Senior Financial Analyst: Forecasting, Power BI & Projects

Highmark Health; Town of King (WI); On-site; USD 105,000 - 128,000; Full time

Job summary

Highmark Health seeks a financial analyst to perform forecasting, analyze financial reports, and support decision making. The role involves developing and maintaining spreadsheets and databases, presenting trends to management, and leading financial projects across departments.

The ideal candidate has 5–10 years in accounting/finance, strong Excel/Power BI skills, and the ability to build trusted relationships with business units. Office-based with travel to various sites as needed.

Qualifications

• Bachelor's Degree or relevant experience or education as determined by the company in lieu of bachelor's degree.
• 5-10 years of relevant, progressive experience in Accounting and/or Finance.
• Experience with MS Excel and/or MS Access.
• Experience with Power BI.
• Strong relationship building skills.
• Ability to think strategically and act proactively to create trust with business units.
• Office-based role with travel to sites as needed.

Responsibilities

• Perform financial and business-related analysis and forecasting.
• Develop and maintain spreadsheets and databases to facilitate reporting.
• Present financial analysis results to management at all levels.
• Prepare ad hoc analyses and reports to support decision making.
• Coordinate projects to ensure timely completion and proper status updates.
• Input and retrieve accounting data using PC/mainframe systems and software.
• Lead special financial projects within the department.

Skills

Strategic thinking

Relationship building

Proactive problem solving

Education

Bachelor's degree or relevant experience

Tools

MS Excel

MS Access

Power BI

Job description

Highmark Health seeks a financial analyst to perform forecasting, analyze financial reports, and support decision making. The role involves developing and maintaining spreadsheets and databases, presenting trends to management, and leading financial projects across departments.

The ideal candidate has 5–10 years in accounting/finance, strong Excel/Power BI skills, and the ability to build trusted relationships with business units. Office-based with travel to various sites as needed.