Principal Financial Advisor jobs in United States
info-icon
This job has closed.
company-logo

Blue Cross NC · 2 days ago

Principal Financial Advisor

Blue Cross NC is a health care organization seeking a Principal Financial Advisor to lead strategic finance initiatives. This role involves collaborating with senior leadership to optimize financial strategies and drive organizational success through insightful analysis and innovative financial planning.

Financial ServicesHealth InsuranceInsurance
check
Comp. & Benefits

Responsibilities

Works directly with staff and senior leadership across the company to proactively identify, prioritize, optimize and implement financial strategies and create meaningful and actionable outputs that drive the development of multi-year financial plans aligned to the company’s overall strategic goals
Proactively identify, evaluate, and implement financial strategies and plans, leveraging customer and consumer insights to drive business outcomes and maximize ROI, reducing risk and exposure and enable Blue Cross NC to meet growth and cost containment goals
Supports the development of corporate strategic positions on behalf of senior leadership and represents those positions internally and externally including financial modeling and development of executive presentations
Builds and manages relationships and collaborates with both internal and external partners to drive highly complex financial analyses focused on significant business strategies and opportunities with substantial levels of importance and visibility
Leads annual and long-term financial planning efforts and analyses; provides thought leadership at a divisional, cross-divisional, and enterprise level; prepares and presents results to executive leadership
Drives financial innovation and stewardship through collaboration and consultation with internal stakeholders to identify, plan and execute initiatives with significant financial impact. Partners with internal clients to better understand what problems they are trying to solve, help them articulate their vision and define financial impacts and success. Provides methods and resources to support their execution of those plans and quantification and realization of benefits
Utilizes expertise to identify operational improvements and leads the development of new ideas to understand, estimate and minimize the financial impact of existing or emerging issues the business faces. Evaluates those ideas to determine viability and opportunity for success and follows through from implementation to value realization

Qualification

Financial PlanningAnalysisFinancial StrategyFinancial AnalysisOperational Process ImprovementsStrategic PlanningWealth ManagementFinancial AdvisingFinancial ExecutionPortfolio ManagementResource ManagementProcess ImprovementsStrategy DevelopmentStrategic Thinking

Required

Bachelor's degree or advanced degree (where required)
8+ years of experience in related field
In lieu of degree, 10+ years of experience in related field

Preferred

Workday, Adaptive Planning, and OfficeConnect experience a plus

Benefits

Medical, dental, and vision coverage along with numerous health and wellness programs.
Parental leave and support plus adoption and surrogacy assistance.
Career development programs and tuition reimbursement for continued education.
401k match including an annual company contribution

Company

Blue Cross NC

company-logo
It's an exciting time to work at Blue Cross and Blue Shield of North Carolina (Blue Cross NC). Health care is changing, and we're leading the way.

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Tunde Sotunde
President and Chief Executive Officer
linkedin
leader-logo
Caleb Davies
Medicaid Market CFO - Healthy Blue of NC Medicaid
linkedin
Company data provided by crunchbase