The Role
Lead annual budgeting and multi-period rolling forecasts, build financial models and Power BI dashboards, perform variance and profitability analysis, implement AI-driven automation for forecasting and reporting, and provide executive-ready insights to support strategic decisions and cross-functional alignment.
Summary Generated by Built In
About Navia Benefit Solutions:
We’re a people first benefit administrator that relies on a fast-growing team of creative thinkers, problem-solvers, and go-getters to bring our participant and client experience to the next level. Our mission? To create better lives and provide a simple and amazing benefits experience. If you love providing excellent service, innovating the way benefits are administered, and being part of an inclusive workplace community, you’ll fit right in.About the Role:
We are seeking an experienced and strategic Sr. Financial Analyst, FP&A to lead our financial planning, budgeting, and forecasting functions. This role will own end-to-end ownership of budgeting and forecast cycles, deliver actionable insights to executive leadership, and drive efficiency in reporting through advanced tools—including Excel, Power BI, and AI-driven solutions. The ideal candidate is a hands-on leader who combines strong financial acumen with a passion for leveraging technology to streamline processes and enhance decision-making.What You’ll Do:
- Own and lead the full annual budgeting process and multi-period rolling forecast cycles, partnering closely with department heads, business unit leaders, and executive team to align financial plans with strategic objectives.
- Develop, maintain, and refine comprehensive financial models for forecasting, scenario analysis, long-range planning, variance analysis, and what-if simulations.
- Perform in-depth financial analysis, including monthly/quarterly variance analysis, trend identification, profitability insights, KPI tracking, and driver-based performance reviews.
- Prepare and present clear, executive-ready financial reports, management packs, dashboards, and board-level materials highlighting key insights, risks, and opportunities.
- Build and manage interactive dashboards and reporting solutions in Power BI to provide real-time visibility into financial and operational performance.
- Leverage advanced Excel capabilities (e.g., complex formulas, pivot tables, VBA/macros, data modeling) as the core tool for financial analysis and modeling.
- Identify and implement AI-powered tools and automation (e.g., machine learning for predictive forecasting, AI-assisted anomaly detection, natural language generation for reporting narratives, or generative AI for scenario automation) to streamline reporting workflows, reduce manual effort, improve forecast accuracy, and accelerate insight delivery.
- Drive continuous improvement in FP&A processes, including automation of routine tasks, standardization of templates, and integration of new technologies to enhance efficiency and data integrity.
- Collaborate cross-functionally with Accounting, Operations, Sales, Engineering, Product, and other stakeholders to ensure data accuracy and alignment across the organization.
- Support ad-hoc strategic analyses, investment cases, M&A evaluations, and capital allocation decisions.
- Education: Bachelor's degree in Finance, Accounting, Economics, Business, or a related quantitative field; MBA, CPA, CFA, or equivalent certification preferred.
- Experience: 5+ years of progressive experience in FP&A, corporate finance, or strategic finance roles.
- Skills:
- Proven track record of independently owning and leading full budgeting and forecasting cycles in a small-to-mid sized organization.
- Advanced proficiency in Microsoft Excel (complex modeling, macros, Power Query/Power Pivot).
- Strong hands-on experience with Power BI (or similar tools like Tableau) for building dynamic dashboards, data visualization, and self-service reporting.
- Demonstrated experience using AI and emerging technologies to enhance financial reporting, forecasting accuracy, or process automation (e.g., tools like ChatGPT/GenAI/Grok for narrative generation, predictive analytics platforms, or AI-integrated FP&A software).
- Experience with ERP systems (e.g., Sage Intacct, NetSuite, SAP, Oracle, etc.) and FP&A platforms (e.g., Adaptive Insights, Planful, etc.) is a strong plus.
- Excellent analytical, problem-solving, and financial modeling skills with high attention to detail.
- Effective communication and presentation skills, with the ability to translate complex financial data into clear, actionable insights for non-finance stakeholders.
- Proactive, collaborative mindset with a track record of driving process improvements and influencing cross-functional teams.
Candidates within 30 miles of one of our four office locations may be asked to come into the office for a hybrid schedule depending on the role.
Eligible candidates will reside in one of the following states: AZ, CA, CO, FL, GA, IL, IN, KS, MA, MI, MN, MO, MT, NC, ND, NE, NJ, NV, NY, OH, OR, PA, SD, TN, TX, UT, AND WAWhy Join Navia?
- Impact: Play a pivotal role in supporting employers and employees nationwide.
- Growth: Advance your skills with a team committed to excellence and innovation.
- Culture: Join a company that values collaboration, innovation, and customer-first solutions.
- Competitive Salary Range: $135,000-$140,000 Annually
- Generous health benefits
- Company sponsored wellness benefits
- Complimentary Life Insurance and Long-Term Disability Insurance
- Paid time off
- 6 Paid Holidays & 2 Paid Floating Holidays
- Work from home and hybrid schedules available!
Take the first step toward your new career in creating better lives —apply now!
For any questions or to check on your application, reach out to [email protected].
Top Skills
Adaptive Insights
Ai (Generative Ai
Chatgpt
Erp Systems
Fp&A Platforms
Genai
Grok)
Macros
Excel
NetSuite
Oracle
Planful
Power BI
Power Pivot
Power Query
Sage Intacct
SAP
Tableau
VBA
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The Company
What We Do
Navia is a national, consumer-directed benefits provider serving 10,000+ employers across all 50 states. The company provides comprehensive health, finance, lifestyle, and compliance solutions to employers and consumers. We take pride in offering industry-leading customer service, communications, and technology. Founded in 1989, Navia began as Flex-Plan Services, and over the years has grown into one of the nation’s premier benefit providers. Navia offers FSA, HSA, HRA, Commuter, Lifestyle, 401K, Benefit Administration, Education, COBRA, and much more.
