The job profile for this position is Financial Analysis Lead Analyst, which is a Band 3 Senior Contributor Career Track Role.

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POSITION SUMMARY

The Financial Analysis Lead Analyst primary responsibilities will be:

• Actively manage the Sales commission process and reporting, as well as address interactions and questions from Sales Directors. Continually improve the process and downstream reporting.

• Revenue management: Monthly reporting customer base, updates (new sales, terminations, and implementations). Assist in the tracking of customer pricing renewal updates.

• Month-end close, including financial reporting and variance analyses.

• Support the various FP&A processes, including annual budgeting, capacity/resource planning, financial modeling, identifying risks and opportunities, KPI tracking, multi-year planning, and variance analysis.

• Assist in the transformation change of financial data management from a manual “data processing” to an analysis work environment. Advanced excel skills required, Tableau or Microsoft BI a plus.

• Special projects that require interaction with different parts of the company and customers or vendors.

ESSENTIAL FUNCTIONS

• Manage large datasets, analyze and interpret complex financial data. Utilize independent judgment and discretion to correct and connect customer data into consolidated tables using advanced Excel skills.

• Identify key issues and provide recommendations on how financial data structure should be improved.

• Work with Operations, IT and Sales teams closely with system leads toward data solutions that not only benefit Finance but also Verity customers.

• Track sales values and actual implementations of sales values to determine commission adjustments.

• Provide Management with consolidated data vital to the decision-making process, including escalating issues in a timely manner. Conduct complex financial analysis projects.

• Support a variety of key initiatives such as annual planning, budgeting, headcount planning, financial modeling, financial reporting, forecasting, and performance reporting. Develop and improve financial analysis and forecasting analytical methodologies.

• Provide financial guidance on risks and opportunities.

• Analyze financial statements to ensure accuracy and completeness.

• Evaluate, monitor, improve, and document internal controls. Ensure compliance with legal guidelines and established GAAP. Support activities with external auditors.

QUALIFICATIONS

• Bachelor’s degree in Finance, Accounting, or other related field. MBA preferred but not required.

• Advanced skills with Microsoft Excel, data management, and financial systems.

• Ability to work in unstructured data environments, with a strong will and desire for structure and change.

• 3+ years of relevant experience in financial analysis, accounting, or related experience.

• Strong analytical skills to interpret and evaluate financial results.

• High attention to detail and accuracy.

• Solid verbal and written communication abilities across all levels of an organization.

• Ability to work collaboratively to resolve complex issues.

• Skilled in time management and ability to prioritize tasks.

• Ability to work in a virtual environment.

• Experience with Sage Intacct financial management system preferred, but not required.

• Knowledge of Pharmaceutical industry preferred.

• Customer service oriented with good communication and financial acumen skills.

If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload.For this position, we anticipate offering an annual salary of 76,200 - 127,000 USD / yearly, depending on relevant factors, including experience and geographic location.

This role is also anticipated to be eligible to participate in an annual bonus plan.

We want you to be healthy, balanced, and feel secure. That’s why you’ll enjoy a comprehensive range of benefits, with a focus on supporting your whole health. Starting on day one of your employment, you’ll be offered several health-related benefits including medical, vision, dental, and well-being and behavioral health programs. We also offer 401(k) with company match, company paid life insurance, tuition reimbursement, a minimum of 18 days of paid time off per year and paid holidays. For more details on our employee benefits programs, visit Life at Cigna.

Qualified applicants will be considered without regard to race, color, age, disability, sex, childbirth (including pregnancy) or related medical conditions including but not limited to lactation, sexual orientation, gender identity or expression, veteran or military status, religion, national origin, ancestry, marital or familial status, genetic information, status with regard to public assistance, citizenship status or any other characteristic protected by applicable equal employment opportunity laws.

Please note that you must meet our posting guidelines to be eligible for consideration. Policy can be reviewed at this link.

Qualified applicants with criminal histories will be considered for employment in a manner consistent with all federal, state and local ordinances.