Sr. Financial Analyst

• Collaborate with leaders in Finance Business Units Sales Human Capital Senior Leadership Team and CFO to assess reporting needs and drive business analytics for initiatives
• Responsible for creating advanced forecasts analytics financial models and management reporting

• Support the design modeling administration and planning of sales incentive compensation plans aligned to company goals
• Evaluate plan effectiveness and recommend enhancements to drive performance and retention
• Partner with Sales Leadership and HR to ensure compensation plans are competitive and aligned with market practices
• Document plan structures rules and payout methodologies
• Support commission calculation processes ensuring accuracy and timeliness of payouts

• Utilize data to tell a story and drive insights while tailoring messaging based on the audience
• Create accurate compelling and effective high-level presentations for executives
• Collaborate with varying levels of business leadership and Finance colleagues
• In partnership with the business review operating and financial results identifying variance drivers and levers to enhance performance.

• Create and/or support the development of financial related models and ensure they are accurate and updated to reflect evolving business dynamics
• Support forecasting expense management & budget planning processes
• Identify and track key indicators and trends in alignment with the operational plano Initiate needed improvements to processes and reporting and drive them to conclusion
• Analyze sales performance against quotas commission attainment and payout trends
• Track key metrics such as attainment pay-for-performance alignment and quota coverage
• Other duties as assigned.

• 3+ years of experience in Finance Accounting or related field with relevant experience in financial analysis including variance analysis budgeting forecasting and the development of business analytics
• Bachelor's degree in finance accounting or related field

• Excellent analytical skills with a high degree of accuracy and attention to detais
• Strong organizational skills with a drive to meet deadlines and drive projects to conclusion
• Highly proficient in Microsoft Excel and PowerPoint
• Experience in Salesforce Tableau and MS PowerBI a plus
• Strong verbal and written communication skills
• An aptitude for prioritization multi-tasking and efficiency
• Strong collaboration skills and ability to communicate finance concepts to non-finance team members
• A drive to learn and promote new concepts quickly in a culture of continuous improvement
• Self-starters who are dependable and can work independently and run with projects that come with little initial direction
• Prior experience with sales and incentive compensation a plus
• Other Requirements:
• Prolonged periods of sitting at a desk and working on a computer

What We Do

Inspira Financial provides health wealth retirement and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients representing over $62 billion in assets Inspira works with thousands of employers plan sponsors recordkeepers TPAs and other institutional partners — helping the people they care about plan save and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services health savings accounts emergency savings funds custody services and more. Learn more at inspirafinancial.com.

Why Work With Us

Inspira Financial is a leading financial services company offering specialized financial wellness solutions to employers institutions advisors and individuals.

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