Senior Financial Analyst

Unified Growth Partners; Tampa (FL); Remote; USD 100,000 - 115,000; Full time

Job summary

Unified Growth Partners is seeking a Senior Financial Analyst to handle financial reporting and operations within a dynamic and supportive work environment. This remote position requires strong analytical skills and experience with financial software to contribute to important business decisions. The ideal candidate will have a background in finance or accounting, with a focus on ensuring regulatory compliance and improving financial processes. Join a growing team that values impactful contributions, and work closely with the CFO to drive financial success.

Qualifications

• Bachelor's degree in relevant field required.
• At least four years of experience in finance is essential.
• Proficiency in Excel, QuickBooks, and NetSuite is necessary.

Responsibilities

• Conduct daily financial operations and ensure accurate reporting.
• Produce financial statements and offer strategic insights.
• Assist with forecasting and budgeting processes.

Skills

Excel

QuickBooks

NetSuite

Analytical skills

Problem-solving

Attention to detail

Communication skills

Education

Bachelor’s degree in Accounting, Finance, Math, Business Administration or related area

Tools

ERP systems

Job description

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Unified Growth Partners is looking for a Senior Financial Analyst!

Are you looking to join an organization where you can make an impact, help define the trajectory of the role and be a part of an exciting, growing team? Do you love to work from home? Then we could have the job for you!

Unified Growth Partners is a company led by health and financial services industry experts with a comprehensive understanding of the health plan ecosystem, including plan design, value-based care, consumerism and distribution. At Unified Growth Partners, we build value for brokers, agents, health plans and most importantly healthcare consumers by connecting individuals to the most appropriate plans and simplify the process for brokers so they can guide consumers to make the most appropriate decisions for their families. Supporting Medicare, Medicare Advantage, Ancillary, Medicaid, Financial services and product segments.

Location:

This is a remote based position.

About The Role

As our Senior Financial Analyst, you’ll assume a vital position under the guidance of the CFO. Your responsibilities will involve navigating the financial details of our operations, ensuring precise financial reporting, and offering insights for strategic decisions. Thrive in a high-performance culture where your acute analytical abilities meet a rigorous compliance ethic.

What You Will Do

• Conduct daily financial operations, ledger maintenance, accruals, and timely reconciliations using Excel, QuickBooks and NetSuite.
• Examine financial documents and reports for discrepancies to uphold accuracy.
• Produce comprehensive financial statements including income statements, balance sheets and cash flow statements.
• Provide proactive analytical insights into financial reporting and operations to support business decisions.
• Contribute to monthly, quarterly, and annual reporting, ensuring accuracy and timeliness.
• Assist with forecasting and budgeting to shape financial foresight.
• Play an integral role in implementing ERP systems, establishing a solid framework for our fiscal activities.
• Identify opportunities to improve financial processes and systems.
• Support internal and external audits, ensuring integrity and compliance.
• Provide ad-hoc reports as needed.
• Strictly adhere to all regulations and company policies.
• Process bi-monthly payroll for both exempt and non-exempt.
  
  

We're Looking For People Who Have

• A bachelor’s degree in Accounting, Finance, Math, Business Administration or related area.
• At least four years of experience in accounting or finance.
• Familiarity and experience with ERP systems.
• Strong proficiency in Excel.
• Strong proficiency in QuickBooks and NetSuite or similar accounting software.
• Experience in general ledger functions and the month-end/year-end close process.
• Familiarity with financial statements and accounting reports preparation.
• Practical knowledge of implementing ERPs and undergoing audits.
• Excellent problem-solving and critical thinking abilities.
• Excellent attention to detail.
• Strong communication and presentation skills to convey data findings to non-technical stakeholders.
• Finance experience with an insurance brokerage is preferred.
  
  

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Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Insurance Agencies and Brokerages

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