Financial Analyst en Insperity

Insperity provides the most comprehensive suite of scalable HR solutions available in the marketplace with an optimal blend of premium HR service and technology. With more than 90 locations throughout the U.S., Insperity is currently making a difference for thousands of businesses and communities nationwide.

Behind our success is the unshakeable belief in the value of our people. We value diversity, inclusivity and a sense of belonging. We celebrate work and life events, and we partner with our clients and communities to make great things happen.

We have received recognition numerous times as a top place to work, most recently ranking on Glassdoor’s “Best Places to Work in the U.S. 2024” list, and U.S. News & World Report’s “Best Companies to Work for 2024” list. In addition, we have been recognized for having one of the country’s Top 50 Midsize Early Talent Programs by RippleMatch’s 2024 Campus Forward Awards. There is no better time to be a part of Insperity, and our best work is yet to come. Learn more at Insperity.com.

Why Insperity?

Flexibility: Over 80% of Insperity’s jobs have flexibility. We want your time to have balance, whether it’s spent with coworkers, clients, family or your community.

Career Growth: Insperity provides many ways to grow with the company. We offer continuous learning programs, mentorship opportunities and ongoing training.

Well-Being: Our total rewards package includes generous paid time off, top-tier medical, dental and vision benefits, health & wellness support, paid volunteer hours and much more. We take care of our people so that you can do your best work.

SUMMARY

This position is responsible for supporting the preparation of employment cost analyses (ECA) by assisting in the collection, organization, and preliminary evaluation of financial, benefits, and operational data. The Financial Analyst works under the guidance of senior team members to help compare a prospect’s current state against an alternative state of operating with Insperity. This role also contributes to internal cost analysis projects and supports broader financial initiatives.

RESPONSIBILITIES

• Assists in gathering and organizing financial and operational data from prospects and clients, including payroll, benefits, and general ledger information.

• Supports the development of financial models and projections by preparing data inputs and performing basic calculations.

• Reviews and summarizes financial statements and other documents to identify key data points for analysis.

• Helps compile and format data for use in employment cost analyses and internal reporting.

• Participates in internal cost analysis projects by supporting data collection and assisting with basic financial evaluations.

• Maintains a working knowledge of Insperity’s product offerings and industry trends to support analysis efforts.

• Collaborates with internal departments such as Sales, Pricing & Review, Client Services, and Finance to ensure data accuracy and completeness.

• Provides administrative and analytical support for various financial projects as assigned.

• Assists in the accomplishment of Insperity  goals.

• Supports team members in achieving shared objectives.

• Performs other duties as may be assigned by department supervisor.

• Participates in the Disaster Recovery plan as required.

QUALIFICATIONS

• Bachelor’s Degree in Accounting/Finance is required.

• Three or more years of experience and thorough understanding of financial accounting, reporting and analysis practices is required. 

• Experience in PEO or Human Resources is preferred.

• Strong foundational understanding of financial statements and accounting principles. Ability to understand data and be able to answer questions during a presentation or evaluation.

• Strong attention to detail and commitment to data accuracy.

• Willingness to learn and grow in a collaborative, fast-paced environment.

• Strong business acumen, communication, interpersonal skills and data analytical skills.

• Ability to manage multiple tasks and meet deadlines with guidance.

• Advanced knowledge of Microsoft Office Suite, particularly MS Excel.

• Analytical and decision-making skills to answer business questions utilizing data and other analytical information.

• Comfortable interfacing with and presenting to C-level positions at prospects and clients while representing our organization.

This job specification should not be construed to imply that these requirements are the exclusive standards of the position.  Incumbent will follow any other instructions, and perform any other related duties, as may be required by the supervisor.

At Insperity, we celebrate the diversity of our employees and our leadership. Insperity is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.