Financial Analyst Lead

Job Description

Job Description

Job Title: Financial Analyst Lead

Job Description

The Financial Analyst Lead provides advanced financial planning and analysis expertise to support the Corporate FP&A organization during critical planning cycles, strategic initiatives, organizational transformations, and periods of increased business demand. This individual contributor role serves as a project lead, coordinating enterprise planning activities, delivering executive-level financial analysis, and driving high-impact financial projects. The position partners closely with Finance leadership and cross-functional business teams to develop financial forecasts, build executive reporting, perform strategic analyses, and continuously improve planning processes. While this role leads projects and facilitates cross-functional initiatives, it does not include direct people management responsibilities.

Responsibilities

• Lead enterprise budgeting, forecasting, and financial planning processes in support of Corporate FP&A objectives.
• Coordinate complex, cross-functional planning activities across finance and business teams to ensure alignment and timely delivery.
• Develop, refine, and maintain detailed financial forecasts and models to support strategic and operational decision-making.
• Deliver clear, concise executive-level financial analysis and insights to leadership and key stakeholders.
• Prepare high-quality executive and Board-level presentations using advanced PowerPoint skills, translating complex data into compelling narratives.
• Build and enhance executive reporting packages that highlight performance trends, key drivers, risks, and opportunities.
• Perform strategic financial analyses, including scenario modeling, sensitivity analyses, and evaluation of business initiatives.
• Apply GAAP and statutory accounting knowledge to ensure accuracy and compliance in financial planning and reporting.
• Incorporate health insurance industry operations and key expense drivers into financial models and forecasts to improve business relevance.
• Drive high-impact financial projects from inception through completion using solution-oriented project management skills.
• Collaborate with finance leadership and cross-functional teams to improve planning processes, tools, and methodologies.
• Leverage advanced Excel-based financial modeling to support strategic initiatives and complex business cases.
• Create and deliver presentations and materials for leadership in a clear, concise, and visually effective manner.
• Manage multiple priorities and deadlines, ensuring high-quality, timely work with minimal supervision.
• Adapt quickly to changing business needs and priorities, learning new systems and processes as required.
• Utilize tools such as TM1, SQL, and Workday (where applicable) to support data analysis, reporting, and planning activities.
• Apply knowledge of Risk-Based Capital (RBC) concepts in relevant financial analyses and planning efforts.

Essential Skills

• 10+ years of related experience in financial analysis.
• 8+ years of progressive experience in Corporate FP&A, strategic finance, financial planning, or closely related disciplines.
• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• Demonstrated experience leading enterprise budgeting, forecasting, and financial planning processes.
• Advanced financial modeling skills with expert-level proficiency in Microsoft Excel.
• Advanced PowerPoint skills with experience preparing executive and Board-level presentations.
• Strong analytical skills with the ability to interpret complex financial data and provide actionable insights.
• Strong organizational skills with the ability to manage multiple projects and priorities simultaneously.
• Excellent communication skills, including the ability to present complex information clearly and concisely to leadership.
• Proven project management skills with a solution-oriented approach.
• Proven ability to deliver high-quality work independently with minimal supervision.
• Knowledge of the health insurance industry, including operations and key expense drivers.
• Knowledge and experience with GAAP and statutory accounting principles.
• Experience presenting and preparing materials for leadership in a clear and concise manner.
• High level of adaptability and a fast learning ability in dynamic environments.

Additional Skills & Qualifications

• Experience with TM1 and/or SQL to support data analysis and financial planning.
• Experience working with Workday for financial or operational reporting.
• Risk-Based Capital (RBC) experience in financial analysis or planning contexts.
• Demonstrated ability to collaborate effectively with cross-functional business teams.
• Strong attention to detail and commitment to accuracy in financial modeling and reporting.
• Ability to identify opportunities to improve financial planning processes and tools.

Work Environment

This position is an office-based role that requires working onsite, on average, three days per week, typically Tuesday through Thursday. The work environment is collaborative and fast-paced, with frequent interaction with finance leadership and cross-functional business partners. The role relies heavily on modern financial planning tools and office productivity software, including Excel and PowerPoint, and may involve the use of platforms such as TM1, SQL-based reporting tools, and Workday. The setting supports professional attire appropriate for an executive-facing corporate environment and emphasizes high-quality, deadline-driven work.

This is a Contract position based out of Hopkins, MN.

The pay range for this position is $62.00 - $64.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)

This is a hybrid position in Hopkins,MN.

This position is anticipated to close on Sep 30, 2026.

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® Platinum Award winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email View email address on ziprecruiter.com for other accommodation options.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.