Financial Planning Analyst

Duly Health and Care • Downers Grove, IL

3d • Onsite

About The Position

This position reports to the Director of Finance with the primary functions as following: Analyze financial data by collecting, monitoring and creating financial reporting for decision support. Improve financial status by analyzing results; monitoring variances; identifying trends; recommending actions to management. Assist with annual and quarterly forecasting/ budget.

Requirements

• Intermediate to advanced level of knowledge with Microsoft Excel, Intermediate level of knowledge with Microsoft PowerPoint, and basic level of knowledge with Microsoft Outlook and Word.
• A good working knowledge of computerized accounting systems.
• Attention to detail, ability to work independently, and ability to make progress with projects assigned and bring them towards successful completion.
• A bachelor's degree in Accounting, Finance or Economics
• 2-4 years relevant work experience

Nice To Haves

• CPA certification helpful, but not required
• Healthcare experience desirable

Responsibilities

• Variance analysis by comparing and analyzing actual results with plans and forecasts.
• Guides cost analysis process by establishing and enforcing policies and procedures; providing trends and forecasts; explaining processes and techniques; recommending actions.
• Reconciles transactions by comparing and correcting data
• Report generation on monthly qtrly basis for various internal customers
• Partner with operational leaders to identify opportunities for financial improvement, optimize resource utilization, and drive value within service lines.
• Assist Director of Finance in Ad Hoc requests

Benefits

• Comprehensive medical, dental, and vision benefits that include healthcare navigation assistance and medical coverage at 100% (after deductible) when utilizing a Duly provider.
• Employer provided life and disability insurance.
• $5,250 Tuition Reimbursement per year.
• Immediate 401(k) match.
• 40 hours paid volunteer time off.
• A culture committed to Diversity, Equity, and Inclusion (DEI) and Social Impact
• Up to 12 weeks parental leave at 100% pay and a financial benefit for adoption and surrogacy for non-physician team members once eligibility requirements are met.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level