Financial Analyst
Unison Risk Advisors
Date: 3 hours ago
City: Cleveland, OH
Contract type: Full time
Position Summary
The Financial Analyst supports financial planning and analysis (FP&A) activities for the Employee Benefits business, including forecasting, budgeting, and monthly financial reporting. This role also provides business performance analytics, with a focus on tracking carrier book-of-business metrics and delivering insights to support strategic decision-making.
Key Responsibilities
Financial Planning & Analysis
Required
The Financial Analyst supports financial planning and analysis (FP&A) activities for the Employee Benefits business, including forecasting, budgeting, and monthly financial reporting. This role also provides business performance analytics, with a focus on tracking carrier book-of-business metrics and delivering insights to support strategic decision-making.
Key Responsibilities
Financial Planning & Analysis
- Support and participate in the monthly forecasting process, including revenue, expense, and performance projections
- Assist in the development and maintenance of annual budgets
- Perform variance analysis (actual vs. plan vs. prior year) and identify key drivers
- Prepare financial reporting for leadership review
- Track and maintain carrier book-of-business metrics including premium, revenue, wins/losses, and retention
- Develop reporting for carrier performance and pipeline analysis
- Identify trends supporting growth, profitability, and strategic insights
- Maintain recurring financial and operational reporting
- Aggregate data across systems to support analysis
- Support KPI, dashboard, and reporting development
- Support cross-functional initiatives tied to financial and operational performance
- Assist with ad hoc analysis for strategic decision-making
- Exhibit ethical behavior in the performance of job responsibilities. Maintain professionalism, diplomacy, sensitivity, and tact to portray Unison Risk Advisors in a professional manner.
- All other duties as assigned.
Required
- Bachelor’s degree in Finance, Accounting, Business or related field
- 1–3 years of experience in financial analysis or FP&A
- Advanced Excel skills required (financial modeling, pivot tables, and complex formulas), with strong analytical ability
- Experience with Power BI or similar business intelligence and reporting tools is a plus
- Analytical and detail-oriented with strong critical thinking skills
- Able to connect financial results to business drivers
- Strong communication and organizational skills
- Self-starter able to manage multiple priorities
How to apply
To apply for this job you need to authorize on our website. If you don't have an account yet, please register.
Post a resumeSimilar jobs
Laundry Aide Union
Cleveland Clinic,
Cleveland, OH
2 weeks ago
Join Cleveland Clinic and experience world-class healthcare at its best. Cleveland Clinic Lutheran Hospital is a proud Magnet Hospital awarded by the American Nurses Credentialing Center, the highest honor an organization can receive for professional nursing practice. On our team, you will provide stellar patient care, receive endless support and appreciation, and build a meaningful career at one of the...
Research Coordinator II
Cleveland Clinic,
Cleveland, OH
$47,530
-
$72,475
per year
2 weeks ago
Join the Cleveland Clinic team where you will work alongside passionate caregivers and make a lasting, meaningful impact on patient care. Here, you will receive endless support and appreciation while building a rewarding career with one of the most respected healthcare organizations in the world.
Groundbreaking discoveries happen every day at Cleveland Clinic Research. As Research Coordinator II, you interact...
Advanced Practice Provider (NP/PA) Inpatient Neurosurgery II - Neuro Expansion
Cleveland Clinic,
Cleveland, OH
$101,900
-
$173,220
per year
3 weeks ago
Cleveland Clinic’s Neurological Institute is expanding and has an exciting opportunity for a Physician Assistant or Nurse Practitioner to join our team of extremely supportive caregivers, serving the adult and pediatric population with our outstanding neurosurgical teams.
Care for Pediatric through Geriatric population with neurosurgical needs across the spectrum from emergency room to ICU, stepdown and floor. Patient populations include...