Sr. Financial Planning Analyst - FP&A

Wellmark Blue Cross and Blue Shield; Des Moines (IA); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Sr. Financial Planning Analyst to enhance their budget and forecasting processes. This role requires a strategic thinker with strong analytical skills and financial modeling expertise. You will collaborate with leadership to provide insights that drive organizational growth and profitability. Join a company that prioritizes member well-being and innovation, and be part of a team that values excellence and sustainability in the insurance sector.

Qualifications

• 5+ years in finance with budget management and forecasting.
• Strong analytical skills and proficiency in financial software.

Responsibilities

• Develop financial models and support budgeting processes.
• Analyze financial data for insights and present to leadership.

Skills

Analytical Skills

Problem-Solving

Financial Modeling

Financial Reporting

Interpersonal Skills

Technical Skills in Financial Software

Education

Bachelor’s degree in Accounting

CPA Certification

Tools

Workday

Adaptive

Job description

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Company Description

Why Wellmark: We are a mutual insurance company owned by our policyholders across Iowa and South Dakota, with a reputation built on over 80 years of trust. We prioritize the well-being of our members over profits. If you are passionate about joining an organization dedicated to putting members first, providing excellent service, and committed to sustainability and innovation, consider applying today!

Learn more about our benefit offerings and life at Wellmark.

Job Description

We are seeking a high-profile analyst to support the design, planning, implementation, and monitoring of the organization’s budget and forecast processes. This role involves advanced analysis of financial and budget data, collaboration with leadership and business partners, and providing strategic financial recommendations. The position requires a strong analytical mindset, advanced financial modeling skills, and a deep understanding of health insurance.

Qualifications

Required:

• Bachelor’s degree in accounting or related field or equivalent work experience.
• 5+ years of experience in accounting/finance managing budgets, forecasting, and financial reporting.
• Strong analytical, problem-solving, and data-driven decision-making skills.
• Excellent interpersonal skills, ability to handle confidential information, and build collaborative relationships.
• Proficiency in financial analysis, reporting, and interpretation, with the ability to communicate complex concepts clearly.
• Ability to work independently and under pressure, meeting deadlines with accuracy.
• Technical skills in financial software and ERP systems, with quick learning ability.

Preferred:

• Bachelor’s degree in accounting or related field.
• CPA certification.
• Experience in business, financial services, or insurance industries.
• Experience with tools like Workday, Adaptive, or similar data analysis/visualization tools.

Additional Information

This role involves comprehensive financial reporting, analysis, modeling, and strategic partnership to support organizational growth and profitability. Responsibilities include developing financial models, supporting budgeting processes, analyzing financial data for insights, and presenting to leadership. The role also involves improving financial tools and conducting ad hoc analyses.

We are an Equal Opportunity Employer. Applicants requiring accommodations should contact [e-mail]. Please disclose if you are a "Covered DoD official".

Job Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales
• Industry: Insurance