Senior Finance Analyst

Versiti, Inc.•Milwaukee, WI

2d•Hybrid

About The Position

The Financial Planning and Analysis (FP&A) team provides budgeting, forecasting, business case and financial analytics leadership to support Versiti's overall financial health and growth strategies. The Senior Financial Analyst – Financial Planning & Analysis is responsible for several key functions, including but not limited to: financial planning and modeling, pro forma and business case development, data analytics and specialized projects. In the course of performing their duties, the Senior Financial analyst is required to make accounting entries and reconciliations, execute budgeting and forecasting processes, support new initiatives and serve on cross functional project teams. The role will operate closely with assigned service lines and collaborate with all areas of the organization. The successful candidate must understand the purpose of a mission-driven organization and how financials support the organization's achievement of its mission. The Senior Financial Analyst will report to the Director of Financial Planning & Analysis, who currently oversees three Senior Financial Analysts with tenure between 1 and 12 years.

Requirements

Bachelor's Degree in Finance, Accounting, Economics or a related discipline from an accredited college or university required
4-6 years of experience in finance, financial operations, accounting and/or related field required
Ability to understand and communicate financial information clearly and concisely required
Effective verbal and written communication, problem solving, decision making, conflict resolution, and organizational skills
Effective interpersonal and customer service skills
Ability to work collaboratively and decisively across levels of the organization
Excellent reasoning and analytical skills with the ability to effectively communicate technical financial information to management
Effective presentation and training skills
Working knowledge of spreadsheets, word processing, database and other applications, including networked personal computers and integrated information systems
Understand the purpose of a mission-driven organization and how financials support the organization's achievement of its mission.

Nice To Haves

MBA preferred
Master’s Degree preferred
Experience with financial systems preferred
Experience in a health care or manufacturing environment preferred
Oracle Cloud ERP system and/or financial report writing experience preferred
Project Management experience preferred

Responsibilities

Helps prepare annual operating budgets, forecasts, and financial reports and analysis.
Delivers timely financial results, using a robust qualitative and quantitative approach to inform internal stakeholders.
Serves as a trusted advisor and strategic partner with executives and leadership teams of assigned service lines and corporate functions to provide financial support for current operations and decision support for future operational proposals and growth.
Can become the subject matter expert of assigned service line and corporate service area products, services, customers, and business processes.
Support Corporate Development team in the creation of complex financial models, due diligence and evolution of Versiti’s M&A pipeline.
Contributes to the achievement of profitability, growth, and operational objectives; recommends improvements to enhance customer satisfaction and financial margins through the development of pricing, costing, and financial impact models.
Create and measure key financial drivers and performance indicators to identify operational trends and provide recommendations for business improvement.
Contributes to and help evolve business case processes; inputs and outputs, timelines, artifacts, ROI templates, reporting and tracking mechanisms.
Educates on financial concepts, concerns and issues impacting results.
Develops and implements process improvement within responsibility area and offer ideas and support improvements in other areas within Finance to ensure efficiency and effectiveness of processes using industry best practices.
Participates in the development, enhancement, and maintenance of organization financial systems, in addition to maintaining procedures for responsibility areas to ensure quality of accounting, transaction processing, internal controls, and financial reporting.
Promotes and maintains compliance with Generally Accepted Accounting Principles and related accounting and reporting standards and guidance.
Participates in the development, enhancement, and maintenance of the organization’s financial systems including assisting in product selection decisions, working on design and implementation of projects, performing ongoing upgrades and troubleshooting, and creating/modifying system generated reports and inquiries.
Provides back-up support to other Financial Analysts as needed.
Actively contributes to Versiti Finance Leadership Team.
Leads assigned projects and initiatives.
Elevates financial literacy of the organization.
Performs other duties as assigned
Complies with all policies and standards