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Milliman · 23 hours ago

Lead Financial Specialist - IntelliScript (Remote)

United States

Full-time

Remote

Senior Level, Lead/Staff

$94K/yr - $223K/yr

10+ years exp

Milliman is a respected consultancy that provides data-driven software-as-a-service products for the insurance and health IT sectors. The Lead Financial Specialist will oversee financial management and reporting, collaborating with analytics teams and senior leadership to enhance financial processes and provide analytical insights for effective decision-making.

AnalyticsConsultingInsurTech

H1B Sponsor Likely

Responsibilities

Direct monthly financial analysis, including trends, variances, and opportunity identification for IntelliScript’s business segments; communicate results and insights to practice leadership

Maintain tooling and processes to help set, forecast, and track budgets to provide expense transparency across the practice

Support the annual budgeting and reforecasting processes, including preparation of financial models, participation in budget discussions, and maintaining key planning tools

Enhance financial reporting to drive decision-making and insights, margin improvement, and operational efficiency

Partner with internal stakeholders in accounting and billing teams to understand and provide insight into the practice’s financial operations

Prepare and automate key financial reports with a focus on clarity and accuracy

Build and refine financial models to assess new business opportunities and strategic initiatives

Support ad hoc financial analysis and projects in a fast-paced, collaborative environment

Qualification

Financial analysisBudgetingFinancial modelingPowerBIMicrosoft ExcelProactive approachCommunication skillsCollaboration mindsetProject managementResults-oriented

Required

10+ years of professional experience in finance or accounting

Experience developing budgets and performing financial analysis

Detailed-oriented with collaboration mindset

Experience with, or a proven ability to quickly learn, new technologies to develop and present financial insights using dashboards such as PowerBI

Experience in Microsoft Excel

Excellent communication skills, in person and through phone / email

Ability to understand and clearly communicate financial results at the appropriate level of detail for internal stakeholders and IntelliScript Lead management

Focused on results and able to explain findings in a way that answers business problems

Constructive, 'can do' approach to overcoming obstacles

Can quickly learn new techniques and technologies

Proactive in identifying process improvements

Strong work ethic, willing to pitch in wherever needed

Thrive in a small team, without micromanagement

Ability to manage projects and timelines and work collaboratively in a multi-disciplinary team

Preferred

Degree in a relevant field (accounting, finance)

PowerBI, SQL, and Databricks experience

Benefits

Medical, Dental and Vision – Coverage for employees, dependents, and domestic partners.

Employee Assistance Program (EAP) – Confidential support for personal and work-related challenges

401(k) Plan – Includes a company matching program and profit-sharing contributions

Discretionary Bonus Program – Recognizing employee contributions

Flexible Spending Accounts (FSA) – Pre-tax savings for dependent care, transportation, and eligible medical expenses

Paid Time Off (PTO) – Begins accruing on the first day of work. Full-time employees accrue 15 days per year, and employees working less than full-time accrue PTO on a prorated basis

Holidays – A minimum of 10 paid holidays per year

Family Building Benefits – Includes adoption and fertility assistance

Paid Parental Leave – Up to 12 weeks of paid leave for employees who meet eligibility criteria

Life Insurance & AD&D – 100% of premiums covered by Milliman

Short-Term and Long-Term Disability – Fully paid by Milliman

Company

Milliman

Glassdoor3.9

Milliman is a risk management, benefits, and technology firm that offers insurance and retirement services.

Founded in 1947

Seattle, Washington, USA

1001-5000 employees

http://www.milliman.com

H1B Sponsorship

Milliman has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (36)

2024 (18)

2023 (21)

2022 (29)

2021 (23)

2020 (27)