Lead Financial Analyst

Highmark Health•Carolina, PA
•Hybrid

About The Position

This job performs financial and business research and analysis, including preparing forecasts and analyzing financial reports, records, and trends. The position develops and maintains spreadsheets and databases to facilitate analysis and reporting and conducts and documents financial analysis projects. The role serves as project lead for special departmental projects, coordinating activities and keeping projects on schedule. It communicates analysis findings, project status, expected outcomes, and recommendations to management and other stakeholders, and prepares presentations and reports for distribution. For employees residing within a 50-mile radius of a Highmark location in Pittsburgh, Camp Hill, Buffalo, NY, or Wilmington, DE, the role follows a hybrid model with in-office work Tuesday through Thursday. The position is office-based and requires a physical work site. Employees must comply with the company’s code of business conduct, applicable laws and policies, HIPAA privacy requirements, and information security guidelines.

Requirements

  • Bachelor’s degree, or relevant experience and/or education as determined by the company in lieu of a bachelor’s degree.
  • 7–10 years of related progressive experience in accounting and/or finance, including experience leading projects of varying size and complexity.
  • Experience with computer applications, including MS Excel.
  • Strong written and oral communication skills.
  • Strong relationship-building skills.
  • Client-focused approach and strong business acumen.
  • Ability to work independently and as part of a team under pressure.
  • Ability to think strategically and act proactively to build trust and confidence with business units.
  • Strong innovative problem-solving capabilities.

Nice To Haves

  • Experience in budgeting and/or financial planning and analysis (FP&A).
  • Experience with Hyperion or Smart View software.
  • Executive presentation experience.

Responsibilities

  • Coordinate with other departments, locations, and divisions, and communicate with internal and external parties to resolve problems.
  • Communicate project status, completion deadlines, expected outcomes, and recommendations to management and relevant stakeholders.
  • Present summaries of financial results and trends to all levels of management.
  • Analyze, evaluate, and interpret financial and statistical data.
  • Develop or document business policies and conduct special financial and business studies in cooperation with other departments.
  • Prepare forecasts and analyze financial trends, reports, and records.
  • Explain variances and make recommendations concerning the accounting of reserves, assets, and expenditures.
  • Independently investigate problems and document recommendations for management.
  • Use computer systems to input, retrieve, or display accounting information; develop and maintain spreadsheets and databases; and prepare reports, graphs, and charts.
  • Lead and document financial analysis projects, including gathering data, analyzing and documenting findings, calculating results, preparing ad hoc reports, and distributing reports.
  • Coordinate project activities to ensure progress and timely completion, and make recommendations based on findings when needed.
  • Perform other duties as assigned or requested.
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