Financial Analyst

Responsibilities

• Assist in preparing basic financial reports and dashboards using standardized templates.
• Support monthly and quarterly forecasting processes by collecting and validating data inputs.
• Help track budget vs. actuals and flag discrepancies for review.
• Maintain documentation and templates for recurring reporting processes.
• Participate in financial system data entry and updates under supervision.
• Assist with ad hoc analysis requests from business partners.
• Learn and apply financial modeling techniques with guidance from senior analysts.
• Attends company training and local meetings in field
• What You'll Bring to Zelis:
• Typically has a BA or 3-5 years of experience.
• Requires proficiency using AI tools skillfully with an understanding of how to develop/create intelligent prompts and/or agents.
• Basic understanding of financial statements and budgeting principles.
• Strong proficiency in Microsoft Excel; familiarity with financial systems (e.g., SAP, Oracle, Workday).
• Analytical mindset with attention to detail.
• Strong communication and organizational skills.
• Eagerness to learn and grow in a fast-paced finance environment.
• Please note at this time we are unable to proceed with candidates who require visa sponsorship now or in the future.
• Location and Workplace Flexibility
• While location expectations vary by role, candidates within approximately 50 miles of a U.S. office are generally preferred to support collaboration when needed. Our hybrid approach is flexible, and in-office presence is guided by team and business needs rather than a fixed weekly schedule.
• Equal Employment Opportunity
• We welcome applicants from all backgrounds and encourage you to apply even if you don't meet 100% of the qualifications for the role. We believe in the value of diverse perspectives and experiences and are committed to building an inclusive workplace for all.
• Accessibility Support
• Disclaimer

Benefits

Additional Information

At Zelis, we Get Stuff Done. So, let's get to it! A Little About Us Zelis is modernizing the healthcare financial experience across payers, providers, and healthcare consumers. We serve more than 750 payers, including the top five national health plans, regional health plans, TPAs and millions of healthcare providers and consumers across our platform of solutions. Zelis sees across the system to identify, optimize, and solve problems holistically with technology built by healthcare experts - driving real, measurable results for clients. At Zelis, AI is woven into the fabric of how we work. Every associate is expected - and empowered - to partner with AI to challenge the status quo, accelerate innovation, and amplify their impact. This is a place for builders with a growth mindset who act with agility, embrace change, and use modern technology to shape smarter solutions, exceptional experiences, and the future of our industry for our clients, customers, and our culture. A Little About You You bring a unique blend of personality and professional expertise to your work, inspiring others with your passion and dedication. Your career is a testament to your diverse experiences, community involvement, and the valuable lessons you've learned along the way. You are more than just your resume; you are a reflection of your achievements, the knowledge you've gained, and the personal interests that shape who you are. Position Overview This is an entry-level role focused on supporting core financial planning activities. This position builds foundational skills in budgeting, forecasting, and reporting while contributing to the accuracy of financial data and insights.

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