Senior Financial Planning Analyst

ZipRecruiter; Buffalo (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

A leading healthtech company seeks a Senior Financial Planning Analyst to monitor and analyze financial performance while collaborating with the finance team. The role demands strong analytical skills and experience in finance/accounting to drive financial strategies aligned with long-term corporate objectives. Located in Downtown Buffalo, NY, this position requires on-site work.

Benefits

FREE downtown parking

Casual dress code

Qualifications

• 3-5 Years of Accounting/Finance experience required.
• Proficiency in creating financial models is essential.
• Strong ability to connect financial insights to business strategy.

Responsibilities

• Monitor and analyze financial performance regularly.
• Assist with treasury management and budgeting processes.
• Interpret financial data and trends for strategic recommendations.

Skills

Financial analysis

Statistical abilities

Collaboration

Financial modeling

U.S. GAAP knowledge

Education

Bachelor’s degree in accounting or Finance

Tools

Excel

SAGE Intaact

PowerBI

Job description

Job DescriptionJob Description

Who we Are:

OneBridge Benefits was founded in 2013 with the vision to create better technology to support account-based health plans. Fast forward to today and we continue to be in growth mode, as a premier healthtech company servicing over 260,000 participants with over 2 billion dollars in health accounts.

In becoming part of the OneBridge Benefits team, you would be joining a group of bright, driven, and creative individuals. We have built an environment that creates opportunities for our people to serve greater roles within specialized teams as we never lose sight of the pursuit of individual passions. We strive to go above and beyond, and embrace open communication, collaboration, and flexibility to achieve our mission.

Your Opportunity with Us:

If you're ready to help translate our numbers into a story, our Senior Financial Planning Analyst role is your opportunity to make your mark. In this role you will monitor and analyze our financial performance and drive our periodic planning, forecasting, analysis, and reporting. You will work closely with the entire Corporate Finance team to review performance against budgeted estimates and recommend strategies to assist the organization in meeting long-term financial objectives. A successful candidate in this role would understand the importance of teamwork and collaboration through an analytical mindset.

A strong candidate would be ready to embrace the following key responsibilities:

• Understand balance sheets, income statement, and cash flow statements when assessing Company health.
• Assist with treasury management.
• Interpret complete financial data, trends, and provide analysis.
• Analyze revenue streams for accuracy and help calculate and monitor billing.
• Demonstrate knowledge of U.S. GAAP.
• Support in accounting functions, such as commission processing, budgeting, forecasting, and auditing.

An eligible candidate would have the following qualifications and skills:

• Bachelor’s degree in accounting, Finance, or related field OR relevant experience.
• 3-5 Years of Accounting/Finance experience.
• Proficiency in creating financial models.
• Strong mathematical and statistical abilities.
• Demonstrated ability to connect financial insights to broader business strategy.
• Proficient in excel.
• Experience with SAGE Intaact is a plus
• Experience in PowerBI is a plus

The OneBridge Way:

At OneBridge, we believe that Company culture is paramount in creating enriching experiences. We are grateful for how our culture has emerged over the past several years. Take a glimpse and see if it is a place where you could picture yourself thriving.

• We are dedicated professionals who know and care about each other
• We are community builders and impact makers who prioritize giving back through involvement with the various charities that are important to our employees
• We have numerous benefits including downtown parking made easy and FREE, just a quick walk to the office from a covered ramp
• Our dress is casual; welcoming of comfort that supports your business activities

This position is located in Downtown Buffalo, NY and requires on-site work.