Senior Financial Analyst

Posted 2 Days Ago
Be an Early Applicant
Kansas City, MO
3-5 Years Experience
Fintech • Insurance
The Role
The Senior Financial Analyst will support the Financial Planning and Analysis (FP&A) team, focusing on data analysis, financial forecasting, and financial modeling. They will also assist in variable compensation plan design and handle ad-hoc requests. The role requires ownership of analyses from start to finish, working both independently and collaboratively.
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Company Description

Who We Are:

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 be the most trusted partner for our customers and our people, enabling empowered decisions along the journey to health and financial well-being.


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!

Job Description

OVERVIEW

The SVG Finance team is growing and we want you to be a part of it! We are currently hiring for a Senior Financial Analyst to be a key part of our Financial Planning and Analysis (FP&A) team. If you are passionate, driven, and looking to grow you career in strategic finance this is the role for you. 

This person will work a flex/hybrid schedule in our KC location. 

Key responsibilities will include data analysis, financial forecasting, financial modeling, and financial reporting, with a focus on Key Performance Indicators (KPI’s) that drive SVG’s financial outlook. Additionally, you’ll work with the variable compensation team; assisting in annual compensation plan design and improving monthly processes. You will also be able and willing to handle other ad-hoc requests directed to the FP&A team, with the ability to own and develop analyses from beginning to end independently.

Qualifications

REQUIREMENTS 


  • Bachelor’s Degree in Finance, Accounting, or other related degree program OR relevant work or military experience
  • 3-5 years’ experience in FP&A or Business Intelligence/Analytics, including financial forecasting and financial modeling, academic experience included.
  • Proficiency with Microsoft Excel required, including advanced modeling ability
  • Exposure to relational databases required, SQL preferred
  • Understanding of business problem solving
  • Capable of working both independently and as part of a team
  • Excellent verbal, interpersonal and written communication skills
  • Must be able to work onsite as needed in our KC location

Additional Information

Benefits:

The Company offers the following benefits for this position, subject to applicable eligibility requirements:

  • Competitive Compensation
  • Medical, Dental and vision benefits after a short waiting period
  • 401(k) matching program
  • Life Insurance, and Short-term and Long-term Disability Insurance
  • Optional enrollment includes HSA/FSA, AD&D, Spousal/Dependent Life Insurance, Travel Assist and Legal Plan
  • Generous paid time off (PTO) program starting off at 15 days your first year
  • 15 paid Holidays (includes holiday break between Christmas and New Years)
  • 10 days of Paid Parental Leave and 5 days of Paid Birth Recovery Leave
  • Annual Volunteer Time Off (VTO) and a donation matching program
  • Employee Assistance Program (EAP) - health and well-being on and off the job
  • Rewards and Recognition
  • Diverse, inclusive and welcoming culture
  • Training program and ongoing support throughout your Venture Spring Venture Group career

Security Responsibilities:

  • Operating in alignment with policies and standards
  • Reporting Security Incidents Completing assigned training
  • Protecting assigned organizational assets

Spring Venture Group is an Equal Opportunity Employer

Top Skills

Excel
SQL
The Company
Kansas City, Missouri
800 Employees
On-site Workplace

What We Do

A Kansas City, Missouri-based digital insurance platform.

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