FP&A Analyst

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🔥 15 hours ago

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bswift

1001 - 5000 employees

👥 HR Tech

🏢 Enterprise

💰 $51M Private Equity Round on 2014-04

HR Tech • Enterprise • AI

bswift is a leading provider of benefits administration solutions, offering a comprehensive suite of technology and services to help employers and their employees maximize their health and welfare benefits. By leveraging the latest technology and personalized engagement strategies, bswift enhances healthcare outcomes and employee satisfaction. The company is recognized for its innovative use of AI to facilitate seamless benefits enrollment and improve customer service. Recently, bswift has expanded its capabilities through strategic acquisitions, further solidifying its position as a trusted partner for companies seeking to improve their employee benefits programs.

📋 Description

• Support the annual budgeting and rolling forecast process • Prepare monthly financial reporting, including commentary and recommendations for the leadership team • Conduct variance analysis by comparing actual results to budget/forecast, identifying drivers of performance, and recommending corrective actions • Coordinate with accounting to ensure accuracy of financial information • Partner with business leaders on activities related to the FP&A team • Review results and provide decision-support insights for investments or cost-savings initiatives • Identify and report on key metrics to ensure accountability across the company, including metrics for Quarterly Board Reporting • Collaborate with HR on the requisition process to ensure personnel headcount and costs are managed effectively • Build strong relationships with stakeholders through effective communication • Partner with Sales to build financial models and review pricing for new business and renewals • Review quarterly SLA and Bad Debt reserves • Assist with detailed cash flow and balance sheet projections, supporting the treasury team as needed • Support senior finance leadership (Finance Manager/Director, VP of Finance, CFO, and executive team) on key financial decisions • Leverage approved AI tools to enhance efficiency in financial reporting, analysis, and documentation while ensuring accuracy and compliance with company standards.

🎯 Requirements

• Bachelor’s degree in Finance or Accounting • 2+ years of progressive responsibility in financial analysis • Experience performing variance analysis and presenting insights to leadership • Working knowledge of Generally Accepted Accounting Principles (GAAP) • Solid financial modeling skills and advanced Excel proficiency • Collaborative business partner, adept at building cross-functional relationships • Ability to thrive in a fast-paced, high-growth company.

🏖️ Benefits

• Comprehensive Health Benefits: Access to health, dental, and vision plans to support your wellness and that of your family. • Competitive Compensation: A compensation package that recognizes your skills, experience, and contributions, including performance-based incentives for most roles. • Remote first, Office friendly environment! No time to commute? No problem! • Retirement Savings Plans: Options to help you plan for a secure financial future with employer-sponsored retirement savings programs. • Professional Development: Opportunities for career growth, including training and access to resources to support your career progression. • Supportive Culture: A work environment that encourages collaboration, open communication, and creative problem-solving, where your voice and ideas are valued. • Employee Wellbeing Initiatives: Programs focused on mental health, financial planning, and wellness resources to help you thrive inside and outside of work.

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