Junior Financial Analyst

TRANZACT is a leading direct-to-consumer insurance services business, specializing in the distribution of Medicare Advantage, Medicare Supplement and Life & Supplemental insurance policies. Our focus is on leveraging our highly skilled team of over 3,000 professionals to deliver innovative solutions for our insurance carrier partners and provide consumers with a best-in-class experience.
We work with some of America’s largest insurance brands to attract, educate and connect with consumers. Our diverse team of analysts, writers, engineers, designers, business leads, data scientists and sales professionals all work together to create thoughtful, data-driven and effective marketing, technology, sales and servicing strategies. These efforts have resulted in TRANZACT earning recognition and winning awards from some of the biggest names in the industry.
When you become part of TRANZACT, you join a team of passionate people who push for excellence, follow through on commitments, and love to succeed together. Our culture rests on a simple principle - “Be Real” - that means being genuine, keeping your word, and having the courage to make tough decisions. Our “Be Real” values resonate and are meaningful to us. We are entrepreneurial, fast paced and empower our people. We know how to make things happen and know that our people are always the source of our success.
How the Position Works
- Tranzact is seeking a Junior Financial Analyst to join its FP&A department. The analyst will be part of a collaborative team and work closely with various departments across Tranzact to prepare and analyze timely, accurate financial information.
- As a member of the Finance team, the Junior Financial Analyst will contribute to budgeting and forecasting processes and develop financial reports and models that support decision-making across business units. This role will emphasize analyzing and modeling key cost line items in the company’s P&L.

The specific responsibilities of the Junior Financial Analyst include
- Support data analysis and reporting for forecasting and tracking key COGS items.
- Collaborate with cross-functional stakeholders to gather projection inputs, validate assumptions, and ensure alignment with financial targets.
- Prepare and present insightful analyses and variance explanations to senior leadership to support cost management initiatives.
- Develop new operating and financial models to provide visibility into daily financial performance.
- Maintain ownership of current operating and financial reporting (costs, KPIs, reconciliations, etc.) for various divisions within Tranzact.
- Assist in the monthly financial close process, working closely with the accounting team and other stakeholders.
- Build business analytics reports to identify variances and trends.
- Investigate and resolve data discrepancies to ensure accuracy.

What you need to be successful
- Minimum of 1 year of relevant work experience.
- Advanced proficiency in English.
- Expert-level Excel skills, including experience with large datasets, pivot tables, and complex formulas.
- Strong analytical skills with attention to detail and a diligent work ethic.
- Results-oriented with a commitment to completing tasks on time.
- Excellent communication and problem-solving skills.
- Ability to think creatively, adapt quickly in a fast-paced environment, and manage shifting priorities.
- Experience building reports in Power BI (including data modeling and dashboard design).
- Basic proficiency in SQL (SELECT, UPDATE, DELETE queries).
- Basic proficiency in Python for data analysis (data frame manipulation).

What we would LOVE to see
- Knowledge of insurance industry is a plus.
- Prior experience in financial planning tools.
- Experience with Cost management

At TRANZACT we promote inclusion and job insertion without distinction based on disability, gender, orientation, gender identity and expression, place of origin or any other reason protected by national legislation. The company respects diversity and does not tolerate acts of discrimination in its processes.
Como empresa, creemos en la igualidad de oportunidades e inclusión. Consecuentemente, esta vacante de trabajo está disponible para personas con discapacidad (de acuerdo a lo indicado en la Ley No. 29973)