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Financial Analyst/Senior Financial Analyst at WPS Health Solutions

Posted in Other 30+ days ago.

Location: Waukesha, Wisconsin





Job Description:

Description

Who We Are


WPS Health Solutions is a leading not-for-profit health insurer in Wisconsin. Our services offer health insurance plans for individuals, families, seniors, and group plans for small to large businesses. We process claims and provide customer service support for beneficiaries of the Medicare program and manage benefits for millions of active-duty and retired military personnel across the U.S. and abroad. In 2021, WPS Health Solutions celebrates 75 years of making health insurance easier for those we serve. Proud to be military and veteran ready.


Our Culture


WPS' Performance-Based Culture is where the great work and innovations of our people are seen, fueled, and rewarded. We accomplish this by creating an inclusive, empowering employee experience, focusing on People, Work, and Conditions. This results in people bringing their authentic selves to work every day in an organization that successfully adapts to business changes and new opportunities. We are guided by our Purpose: Together, making health care easier for the people we serve.


In 2021, WPS Health Solutions was recognized for several awards including:



Role Snapshot


The WPS finance team is located in Madison, WI. This position is open to candidates in Wisconsin, Iowa and Illinois. Non-Madison candidates will be primarily remote however occasional travel to the Madison offices will be required.


The Financial Planning and Analysis team partners with leaders across the business to set WPS' targets and understand financial results. Our work directly supports the business in finding growth opportunities and driving efficiency, whether it's planning for next year's budget, working with our leadership team on bid proposals, or developing cost-saving strategies.


Our team is seeking a highly capable Financial Analyst who is looking to develop their finance skills within a world class insurance organization. The role will be challenging yet fun and you will gain skills and experience that can be leveraged over the rest of your career.


In this role you will:



  • Work with the FP&A team to develop various analyses for a WPS business line including:




    • Budgeting/Forecasting

    • Financial Reporting and Analysis

    • Financial Modeling

    • Bid Proposals




  • Provide input into improving the analytical capabilities of the team and making processes more efficient.

  • Partner with leaders of increasing seniority, including Executive leaders, as well as provide training and guidance to junior members of the team.

  • Ad-hoc analysis to support executive decision making.


How do I know this opportunity is right for me? If you:



  • Have good communication skills to tell a story and explain complex topics tailored to the audience (e.g. accounting peers vs. non-finance executives).

  • Are curious about our businesses and the expense/value drivers, continually developing deeper understanding of the company and industry.

  • Enjoy taking ownership of deliverables, striving to create value-added analysis rather than merely preparing a mechanical update.

  • Exhibit growing decision strength - goes beyond identifying issues or decision points by providing potential options and bringing recommendations with supporting rationale to management.

  • Are proficient in Microsoft Excel and PowerPoint.


What will I gain from this role?



  • Establishing direct relationships with key leaders throughout the organization.

  • Learning and/or facilitate the roll out of our new budgeting tool, Adaptive Insights.

  • Presenting and leading discussions on business line performance in only a matter of months.

  • Joining a growing FP&A Team that is still quite new which allows for creativity in building new reports and processes.

  • Working in an environment that serves our Nation's military, veterans, Guard and Reserves along with their families.


Minimum Qualifications


Financial Analyst



  • Bachelor's Degree in related field or equivalent post high school and/or related work experience.

  • Proficiency in Microsoft Excel and PowerPoint.

  • COVID-19 vaccination or WPS approval for an accommodation.


Senior Financial Analyst



  • Bachelor's Degree in related field or equivalent post high school and/or related work experience

  • 1 or more years of related work experience.

  • Proficiency in Microsoft Excel and PowerPoint.

  • COVID-19 vaccination or WPS approval for an accommodation.


Preferred Qualifications


Financial Analyst



  • Bachelor's Degree in Accounting or Finance.

  • 1 or more years of related experience.

  • Advanced Excel skills.

  • Knowledge of BI/Forecasting Tools (Cognos/Power BI/Adaptive Insights).


Senior Financial Analyst



  • Bachelor's Degree in Accounting or Finance.

  • 3 or more years of related experience.

  • Advanced Excel skills.

  • Knowledge of BI/Forecasting Tools (Cognos/Power BI/Adaptive Insights).


Benefits



  • Remote and hybrid work options available

  • Performance bonus and/or merit increase opportunities

  • 401(k) with dollar-per-dollar match up to 6% of salary (100% vested immediately)

  • Competitive paid time off

  • Health, dental insurance, Teladoc starts DAY 1

  • Review additional benefits here


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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
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