FP&A Analyst

Want to be a bswifter? 

At bswift we’ve been transforming benefits administration since 1996, making it simpler, smarter, and more human. Our state-of-the-art, cloud-based technology and services empower employees to understand, manage, and love their benefits. From downtown Chicago, and remotely across the country, we serve thousands of companies and millions of people nationwide, reducing administrative burdens and freeing HR teams to focus on creating thriving, people-first workplaces. 

 We’re looking for motivated and goal-driven individuals who share our passion for delivering excellence and creating solutions that make a difference. The reward is a fun, flexible and creative environment with ample opportunity for professional and personal growth. If you love the bswift values of pursue excellence, embrace accountability, deliver superior service, and be a great place to work, we want to hear from you! 

ABOUT US

bswift is a leading benefits administration company that specializes in providing tailored solutions for our clients. Our mission is to simplify the complex world of employee benefits and deliver exceptional service to our clients. We are looking for a motivated individual with 1–3 years of experience to join our team as a Finance Analyst.

WHAT YOU’LL DO

The Finance Analyst will support the FP&A team, which is responsible for managing the planning and forecasting process through insightful analyses to enhance company decision-making and profitability. This role provides detailed reporting and analysis used by the executive team, investors, and lenders.

WHAT YOU WILL BE RESPONSIBLE FOR (Essential Functions)

Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Support the annual budgeting and rolling forecast process
• Prepare monthly financial reporting, including commentary and recommendations for the leadership team
• Conduct variance analysis by comparing actual results to budget/forecast, identifying drivers of performance, and recommending corrective actions
• Coordinate with accounting to ensure accuracy of financial information
• Partner with business leaders on activities related to the FP&A team
• Review results and provide decision-support insights for investments or cost-savings initiatives
• Identify and report on key metrics to ensure accountability across the company, including metrics for Quarterly Board Reporting
• Collaborate with HR on the requisition process to ensure personnel headcount and costs are managed effectively
• Build strong relationships with stakeholders through effective communication
• Partner with Sales to build financial models and review pricing for new business and renewals
• Review quarterly SLA and Bad Debt reserves
• Assist with detailed cash flow and balance sheet projections, supporting the treasury team as needed
• Support senior finance leadership (Finance Manager/Director, VP of Finance, CFO, and executive team) on key financial decisions
• Leverage approved AI tools to enhance efficiency in financial reporting, analysis, and documentation while ensuring accuracy and compliance with company standards

AI & DIGITAL PRODUCTIVITY EXPECTATIONS

This role operates at a foundational level of AI adoption, focused on enhancing individual productivity and decision support while maintaining strong human judgment and data integrity.

When this level is sufficient:

• Individual contributor using AI for productivity support
• Utilizes AI-generated outputs but does not design or manage AI workflows
• Applies AI in low-risk contexts such as drafting, summarization, analysis support, and research

Core Capabilities:

• Uses approved AI tools to assist with:
  • Financial commentary drafting
  • Summarization of reporting insights
  • Preliminary variance analysis exploration
  • Research to support financial modeling and decision-making
• Writes clear, effective prompts to generate relevant and useful outputs
• Critically evaluates AI-generated content for accuracy, reasonableness, and alignment with financial data
• Applies strong human judgment before incorporating AI outputs into deliverables
• Follows Responsible AI standards, including:
  • Data privacy and confidentiality requirements
  • Security protocols when handling financial and company information
  • Appropriate use of AI within approved company guidelines

WHAT YOU NEED TO SUCCEED (Required Education and Experience)

• Bachelor’s degree in Finance or Accounting
• 2+ years of progressive responsibility in financial analysis
• Experience performing variance analysis and presenting insights to leadership
• Working knowledge of Generally Accepted Accounting Principles (GAAP)
• Solid financial modeling skills and advanced Excel proficiency
• Collaborative business partner, adept at building cross-functional relationships
• Ability to thrive in a fast-paced, high-growth company

NICE TO HAVE (Preferred Education and Experience)

• Experience working for SaaS companies
• Experience with NetSuite and Oracle PBCS
• Experience working within a Private Equity ownership structure
• Demonstrated high ethical standards
• Influential, collaborative, and a strong relationship builder
• Demonstrates urgency, resourcefulness, and drive; a self-starter
• Team-oriented mindset

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Why Join bswift?

At bswift, we empower our employees to make a meaningful impact, innovate, and grow. Joining our team means stepping into a collaborative and dynamic environment that values creativity, initiative, and a passion for client success. We are dedicated to fostering an inclusive workplace that celebrates diversity and values each team member’s unique contributions.

Benefits of Working at bswift:

• Comprehensive Health Benefits: Access to health, dental, and vision plans to support your wellness and that of your family.
• Competitive Compensation: A compensation package that recognizes your skills, experience, and contributions, including performance-based incentives for most roles.
• Remote first, Office friendly environment! No time to commute?  No problem!
• Retirement Savings Plans: Options to help you plan for a secure financial future with employer-sponsored retirement savings programs.
• Professional Development: Opportunities for career growth, including training and access to resources to support your career progression.
• Supportive Culture: A work environment that encourages collaboration, open communication, and creative problem-solving, where your voice and ideas are valued.
• Employee Wellbeing Initiatives: Programs focused on mental health, financial planning, and wellness resources to help you thrive inside and outside of work.

Make an Impact: At bswift, your work directly contributes to transforming how organizations approach benefits administration and client engagement. Join us to be part of an organization that is making a meaningful difference in the lives of our clients and their employees.

Specific benefit offerings vary by position and may be subject to change.

Standard working hours are 8am-5pm Central Time, unless otherwise stated in the Job Description. 

In the spirit of pay transparency, we are excited to share the base salary range for this position is $65,000-$75,000, exclusive of fringe benefits or potential bonuses.  If you are hired at bswift, your final base salary compensation will be determined based on factors such as geographic location, skills, education, and/or experience. In addition to those factors – we believe in the importance of pay equity and consider internal equity of our current team members as a part of any final offer. Please keep in mind that the range mentioned above is the full base salary range for the role. Hiring at the maximum of the range would not be typical in order to allow for future & continued salary growth. We also offer a generous compensation and benefits package!

At bswift, our mission is clear: Become the preeminent benefits administrator through exceptional people, innovative technology, and delighted customers. And our values are at the heart of everything we do to accomplish that mission. We Pursue Excellence, Embrace Accountability, Deliver Superior Service, and strive to Be A Great Place To Work. We take pride in having an engaged, collaborative team that goes the extra mile to get the job done right.  

 bswift has been regularly named one of Chicago’s Best and Brightest Companies to Work For®, as well as one of the Nation’s Best and Brightest Companies to Work For® year after year. We offer a fun, flexible, and creative environment where you can grow both professionally and personally. 

If you have what it takes to join our award-winning culture, we’d love to hear from you!