Sr. Financial Analyst (Hybrid - Charlotte, NC)

Join Us!
Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey -- relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday).
This requirement does not apply to support specialist positions.
Don't meet every single requirement? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com .
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
The Sr. Financial Analyst will report to the Manager or Director, Finance in the Finance Department. This role is responsible for creating advanced forecasts, analytics, financial models, and management reporting. This role is highly visible serving as a strategic business partner focused on providing actionable insights and recommendations that help business and finance executives make informed decisions and improve profitability. Assist in due diligence and M&A activities, strategic scenario analysis and the development of corporate-level business cases. Specific responsibilities will include performing financial variance and trending analyses, compiling board and financial presentations, evaluating return on investment opportunities, modeling the potential financial impacts of proposed business decisions, and assisting in the budgeting and forecasting processes.

• Collaborate with leaders in Finance, Business Units, Sales, Human Capital, Corporate Development, Senior Leadership Team and CFO to assess reporting needs and drive business analytics for initiatives
• Responsible for creating advanced forecasts, analytics, financial models, and management reporting
• Strategic Business Partner:
  • Utilize data to tell a story and drive insights while tailoring messaging based on the audience
  • Create accurate, compelling, and effective high-level presentations for executives
  • Collaborate with varying levels of business leadership and Finance colleagues
  • In partnership with the business, review operating and financial results identifying variance drivers and levers to enhance performance
• Forecasting and Analytics:
  • Create and/or support the development of financial related models and ensure they are accurate and updated to reflect evolving business dynamics
  • Support forecasting, expense management, & budget planning processes
  • Support monthly accounting close activities to ensure completeness and accuracy
  • Identify and track key indicators and trends in alignment with the operational plan
  • Initiate needed improvements to processes and reporting and drive them to conclusion
• Management Reporting:
  • Support Board meetings and various activities related to mergers and acquisitions, integrations and corporate financing efforts
• Other duties as assigned
• 10% nationwide travel
• Hybrid 4 to 6 days per month
• Typical schedule for this position is 9 a.m. ET to 5 p.m. ET

Preferred Qualifications
Education & Experience:

• 4+ years of experience in Finance, Accounting, or related field with relevant experience in financial analysis including variance analysis, budgeting, forecasting and the development of business analytics
• Bachelor's degree in finance, accounting, or related fields

Skills & Abilities:

• Excellent analytical skills with a high degree of accuracy and attention to detail
• Solid understanding of P&L, Balance Sheet and Cash Flow Accounting
• Strong organizational skills with a drive to meet deadlines and drive projects to conclusion
• Highly proficient in Microsoft Excel and PowerPoint
• Experience in Salesforce, Tableau and MS PowerBI a plus
• Strong verbal and written communication skills
• An aptitude for prioritization, multi-tasking and efficiency
• Strong collaboration skills and ability to communicate finance concepts to non-finance team members
• A drive to learn and promote new concepts quickly in a culture of continuous improvement
• Self-starters who are dependable and can work independently and run with projects that come with little initial direction

Other Requirements:

• Prolonged periods of sitting at a desk and working on a computer

Compensation & Benefits
$80,000-$100,000 per year