Financial Analyst (Remote)

| Chicago, IL, USA +80 more | Remote
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Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey - relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Don't meet every single requirement? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!
HOW YOU WILL SOAR:
The Financial Analyst will report to the Finance Manager in the Finance Department. This role is responsible for performing various activities related to monthly and ad hoc financial reporting and analysis, budgeting, forecasting, and projections. Specific responsibilities may include performing monthly financial variance and trending analyses, compiling board and ad hoc financial presentations, evaluating return on investment opportunities for special projects or initiatives, modeling the potential financial impacts of contemplated or proposed business decisions, and assisting in the budgeting and forecasting processes. The job requires a high degree of accuracy and attention to detail.

  • Analyzing current and past financial data and performance
  • Identifying trends in financial performance and determining relevant takeaways
  • Distilling large data sets and information into useful outputs
  • Preparing reports and presentations based on findings
  • Effectively communicating findings to other members of the finance team
  • Assisting with ad hoc financial modeling related to budgeting, forecasting, projections, M&A, and other special projects
  • Other duties as assigned


IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:

  • Bachelor's Degree in Business, Accounting, Finance, or related field
  • 0-2 years of experience in Accounting, Finance, or related field
  • Proactive and analytical; ability to problem-solve and draw conclusions from data
  • Highest standards of accuracy and precision
  • Creative thinking, highly-driven, and self-motivated
  • Excellent verbal and written communication skills
  • An aptitude for prioritization, multi-tasking and efficiency
  • Strong organizational skills with a drive to meet deadlines and drive projects to conclusion
  • Proficiency with Microsoft Excel, Outlook, PowerPoint, and WordPosses an optimistic attitude and intellectual curiosity with a drive to learn and promulgate new concepts quickly in a culture of continuous improvement


Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners - helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com.
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2023 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
#LI-MG1 #LI-Remote

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Candidate Location Eligibility:
Albuquerque, NM
Ann Arbor, MI
Atlanta, GA
Austin, TX
Baltimore, MD
Baton Rouge, LA
Birmingham, AL
Boise, ID
Boston, MA
Buffalo, NY
Charleston, SC
Charlotte, NC
Chicago, IL
Cincinnati, OH
Cleveland, OH
Colorado, CO
Columbus, OH
Dallas-Fort Worth, TX
Dayton, OH
Des Moines, IA
Detroit, MI
Fayetteville-Springdale-Rogers, AR
Greensboro, NC
Hampton Roads, VA
Hartford, CT
Houston, TX
Huntsville, AL
Indianapolis, IN
Jacksonville, FL
Kansas City, MO
Las Vegas, NV
Lexington, KY
Lincoln, NE
Little Rock, AR
Los Angeles, CA
Louisville, KY
Madison, WI
Memphis, TN
Miami, FL
Milwaukee, WI
Minneapolis–Saint Paul, MN
Nashville, TN
New Orleans, LA
New York City, NY
Ogden, UT
Oklahoma City, OK
Omaha, NE
Orlando, FL
Other US Location
Palm Bay-Melbourne-Titusville
Pensacola, FL
Peoria, IL
Philadelphia, PA
Phoenix – Mesa – Scottsdale, AZ
Pittsburgh, PA
Portland, ME
Portland, OR
Providence, RI
Provo, UT
Raleigh-Durham, NC
Reno, NV
Richmond, VA
Rochester, NY
Sacramento, CA
Salt Lake City, UT
San Antonio, TX
San Diego, CA
San Francisco, CA
San Luis Obispo, CA
Santa Cruz, CA
Seattle, WA
Spokane, WA
St. Louis, MO
Tallahassee, FL
Tampa Bay, FL
Tucson, AZ
Tulsa, OK
Washington DC
Wichita, KS
Wilmington, NC

Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • Apache GroovyLanguages
    • C#Languages
    • CSSLanguages
    • dotnetLanguages
    • JavaLanguages
    • JavascriptLanguages
    • PHPLanguages
    • PythonLanguages
    • Salesforce ApexLanguages
    • SqlLanguages
    • jQueryLibraries
    • jQuery UILibraries
    • LodashLibraries
    • ModemizrLibraries
    • ReactLibraries
    • ReduxLibraries
    • Twitter BootstrapLibraries
    • AngularFrameworks
    • ASP.NETFrameworks
    • DockerFrameworks
    • GraphQLFrameworks
    • JSFFrameworks
    • KubernetesFrameworks
    • Node.jsFrameworks
    • Microsoft SQL ServerDatabases
    • MongoDBDatabases
    • MySQLDatabases
    • PostgreSQLDatabases
    • RedisDatabases
    • SnowflakeDatabases
    • GitHubServices
    • Microsoft AzureServices
    • Google AnalyticsAnalytics
    • IllustratorDesign
    • PhotoshopDesign
    • ConfluenceManagement
    • DrupalCMS
    • SalesforceCRM
    • Salesforce Marketing CloudEmail

An Insider's view of Inspira Financial

What are some social events your company does?

Our MTC culture is defined by our employees for our employees. The primary aspect of our culture that makes us so unique is our ability to “Celebrate”. From charity events to social gatherings, we provide employees with multiple opportunities to learn more about one another, give back to others and expand our professionals skills!

Rebecca Karnoscak

Senior Human Resources Coordinator

What does your typical day look like?

I collaborate with our internal business users to gather requirements for projects and enhancements. I develop these solutions using both no-code and code methodologies in Salesforce. It's rewarding knowing that we're making life easier for both our internal and external clients through streamlined, automated processes, and shorter turnaround time.

Alec Dorner

IT Business Developer/Analyst

How has your career grown since starting at the company?

I started out as a Sales & Marketing Coordinator at MTC in 2013. I’ve since been promoted twice, and asked to lead our MTCulture Team. I test-drove my leadership skills early on by volunteering for opportunities to lead small meetings/projects, join internal and external committees, organize events and workshops. I always welcome a challenge!

Lauren Schulz

AVP, Regional Director, Custody Services

How do you make yourself accessible to the rest of the team?

Throughout the transition to a virtual work environment, I have continued with a “virtual” open door policy. I give visibility into my workload and transparency about my availability through the use of MS teams, email and open dialogue on current and upcoming projects.

Rachel Guinan

Accounting Manager

How does the company support your career growth?

I started at Millennium as an Intern with the help desk team. I was provided many opportunities to learn and have one on one conversations with executives in the company who provided great mentoring and support for me to learn and grow my career. I am now a full-time employee and my managers have been very supportive in pushing me to advance.

Oliver Siafa

Application Support Analyst

What are Inspira Financial Perks + Benefits

Inspira Financial Benefits Overview

We provide a full range of competitive benefits, augmented by what we'll call 'soft' benefits like our state-of-the-art office building with fitness center (free access/membership) and business-casual dress code. Also, as of 2022, 70% of our employee workforce is remote. This enables our company to expand its candidate pools increasing diversity of geography and promoting work environment flexibility.

Culture
Volunteer in local community
Partners with nonprofits
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Flexible work schedule
Remote work program
Diversity
Dedicated diversity and inclusion staff
Diversity employee resource groups
Hiring practices that promote diversity
Health Insurance + Wellness
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Financial & Retirement
401(K) matching
Performance bonus
Child Care & Parental Leave
Generous parental leave
Family medical leave
Vacation + Time Off
Generous PTO
Paid volunteer time
Paid holidays
Paid sick days
Office Perks
Onsite office parking
Onsite gym
Professional Development
Job training & conferences
Tuition reimbursement
Lunch and learns
Promote from within
Continuing education available during work hours

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