Financial Analyst

Join Us!
Take the next step in your journey at Inspira Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey.
Our values shape how we show up every day. We Lead with Heart by acting with compassion, empathy, and doing what's right; Cultivate Trust through integrity, transparency, and accountability; Aim Higher by never settling for what's expected and continually raising the standard; and Win Together by collaborating inclusively to achieve the best outcomes.
Join us on our journey as we work together to take on the complex and the everyday--turning collective effort into life-changing impact that enriches lives and helps build a better future. Learn more at inspirafinancial.com.
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? That's okay. At Inspira Financial, we know growth comes from people who are willing to learn, challenge themselves, and aim higher. We value individuals who lead with heart, cultivate trust, and collaborate to win together. If you're energized by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, Inspira Financial could be the right next step in your journey. We look forward to receiving your application.
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 Financial Analyst supports the Finance department by delivering accurate and timely financial reporting, analysis, and planning insights to inform business decision-making. Reporting to the Manager or Director of Finance, this role plays a key part in budgeting, forecasting, and financial modeling activities, as well as monthly and ad hoc variance and trend analyses. The analyst partners closely with operational leaders to understand performance drivers and evaluate the financial impact of strategic initiatives.
Responsibilities

1. Assist in the development and maintenance of annual budgets, forecasts, and long-range financial projections.
2. Prepare monthly and quarterly financial reports, including variance analyses against budget, forecast, and prior periods.
3. Develop, maintain, and enhance financial models to support scenario analysis, ROI evaluations, and business decision-making.
4. Analyze key performance indicators (KPIs) and identify trends, risks, and opportunities in financial and operational performance.
5. Compile and support financial presentations for senior leadership, board meetings, and ad hoc requests.
6. Partner with department leaders to gather data, understand operational drivers, and provide financial guidance for strategic initiatives.
7. Distill large and complex data sets into clear, usable, and actionable insights.
8. Identify opportunities to improve financial reporting processes, efficiency, and accuracy, including support for automation and FP&A best practices.
9. Perform other related duties as assigned within the nature and level of work.

Preferred Qualifications
Preferred Qualifications
Education and Experience

• Bachelor's degree in Finance, Accounting, Business, or a related field required
• One (1) to three (3) year of relevant experience in finance, accounting, financial analysis, or a related discipline
• Experience with budgeting, forecasting, financial reporting, or variance analysis preferred

Skills

• Strong analytical and problem-solving skills with the ability to draw meaningful conclusions from data
• High attention to detail with a strong commitment to accuracy, organization, and timeliness
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Effective verbal and written communication skills, with the ability to present financial information clearly to diverse audiences
• Proficiency in Microsoft Excel, PowerPoint, Word, and Outlook; advanced Excel skills preferred
• Proactive, self-motivated, and intellectually curious with a collaborative and optimistic mindset

Other Requirements

• Infrequent travel (10%)
• Ability to occasionally work overtime or after hours
• Prolonged periods of sitting at a desk and working on a computer

Compensation & Benefits
$70,000-$80,000 per year