Sr. Financial Analyst

Join Us!
Take the next step in your journey at Inspira Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey.
Our values shape how we show up every day. We Lead with Heart by acting with compassion, empathy, and doing what's right; Cultivate Trust through integrity, transparency, and accountability; Aim Higher by never settling for what's expected and continually raising the standard; and Win Together by collaborating inclusively to achieve the best outcomes.
Join us on our journey as we work together to take on the complex and the everyday--turning collective effort into life-changing impact that enriches lives and helps build a better future. Learn more at inspirafinancial.com.
We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday). This requirement does not apply to support specialist positions.
Don't meet every single requirement? That's okay. At Inspira Financial, we know growth comes from people who are willing to learn, challenge themselves, and aim higher. We value individuals who lead with heart, cultivate trust, and collaborate to win together. If you're energized by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, Inspira Financial could be the right next step in your journey. We look forward to receiving your application.
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com .
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
Sr. Financial Analyst will support Sales Finance organization, with a primary focus on pricing strategy, profitability, incentive compensation planning, modeling, & performance analysis. This role will partner closely with Sales, HR, and Finance leadership to design, administer, and optimize sales compensation programs that drive growth, align with company strategy, and ensure accuracy, compliance, and transparency. The role will also lead the development of product line profitability for all major Health and Benefits products.The ideal candidate combines strong financial modeling skills, business acumen, and the ability to translate complex compensation structures into actionable insights.
Duties & Responsibilities:

• Collaborate with leaders in Finance, Business Units, Sales, Human Capital, Senior Leadership Team and CFO to assess reporting needs and drive business analytics for initiatives
• Responsible for creating advanced forecasts, analytics, financial models, and management reporting

Incentives:

• Support the design, modeling, administration and planning of sales incentive compensation plans aligned to company goals
• Evaluate plan effectiveness and recommend enhancements to drive performance and retention
• Partner with Sales Leadership and HR to ensure compensation plans are competitive and aligned with market practices
• Document plan structures, rules, and payout methodologies
• Support commission calculation processes, ensuring accuracy and timeliness of payouts

Strategic Business Partner:

• Utilize data to tell a story and drive insights while tailoring messaging based on the audience
• Create accurate, compelling, and effective high-level presentations for executives
• Collaborate with varying levels of business leadership and Finance colleagues
• In partnership with the business, review operating and financial results identifying variance drivers and levers to enhance performance.

Forecasting and Analytics:

• Create and/or support the development of financial related models and ensure they are accurate and updated to reflect evolving business dynamics
• Support forecasting, expense management, & budget planning processes
• Identify and track key indicators and trends in alignment with the operational plano Initiate needed improvements to processes and reporting and drive them to conclusion
• Analyze sales performance against quotas, commission attainment, and payout trends
• Track key metrics such as attainment, pay-for-performance alignment, and quota coverage
• Other duties as assigned.

Preferred Qualifications
Education & Experience:

• 3+ years of experience in Finance, Accounting, or related field with relevant experience in financial analysis including variance analysis, budgeting, forecasting and the development of business analytics
• Bachelor's degree in finance, accounting, or related field

Skills & Abilities:

• Excellent analytical skills with a high degree of accuracy and attention to detais
• Strong organizational skills with a drive to meet deadlines and drive projects to conclusion
• Highly proficient in Microsoft Excel and PowerPoint
• Experience in Salesforce, Tableau and MS PowerBI a plus
• Strong verbal and written communication skills
• An aptitude for prioritization, multi-tasking and efficiency
• Strong collaboration skills and ability to communicate finance concepts to non-finance team members
• A drive to learn and promote new concepts quickly in a culture of continuous improvement
• Self-starters who are dependable and can work independently and run with projects that come with little initial direction
• Prior experience with sales and incentive compensation a plus
• Other Requirements:
• Prolonged periods of sitting at a desk and working on a computer

Compensation & Benefits
$82,000-$97,000 per year