Insurance Implementation Specialist Jobs in Ohio

Implementation Specialist

This position will involve ownership of the day-to-day program governance of our smaller scale Corporate Performance Management (CPM) implementations or as the primary domain area owner of our medium and large-scale projects. Implementation Specialists will serve as Finit's primary "face" to our clients.

Responsibilities:

• Serve as the day-to-day full-time project lead responsible for the successful execution of the delivery and solution workstreams.
• Manage project team members through all phases of program execution following mobilization and foundation design.
• Act as the primary point of contact between the client and the implementation team.
• Ensure that all stakeholders, both internal and external, are kept informed of project progress, risks, and issues.
• Serve substantial technical build and development role inside of OneStream, assisting frequently on less complex build tasks as needed to support team.
• Establish mid-term project goals and plans for governance of the project and team.
• Delegate tasks effectively to project teams while ensuring optimal resource allocation and timely delivery.
• Set and communicate clear performance expectations, provide feedback, and address team challenges.
• Mentor Finitians who are on the IS growth path.
• Perform responsibilities in accordance with Finit values and standards of excellence.
• Communicate proactively and maintain sufficient documentation to ensure clarity and transparency.
• Foster continuous learning and growth and help enable fellow Finitians.
• Build and develop authentic relationships with clients and team members.

Skills:

• Implementation Specialists will typically have 2-4+ years experience with CPM software and/or the financial close cycle.
• Content/functional expertise in the several core EPM knowledge areas, including: Forecasting, Planning and Analysis, Consolidation and Reporting.
• Previous experience managing small teams.
• Excellent written and verbal skills, and capable of tailoring communication based on the knowledge and needs of specific audiences.
• Outstanding interpersonal skills to assist with managing both Finit staff and client stakeholders within the expectations of Finit's core values.
• Energized by projects with high degree of uncertainty. Can manage this uncertainty appropriately for other team members.
• Strong problem-solving and troubleshooting skills with the ability to exercise consistently good judgement.
• High competence in the Microsoft Office suite (Word, Excel, PowerPoint).

Qualifications:

• 8-10+ years of CPM Experience
• 8+ years of technical experience in a multidimensional CPM product
• 2+ years of OneStream experience
• Finit values champion

The Finit Culture:

We are seeking candidates who share Finit's core cultural values of integrity, personal drive, innate curiosity, and empathy for others. Our consultants enrich the experience of their clients and colleagues by being candid yet egoless and collaborative yet self-directed. We are driven to deliver on behalf of others, and we look for candidates who can demonstrate their own inquisitiveness, grit, and personal approach.

Benefits:

• Excellent Medical Plan
• Dental & Vision Insurance
• Life Insurance
• Short & Long Term Disability Insurance
• Profit Sharing
• Yearly company trip for every employee and a guest
• Flexible PTO with no hard limit on vacation.
• Paid Holidays
• Retirement Plan
• "Make Life Easier" perk ($100/month for services such as house-cleaning/lawn-care services)
• 3 month paid sabbatical after 10 years of employment
• Charitable Donation Match
• Paid Time Off to volunteer

Why Finit:

• Strong family culture characterized by good-natured, humble people who like helping each other learn and grow.
• Opportunities for a wide variety of project work across many industries.
• 2 weeks per year of training and professional development.
• Finit is debt free and has no external owners. All Finit partners are actively involved in consulting, sales, and/or operations. Finit has never had a layoff and has enjoyed very low employee turnover since inception in 2002.

EEO Statement:

Finit provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, gender identity, gender expression, sexual orientation, domestic violence victim status, national origin, ancestry, citizenship, age, disability, marital status, amnesty, genetic information, family medical history, political affiliation or status in the military or as a covered veteran in accordance with applicable federal, state and local laws.

Finit complies with federal and state laws concerning the employment of persons with disabilities. Finit will reasonably accommodate qualified individuals with disabilities. If reasonable accommodation is needed during the recruitment process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please direct your inquiries to Nicole Emerson, Managing Director, People & Culture.

Remote Workplace:

Employees at Finit primarily work remotely. Our consultants may have some travel requirements to client locations. Our main corporate office is located in Cincinnati, OH and may be used for collaborative work.

Job Location:

E-Verify Employer:

Finit is an E-Verify employer. E-Verify is an internet-based system that compares information from your Form I-9, Employment Eligibility Verification, to records available to the U.S. Department of Homeland Security (DHS) and Social Security Administration (SSA) to confirm that you are authorized to work in the United States.

Physical Requirements:

The role is primarily based in an office setting, accounting for approximately 60% of the workday, involving tasks such as computer-based work, attending meetings, and conducting routine office activities. Travel constitutes a significant part of this role, comprising up to 40% of work time. This includes both car and air travel to client sites, conferences, and meetings.

• Sitting: Extensive periods of sitting are required, including working at a desk and during travel. This accounts for approximately 55% of the workday.
• Standing: Standing is occasionally required, typically during client engagements, presentations, or networking events, constituting about 15% of the workday.
• Walking: Regular walking is necessary for moving within offices at client sites, and during travel, making up about 15% of the workday.
• Lifting and Carrying:
  • Weight Range: The role may require lifting and carrying items such as laptops, portable presentation equipment, and document files, usually not exceeding 20 pounds.
  • Frequency: Occasional Lifting: Occurs approximately 15% of the workday, primarily during travel.
  • Frequent or Constant Lifting: Not typically required for this role.
• Talking on Phone Conversation: Engaging in phone conversations with clients and team members is frequent, making up about 35% of the workday.
• Web Conferencing: Participating in web conferences with clients and internal teams is a regular part of the role, accounting for approximately 35% of the workday.