Financial Analyst

Posted 16 Days Ago
St. Petersburg, FL, USA
In-Office
Mid level
Information Technology • Consulting
The Role
Entry-level financial analyst role supporting budgeting, forecasting, reporting, data entry, and ad hoc analysis. Prepares reports and dashboards, validates forecasts, tracks budget vs. actuals, maintains documentation, and learns financial modeling under senior guidance.
Summary Generated by Built In

At Zelis, we Get Stuff Done. So, let’s get to it! 

  

A Little About Us 

Zelis is modernizing the healthcare financial experience across payers, providers, and healthcare consumers. We serve more than 750 payers, including the top five national health plans, regional health plans, TPAs and millions of healthcare providers and consumers across our platform of solutions. Zelis sees across the system to identify, optimize, and solve problems holistically with technology built by healthcare experts – driving real, measurable results for clients.

At Zelis, AI is woven into the fabric of how we work. Every associate is expected - and empowered - to partner with AI to challenge the status quo, accelerate innovation, and amplify their impact. This is a place for builders with a growth mindset who act with agility, embrace change, and use modern technology to shape smarter solutions, exceptional experiences, and the future of our industry for our clients, customers, and our culture.

  

A Little About You 

You bring a unique blend of personality and professional expertise to your work, inspiring others with your passion and dedication. Your career is a testament to your diverse experiences, community involvement, and the valuable lessons you've learned along the way. You are more than just your resume; you are a reflection of your achievements, the knowledge you've gained, and the personal interests that shape who you are.

Position Overview

This is an entry-level role focused on supporting core financial planning activities. This position builds foundational skills in budgeting, forecasting, and reporting while contributing to the accuracy of financial data and insights.

What You’ll Do:

  • Assist in preparing basic financial reports and dashboards using standardized templates.

  • Support monthly and quarterly forecasting processes by collecting and validating data inputs.

  • Help track budget vs. actuals and flag discrepancies for review.

  • Maintain documentation and templates for recurring reporting processes.

  • Participate in financial system data entry and updates under supervision.

  • Assist with ad hoc analysis requests from business partners.

  • Learn and apply financial modeling techniques with guidance from senior analysts.

  • Attends company training and local meetings in field

What You’ll Bring to Zelis:

  • Typically has a BA or 3-5 years of experience.

  • Requires proficiency using AI tools skillfully with an understanding of how to develop/create intelligent prompts and/or agents.

  • Basic understanding of financial statements and budgeting principles.

  • Strong proficiency in Microsoft Excel; familiarity with financial systems (e.g., SAP, Oracle, Workday).

  • Analytical mindset with attention to detail.

  • Strong communication and organizational skills.

  • Eagerness to learn and grow in a fast-paced finance environment.


Please note at this time we are unable to proceed with candidates who require visa sponsorship now or in the future.


Location and Workplace Flexibility

Zelis is headquartered in the U.S., with multiple locations across the country and in Hyderabad, India. Check out our locations to learn more about our offices. All employee work locations are based on the needs of the position and are determined by the Leadership team. In-office work and activities vary based on work and team objectives in accordance with Company policies.


While location expectations vary by role, candidates within approximately 50 miles of a U.S. office are generally preferred to support collaboration when needed. Our hybrid approach is flexible, and in-office presence is guided by team and business needs rather than a fixed weekly schedule.

  

Equal Employment Opportunity  
Zelis is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 
 
We welcome applicants from all backgrounds and encourage you to apply even if you don’t meet 100% of the qualifications for the role. We believe in the value of diverse perspectives and experiences and are committed to building an inclusive workplace for all. 


Accessibility Support 
We are dedicated to ensuring our application process is accessible to all candidates. If you are a qualified individual with a disability or a disabled veteran and require a reasonable accommodation with any part of the application and/or interview process, please email [email protected]

  

Disclaimer 

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities, duties, and skills from time to time. 

Skills Required

  • Bachelor's degree (BA) or 3-5 years of related experience
  • Proficiency using AI tools and ability to develop/create intelligent prompts or agents
  • Basic understanding of financial statements and budgeting principles
  • Strong proficiency in Microsoft Excel
  • Familiarity with financial systems (e.g., SAP, Oracle, Workday)
  • Analytical mindset with attention to detail
  • Strong communication and organizational skills
  • Eagerness to learn and grow in a fast-paced finance environment

Zelis Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Zelis and has not been reviewed or approved by Zelis.

  • Healthcare Strength Health coverage spans medical, dental, vision, life and disability, telehealth, mental‑health resources, and inclusive options such as women’s health and gender‑affirming care. The breadth and inclusivity of coverage position healthcare as a strong component of the package.
  • Leave & Time Off Breadth Flexible time off with paid holidays and paid parental leave for all parents are highlighted, alongside meeting‑free Wednesday afternoons. Unlimited or flexible PTO is described as honored in practice, though application can vary by team and location.
  • Flexible Benefits Hybrid/remote options, home‑office setup support, a Lifestyle Spending Account, tuition reimbursement, and volunteer time off provide meaningful flexibility and lifestyle value. Flexibility in where and how work is done is emphasized across the offering.

Zelis Insights

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The Company
HQ: Boston, MA
924 Employees
Year Founded: 2016

What We Do

As a leading healthcare payments company, we price, explain and pay for care on behalf of payers, providers, and healthcare consumers. Zelis was founded on a belief there is a better way to determine the cost of a healthcare claim, manage payment-related data, and make the payment because more affordable and transparent care is good for all of us. We partner with over 700 payers, 1.5 million providers, and millions of members -- enabling the healthcare industry to pay for care, with care. Zelis brings adaptive technology, a deeply ingrained service culture, and an integrated pre-payment through payments platform to manage the complete payment process.

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