Financial Analyst Lead

Dahl Consulting; Minnetonka (MN); On-site; USD 94,000 - 125,000; Full time

Job summary

Dahl Consulting in Minnetonka, MN seeks a Financial Analyst Lead to support its Corporate FP&A function. You will lead enterprise budgeting, forecasting, and financial planning activities, develop complex financial models, and prepare executive-level reports and analyses.

As a senior individual contributor, you will partner with Finance leadership and cross-functional teams to drive strategic initiatives, improve planning processes, translate data into actionable recommendations, and support

Qualifications

• Bachelor's degree required in finance, accounting, economics, business administration, or related field.
• 8+ years of progressive experience in Corporate FP&A, financial planning, or related disciplines.
• Demonstrated experience leading enterprise budgeting, forecasting, and financial planning processes.
• Advanced financial modeling and analytical skills.
• Expert-level proficiency in Microsoft Excel.
• Advanced PowerPoint skills for executive/board presentations.
• Strong communication and cross-functional collaboration abilities.

Responsibilities

• Lead enterprise budgeting, forecasting, and financial planning activities.
• Develop and maintain complex financial models to support business planning and strategic decision-making.
• Prepare executive and leadership-level financial reports, presentations, and analyses.
• Partner with Finance leadership and cross-functional teams to evaluate business performance and financial results.
• Translate financial information into clear insights and actionable business recommendations.
• Lead cross-functional financial projects and facilitate planning across multiple business areas.
• Identify opportunities to improve financial processes, reporting, and forecasting accuracy.
• Analyze financial trends, risks, and opportunities to support objectives.
• Manage multiple priorities and deliver high-quality, accurate work in a dynamic environment.

Skills

Advanced Excel

Advanced PowerPoint

Cross-functional collaboration

Project management

Strategic thinking

Education

Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field

Tools

Excel

PowerPoint

IBM TM1

Workday

SQL

Job description

Financial Analyst Lead

Location: Minnetonka, MN | onsite Tuesday-Thursday

Job Type: Contract (12 months – potential to convert after 6 months)

Compensation: $45-60/hr

Industry: Health Insurance

About the Role

Our client, a leading nonprofit health insurance organization serving individuals, families, employers, and government-sponsored healthcare programs, is seeking an experienced Financial Analyst Lead to support its Corporate Financial Planning & Analysis (FP&A) function. This role provides senior-level financial planning, forecasting, and analytical expertise during critical planning cycles, strategic initiatives, organizational transformations, and periods of increased business demand. As a senior individual contributor, you will lead enterprise financial planning efforts, deliver executive-level insights, and drive high-impact financial projects that support business performance and decision-making. This position collaborates closely with Finance leadership and cross-functional stakeholders to improve planning processes, develop financial forecasts, and provide strategic recommendations. This role does not include direct people management responsibilities.

Job Description

• Lead enterprise-wide budgeting, forecasting, and financial planning activities.
• Develop and maintain complex financial models to support business planning and strategic decision-making.
• Prepare executive and leadership-level financial reports, presentations, and analyses.
• Partner with Finance leadership and cross-functional teams to evaluate business performance and financial results.
• Provide financial guidance and analytical support for strategic and operational initiatives.
• Translate complex financial information into clear insights and actionable business recommendations.
• Lead cross-functional financial projects and facilitate planning activities across multiple business areas.
• Identify opportunities to improve financial processes, reporting capabilities, and forecasting accuracy.
• Analyze financial trends, risks, and opportunities to support organizational objectives.
• Manage multiple priorities and deliver high-quality, accurate work in a dynamic environment.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
• 8+ years of progressive experience in Corporate FP&A, financial planning, strategic finance, or related disciplines.
• Demonstrated experience leading enterprise budgeting, forecasting, and financial planning processes.
• Advanced financial modeling and analytical skills.
• Expert-level proficiency in Microsoft Excel.
• Advanced Microsoft PowerPoint skills, including creation of executive and board-level presentations.
• Strong project management, organizational, analytical, and problem-solving abilities.
• Excellent verbal and written communication skills.
• Experience collaborating with cross-functional teams, including Finance, Accounting, Operations, Actuarial, and other business partners.
• Ability to present financial data in a clear, concise, and business-focused format.
• Proven ability to manage multiple priorities and work independently with minimal supervision.
• Results-oriented mindset with strong attention to detail.
• Ability to provide strategic financial guidance and support enterprise-wide initiatives.
• Strong business acumen with the ability to translate financial data into actionable recommendations.

Preferred

• 10+ years of experience in FP&A, strategic finance, or related financial disciplines.
• Experience within the health insurance, healthcare, or managed care industry.
• Knowledge of healthcare operations, financial drivers, and expense management.
• Understanding of GAAP and statutory accounting principles.
• Experience preparing and presenting materials to senior leadership and executive stakeholders.
• Demonstrated adaptability and ability to learn quickly in changing business environments.
• Solution-oriented approach with strong project leadership capabilities.
• Experience with IBM TM1, Workday, SQL, or related financial planning and reporting tools.
• Knowledge of Risk-Based Capital (RBC) methodologies and related regulatory frameworks.

Benefits

Dahl Consulting is proud to offer a comprehensive benefits package to eligible employees that will allow you to choose the best coverage to meet your family’s needs. For details, please review the DAHL Benefits Summary: https://www.dahlconsulting.com/benefits-w2fta/.

Equal Opportunity Statement

As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply.