Financial Advisor III

About the position

As a Financial Advisor III you will be responsible for preparing financial statements, performing monthly balance sheet, income statement, and budget variance analyses. You will also consult and advise senior management on financial and operational issues and work autonomously on strategic financial plans of the organization.

Responsibilities

• Coordinates, examines, investigates, and advises senior management on financial variance reports.
• Studies financial results and provides management with reports as needed.
• Coordinates and investigates opportunities to enhance revenue or reduce costs, providing data to support findings.
• Advises senior management on financial operations issues of various departments.
• Prepares, manages, and examines financial information for the end of month close cycle.
• Manages and prepares the month-end journal process for efficient and accurate closes.
• Coordinates the review process each month after the close cycle for completeness and accuracy.
• Communicates timely information to the G/L coordinator for posting to books and records according to the close schedule.
• Reviews month-end data after the close cycle for completeness.
• Examines complex financial information to ensure financial reports have high integrity.
• Evaluates the month-end process and recommends improvements.
• Creates and educates staff on advanced InVision reports for internal financial studies.
• Writes and revises moderately complex PS nVision reports before sharing with leadership.
• Completes assigned report writing projects on time.
• Coordinates the preparation of financial reports in easy-to-read formats.
• Understands data to establish reporting needs.
• Creates adhoc reports as requested.
• Performs and communicates moderate to complex studies for external users of financial information.
• Provides management with appropriate financial studies timely and efficiently.
• Oversees research of complex business lines for continued operations.
• Recommends changes in financial operations to improve performance.
• Maintains favorable relations with external users of financial information.
• Develops computer programs for financial and operational reporting.
• Creates programs to help leadership understand complex operational data.
• Enhances financial reporting with efficient procedures.
• Provides timely and accurate reports using multiple databases.
• Coordinates data collection and converts it into clear financial information.
• Performs other position appropriate duties as required in a competent, professional and courteous manner.

Requirements

• Bachelor's degree.
• 4 years of experience.
• CPA certification preferred.
• Proficient with MS Office applications.
• Proven leadership, management, data and communication abilities required.

Benefits

• Eligibility on day 1 for all benefits.
• Dollar-for-dollar 401(k) match, up to 5%.
• Debt-free tuition assistance, offering access to many no-cost and low-cost degrees, certificates and more.
• Immediate access to time off benefits.