Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.
We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.
Must be eligible to work in the United States without the need for work visa or residency sponsorship.
Our Newest Opportunity:
Summary:
As a Finance Integration Analyst, you will play a critical role in ensuring the seamless transition of newly acquired offices into OneDigital’s financial operations. You’ll serve as both a guide and problem solver—helping new offices navigate complex changes while collaborating closely with cross-functional corporate finance teams. This is a hands-on role that requires attention to detail, strong project management skills, and the ability to build trust with new office leaders during what can be a high-pressure, high-visibility phase of the acquisition lifecycle.
Essential Duties and Responsibilities (include but are not limited to):
Lead financial integrations for newly acquired offices, ensuring a timely, accurate, and efficient transition of revenue, expenses, and financial processes into OneDigital’s systems
Act as the primary point of contact for new offices during integration, delivering a high level of professionalism, reliability, and responsiveness to earn trust and reduce friction
Facilitate finance trainings for newly acquired offices, ensuring clear understanding of both short-term finance integration processes and long-term financial operations
Help office leaders refocus on growth by reducing the burden of finance-related integration tasks through structured support and well-managed handoffs to core finance functions
Manage and enforce integration timelines, proactively identifying roadblocks and driving accountability with both new offices and internal teams
Collaborate with cross-functional finance teams to resolve integration-related issues and ensure a smooth transition into OneDigital’s ongoing financial operations
Understand the interplay between different corporate finance teams and ensure integration decisions support company-wide consistency and scalability
Accurately interpret the financial diligence work product to design tailored integration roadmaps for each unique acquisition
Review and validate monthly financial results of newly integrated offices, ensuring accurate reflection of revenue and expenses, and application of assumptions identified during diligence
Lead integration status reporting to senior leaders, clearly communicating progress, risks, and resolution paths
Qualifications, Skills and Requirements:
Strong analytical skills and ability to see the big picture
High level of accuracy and attention to detail
Capacity to solve problems on items that deviate from the standard process
Desire to help people through transition periods and exhibit a high level of empathy
Strong verbal and written communication skills
Ability to manage multiple projects and set priorities to ensure efficient execution
Education, Training and Experience:
Bachelor’s degree in Business, Accounting, Finance, or related area.
0 - 3 years of work experience in Finance, Accounting, M&A or related areas.
Expert Excel skills; Proficiency in Microsoft Word, Outlook and PowerPoint.
Insurance brokerage or retirement/wealth management experience preferred but not required.
OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.
OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.
Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:
City and County of San Francsico
City of Los Angeles
County of Los Angeles
Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
In short, we believe in hiring the most qualified applicant for the position, regardless of background.
If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.
OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.
Thank you for your interest in joining the OneDigital team!
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What We Do
OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provides personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 75,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation. OneDigital has received the Glassdoor Employees’ Choice Award for Best Places to Work in 2023. For more information, visit onedigital.com.
