Medical Mutual

Senior Financial Analyst

Medical Mutual$75K — $95K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, or Business Administration.
  • 5 years of progressive accounting or finance experience.
  • MBA or equivalent experience preferred.
  • Certified Public Accountant (CPA) or equivalent preferred.
  • Advanced knowledge of accounting rules and concepts.

Responsibilities

  • Supports corporate departments with generating forecasts and analyzing trends.
  • Analyzes income statements and prepares reports for management.
  • Performs accounting duties including journal entries and account reconciliations.
  • Conducts complex research in areas such as rates of return and investments.
  • Coaches and mentors junior staff in daily activities.
  • Stays updated on industry trends to propose business solutions.
  • Completes additional duties as assigned.

Benefits

  • On-site fitness centers or gym membership reimbursement.
  • Access to an on-site cafeteria with meals available.
  • Employee bonus program and 401(k) with company match.
  • Comprehensive health, dental, vision, life, and disability insurance.
  • Parental leave for eligible employees after 120 days of service.
Full Job Description
Medical Mutual employees must submit their applications through MySource.

Note: This is a hybrid position based in Brooklyn, OH, requiring (3) days on-site per week.

Job Summary

Provides complex analysis and accurate and timely financial information. Generates management reports and interfaces with corporate departments where necessary. Works independently to solve problems, complete special projects, and conduct monthly activities. Acts as a resource for colleagues with less experience.

Responsibilities
  • Supports corporate departments, both within and outside of Finance, with generating forecasts and analyzing trends in various business areas. Duties also include compiling and reviewing the budgets for corporate departments, taking into consideration actual performance, previous expenditures, and estimated expenses and income.
  • Analyzes income statements and prepares reports and recommendations to management.
  • Performs various accounting duties including preparing journal entries and preparing account reconciliations. Duties could also involve maintaining accurate spending records and establishing measures for budgetary control.
  • Performs more complex research and studies as needed (examples include rates of return, depreciation, investments, and other areas as required).
  • Limited supervisory interactions with management. Coaches, mentors, and provides guidance on daily activities.
  • Stays abreast of industry trends and developments in order to propose solutions to management regarding any related business or accounting ramifications.
  • Performs other duties as assigned

Qualifications

Education and Experience:
  • Bachelor's degree with Accounting, Finance, or Business Administration major.
  • 5 years progressive accounting or finance experience.
  • MBA or representive experience preferred.

Professional Certification(s):
  • Certified Public Accountant (CPA) or equivalent preferred.

Technical Skills and Knowledge:
  • Advanced Office skills, including MS Access.
  • Advanced knowledge of accounting rules and concepts and ability to apply the appropriate accounting standards to the relevant job duties.
  • Knowledge of rates of return, depreciation, investments, portfolio covariance analysis.
  • Proficient in the use of other automated accounting systems and an ability to serve as a training resource to junior staff members relative to the relevant systems.

Medical Mutual is looking to grow our team! We truly value and respect the talents and abilities of all of our employees. That's why we offer an exceptional package that includes:

A Great Place to Work:
  • We will provide the equipment you need for this role, including a laptop, monitors, keyboard, mouse and headset.
  • Whether you are working remote or in the office, employees have access to on-site fitness centers at many locations, or a gym membership reimbursement when there is no Medical Mutual facility available. Enjoy the use of weights, cardio machines, locker rooms, classes and more.
  • On-site cafeteria, serving hot breakfast and lunch, at the Brooklyn, OH headquarters.
  • Discounts at many places in and around town, just for being a Medical Mutual team member.
  • The opportunity to earn cash rewards for shopping with our customers.
  • Business casual attire, including jeans.

Excellent Benefits and Compensation:
  • Employee bonus program.
  • 401(k) with company match up to 4% and an additional company contribution.
  • Health Savings Account with a company matching contribution.
  • Excellent medical, dental, vision, life and disability insurance - insurance is what we do best, and we make affordable coverage for our team a priority.
  • Access to an Employee Assistance Program, which includes professional counseling, personal and professional coaching, self-help resources and assistance with work/life benefits.
  • Company holidays and up to 16 PTO days during the first year of employment with options to carry over unused PTO time.
  • After 120 days of service, parental leave for eligible employees who become parents through maternity, paternity or adoption.

An Investment in You:
  • Career development programs and classes.
  • Mentoring and coaching to help you advance in your career.
  • Tuition reimbursement up to $5,250 per year, the IRS maximum.
  • Diverse, inclusive and welcoming culture with Business Resource Groups.

#LI-SC1 #LI-HYBRID

About Medical Mutual

Medical Mutual is a health insurance company that provides health insurance plans to individuals, families, and businesses. The company was founded in 1934 and is headquartered in Cleveland, Ohio. Medical Mutual offers a variety of health insurance plans, including HMO, PPO, and POS plans. The company also offers dental and vision insurance plans. Medical Mutual has a network of over 28,000 healthcare providers and serves over 1.6 million members. The company's mission is to provide high-quality, affordable health insurance to its members.
Learn more about Medical Mutual
Size
4,000 employees
Industry
Founded
1934

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