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Job Description Job Title: Financial Analyst II Position Summary

The Financial Analyst II supports the Finance department with a focus on departmental expense tracking, ad-hoc analysis, forecasting, and budgeting. This role provides month-end reporting, variance analysis, and commentary for assigned departments, including the compilation of performance metrics. The Financial Analyst II participates in annual budget planning and periodic forecasting processes to ensure accurate financial planning and reporting.

Essential Duties and Responsibilities:

Financial Operations & Analysis: Support daily finance operations, including data extraction from multiple systems to support financial analysis.

+ Assist in preparing financial reporting packages and providing variance analysis.

+ Maintain cost data trends to support other finance functions and reporting requirements.

+ Support the month-end, quarter-end, and year-end financial close processes.

+ Review expenses for assigned departments to ensure accurate coding and data alignment.

+ Identify miscoded expenses and submit reclass requests to Accounting.

+ Research deviations from the budget and forecast, identifying causes and likelihood of recurrence.

+ Utilize financial systems and other data sources to research purchase orders and supplier invoices, and communicate findings to the Finance & Accounting team.

+ Collaborate with Business Leads on variance explanations and predict future expense patterns or define necessary expense accruals.

Reporting:

+ Maintain and update monthly departmental reports for distribution to business leaders.

+ Perform variance analysis and provide commentary on financial results.

+ Assist with monthly reporting packages, presentation decks, and participate in Business Lead review meetings as needed.

Data Analysis:

+ Compile and maintain data trends and operational metrics from various reports and sources, such as headcount and labor metrics.

+ Support ad-hoc analysis requested by the FP&A team or business leaders.

Budgeting and Forecast Planning:

+ Participate in the planning cycle by preparing departmental reports for future periods for distribution to business leaders.

+ Provide comparative analyses to historical data, run-rates, and trends to support forecasting and budgeting decisions.

+ Collaborate with Business Leads and FP&A to develop forecast and budget P&Ls for assigned cost centers.

+ Develop ad-hoc schedules, charts, or graphs to depict business trends and changes in forecast and budget presentation decks.

Education and Experience Requirements

+ Bachelor’s degree in finance, Accounting, or a related field.

+ 2–5 years of work experience in Financial Planning & Analysis, Accounting, or a combination of related training and experience.

+ Experience with zero-based or bottom-up/top-down forecasting and budgeting for expense-side P&L.

Knowledge, Skills, and Abilities

+ Strong analytical, organizational, and problem-solving skills.

+ Proficiency in financial reporting, variance analysis, and budget/forecast preparation.

+ Ability to compile and interpret data from multiple sources for business decision-making.

+ Excellent written and verbal communication skills.

+ Detail-oriented with the ability to manage multiple priorities and meet deadlines.

+ Strong collaboration and interpersonal skills, with the ability to work effectively with cross-functional teams.

Compensation and Benefits:

The expected base salary for this position ranges from $33.00 to $43.00 per hour USD. While it is not typical to offer candidates at or near the top of the range, we do consider a wide range of factors when making offer decisions, including (but not limited to) the scope and responsibilities of the position, a candidate’s relevant skills, training, experience, education and where applicable, licensure and certifications obtained. We also consider organizational and market factors when making offer decisions. This range is a general guideline and represents a good faith estimate of what we would reasonably expect to pay for this position. We reserve the right to modify this range in the future as organizational and market conditions dictate.

WHO WE ARE

Convey Health Solutions manages a myriad of administrative needs and make it easier for health plans to operate and provide valuable experiences for their members. How so? We focus on building specific technologies and services that uniquely meet the needs of government-sponsored health plans.

OUR MISSION

To improve health plan operations and elevate the customer experience.

OUR VISION

Empowering health plans to excel through technology, service and advisory experience.

OUR VALUES

Integrity First - Inspired Teamwork - Compliance Matters

Equal Employment Opportunity Statement: Convey Health Solutions is an Equal Opportunity Employer committed to fostering an inclusive and diverse workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other status protected by applicable federal, state, or local law.

Convey Health Solutions also provides reasonable accommodations to qualified individuals with disabilities in accordance with applicable laws. Applicants requiring accommodation during the application or interview process should contact the Human Resources department.

About Us

WWW.Conveyhealthsolutions.com