As a leader in Medicare health insurance distribution, Spring Venture Group guides people through one of their most important life decisions — finding the right insurance coverage. We are on a mission to improve lives through work that matters: protecting our clients’ health and financial wellbeing while setting a new standard for employee and customer experience.
Spring Venture Group offers incredible culture, benefits, and fantastic income potential in a stable and successful work environment at a Medicare agency. This starts with a workplace that empowers people to do their best work. Come build a rewarding career and make a meaningful impact on peoples’ lives in an environment that values your determination. Join our diverse, inclusive team and get ready to crush your goals!
OVERVIEW
The Financial Analyst is a full-time position responsible for driving financial modeling, variance reporting, and strategic forecasting. Operating as an agile team member within our Finance and Accounting organization, this role partners across FP&A, accounting, and treasury functions. The Financial Analyst leverages modern technology and AI tools to evaluate KPI trends, perform actuals vs. budget bridges, support month-end close accounting, and communicate actionable insights to leadership across the company.
REPORTS TO
The Financial Analyst reports to the Treasury Manager in the Finance and Accounting department.
ESSENTIAL DUTIES
The essential duties for this role include, but are not limited to:
- Effectively communicate financial models, forecast variances, and strategic recommendations across FP&A, accounting, treasury, and business unit leaders.
- Evaluate KPI trends, actual vs. budget performance, and operational drivers to maintain dynamic financial forecasts and management reports.
- Execute key month-end close activities, including preparing complex journal entries, expense accruals, and balance sheet reconciliations within Workday.
- Leverage AI tools (such as Claude in Excel) and data platforms (Snowflake) to analyze large financial datasets, build dynamic models, and streamline repetitive reporting processes.
- Partner with accounting during month-end close to analyze departmental expense accruals, trial balances, and general ledger accounts within Workday.
- Assist treasury operations by monitoring cash flow trends, analyzing working capital metrics, and supporting cash forecast inputs.