Financial Consultant Manager
About The Position
The Financial Consultant Manager is responsible for leading the process of preparation and interpretation of complex financial analysis for Medicare lines of business. Has end to end ownership/management of business processes and works across functions and business departments to drive holistic and consistent solutions. Responsibilities entail monthly Close and Forecasting, as well as ad hoc analysis where traditional solutions are employed alongside AI/Chat GPT digital solutions. Focuses on business process improvement initiatives and in some departments will help to create innovative financial system solutions to minimize manual or repetitive functions. Strong financial and data analysis where utilization of Advanced Excel will lead to optimal automation and analysis. Consults with and provides management with solutions and recommended actions. Provides guidance and training to less experienced team members. Conducts and documents complex financial and business-related analyses and research fields, including financial and expense performance, rate of return, depreciation, working capital and investment. Provides detailed analysis and reporting for leadership, working closely with company internal and external auditors, and presenting results to business partners. Works with business partners to identify and implement strategic projects that support company goals. Leads M&A and other system integration projects. Responsible for enterprise or business unit processes related to business case development, ROI analysis, cost and benefit realization and other support of the company’s investments.
Requirements
- BA/BS in Accounting or Finance
- Minimum of 6 years budgeting, forecasting, and accounting financial reporting experience
- Advanced working proficiency in Excel
Nice To Haves
- MBA
- CPA, CMA, FSA and/or CFA certifications/licenses
- Extensive knowledge of internal business processes, data flow, controls and our financial systems
- Experience with SQL, Python, AI/ChatGPT (digital capabilities) and Power BI/Tableau or a combination of these
Responsibilities
- Monthly Close and Forecasting
- Ad hoc analysis using traditional solutions and AI/Chat GPT digital solutions
- Business process improvement initiatives
- Creating innovative financial system solutions to minimize manual or repetitive functions
- Conducting and documenting complex financial and business-related analyses and research
- Providing detailed analysis and reporting for leadership
- Working closely with company internal and external auditors
- Presenting results to business partners
- Identifying and implementing strategic projects that support company goals
- Leading M&A and other system integration projects
- Enterprise or business unit processes related to business case development, ROI analysis, cost and benefit realization and other support of the company’s investments
- Providing guidance and training to less experienced team members
Benefits
- Comprehensive benefits package
- Incentive and recognition programs
- Equity stock purchase
- 401k contribution
- Merit increases
- Paid holidays
- Paid Time Off
- Incentive bonus programs
- Medical, dental, vision, short and long term disability benefits
- 401(k) +match
- Stock purchase plan
- Life insurance
- Wellness programs
- Financial education resources
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What This Job Offers
Job Type
Full-time
Career Level
Manager
