interest in joining the OneDigital team!