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Financial Analyst
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Hire By Addi
Milwaukee, WI (In Person)
$78,141 Salary, Full-Time
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Job Description
Financial Analyst Hire By Addi Milwaukee, WI Job Details Full-time $70,899.41 - $85,384.24 a year 20 hours ago Qualifications Accounting systems Cost accounting analysis Teamwork Data visualization software proficiency Financial model construction Regulatory compliance Business intelligence tools Bachelor's degree Disability insurance knowledge Insurance regulation Health insurance knowledge Attention to detail QuickBooks Online QuickBooks Time management Excel data analysis Full Job Description Financial Analyst - Insurance Services Position Overview We are seeking a detail-oriented and analytical Financial Analyst with a strong background in benefit insurance to support financial planning, profitability analysis, and operational performance. This role plays a critical part in delivering insights that drive business decisions across product lines, distributors, and service operations. The ideal candidate thrives in a fast-paced, data-driven environment and brings a strong blend of accounting expertise, financial modeling, and industry knowledge. Key Responsibilities Financial Analysis & Reporting Perform in-depth financial analysis and develop key metrics, dashboards, and KPIs Evaluate financial performance across product lines and distribution channels Analyze trends, variances, and profitability to provide actionable insights Profitability & Cost Analysis Evaluate profitability by distributor and product line and identify improvement opportunities Conduct cost accounting analysis within a service-based organization Develop and enhance financial models to support pricing and strategic initiatives Insurance & Compliance Ensure accuracy and compliance of census files and insurance-related data Support adherence to regulatory requirements within the insurance industry Partner with internal teams to ensure financial and operational compliance standards are met Vendor & Operational Support Assist in vendor management , including cost monitoring and performance evaluation Identify cost-saving opportunities and operational efficiencies Systems & Data Management Utilize QuickBooks Online for financial tracking and reporting Build reports and visualizations using Power BI and advanced Excel tools Maintain and improve data integrity across financial systems Qualifications Bachelor's degree in Accounting or related field 3+ years of experience in financial analysis, preferably within insurance or benefits Strong understanding of benefit insurance products (health, life, disability, etc.) Experience with QuickBooks Online Proficiency in cost accounting for service organizations Advanced Excel skills (pivot tables, complex formulas, modeling) Experience with Power BI or similar data visualization tools Knowledge of regulatory and compliance requirements in insurance Key Skills & Competencies Strong analytical and quantitative abilities High attention to detail and accuracy Excellent problem-solving skills Ability to interpret complex data and communicate insights clearly Strong organizational and time management skills Ability to work independently and collaboratively Work Environment Fast-paced, dynamic, and data-driven environment Cross-functional collaboration with finance, operations, and insurance teams Hybrid or office-based Why Join Us Opportunity to make a direct impact on financial and operational performance Collaborative and growth-oriented team environment Exposure to strategic decision-making and leadership