Financial Analyst - Corporate Budget

US-IA-Des Moines
Job ID
212694
Category
Finance
Requires Non-Compete?
No

Job Summary

Are you passionate about developing and nurturing trusting partnerships with the business stakeholders you support? Does the idea of helping to drive important business decisions through your unique understanding of business operations and analysis of data get you jazzed? If you’re looking for the chance to combine your financial and business savvy with your distinctive ability to sustain high-value relationships, you might be looking for us!

 

As a Financial Analyst in the Corporate Budget department at Wellmark, you’ll have the opportunity to put your expertise in financial analysis and exceptional interpersonal skills to work partnering with cross-functional stakeholders to inform business decisions and drive organizational effectiveness through designing, planning and monitoring of financial performance You’ll achieve this by developing a focused understanding of operational areas allowing you to apply valuable business insights in your delivery of financial and budget data.

 Core Competencies:

  • Accountability: Owning and taking responsibility for one’s actions.
  • Business Acumen: Understanding industry, market, financial and company specific operations.
  • Collaboration and Communication: Working together; listen to other’s ideas; communicate accurately and concisely.
  • Decision Making: Consider all facts and impacts when making decisions.
  • Focus on the Customer: Consistently doing what is in the best interest of our customer. Leaving a positive impression on the customer by elevating their experience; making it simpler and educating to helping them understand.

Minimum Qualifications Required (all must be met to be considered)

  • Bachelor’s Degree in Accounting or related field or equivalent equivalent work experience
  • Minimum of 1 year of experience in Accounting/Finance field
  • Experience in a role analyzing and interpreting financial data
  • Strong interpersonal skills with the ability to build relationships of collaboration and trust; experience working with and actively protecting confidential information and data
  • Effective verbal and written communication skills with the ability to clearly and concisely convey financial information to business areas
  • Experience with Microsoft Excel and Access

Hiring Specifications Preferred

  • Prior experience delivering consultative support within a complex organization
  • Prior experience working with SG&A budget
  • Certified Public Accountant (CPA)
  • Public Accounting or Audit experience

Job Accountabilities

a. Partner with leadership and designated staff in assigned business areas to understand business needs, establish and monitor budgets, and facilitate changes in budget on an ongoing basis. Act as a liaison between business areas and the Budget team.

b. Prepare monthly budget variance analysis for assigned business areas. Communicate results to business areas. Provide detailed analysis to Budget leader and team on a monthly basis and ad-hoc as needed.

c. Support Budget team through regular maintenance of system structures, report running and file and data loads. Pull data and prepare monthly reports for team use in corporate reporting.

d. Complete updates to existing budgets via Microsoft Excel and Access tools.

e. Develop forecasts for future periods based on trends and business knowledge for assigned business areas. Provide input to team for use in forecast and budget roll-ups.

f. Contribute to annual budget planning process through collection and review of financial data and budget requests, team planning and communications.

g. Perform in-depth analysis, report findings and offer recommendations upon request.

h. Other duties as assigned.

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