Fidelity Life/Efinancial

Senior Financial Analyst

Job ID


This highly visible, newly created position is a key role within the Financial Planning & Analysis team at Efinancial.  A successful Senior Financial Analyst will be results driven with the ability to support management decision making though creating unique data insights.  The Senior Financial Analyst will be performing discrete financial modeling to solve organizational problems and maximize performance.  The Senior Financial Analyst will work with the COO and various departments across the organization to research issues, gather data and perform analysis to resolve critical problems within budgetary or resource constraints.   The Senior Financial Analyst must be a strong communicator with the ability to connect with cross functional organizations and senior management.



  • Develop and report on organization KPI’s, reporting, and modeling contract profitability
  • Partner closely with the COO and other stake holders across the organization on solving critical business issues
  • Research and provide unique insight on key business objectives
  • Perform in depth analysis and data gathering to guide leadership decision making 


  • Strong analytical and problem-solving skills
  • Ability to handle several tasks simultaneously and work under tight deadlines
  • Ability to work effectively across functions and organizational levels
  • Strong interpersonal, verbal, and written communication skills with proven ability to effectively interact with senior leadership across the company
  • Strong knowledge of Microsoft Office Suite, Oracle Essbase, accounting systems and applications, and other business-related software systems


  • Bachelor's Degree in Accounting, Finance, or related business field
  • 3-5 years of financial reporting or analysis experience preferred 
  • CPA/MBA preferred


Fidelity Life Association is an equal opportunity employer and supports a diverse workplace.  As a Fidelity Life employee, you will be eligible for Medical and Dental Insurance, Health Savings Accounts, Flexible Spending Accounts (Health, Dependent Care & Transit), Vision Care, 401(K), Short-term and Long-term Disability, Life and AD&D coverages.


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