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Business Analyst – Financial Operations

Job Title

Business Analyst – Financial Operations

Job ID



Kingwood Texas 77339

There’s a reason Insperity was ranked in the top 3% on WorkplaceDynamics’ National Top Workplaces list and named one of the top 100 companies to work for in the U.S.

Want to work for us and find out why?

As a trusted advisor to America’s best businesses for more than 35 years, Insperity provides an array of human resource and business solutions designed to help improve business performance. In addition, we provide the client company and their worksite employees with a wide array of value-added benefits and services.

Middle Market is where challenge is fun, results are rewarding and we live our values. The Insperity Middle Market Solutions team is an exceptional group focused specifically on supporting our larger clients ranging in size from 150 to 5,000 employees. Part of our mission is to help our Middle Market clients become the best they can be by understanding their unique challenges and integrating relevant human capital/human resources solutions that accelerate their potential. 

Business Analyst – Financial Operations

We are currently seeking a Business Analyst – Financial Operations to join our team. 

This position is responsible for developing, analyzing, interpreting and presenting reports on financial and operational performance of the Business Development Department as well as the Strategic Business Units (SBU). Utilizes complex analysis and measurement techniques to explain financial trends to Business Development Group (BDG) management and SBU owners by incorporating key performance indicators and metrics for each SBU.  Leads the development of new financial models and assists with the department’s annual financial plans.

Essential Functions
Under limited supervision and much decision-making:

  • Conducts analysis and interprets financial data, including results compared to budgets and forecasts, for BDG Management from available reporting tools and systems regarding SBU business operations.
  • Develops and monitors SBU financials metrics and key performance indicators.
  • Analyzes business trends, presents findings and makes recommendations to BDG management to support its portfolio management processes.
  • Develops analysis of SBU financial results and provides SBU owners with reports and commentary related to results.
  • Anticipates the needs of SBU owners in support of their financial operations and management of their metrics.
  • Ensures reporting requests are met through the creation of new BDG financial models in addition to revising/maintaining existing SBU models.
  • Assists in the preparation of departmental annual budgets and business plans.
  • Identifies business needs and translates those needs into ad-hoc reports for business unit owners and SBD management, as required. 

Education/Experience Requirements

  • Bachelor’s Degree in Accounting, Finance or Economics is required.
  • Five to seven years related business experience is required.


  • Highly proficient at financial analysis utilizing common and complex analytical techniques and formulas.
  • Strong working knowledge of financial budgeting and reporting methods. 
  • Strong business acumen and ability to comprehend complex business issues across various and unique business units.
  • Ability to think critically when conducting analyses, drawing reasoned conclusions based on sound data interpretation and input from other team members and SBU owners. 
  • Must be detail oriented and display an ability to plan, organize and complete work in a timely manner.
  • Communicates tactfully and effectively, both verbally and in writing, and maintains effective work relations with those encountered in the course of employment.
  • Comfortable working both independently and in a team environment across multiple business units and departments.
  • Proficient in Microsoft Office applications, including Microsoft Excel and Microsoft PowerPoint.
  • Familiar with modern office methods, practices, procedures and equipment.

Insperity offers a competitive compensation package and one of the best benefits packages in the business, including 19 days paid time off, 9 paid holidays, medical, dental and vision benefits, 401k and tuition reimbursement. At Insperity, our work environment and our commitment to our employees’ personal and professional success are the reasons we’re regarded as one of the “Best Places to Work.”

At Insperity, we celebrate the diversity of our employees and our leadership. Insperity is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.