Senior Corporate Finance Analyst
Job Description
Summary
-------
We are looking for an experienced and strategic Senior Corporate Finance Analyst to join our growing finance team. The Senior Corporate Finance Associate will lead critical financial initiatives, provide strategic insights, and ensure the accuracy of financial processes and reports. This person will report to the Senior Manager of Finance and will be an individual contributor with cross-functional influence.
This is a unique opportunity to directly influence the expansion of one of the country’s fastest growing Medicare brokerages.
Key Responsibilities
--------------------
- Lead monthly financial close activities, ensuring timely and accurate completion of financial records.
- Own corporate finance model and manage budget updates for board meetings
- Prepare detailed monthly financial reports, consolidating data and identifying trends in KPIs and financials.
- Hold department heads accountable for their budgets, providing financial oversight and guidance.
- Oversee treasury management, customer invoicing, collections, and vendor payments to optimize cash flow.
- Manage sales commissions processing for the sales team, including sales reps and VPs.
- Assist with quarterly investor requests and annual audit confirmations.
- Support tax filing processes, ensuring compliance with regulatory requirements.
Skills Knowledge and Expertise
------------------------------
- Bachelor’s degree in Finance, Accounting, or a related field (CPA or CFA designation is a plus).
- 4+ years of progressive experience in corporate finance, preferably at a high growth startup.
- Advanced proficiency in Microsoft Excel and financial software tools such as Quickbooks.
- Demonstrated expertise in financial analysis, budgeting, and reporting.
- Exceptional attention to detail and ability to manage multiple priorities.
- Excellent interpersonal and communication skills to collaborate with cross-functional teams and senior leadership.
Compensation
------------
Summary
We are looking for an experienced and strategic Senior Corporate Finance Analyst to join our growing finance team. The Senior Corporate Finance Associate will lead critical financial initiatives, provide strategic insights, and ensure the accuracy of financial processes and reports. This person will report to the Senior Manager of Finance and will be an individual contributor with cross-functional influence.
This is a unique opportunity to directly influence the expansion of one of the country’s fastest growing Medicare brokerages.
Key Responsibilities
- Lead monthly financial close activities, ensuring timely and accurate completion of financial records.
- Own corporate finance model and manage budget updates for board meetings
- Prepare detailed monthly financial reports, consolidating data and identifying trends in KPIs and financials.
- Hold department heads accountable for their budgets, providing financial oversight and guidance.
- Oversee treasury management, customer invoicing, collections, and vendor payments to optimize cash flow.
- Manage sales commissions processing for the sales team, including sales reps and VPs.
- Assist with quarterly investor requests and annual audit confirmations.
- Support tax filing processes, ensuring compliance with regulatory requirements.
Skills Knowledge and Expertise
- Bachelor’s degree in Finance, Accounting, or a related field (CPA or CFA designation is a plus).
- 4+ years of progressive experience in corporate finance, preferably at a high growth startup.
- Advanced proficiency in Microsoft Excel and financial software tools such as Quickbooks.
- Demonstrated expertise in financial analysis, budgeting, and reporting.
- Exceptional attention to detail and ability to manage multiple priorities.
- Excellent interpersonal and communication skills to collaborate with cross-functional teams and senior leadership.
