Lead the development of analysis and reporting for financial information used in monthly, quarterly, and/or annual reporting including historical and/or forecasted financial information.
Review and approve financial plans, financial forecasts, profitability impacts & competitive analysis, and various reports to better track profitability.
Drive the preparation of financial and business-related analysis and research.
Oversee the development of budgets for the department based on actual performance, previous budget figures, estimated revenue, expense reports and other factors.
Serve as the lead business partner to Sales & Marketing on self-funded group matters; serve as a subject matter experts on self-funded billing/collection/invoicing issues.
Proactively identify areas of improvement and recommend process enhancements to management.
Review, approve, and support the creation of monthly, quarterly, annual, and ad hoc reporting for use by senior leadership, the Board of Trustees, the BCBS Association; ensure such reporting is accurate and make presentations to management as needed.
Respond quickly and accurately to escalated issues from internal and external clients and customers.

Bachelor's degree or advanced degree (where required)
5+ years of experience in related field.
In lieu of degree, 7+ years of experience in related field.
Previous leadership experience (formal or informal), including coaching/mentoring, workflow oversight, or leading process improvement initiatives.
Experience partnering with Sales/Account Management/ Underwriting and handling escalations for large group customers.
Experience leading through change (process redesign, system/portal transitions, new controls, communications).

Medical, dental, and vision coverage along with numerous health and wellness programs.
Parental leave and support plus adoption and surrogacy assistance.
Career development programs and tuition reimbursement for continued education.
401k match including an annual company contribution

Team Leader, Financial Reporting

Key skills