Financial Analyst

As a leader in Medicare health insurance distribution, Spring Venture Group guides people through one of their most important life decisions — finding the right insurance coverage. We are on a mission to improve lives through work that matters: protecting our clients’ health and financial wellbeing while setting a new standard for employee and customer experience. 

Spring Venture Group offers incredible culture, benefits, and fantastic income potential in a stable and successful work environment at a Medicare agency. This starts with a workplace that empowers people to do their best work. Come build a rewarding career and make a meaningful impact on peoples’ lives in an environment that values your determination. Join our diverse, inclusive team and get ready to crush your goals!

OVERVIEW

The Financial Analyst is a full-time position responsible for driving financial modeling, variance reporting, and strategic forecasting. Operating as an agile team member within our Finance and Accounting organization, this role partners across FP&A, accounting, and treasury functions. The Financial Analyst leverages modern technology and AI tools to evaluate KPI trends, perform actuals vs. budget bridges, support month-end close accounting, and communicate actionable insights to leadership across the company.

REPORTS TO

The Financial Analyst reports to the Treasury Manager in the Finance and Accounting department.

ESSENTIAL DUTIES

The essential duties for this role include, but are not limited to:

• Effectively communicate financial models, forecast variances, and strategic recommendations across FP&A, accounting, treasury, and business unit leaders.
• Evaluate KPI trends, actual vs. budget performance, and operational drivers to maintain dynamic financial forecasts and management reports.
• Execute key month-end close activities, including preparing complex journal entries, expense accruals, and balance sheet reconciliations within Workday.
• Leverage AI tools (such as Claude in Excel) and data platforms (Snowflake) to analyze large financial datasets, build dynamic models, and streamline repetitive reporting processes.
• Partner with accounting during month-end close to analyze departmental expense accruals, trial balances, and general ledger accounts within Workday.
• Assist treasury operations by monitoring cash flow trends, analyzing working capital metrics, and supporting cash forecast inputs.
• Partner with FP&A to prepare presentation materials and executive summaries for monthly financial reviews with senior leadership.
• Maintain agility and flexibility to step into general accounting reconciliations, treasury projects, and ad-hoc financial analysis as business needs evolve.
• Achieve results by working in a fast-paced team environment while simultaneously managing and prioritizing multiple deliverables with strict deadlines.
• Maintain a strong sense of ownership and pride in work performed.
• Additional responsibilities as assigned.

BEHAVIORS

The SVG behaviors are listed below:

• Be Aware (Emotional Intelligence)
• Be Open & Honest (Communication)
• Be a Team Player (Teamwork and Collaboration)
• Be Accomplished (Drive for Results)
• Be the Example (Develop Self & Empower People)
• Be Forward Thinking (Strategic Thinking)
• Be a Problem Solver (Continuous Improvement)

Additional behaviors for this position include:

• Work Ethic
• Organization Skills
• Attention to Detail
• Self-starter

Education/Experience:

• Bachelor’s degree in Accounting, Finance, Business, Economics, or related field.
• Preferred: 1-3 years of full-time work experience in a corporate setting of related fields.

Skills/Specialties:

• Exceptional written, verbal, and interpersonal communication skills.
• Working knowledge of Excel
• Working knowledge of core financial statements (P&L, Balance Sheet, Cash Flow) and general ledger concepts.
• Preferred: Proven experience leveraging AI tools (Claude in Excel) for dynamic modeling and data analysis.
• Preferred: Working knowledge of Workday and Snowflake.

Certifications/Licenses:

• CFA or CPA license or candidate a plus

• Competitive compensation Medical, Dental and Vision benefits after a short waiting period
• 401k matching program
• Generous paid time off program with an additional company break during the holidays
• Annual Volunteer Time Off (VTO) and a donation matching program
• Life Insurance Employee Assistance Program (health & well-being on and off the job) Rewards and Recognition
• Maternity and Parental Leave Training program and ongoing support throughout your entire Spring Venture Group career
• Diverse, inclusive & welcoming culture
• Optional enrollment options include HSA/FSA, AD&D, Spousal/Dependent life insurance,  Short Term/Long Term Disability, Travel Assist, and Legal plans

Security Responsibilities:

• Operating in alignment with policies and standards
• Ensuring acquisition and procurement follows security standards
• Promoting and supporting alignment with security standards for all areas of responsibility
• Reporting Security Incidents
• Completing assigned training
• Protecting assigned organizational assets

Spring Venture Group is an Equal Opportunity Employer