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Sr Financial Advisor

Posted 3 months ago

Our Healthcare Insurance client is seeking a Sr. Financial Advisor to join their team for a contract-to-hire 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: Sr. Financial Advisor
Term: 6 Months, Contract-to-Hire
Location: Remote, USA
** While the position is Remote, work from home, to be eligible to convert to an employee of this company, you must reside in North Carolina or one of the following states: Alabama, Arizona, Arkansas, Colorado, Florida, Georgia, Idaho, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Michigan, Mississippi, Missouri, Ohio, Oklahoma, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Wisconsin, and Wyoming

Required Skills 

  • Will need skillset to prepare month end JE & accruals, forecast & budgets & also need to have strong communication skills verbal & written & financial analyst. Most interactions will be front-facing with leaders of the company & the divisions this role will support.
  • Requires a bachelor's degree and 2-4 years of experience in the field or in a related area.
  • A certain degree of creativity and latitude is required.

Job Responsibilities:
Overview:

You will work on the financial information for the customer service department.  Ensure all of the information is accounted for to present the financial picture of this department to leadership. Provide input as to where there are cost savings and also opportunities for investment. Additionally, evaluate the financial health and status of other areas of the company as needed.

  • Compiles and analyzes financial information for a department
  • Develops integrated revenue/expense analyses, projections, reports, and presentations.
  • Creates and analyzes monthly, quarterly, and annual reports and ensures financial information has been recorded accurately.
  • Identifies trends and developments in competitive environments and presents findings to senior management.
  • Performs financial forecasting and reconciliation of internal accounts. 
  • Familiar with standard concepts, practices, and procedures within a particular field.

****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 MATRIX_HR@MatrixRes.com. 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 MatrixRes.com/Benefits 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.