Imagine360 · 1 month ago
Lead Financial Analyst
United States
Full-time
Remote
Lead/Staff
$115K/yr - $125K/yr
8+ years expImagine360 is seeking a Lead Financial Analyst to join the team! This role will support strategic decision making by providing financial insights, developing models, analyzing claims volume trends, conducting customer level variance analysis, and building automated reporting solutions that deliver clear, actionable insights.
HealthcareHealth InsuranceProperty & Casualty InsuranceHealth CareInsurance
Responsibilities
Develop and maintain advanced financial models for forecasting, budgeting, scenario analysis, and long‑range planning
Perform variance analyses across revenue, cost, utilization, and operational drivers, with clear explanations of underlying trends and risks
Analyze claims volume, utilization trends, and cost drivers to improve forecast accuracy and business performance
Build scalable, flexible models that support rapid scenario and sensitivity analysis for leadership decision‑making
Identify financial and operational risks and opportunities through quantitative analysis and modeling
Partner cross‑functionally with Operations, Claims, and IT teams to align assumptions and ensure transparency into performance drivers
Design automated dashboards and self service reporting tools using Tableau and Power BI
Build complex datasets using SQL and develop Python automation to streamline processes, enhance data accuracy, and improve forecasting models
Develop standardized reporting packages and KPI metrics to measure financial and operational performance
Conduct deep dive analyses to support strategic initiatives, pricing decisions, and investment opportunities
Provide insights into market trends and business performance drivers
Respond to urgent analytical requests with clear, actionable findings
Build flexible models and tools to enable rapid scenario analysis as needed
Qualification
Required
8+ years of experience in Accounting, Auditing, FP&A or related analytical finance roles
Bachelor's degree in Finance, Accounting, Economics, Data Analytics, or related field (MBA/CFA a plus)
Strong understanding of the healthcare industry
Proficiency in SQL, Python, Tableau, Power BI, and advanced Excel (including Power Query/PowerPivot)
Exceptional analytical thinking, communication, and presentation skills
Ability to manage multiple priorities in a fast‑paced environment with high attention to detail and data accuracy
Benefits
Multiple Health plan options
Company paid employee premiums for disability and life insurance
Parental Leave Policy
20 days PTO to start / 10 Paid Holidays
Tuition reimbursement
401k Company contribution
Company paid Short & Long term Disability plus Life Insurance
Professional development initiatives / continuous learning opportunities
Opportunities to participate in and support the company's diversity and inclusion initiatives
Company
Imagine360
Imagine360 is an integrated health plan addressing one of the greatest challenges on behalf of self-funded employers: healthcare costs are harming the bottom line, they're increasingly unaffordable for employees, and the experience remains poor.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jeff Bak
President & CEO
Recent News
2026-04-13
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2025-07-31
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