Senior Financial Analyst - Corporate Budget

US-IA-Des Moines
Job ID
212695
Category
Finance
Requires Non-Compete?
No

Job Summary

Do you have experience working cross-functionally on corporate initiatives?  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 advanced financial and business savvy with your distinctive ability to sustain high-value relationships, you might be looking for us!

 

As a Senior 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 achieve organizational effectiveness through leading the design, planning and monitoring of financial performance and strategy. You’ll achieve this by serving as a subject matter expert in your area, developing an in-depth understanding of operational functions allowing you to apply insights and recommendations in your analysis and delivery of financial and budget data including the application of past and expected future trends and understanding of variances. 

 

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, Finance or related field or 4 years of direct and applicable work experience 

 

AND

 

  • A minimum of 4 years of experience:
    • In the Accounting/Finance field working with corporate SG&A budgets
    • In a role analyzing and interpreting financial data
  • Demonstrated experience delivering consultative analytical support including forecasting of future results through analysis of past trends, expected future trends and business awareness/understanding of financial variances
  • Strong interpersonal skills with the ability to build relationships of collaboration and trust; experience working with and actively protecting confidential information and data
  • Effective communication skills, both verbal and written, with the capability to gather data and develop and effectively communicate solutions to all levels of the organization; experience synthesizing complex technical information into easily digestible, audience-appropriate formats
  • Experience with Microsoft Excel and Access

Hiring Specifications Preferred

  • Bachelor's Degree in Accounting, Finance or related field
  • Prior experience delivering consultative support to a complex operations function
  • Certified Public Accountant (CPA)

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 subject matter expert for business areas. Serve as a liaison to Finance for the business areas.

b. Design, develop and maintain customized monthly budget variance analysis reports for assigned business areas. Provide written information in a variety of formats i.e. tables, graphs, charts and narrative. Communicate results to business areas. Provide ad-hoc information to business areas and to Budget team as needed.

c. Forecast future results through analysis of past trends, expected future trends, knowledge of assigned business areas and understanding of current variances between budget and actual cost. Provide input to team for use in forecast and budget roll-ups.

d. Working with internal stakeholders, assist in providing financial strategy to assigned business partners by providing ongoing insight into budget variances, impact of organizational changes and recommendations for administrative efficiencies.

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

f. Participate on cross-functional teams as a subject matter expert.

g. Other duties as assigned.

Options

Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed