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Financial Planning Analyst
Careington Frisco, TX
$77k-95k (estimate)
Full Time | Insurance 1 Week Ago
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Careington is Hiring a Financial Planning Analyst Near Frisco, TX

Careington International Corporation is a solutions-oriented company. An established leader, we have been a trailblazer in the field of discount health care since 1979. Over the years, our mission has remained the same — to create discount health programs that are marketable to the employer, profitable to the provider and economical for the member. In response to a growing demand for our products and services in recent years, our growth means that we continuously strive to recruit innovators to join our fast-paced, forward-thinking team. 

About Us:

At Careington, we’re more than a team—we’re creators, collaborators, and communicators. Our Marketing team thrives on challenges, embraces creativity, and consistently delivers results. As a recent marketing graduate, you’ll find a dynamic environment where thinking big and being innovative are highly valued.

Qualifications:

• Bachelor’s degree in business / accounting / finance
• Experience working with large data files and multiple linked spreadsheets.
• Experience creating and working with automated MS Excel financial models.
• Experience creating and interpreting financial analysis reports and concisely communicating the results to stakeholders.
• Comprehensively organized and consistently productive with the ability to execute across all departmental processes.
• Maintain and protect confidential information with the utmost discretion.
• Strong knowledge of the general ledger, journal entries, and related accounting tasks
• Intermediate/Advanced proficiency with Microsoft Office products is required.

Skills:

• Ability to work in a high paced environment, under pressure and still meet fixed deadlines.
• Ability to work independently on multiple tasks simultaneously with minimum supervision.
• Strong time management skills, be a self-starter, and thrive in a fast-paced/deadline-driven environment.
• Ability to self-check work for accuracy, be detail-oriented, demonstrate good judgement, and use constructive criticism to improve work.
• Process-minded with critical thinking and problem-solving skills.
• Must maintain a professional attitude and work cohesively in a team environment.
• Effective communication skills – both written and verbal

Financial Planning & Analysis

•Extract data from various external and internal sources to include Microsoft Dynamics GP and Carelynx for analysis and reporting: •Budget versus Actual Analysis •IT Spend •Revenue by GL and by client code detail •SG&A department spend (marketing, sales, product….etc.) •Income Statement and Balance Sheet Package •Income Statement budget model • Cash flow budget. • Profitability reports by client, business line and legal entity • Other various financial reports • Identify and create new metrics for analysis to be used internally as well as with C Suite and external parties. • Assist Controller and CFO in creating various reports for quarterly board meetings.• Work closely and collaborate with internal department heads in compiling requested financial analysis and reports.

Accounting• Enter, review, gather support and post journal entries and bank transactions in Microsoft Dynamics GP
• Support accounting department with IRS reporting by:
•Preparing 1099 payment data files and other related reports.
• Updating IRS CP-2100 notice internal tracking file, and
• Assisting with gathering W-9’s from vendors and internal departments.
• Assist accounting analyst prepare various client facing files (trial balance, bank rec’s, payment data…. etc.)
• Assist accounting team during the interim and year-end audit (gathering support for samples & disclosures in the audit report)
• Fill in for and be a backup for other accounting / finance staff members as needed.
Other responsibilities
• Assist with onboarding & training new finance staff members on daily tasks.
• Assist Controller with yearly corporate insurance policy renewal applications or other risk management tasks.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Insurance

SALARY

$77k-95k (estimate)

POST DATE

04/28/2024

EXPIRATION DATE

06/26/2024

WEBSITE

www1.careington.com

HEADQUARTERS

Frisco, Texas

SIZE

200 - 500

CEO

Sherie Bonifacio

INDUSTRY

Insurance

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