Financial Analyst

Acts Retirement-Life Communities • Upper Dublin Township, PA

4d • Hybrid

About The Position

Acts is currently seeking qualified candidates for our Financial Analyst position. This position is located at our Corporate Services Center in Fort Washington, PA, and can have an in-office or hybrid work schedule.
In this role, you will be responsible for completing state regulatory filings containing updates to organization and financial information, supporting the annual operating budget process, and providing assistance to Sales team members regarding forms, contracts, and pricing.

Requirements

• Bachelor’s degree in accounting or a related field
• 0-2 years of accounting, finance, or regulatory reporting experience
• Basic knowledge of Generally Accepted Accounting Principles (GAAP)
• Intermediate knowledge of Microsoft Excel (Pivot Tables, Lookup and SumIF functions)
• Technical competency in other Microsoft Office applications, specifically Word, PowerPoint, and Microsoft Teams (willingness to learn software applications needed for job requirements)

Nice To Haves

• Experience working with data visualization software, such as Power BI, and/or Customer Relationship Management (CRM) software, such as SalesForce, is a plus but not required

Responsibilities

• Complete or update quarterly and/or annual reports, minimum liquid reserve calculations, community disclosure statements, certificate of registration renewals, and similar filings for submission to state regulatory departments.
• Ensure compliance with Chapter 651, Florida Statutes.
• Support activities of the annual operating budget process including data formulation, validation, and entry in the business planning application related to revenue, expenses, occupancy, and other statistics, and labor information.
• Assist with production of various reports and presentations referenced by senior and community management throughout the annual operating budget process.
• Assist with reporting on social accountability by identifying and quantifying programs that demonstrate the organization's commitment to the greater community.
• Track and apply statement credits to existing residents that refer new residents.
• Provide support to Sales team members for questions regarding forms, contracts, and pricing.
• Support the financial screening process of prospective residents.
• Provide ad hoc analysis and reporting.

Benefits

• Next day pay: Work today, get paid tomorrow with our PayActiv benefit!
• We strongly believe in providing our team members with great benefits, such as tuition reimbursement, commuter benefits, scholarship awards, professional development programs, university partnerships, referral and discount programs, appreciation events, wellness initiatives, and much more!
• Team members are eligible for a generous benefit package including health benefits (medical, prescription, dental and vision), flexible spending accounts, life insurance, disability programs, 401(k) plan (with 4% company match after one year of employment), paid time off and holidays, and much more! Eligibility may vary based on status.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1-10 employees