Budget and Financial Planning Analyst
About The Position
Under the direction of the Chief Financial Officer and as a member of the Finance Team, The Budget & Financial Planning Analyst supports the overall mission of Bridgeway including affiliates by playing integral part in the setting up Budgets and operation of financial and reporting models, dashboards, and analytical tools. As an organization consistently driven to make decisions based on data, this position will be part of the team that supports much of the analyses and reports upon which decisions are made and enterprise-wide goals are achieved. This necessitates supporting not only Finance but other critical operating teams at Bridgeway and its affiliates.
Requirements
- Experience in financial modeling and forecasting, FP&A, business integration, analytics preferably in a healthcare corporate (HQ) environment.
- Self-starter with the ability to streamline functions and passion to learn and grow
- Advanced proficiency with Microsoft Excel; familiarity with data query/data management tools extremely helpful (SQL, Access, Microsoft Dynamics GP, dashboard applications).
- Strong financial modeling experience with the ability to view the “bigger picture”
- Must possess excellent communication and presentation skills, and be comfortable interacting with executive-level and operational management
- Bachelor’s degree in accounting/finance
- Valid driver’s license required
- No more than one moving violation within the past 12 months
- Vehicle required
- 2-5 years of relevant, demonstrable, analytical experience
Nice To Haves
- Advanced degree is a plus
Responsibilities
- Prepare and post necessary journal entries for revenue and expenses on a monthly basis as part of the financial close process, in coordination with the Controller.
- Coordinate with Program Directors to obtain their input for the annual budgets for their programs.
- Maintain and update program budgets, including making revisions in Sage Intacct, to support meaningful financial statement analysis and ensure financial reports reflect accurate budget information.
- Make necessary Journal Entries for revenue and expenses on monthly basis for closing
- Prepare and Reviews monthly Financial Reports prior to distribution to CFO and Directors
- Assists directors in navigating/analyzing their financial statements
- Analyze program activities by collecting and monitoring financial and operational data and developing financial models to support informed decision-making.
- Develop and refine key business metrics and drive robust analysis to identify strengths, weaknesses and opportunities, while evaluating possible alternatives and recommending appropriate actions
- Works closely with finance and program leadership in the development of dashboards, reports, and workflows, and provide input and strategic support in the ongoing integration of systems and data management
- Improve financial status by analyzing results; monitoring variances; identifying trends; scenario analysis; recommending actions to executive and operational management
- Guide cost analysis processes by establishing and enforcing policies and procedures; providing trends and forecasts; explaining analytical and business processes and techniques
- Recommend actions by analyzing and interpreting data and through comparative analyses; study proposed changes in methods and execution
- Increase productivity by developing automated reporting/forecasting tools
- Other duties as assigned
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
