Senior Financial Analyst @ HealthEquity | Jobright.ai
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Senior Financial Analyst jobs in United States
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HealthEquity · 3 days ago

Senior Financial Analyst

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Financial ServicesHealth Care
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Growth Opportunities

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Responsibilities

Develops and maintains financial budget and forecasting models for assigned business units
Analyzes and interprets financial information, including Income Statement, Balance Sheet, and key financial and business metrics
Provides advisory support on assigned business units’ strategic initiatives
Collaborate on FP&A related process improvements; provide input to improve efficiency and accuracy of reporting
Prepares fact-based presentations to key business leaders
Leads complex financial analysis projects
Support ad hoc reporting and analysis
Mentors and advises Financial Analyst team members

Qualification

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Financial AnalysisExcelPowerPointData VisualizationProblem-SolvingCommunicationCollaboration

Required

Bachelor’s degree in finance, economics, or related area
4+ years of work experience in a similar financial or analytical role
Strong ability to breakdown and understand financial results, and effectively handle multiple deliverables in a dynamic environment
Excellent written and verbal communication skills and the ability to work collaboratively with FP&A partners and cross-functional teams
Highly proficient in Excel and PowerPoint. The Ability to tell the financial story using charts, graphs, and other data visualization

Benefits

Medical, dental, and vision
HSA contribution and match
Dependent care FSA match
Uncapped paid time off
Adventure accounts
Paid parental leave
401(k) match
Personal and healthcare financial literacy programs
Ongoing education & tuition assistance
Gym and fitness reimbursement
Wellness program incentives

Company

HealthEquity

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HealthEquity connects health and wealth by administering Health Savings Accounts (HSAs) and other consumer-directed benefits.

Funding

Current Stage
Public Company
Total Funding
$12.5M
2014-02-13IPO· nasdaq:HQY
2011-09-09Private Equity· $12.5M

Leadership Team

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Jon Kessler
President & CEO
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James Lucania
Executive Vice President & Chief Financial Officer
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Company data provided by crunchbase
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