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Principal Financial Advisor

  • Location: Durham, 27707
  • Salary: 70.0
  • Job Type:Contract

Posted 19 days ago

Our Healthcare Insurance client is seeking a Principal Financial Advisor to join their team for a contract role!

Our client has over 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 providing 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: Principal Financial Advisor
Term: 3 + Months
Location: Remote, USA

Required Skills 

  • Financial background, data management and healthcare insurance experience.
  • Experience building and monitoring health insurance company annual financial plans and forecasts.

Responsible for the most complex financial reporting, analysis and forecasting including the preparation of financial reports and operating trends as well as research. Coordinate and or participate in several complex projects relating to the financial statement preparation and analysis development as well as implement improvements. Responsible for preparing and documenting financial plans and policies. Responsible for developing, utilizing, interpreting, and/or reporting complex corporate financial data as it relates to historical reporting, forecasting and/or estimating the future trends in health care costs.

  • Develop, analyze, interpret, report, and/or present monthly, quarterly, and/or annual historical/ and or forecasted financial information.
  • Prepare complex financial plans, financial forecasts, profitability impacts & competitive analysis, and various reports to better track profitability
  • Prepare complex financial and business related analysis and research in such areas as financial and expense performance, rate of return and depreciation.
  • Coordinate and direct the preparation of complex budgets for units or departments based on actual performance, previous budget figures, estimated revenue, expense reports and other factors.
  • Review complex expenditures of requisitioning departments to ensure conformance to budget.
  • Prepare forecast and analyze trends in areas such as sales, finance and general business conditions.
  • Prepare monthly, quarterly, and annual reports and/or analysis for various audiences such as Senior Leadership Team, Audit Committee, Executive Team, Association, etc. Ensure the reports are accurate. Make presentations to management and business lines.
  • Responsible for complex monthly variance analysis (at any business/segment or consolidated company level). Provide ongoing support to various business lines and answer any questions that may arise.
  • Act as a consultant to management on complex financial policy, procedure and application as well as historical, plan, forecasting and other reporting.
  • Demonstrate continuous effort to improve operations, decrease turnaround times, streamline work processes, and work cooperatively and jointly with other Business Unit managers to provide quality seamless customer service
  • Support the complex administration and analysis for new products and corporate projects.
  • Provide leadership, coaching, support & problem solving assistance, and knowledge transfer to other analysts.

****To be eligible to contract at this client you must be able to pass a drug test and criminal background check.

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 including disability and veteran and provides reasonable accommodations for all qualified individuals.  Supporting medical or religious documentation will be required where applicable. If you are a qualified individual you may request a reasonable accommodation under the American Disability Act (ADA). If you are a person with a disability needing assistance applying, or at any point in the hiring process, please email us at To ensure a quick response to your request, please use the words “Accommodation request” as the subject line of your email.

For hourly W2 contract roles MATRIX offers a highly competitive benefit package including Medical, Dental, Vision, Life, Disability, HSA, and 401(k) with pre and post-tax options.  Please see for more information.

For direct hire placement with our clients, benefits would be offered in accordance with that particular client’s offerings. This may include PTO, Medical, Dental, Vision, 401K and other pre and post-tax options.