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Sr. Financial Analyst - Finance & Management Reporting

Wellmark, Inc. · IA · Full-time · Posted 2026-09-03

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Job description

High-profile analyst that is a subject matter expert in advanced preparation, analysis, forecasting, and modeling of financial data in the achievement of strategic financial plan goals and objectives. Responsible for the analysis of detailed product line financial results used in formal internal management reports and external regulatory financial statements. Responsible for technical accounting research and ensuring reports are prepared according to applicable accounting guidelines and regulatory rules and requirements. Required: Bachelor’s degree in finance, accounting or related field, or direct and applicable work experience. 4+ years of experience in accounting/auditing with a strong technical knowledge of GAAP and SAP concepts. Demonstrated experience preparing, reviewing, or auditing GAAP and Statutory basis financial statements and NAIC regulatory reports. Experience with independently researching and documenting support for GAAP and Statutory basis accounting conclusions. Strong interpersonal skills with the ability to build relationships of collaboration and trust; experience working with and actively protecting confidential information and data. Demonstrated problem-solving, quantitative and analytical skills with the ability to recognize inconsistencies, analyze for reasonableness and accuracy, research and come to conclusion in a wide variety of changing analytical situations. Ability to manage tight deadlines, prioritize workload and achieve effective, accurate results in a fast-paced and often ambiguous environment; effective multi-tasking and prioritization skills are vital. Demonstrated ability to communicate effectively, verbally and in writing, expressing complex concepts clearly and concisely with multiple peer groups and senior levels of management. Ability to work independently and cooperatively on teams, maintaining positive relationships with customers. Ability to perform, document and guide others through a series of related steps. Ability to analyze and interpret financial data to produce accurate reports. Advanced technical knowledge and experience working with word processing, spreadsheets, and general ledger packages, specifically proficient in Microsoft Word, Excel, and Adobe PDF. Preferred: Professional Certification (CPA).