Inclusively is partnering with an insurance technology company to hire a Financial Analyst. **Please note: this role is NOT an internal position with Inclusively but with the partner company.**

ABOUT INCLUSIVELY

Inclusively is a digital tech platform that empowers job seekers with disabilities, caregivers, and veterans by using Success Enablers–accommodations and personalized workplace modifications that help all job seekers reach their full potential and excel. This includes all disabilities under the ADA, including mental health conditions (e.g. anxiety, depression, PTSD), chronic illnesses (e.g. diabetes, Long COVID), and neurodivergence (e.g. autism, ADHD).

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Position Overview

We’re searching for a Financial Analyst to join our FP&A team in a hybrid working environment out of our Chicago, IL office. To keep us headed in the right direction, we’re looking for people who understand winning is a team sport, who value and seek to learn from our team’s diverse experiences and backgrounds, who welcome a challenge and take risks in the pursuit of creating better outcomes for our customers, and who can, at any given time, step back to laugh and have some fun.

What You’ll Do

• Own and lead the end-to-end budgeting and forecasting process, serving as the primary administrator of the Vena Financial System — including P&L governance and cycle management across business units
• Drive the monthly/quarterly close process, producing executive-ready operating materials including variance analyses, bridge explanations, and management commentary that tie actuals to plan/forecast
• Serve as a strategic finance business partner to internal stakeholders — proactively monitoring company performance, identifying risks and opportunities, and delivering financial insights that influence decision-making
• Spearhead automation and process improvement initiatives across daily and monthly reporting workflows, reducing cycle time and increasing forecast accuracy
• Manage and synthesize large datasets, building scalable models and analyses that surface meaningful trends and directly inform business strategy
• Champion AI adoption within the finance function — leverage AI tools, run pilots, and build internal best practices for responsible and effective use of AI in FP&A workflows

We’re Excited to Learn More About You

Your experience may include:

• Excel expertise, with the ability to build and manage complex models
• Excellent financial management and analytical skills, with a deep and demonstrated understanding of financial modeling and analysis tools
• Experience with Alteryx, Tableau, Vena software
• Ability to communicate effectively across multiple levels of an organization
• Exceptional problem solving and analytical skills, in particular, an understanding of key financial and operational needle movers
• Willingness to accept new challenges, and a high level of curiosity and creativity as it relates to new projects and problem-solving
• High energy and initiative
• Excellent with numbers, math & logic
• Bachelor’s degree or equivalent work experience in finance, business, or related field

You may have other skills or credentials, including:

• Insurance or SaaS experience
• Passionate about business: you like to understand what drives a business, and try to identify opportunities to go after and risks to mitigate

Salary Range $75,000 - $ 93,000 USD Annually