Lead Financial Specialist - IntelliScript (Remote)

What We Do

Milliman IntelliScript is a group of a few hundred experts in fields ranging from actuarial science to information technology to clinical practice. Together, we develop and deploy category-defining, data-driven, software-as-a-service (SaaS) products for a broad spectrum of insurance, health IT and life sciences clients. We are a business unit within Milliman, Inc., a respected consultancy with offices around the world.

Candidates who have their pick of jobs are drawn to IntelliScript's entrepreneurial and collaborative culture of innovation, excellence, exceptional customer service, balance, and transparency. Every single person has a voice in our company, and we challenge each other to push the outer limits of our full, diverse potential. And, we've shown sustained growth that ensures you'll have room to grow your skillset, responsibilities, and career.

Our team is smart, down-to-earth, and ready to listen to your best ideas. We reward excellence and offer competitive compensation and benefits. Visit our LinkedIn page for a closer look at our company, and learn more about our cultural values here.

Milliman invests in skills training and career development and gives all employees access to a variety of learning and mentoring opportunities. Our growing number of Milliman Employee Resource Groups (ERGs) are employee-led communities that influence policy decisions, develop future leaders, and amplify the voices of their constituents. We encourage our employees to give back to their varied professions, including leadership in professional organizations. Please visit our website to learn more about Milliman's commitments to our people, diversity and inclusion, social impact, and sustainability.

What this position entails

Milliman, Inc. is recognized as a top firm that provides data, products, and professional services to the insurance industry. IntelliScript is a practice within Milliman that provides health and life insurers with real-time data and underwriting decision support tools via software-as-a-service (SaaS). IntelliScript offers an innovative suite of products which interpret and deliver electronic medical data (such as prescription histories, diagnoses, treatment data, etc.) to help our clients make effective underwriting and pricing decisions. Our company offers a unique entrepreneurial culture that also promotes work / life balance. IntelliScript has enjoyed consistent growth and is the leader in the markets we serve.

The Lead Financial Specialist will be integral as we continue to drive sophisticated analytical insights to better run our business. The Lead Financial Specialist will collaborate closely with our analytics team as well as product directors and senior leadership to oversee the financial management and reporting for our practice. They will provide strong analytical and financial acumen, champion better ways of reporting, budgeting and financial forecasting, and serve as a subject matter expert. Projects will include construction, validation, and documentation of new financial processes, reports, and dashboards. This role will direct and assist in process related to monthly financials, P&L and revenue forecasting, budgets and expense tracking, and measuring the return of investment for key initiatives.

What you will be doing

The key area of responsibility in the role of Lead Financial Specialist is to work in conjunction with our analytics teams, product owners, business leaders, and senior leadership to manage all the various aspects of our finances:

• Direct monthly financial analysis, including trends, variances, and opportunity identification for IntelliScript's business segments; communicate results and insights to practice leadership
• Maintain tooling and processes to help set, forecast, and track budgets to provide expense transparency across the practice
• Support the annual budgeting and reforecasting processes, including preparation of financial models, participation in budget discussions, and maintaining key planning tools
• Enhance financial reporting to drive decision-making and insights, margin improvement, and operational efficiency
• Partner with internal stakeholders in accounting and billing teams to understand and provide insight into the practice's financial operations
• Prepare and automate key financial reports with a focus on clarity and accuracy
• Build and refine financial models to assess new business opportunities and strategic initiatives
• Support ad hoc financial analysis and projects in a fast-paced, collaborative environment

What we need

• 10+ years of professional experience in finance or accounting
• Experience developing budgets and performing financial analysis
• Detailed-oriented with collaboration mindset
• Experience with, or a proven ability to quickly learn, new technologies to develop and present financial insights using dashboards such as PowerBI
• Experience in Microsoft Excel

What you bring to the table

• Excellent communication skills, in person and through phone / email
• Ability to understand and clearly communicate financial results at the appropriate level of detail for internal stakeholders and IntelliScript Lead management
• Focused on results and able to explain findings in a way that answers business problems
• Constructive, "can do" approach to overcoming obstacles
• Can quickly learn new techniques and technologies
• Proactive in identifying process improvements
• Strong work ethic, willing to pitch in wherever needed
• Thrive in a small team, without micromanagement
• Ability to manage projects and timelines and work collaboratively in a multi-disciplinary team

Wish List

• Degree in a relevant field (accounting, finance)
• PowerBI, SQL, and Databricks experience

Location

The expected application deadline for this job is April 30, 2026. This position is open to remote work. Applicants must be willing to travel to the Milliman office in Brookfield, WI as needed and travel nationwide for meetings, conferences, and team events.

Compensation

The overall salary range for this role is $93,700 - $222,985.

For candidates residing in:

• Alaska, California, Connecticut, Illinois, Maryland, Massachusetts, New Jersey, New York City, Pennsylvania, Virginia, Washington, or the District of Columbia:
  
  
  
  • $107,755 - $177,675 if overall experience is less than 10 years; and
  • $135,125 - $222,985 for experience greater than 10 years.
  
  
  
  

• All other states:
  
  
  
  • $93,700 - $154,500 if overall experience is less than 10 years; and
  • $117,500 - $193,900 for experience greater than 10 years.
  
  
  
  

A combination of factors will be considered, including, but not limited to, education, relevant work experience, qualifications, skills, certifications, etc.

Milliman Benefits

We offer a comprehensive benefits package designed to support employees' health, financial security, and well-being. Benefits include:

• Medical, Dental and Vision - Coverage for employees, dependents, and domestic partners.
• Employee Assistance Program (EAP) - Confidential support for personal and work-related challenges
• 401(k) Plan - Includes a company matching program and profit-sharing contributions
• Discretionary Bonus Program - Recognizing employee contributions
• Flexible Spending Accounts (FSA) - Pre-tax savings for dependent care, transportation, and eligible medical expenses
• Paid Time Off (PTO) - Begins accruing on the first day of work. Full-time employees accrue 15 days per year, and employees working less than full-time accrue PTO on a prorated basis
• Holidays - A minimum of 10 paid holidays per year
• Family Building Benefits - Includes adoption and fertility assistance
• Paid Parental Leave - Up to 12 weeks of paid leave for employees who meet eligibility criteria
• Life Insurance & AD&D - 100% of premiums covered by Milliman
• Short-Term and Long-Term Disability - Fully paid by Milliman

Equal Opportunity

All qualified applicants will receive consideration for employment, without regard to race, color, religion, sex, sexual
orientation, national origin, disability, or status as a protected veteran.