Lead Financial Analyst

Lead Financial Analyst

Imagine360 is seeking a highly analytical and detail-oriented Lead Analyst with strong FP&A expertise and advanced technical skills to join our team. This role will support strategic decision-making by providing financial insights, developing models, analyzing claims volume trends, conducting customer-level variance analysis, and building automated reporting solutions that deliver clear, actionable insights. This position is 100% remote.

Responsibilities include but are not limited to:

Financial Planning & Analysis

• Develop and maintain advanced financial models for forecasting, budgeting, scenario analysis, and long-range planning.
• Perform variance analyses across revenue, cost, utilization, and operational drivers, with clear explanations of underlying trends and risks.
• Analyze claims volume, utilization trends, and cost drivers to improve forecast accuracy and business performance.
• Build scalable, flexible models that support rapid scenario and sensitivity analysis for leadership decision-making.
• Identify financial and operational risks and opportunities through quantitative analysis and modeling.
• Partner cross-functionally with Operations, Claims, and IT teams to align assumptions and ensure transparency into performance drivers.

Data, Reporting & KPIs

• Design automated dashboards and self-service reporting tools using Tableau and Power BI.
• Build complex datasets using SQL and develop Python automation to streamline processes, enhance data accuracy, and improve forecasting models.
• Develop standardized reporting packages and KPI metrics to measure financial and operational performance.

AdHoc Analysis

• Conduct deep-dive analyses to support strategic initiatives, pricing decisions, and investment opportunities.
• Provide insights into market trends and business performance drivers.
• Respond to urgent analytical requests with clear, actionable findings.
• Build flexible models and tools to enable rapid scenario analysis as needed.

Experience/Education:

• 8+ years of experience in Accounting, Auditing, FP&A or related analytical finance roles.
• Bachelor's degree in Finance, Accounting, Economics, Data Analytics, or related field (MBA/CFA a plus).
• Strong understanding of the healthcare industry.

Skills and Abilities:

• Proficiency in SQL, Python, Tableau, Power BI, and advanced Excel (including Power Query/PowerPivot).
• Exceptional analytical thinking, communication, and presentation skills.
• Ability to manage multiple priorities in a fast-paced environment with high attention to detail and data accuracy.

What can Imagine360 offer you?

• Multiple Health plan options
• Company-paid employee premiums for disability and life insurance
• Parental Leave Policy
• 20 days PTO to start / 10 Paid Holidays
• Tuition reimbursement
• 401k Company contribution
• Company-paid Short & Long-term Disability plus Life Insurance
• Professional development initiatives / continuous learning opportunities
• Opportunities to participate in and support the company's diversity and inclusion initiatives

Imagine360 is a health plan solution company that combines 50+ years of self-funding healthcare expertise. Over the years, we've helped thousands of employers save billions on healthcare. Our breakthrough total health plan solution is fixing today's one-size-fits-none PPO insurance problems with powerful, customized, member-focused solutions. Imagine360 is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. **RECRUITMENT AGENCIES PLEASE NOTE:** Imagine360 will only accept applications from agencies/business partners that have been invited to work on a specific role. Candidate Resumes/CV's submitted without permission or directly to Hiring Managers will be considered unsolicited and no fee will be payable. Thank you for your cooperation.

Key skills/competency

• Financial Analysis
• FP&A
• Financial Modeling
• SQL
• Python
• Tableau
• Power BI
• Excel (Power Query/PowerPivot)
• Healthcare Industry
• Data Analysis