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Client Financial Analyst Associate

  • Location: Durham, 27707
  • Job Type:Contract

Posted about 1 month ago

Our Healthcare Insurance client is seeking a Client Financial Analyst Associate to join their team for a contract role!

Our client has more than 5,000 employees and is the number 1 health insurer in the state of North Carolina serving more than 3.89 million customers. Health care is changing, and our client is leading the way by provide innovative solutions that simplify the health care system, improve efficiency and outcomes, and help rein in costs. Our client is a not-for-profit with headquarters in Durham, NC.

Position: Client Financial Analyst Associate
Location: Ability to work from home, but once the office reopens, the expectation is you can be onsite at the Durham, NC office for staff meetings.
Term: 6 months

Day-to-Day Responsibilities:  Responsible for financial reporting, analysis and forecasting including the preparation of financial reports and operating trends as well as research as needed. Research and analysis could include membership as well as financial information. Participate in projects relating to the financial statement preparation and analysis development. Support any implementation of corrective action plans. Develop, utilize, interpret, and/or report corporate financial data as it relates to historical reporting, forecasting and/or estimating the future trends in health care costs.

  • Assist in the development, analysis, interpretation, reporting, and/or presentation of monthly, quarterly, and/or annual historical/ and or forecasted financial information.
  • Support preparation of financial plans, financial forecasts, profitability impacts & competitive analysis, and various reports to better track profitability
  • Support preparation of financial and business related analysis and research.
  • Support preparation of budgets for units or departments based on actual performance, previous budget figures, estimated revenue, expense reports and other factors.
  • Support the review expenditures of requisitioning departments to ensure conformance to budget.
  • Support the preparation of the monthly, quarterly, and annual reports and/or analysis for various audiences such as Senior Leadership Team, Audit Committee, Executive Team, etc. Ensure the reports are accurate. Make presentations to management and business lines.
  • Support the monthly variance analysis (at any business/segment or consolidated company level). Provide ongoing support to various business lines.
  • Assist in the administration and analysis for new products and corporate projects.
  • Support the preparation of various ad-hoc data requests, analysis, reports and special projects as needed.
  • Verification of manual adjustments and source of accuracy checks.
  • Preparation of any estimates, adjustments and/or journal entries that may be needed for formulas and data required for new or existing business segments.
  • Preparation of various internal and external reports, such as membership, commissions, and the impact of large claims on the various lines of business and market segments for use in financial analysis.

Is this a good fit? (Requirements):

Hiring Requirements:

  • Bachelors degree in Business, Finance, Accounting, math, statistics or economics.
  • Without Bachelors, 3 years of experience in a financial analyst and/or reporting role, Finance or Business to include direct external client contact (1 year of experience in an operations role and/or in applicable functional area required)

Hiring Preferences:

  • Healthcare Industry experience and/or Insurance Industry experience.
  • Experience with Lawson, Workday, Business Objects and/or DashBoard Gear, and/or SASFM.
  • Excellent PC skills (e.g. MS Word, Excel)
  • Knowledge of Access Database, accounting research tools, Envision Lawson General Ledger, Mobius, Business Objects, MHS, AMISYS and/or SASFM
  • Effective written and oral communication skills
  • Familiarity with corporate policies and departmental procedure.
  • Strong analytical and problem-solving skills with the ability to make timely decisions.
  • Ability to provide high quality customer service to both internal and external customers
  • Detail oriented, flexible, dependable and able to prioritize work and manage time effectively
  • Ability to work well independently and in teams
  • Ability to present ideas professionally and represent business unit or department in various workgroups as a subject matter expert

Soft Skills/Abilities:

  • Professionalism, multi-tasker, team player, critical thinker
****To be eligible to contract at this client you must be able to pass a drug test and criminal background check. This client requires all employees, temporary labor, consultants, and contractors to be fully vaccinated against COVID-19 by 12/08/21, subject to approved medical or religious exemptions.


Candidates will be responsible for following the client's COVID-19 protocols. Please refer to your MATRIX representative for specifics.

About Us

At MATRIX, we expertly match talented professionals with job opportunities to elevate careers. Since 1983, we have placed thousands of professionals at innovative clients across every industry ranging from small startups to Fortune 50 companies. It’s why we’re consistently in the top 25 of all U.S. IT staffing firms and why our consultants rate us well above the industry average, earning us ClearlyRated's Best of Staffing awards year after year. People come to us for a job, and stay with us because of our top-notch consultant care.

MATRIX is and Equal Employment Opportunity employer and provides reasonable accommodations for qualified individuals.  Supporting medical or religious documentation will be required where applicable. If you are a qualified individual with a disability, you may request a reasonable accommodation under the American Disability Act (ADA) by emailing To ensure a quick response to your request, please use the words “Accommodation request” as the subject line of your email.