Sr. Financial Analyst

SelectQuote, Inc.

Overland Park (KS)

On-site

USD 95,000 - 110,000

Full time

14 days+

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Benefits offered by this job

Competitive Medical, Dental, and Vision Insurance
Retirement plan with Employer match
Tuition Reimbursement program
Employee Assistance Program
Incentive Plans

Job summary

A leading insurance services provider is looking for a Senior Financial Analyst to join their top-tier finance team. This role involves collaborating with executives to drive strategic decisions, performing financial modeling, and maintaining key performance dashboards. Candidates should have a Bachelor's degree and at least 6 years of relevant finance experience. The position offers a competitive salary and benefits including medical, dental, and vision coverage, as well as a retirement plan.

Qualifications

  • 6 years of applicable finance and/or accounting experience required.
  • Proven ability to prepare in-depth financial models.
  • Experience developing performance and metric reporting dashboards.

Responsibilities

  • Interact with business leaders to analyze strategic objectives.
  • Prepare financial statements and variance analysis.
  • Create modeling and sensitivity tools for insight analytics.

Skills

Strong desire to learn and gain valuable experience
Motivated self-starter
Results oriented
Strong attention to detail
Intellectual curiosity
Demonstrable problem-solving skills
Strong interpersonal communication
Expert proficiency in Excel
Proficient in SQL

Education

Bachelor’s Degree in Finance, Accounting, Economics, Business or related field

Tools

Excel
PowerPoint
SQL

Job description

Company Overview

More than 35 years ago, SelectQuote was founded on one core promise:to help our customers protect the people they value most. We pioneered the way consumers shopped for term life insurance, and now, we also help people find home insurance, auto insurance, senior health insurance and more. Our quick and easy process saves consumers both time and money, and today, more than 2 million families trust us to help them with their insurance needs.

But what truly sets us apart is our people, and the opportunities to grow your career with SelectQuote are unmatched.

About the Role

The Senior Financial Analyst is part of a top-tier finance and analytics team which supports business leaders and executives in their efforts to make decisions to implement strategies and operational improvements that enhance the Company’s performance. This individual should work with high intensity and integrity possess intellectual curiosity and demonstrate both leadership abilities and a passion for excellence. The Senior Financial Analyst will work with business partners to provide business insights and recommendations as well as to execute process improvements based on Company strategy and growth targets.

Supervisory Responsibilities:

  • This position has no direct supervisory responsibilities.

Essential Duties and Responsibilities:

  • Day-to-day interaction with divisional business leaders including President and VP level executives along with Sales, Operations and Marketing leadership.
  • Work with business leaders to analyze and determine strategic objectives and identify opportunities to meet those goals
  • Prepare in-depth financial modeling related to business growth and new strategic initiatives
  • Develop and maintain performance and metric reporting dashboards on key performance indicators within the business
  • Create modeling and sensitivity tools to provide insight analytics for core business drivers
  • Prepare professional presentation materials to be used internally and externally
  • Assist in preparing monthly financial statements and variance analysis
  • Assist in budgeting and forecasting process
  • Maintain oversight on monthly commissions processes ensuring that commission payments for a variety of roles are calculated in accordance with pre-defined compensation plans

Skills/Abilities:

  • Strong desire to learn and gain valuable experience in analytics finance cost analysis and applicable software tools
  • Motivated self-starter; ability to accomplish goals independently
  • Results oriented
  • Strong attention to detail and accuracy
  • Intellectual curiosity towards research
  • Ability to work in a fast-paced dynamic environment with a drive to deliver results
  • Demonstrable problem-solving quantitative and analytical skills
  • Articulate and well-spoken; strong interpersonal communication and presentation skills
  • Expert proficiency in Excel critical proficiency with PowerPoint
  • Proficient in SQL or aptitude to become proficient quickly with training

Education and Experience:

  • Bachelor’s Degree required (Finance, Accounting, Economics, Business or related field)
  • 6 years of applicable finance and/or accounting experience required

Physical Requirements:

  • Work is performed indoors with potential for exposure to safety and health hazards related to office work. Could periodically travel to other office and operational sites. The noise level in the work environment is usually moderate.
  • Prolonged periods of sitting at a desk and working on a computer.

SelectQuote Core Values:

Service: We create positive customer experiences.

Entrepreneurship: We create innovate & take risks.

Leadership: We build & invest in high-performing teams.

Empowerment: We embrace a changing environment.

Courage: We challenge the status quo & drive continuous improvement.

Teamwork: We help support & celebrate each other.

Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required.

Our Benefits

The Compensation for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed.

Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan.

We are proud to offer the following benefits:

  • Competitive Medical, Dental, and Vision Insurance
  • HSA/FSA
  • Voluntary Hospital Indemnity, Critical Illness, Accident Insurance, and Short Term Disability
  • Voluntary Life Insurance for Self, Spouse and Dependent
  • Company-paid Basic Life Insurance and Long Term Disability
  • Retirement plan and Employer match contribution with Profit Share
  • Tuition Reimbursement program
  • Company perks and Discount program
  • Engaging Wellness and Financial Education Resources
  • Employee Assistance Program
  • Incentive Plans

Base Salary Minimum
$95,000
Base Salary Maximum
$110,000

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