Summary of Position
- Serve as a key participant in the operating expense monthly close, annual planning, and recurring forecasting processes.
- Partner with business areas to analyze financial data, explain financial trends, and recommend cost reductions.
- May lead, train, mentor, and/or guide less experienced staff members as appropriate.
- Serve as subject matter expert on financial planning and analysis issues.
- Collaborate with other departments to assist with planning, forecasting, etc.; and to gather and provide information.
Principal Accountabilities
- Provide critical assistance and support in the operating expense monthly close, annual planning and recurring forecasting processes; ensure that processes are completed accurately and timely.
- Partner with business area management and staff to analyze financial data to provide greater understanding of financial trends, and to develop and make recommendations for cost reductions
- Provide monthly operating expense reporting to business areas that details performance and documents emerging risks and opportunities; assist in trend analysis to identify areas for financial improvement.
- Develop operating expense components of the annual plan and recurring forecasts for assigned business areas.
- Design and implement new processes to improve efficacy of planning and forecasting functions.
- Participate in ad hoc team projects and business case support as needed.
- May be required to travel to client/business location to provide assistance and process oversight.
Qualifications Education, Training, Licenses, Certifications
- Bachelor's degree in Accounting or Finance required
Relevant Work Experience, Knowledge, Skills, and Abilities
- 5 - 8+ years of relevant professional work experience required
- 3 - 5+ years' progressive experience in financial analysis roles, preferably in an insurance finance environment required
- Ability to mentor, guide, train, and lead staff and/or processes preferred
- Excellent communication skills (verbal, written, presentation, interpersonal) with all types/levels of audiences required
- Proficient with MS Office (Word, Excel, Access, PowerPoint, Outlook, Teams, SharePoint, etc.) required
- Ability to absorb, interpret, and communicate information, both financial and non-financial required
Additional Information
- Requisition ID: 1000002763
- Hiring Range: $77,760-$149,040
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EmblemHealth
Oct 27, 2025