Jr. Financial Analyst (Hybrid-Charlotte, NC)

Job Description

Job Description

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.

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!

Quarterly nationwide travel

Applicants located in North Carolina will have the opportunity to meet with the team in person 1 to 3 days per week.

Typical schedule for this position is 9 a.m. ET to 5 p.m. ET.

Central Time : 8 a.m. to 4 p.m.

Mountain Time : 7 a.m. to 3 p.m.

Pacific Time : 6 a.m. to 2 p.m.

HOW YOU WILL SOAR :

The Financial Analyst will report to the Finance Manager in the Finance Department. This role is responsible for performing various activities related to monthly and ad hoc financial reporting and analysis, budgeting, forecasting, and projections.

Specific responsibilities may include performing monthly financial variance and trending analyses, compiling board and ad hoc financial presentations, evaluating return on investment opportunities for special projects or initiatives, modeling the potential financial impacts of contemplated or proposed business decisions, and assisting in the budgeting and forecasting processes.

The job requires a high degree of accuracy and attention to detail.

Analyzing current and past financial data and performance

Identifying trends in financial performance and determining relevant takeaways

Distilling large data sets and information into useful outputs

Preparing reports and presentations based on findings

Effectively communicating findings to other members of the finance team

Assisting with ad hoc financial modeling related to budgeting, forecasting, projections, M&A, and other special projects

Other duties as assigned

IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY :

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

0-2 years of experience in Accounting, Finance, or related field

Proactive and analytical; ability to problem-solve and draw conclusions from data

Highest standards of accuracy and precision

Creative thinking, highly-driven, and self-motivated

Excellent verbal and written communication skills

An aptitude for prioritization, multi-tasking and efficiency

Strong organizational skills with a drive to meet deadlines and drive projects to conclusion

Proficiency with Microsoft Excel, Outlook, PowerPoint, and WordPosses an optimistic attitude and intellectual curiosity with a drive to learn and promulgate new concepts quickly in a culture of continuous improvement

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 2023 Best Places to Work and Gallagher’s 2022 Best-In-Class Employer awards.

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