Senior Financial Planning Analyst

Medica Madison , WI 53706

Posted 2 weeks ago

The Senior Financial Planning Analyst will prepare financial and regulatory reporting. The Senior Financial Analyst will be responsible for the annual regulatory reporting and lead regulatory audits in relation to the reporting. The role will improve financial status by analyzing results; monitoring variances; identifying trends; recommending actions to management. This position will also research and apply accounting standards and regulatory requirements.

Qualifications:

  • Bachelor's degree with a major in Finance, Accounting, MIS, Economics, Mathematics or equivalent experience in a related field

  • 5 years of experience within an accounting finance or closely related role

  • Fully proficient with Excel, including some advanced features to support daily work tasks (Able to run Pivot tables, VLOOKUP, SUM and IF Statements)

Additional Skills:

  • Proficient in Accounting and Finance principles and processes

  • Strong attention to detail - able to demonstrate experience and ability to carefully review and evaluate financial and non-financial datasets.

  • Able to catch and troubleshoot errors and discrepancies using experience with historically related data and reports

  • Strong data management skills and able to balance this work with accounting needs

  • Prior experience with audit, insurance or healthcare data is helpful, but not required

  • Strong management skills and ability to balance multiple projects while adhering to strict deadlines

This position is a Hub role, which requires an employee to occasionally come onsite to the designated office, Minnetonka/Madison, or applicable heads-up work. Frequency is determined by business need as decided by leadership.

The full salary range for this position is $67,100 - $115,100. Annual salary range placement will depend on a variety of factors including, but not limited to, education, work experience, applicable certifications and/or licensure, the position's scope and responsibility, internal pay equity and external market salary data. In addition to compensation, Medica offers a generous total rewards package that includes competitive medical, dental, vision, PTO, Holidays, paid volunteer time off, 401K contributions, caregiver services and many other benefits to support our employees.

The compensation and benefits information is provided as of the date of this posting. Medica's compensation and benefits are subject to change at any time, with or without notice, subject to applicable law.

Medica's commitment to diversity, equity and inclusion (DEI) includes unifying our workforce through learning and development, recruitment and retention. We consistently communicate the importance of DEI, celebrate achievements, and seek out community partnerships and diverse suppliers that are representative of everyone in our community. We are developing sustainable programs and investing time, talent and resources to ensure that we are living our values. We are an Equal Opportunity/Affirmative Action employer, where all qualified candidates receive consideration for employment indiscriminate of race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information, or any other protected characteristic.


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