Senior Financial Analyst
About The Position
This role performs financial and business research and analysis, including preparing forecasts and analyzing financial reports, records, and trends. The analyst develops and maintains spreadsheets and databases for analysis and reporting, and conducts and documents financial analysis projects. The position communicates project status, deadlines, findings, and recommendations to management and other internal and external stakeholders. It also serves as a project lead for special departmental projects, coordinating work to ensure timely completion. The role is office-based and requires compliance with company policies, the Code of Business Conduct, HIPAA 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.
- 5–10 years of relevant, progressive experience in Accounting and/or Finance.
- Experience with computer applications, including MS Excel and/or MS Access.
- 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 with Power BI.
Responsibilities
- Analyze, evaluate, and interpret financial and statistical data, reports, records, and trends.
- Prepare forecasts and conduct financial and business research and special studies.
- Explain variances and recommend actions relating to reserves, assets, and expenditures.
- Develop and document business policies and collaborate with other departments on analyses.
- Independently solve fundamental problems and document recommendations for management.
- Develop and maintain spreadsheets and databases, and use computer systems to input, retrieve, and display accounting information.
- Compile and prepare reports, graphs, and charts using PC- and/or mainframe-based systems and software.
- Lead and document financial analysis projects, including gathering data, analyzing it, documenting findings, calculating results, and producing ad hoc reports.
- Coordinate project activities, track progress, and help ensure projects meet established deadlines.
- Communicate project status, deadlines, expected outcomes, findings, and recommendations to management and other stakeholders.
- Present summaries of financial results and trends to all levels of management.
- Coordinate with departments, locations, divisions, subsidiaries, affiliates, third parties, and outside agencies to resolve issues and complete projects.
- Recommend ways to improve business outcomes based on analysis.
- Perform other duties as assigned or requested.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
