Senior Financial Analyst — Lead Forecasts & Financial Projects

Highmark Health; Wisconsin; On-site; USD 105,000 - 128,000; Full time

Job summary

Highmark Health in Wisconsin is seeking a Finance Analyst to perform forecasting, analyze financial reports, and develop spreadsheets for comprehensive reporting. The role involves presenting findings to management, coordinating cross-department analyses, and documenting results of financial studies.

The ideal candidate will have 5–10 years in Accounting/Finance, strong MS Excel/Power BI skills, and a proven ability to build trusted relationships with business units.

Qualifications

• Bachelor's degree or equivalent experience, as determined by the company.
• 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 build trust with business units.
• Office-based role with regular travel between sites.

Responsibilities

• Perform financial and business related analyses and reporting, including forecasts and trend analysis.
• Develop and maintain spreadsheets and databases to facilitate analysis and reporting.
• Lead and document financial analysis projects, including ad hoc reports and data gathering.
• Present analysis results to management across levels, including summaries of financial results and trends.
• Coordinate project activities to ensure timely completion and adherence to deadlines.
• Input, retrieve, and display accounting information using PC and/or mainframe systems, generating reports, graphs, and charts.

Skills

Relationship building

Strategic thinking

Communication

Education

Bachelor's Degree or relevant experience

Tools

MS Excel

MS Access

Power BI

Job description

Highmark Health in Wisconsin is seeking a Finance Analyst to perform forecasting, analyze financial reports, and develop spreadsheets for comprehensive reporting. The role involves presenting findings to management, coordinating cross-department analyses, and documenting results of financial studies.

The ideal candidate will have 5–10 years in Accounting/Finance, strong MS Excel/Power BI skills, and a proven ability to build trusted relationships with business units.