Role description

Financial Analyst

Lead I - Business Finance

UST is searching for a highly motivated and analytical Financial Analyst to support financial planning, expense management, forecasting, budgeting, and business decision-making across key operational and technology portfolios.

The opportunity:
• Develop, maintain, and manage annual budgets, forecasts, and long-range financial plans
• Monitor operational and project-related expenditures against approved budgets
• Track actual spend versus budget and forecast; perform detailed variance analysis
• Prepare financial reports, dashboards, and executive summaries for leadership review
• Generate monthly financial outlooks and projections
• Monitor project financials, including budgets, forecasts, resource costs, and capital/operational expenditures
• Collaborate with project managers and business leaders to track financial performance
• Work directly with senior leaders and portfolio managers to understand financial priorities

This position description identifies the responsibilities and tasks typically associated with the performance of the position. Other relevant essential functions may be required.

What you need:
• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field
• Experience Required
• 5+ years of experience in Financial Planning & Analysis (FP&A), Financial Analysis, Accounting, or Corporate Finance
• Strong experience managing budgets, forecasts, and financial reporting for a department, business unit, or enterprise function
• Experience tracking and analyzing financial variances and performance metrics
• Skills & Technical Competencies
• Advanced proficiency in Microsoft Excel, including financial modeling and data analysis
• Experience working with financial systems (SAP, Oracle, Hyperion, Workday, or similar platforms)
• Strong experience in financial planning, budget management, and forecasting
• Proficiency in variance analysis and cost optimization identification
• Knowledge & Core Competencies
• Strong understanding of accounting principles and financial statements
• Financial analysis and business decision-making expertise
• Project financial management and ROI analysis capabilities
• Understanding of financial compliance, policies, and audit requirements
• Ability to present financial insights clearly to senior leadership
• Preferred Qualifications
• CPA, CMA, MBA, or equivalent professional certification
• Experience in Healthcare or Health Insurance industry
• Experience supporting IT, Operations, or Project Portfolio financial management
• Experience with Power BI, Tableau, or advanced reporting tools

Compensation can differ depending on factors including but not limited to the specific office location, role, skill set, education, and level of experience. UST provides a reasonable range of compensation for roles that may be hired in various U.S. markets as set forth below.

Role Location: Pennsylvania

Compensation Range: $67,000-$99,000

Benefits

Full-time, regular employees accrue a minimum of 10 days of paid vacation per year, receive 6 days of paid sick leave each year (pro-rated for new hires throughout the year), 10 paid holidays, and are eligible for paid bereavement leave and jury duty. They are eligible to participate in the Company's 401(k) Retirement Plan with employer matching. They and their dependents residing in the US are eligible for medical, dental, and vision insurance, as well as the following Company-paid Employee Only benefits: basic life insurance, accidental death and disability insurance, and short- and long-term disability benefits. Regular employees may purchase additional voluntary short-term disability benefits, and participate in a Health Savings Account (HSA) as well as a Flexible Spending Account (FSA) for healthcare, dependent child care, and/or commuting expenses as allowable under IRS guidelines. Benefits offerings vary in Puerto Rico.

Part-time employees receive 6 days of paid sick leave each year (pro-rated for new hires throughout the year) and are eligible to participate in the Company's 401(k) Retirement Plan with employer matching.

Full-time temporary employees receive 6 days of paid sick leave each year (pro-rated for new hires throughout the year) and are eligible to participate in the Company's 401(k) program with employer matching. They and their dependents residing in the US are eligible for medical, dental, and vision insurance.

Part-time temporary employees receive 6 days of paid sick leave each year (pro-rated for new hires throughout the year).

All US employees who work in a state or locality with more generous paid sick leave benefits than specified here will receive the benefit of those sick leave laws.