Financial Operations Analyst

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Job description

Founded in 1985, SelectQuote provides solutions that help consumers protect their most valuable assets: their families, health and property. The company pioneered the model of providing unbiased comparisons from multiple, highly rated insurance companies allowing consumers to choose the policy and terms that best meet their unique needs. Two foundational pillars underpin SelectQuote's success: a strong force of highly trained and skilled agents, who provide consultative needs analysis for every consumer, and proprietary technology that sources and routes high-quality leads. The company has three core business lines: SelectQuote Senior, SelectQuote Life and SelectQuote Auto and Home. SelectQuote Senior, the largest and fastest-growing business, serves the needs of a demographic that sees 10,000 people turn 65 each day with a range of Medicare Advantage and Medicare Supplement plans.

Job Summary:

The Finance Operations Analyst is a key member of the Sales Qualification Team. This position works closely with sales, operations and finance teams to ensure staffing, sales, marketing, and operations decisions align across the organization. The role also assists in cross-divisional projects to improve company-wide profitability. This individual should be a self-starter who works with high intensity and integrity, dives deep into data to find the root cause of problems, be an effective communicator of the results of analysis, and has a passion for excellence.

Essential Functions:

Assist in the maintenance and development of financial and capacity models
Provide regular variance analysis reporting to audit and adjust existing forecast models.
Perform deep-dive analytics to provide insight and understanding of core business drivers. and reporting
Utilize analytical skills to sift through data and find trends or key drivers that tell a story about financial or operational results
Develop financial performance data visualizations supporting strategic decision-making
Prepare senior executive level presentation materials
Drive continual process improvement leveraging best practices, standardization, and automation to scale the business
Perform ad hoc analyses to help drive financial and operational improvements

Knowledge, Skills, and Abilities:

Strong proficiency with Microsoft Office suite, with a focus on Excel and PowerPoint
Strong proficiency with Microsoft SQL Server Management Studio
Analytical and detail-oriented mindset; a high degree of accuracy is required in all functions
High level of self-motivation; ability to accomplish goals independently
Strong organizational and time management skills
Ability to thrive on both structured and unstructured project requests
Ability to work in a fast-paced, dynamic environment with a drive to deliver results
Demonstrable problem-solving, quantitative and analytical skills
Articulate and well-spoken; strong interpersonal, communication and presentation skills
Prior experience with Qlik Sense or Amazon QuickSight is a plus
Prior experience with commissions or FP&A reporting is a plus

Training and Experience:

Bachelor's Degree required (Finance, Accounting, Economics, Business or related field)
1 to 3 years' experience in analyst role (finance, operations, business, or equivalent) preferred
Experience working with technical applications and programming languages

Benefits:

It's exciting time to join SelectQuote. We became a publicly traded company in 2020 with the first 100% virtual IPO (non-biotech) in American history. We have also been recognized nationally on the 2021 Top Workplaces USA list and by the Kansas City Business Journal as a 2020 Best Places to Work honoree.

Full-time employees are eligible for medical, dental, vision, voluntary short-term disability, company-paid long term disability, company-paid life insurance and accidental death & dismemberment (AD&D), 401(k) + company match and 100% vesting after 4 years, discretionary profit sharing, employee stock purchase program (espp), paid time off, floating holidays, paid maternity leave, paid parental bonding leave, tuition reimbursement, jury duty pay, work from home stipend, and other paid leaves vary based on work location.