Business Analyst - Financial Operations

Insperity provides the most comprehensive suite of scalable HR solutions available in the marketplace with an optimal blend of premium HR service and technology. With more than 90 locations throughout the U.S., Insperity is currently making a difference for thousands of businesses and communities nationwide.

Behind our success is the unshakeable belief in the value of our people. We value diversity, inclusivity and a sense of belonging. We celebrate work and life events, and we partner with our clients and communities to make great things happen.

We have received recognition numerous times as a top place to work, most recently ranking on Glassdoor’s “Best Places to Work in the U.S. 2024” list, and U.S. News & World Report’s “Best Companies to Work for 2024” list. In addition, we have been recognized for having one of the country’s Top 50 Midsize Early Talent Programs by RippleMatch’s 2024 Campus Forward Awards. There is no better time to be a part of Insperity, and our best work is yet to come. Learn more at Insperity.com.

Why Insperity?

Flexibility: Over 80% of Insperity’s jobs have flexibility. We want your time to have balance, whether it’s spent with coworkers, clients, family or your community.

Career Growth: Insperity provides many ways to grow with the company. We offer continuous learning programs, mentorship opportunities and ongoing training.

Well-Being: Our total rewards package includes generous paid time off, top-tier medical, dental and vision benefits, health & wellness support, paid volunteer hours and much more. We take care of our people so that you can do your best work.

BUSINESS ANALYST - FINANCIAL OPERATIONS

We are currently seeking a Business Analyst - Financial Operations to join our team.

SUMMARY

This position is responsible for developing, analyzing, interpreting and presenting reports on financial and operational performance of the Business Development Department as well as the Strategic Business Units (SBU). Utilizes complex analysis and measurement techniques to explain financial trends to Business Development Group (BDG) management and SBU owners by incorporating key performance indicators and metrics for each SBU. Leads the development of new financial models and assists with the department’s annual financial plans.

RESPONSIBILITIES

• Conducts analysis and interprets financial data, including results compared to budgets and forecasts, for BDG Management from available reporting tools and systems regarding SBU business operations.

• Develops and monitors SBU financials metrics and key performance indicators.

• Analyzes business trends, presents findings and makes recommendations to BDG management to support its portfolio management processes.

• Develops analysis of SBU financial results and provides SBU owners with reports and commentary related to results.

• Anticipates the needs of SBU owners in support of their financial operations and management of their metrics.

• Ensures reporting requests are met through the creation of new BDG financial models in addition to revising/maintaining existing SBU models.

• Assists in the preparation of departmental annual budgets and business plans.

• Identifies business needs and translates those needs into ad-hoc reports for business unit owners and SBD management, as required.

QUALIFICATIONS

• Bachelor’s Degree in Accounting, Finance or Economics is required.

• Five to seven years related business experience is required.

• Highly proficient at financial analysis utilizing common and complex analytical techniques and formulas.

• Strong working knowledge of financial budgeting and reporting methods.

• Strong business acumen and ability to comprehend complex business issues across various and unique business units.

• Ability to think critically when conducting analyses, drawing reasoned conclusions based on sound data interpretation and input from other team members and SBU owners.

• Must be detail oriented and display an ability to plan, organize and complete work in a timely manner.

• Communicates tactfully and effectively, both verbally and in writing, and maintains effective work relations with those encountered in the course of employment.

• Comfortable working both independently and in a team environment across multiple business units and departments.

• Proficient in Microsoft Office applications, including Microsoft Excel and Microsoft PowerPoint.

• Familiar with modern office methods, practices, procedures and equipment.

Travels: Yes, up to 10% of time

At Insperity, we celebrate the diversity of our employees and our leadership. Insperity is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.