Sr. Finance Business Partner

Institute on AgingSan Francisco, CA
5d$138,000 - $143,000

About The Position

IOA is on the forefront of revolutionary healthcare models, reshaping the way people can age in place. Our innovative models transform lives, enhance communities, and save healthcare systems millions of dollars. Rather than focusing on archaic outdated design, we strive to consistently question the “status-quo” and create new and more innovative ways to help aging adults and adults with disabilities maintain their quality of life. With over 23 programs, we offer multiple ways to aid seniors maintain their health, well-being, independence and participation in the community, fulfilling our mission. Reporting to IOA’s Finance Manager, the Sr. Finance Business Partner will provide hands-on Finance support to various IOA business leaders including the forecasting, budgeting and long-range business planning processes. Position Duration and Schedule This is a part-time, temporary role supporting operations while an employee is on leave. The position is expected to work three days per week. The assignment is anticipated to conclude in early to mid-May at earliest, based on business needs and the employee’s return timeline. Other key duties and responsibilities include, but are not necessarily limited to:

Requirements

  • Bachelor’s degree or higher in Accounting, Economics, Finance or another quantitative discipline.
  • 7+ years of relevant and progressive experience in financial planning, reporting and analysis
  • Excellent analytical and problem-solving skills
  • Excellent organizational and presentation skills, including the ability to communicate complex issues in a simple, logical, and brief manner
  • Outstanding interpersonal, oral and written communication skills, including ability to present clear, understandable analyses and recommendations to senior management.
  • Ability to see 'big picture" strategic view as well as process details
  • Advanced skills in Microsoft Excel (including financial modeling) and PowerPoint

Nice To Haves

  • Experience using OfficeConnect/Hyperion or similar add on tools for excel
  • Adaptive and NetSuite experience preferred
  • Possessing strong critical thinking, collaboration and problem-solving competencies

Responsibilities

  • Conducting business performance variance analysis of actuals and forecasts compared to prior periods, forecasts, and budgets
  • Creating financial models, collecting and evaluating data, analyzing results and making appropriate assumptions and recommendations; identifying areas for improvement and change based on financial modeling
  • Providing financial analysis and advises appropriate solutions for issues
  • Analyzing and evaluating cost/budget reports
  • Preparing reporting schedules and delivering presentations to business leaders
  • Energetic, forward thinking as well as creativity with the highest ethical standards
  • Developing an understanding of critical business performance drivers
  • Building relationships and working closely and collaboratively with Finance, Operations and business team daily
  • Ensuring data quality and accuracy of management reporting
  • Strong execution with ability to work in a fast pace and manage tight deadlines
  • Proactively driving analysis on key trends and understanding business drivers behind the trends that are visible in the results
  • Provide insight on business drivers that lead to recommended actions
  • Bringing numbers to life
  • Performing ad hoc financial modeling and analysis as needed

Benefits

  • A job with benefits that goes above and beyond.
  • From competitive salaries to investment and retirement opportunities, we offer our employees first-rate benefits.
  • Coupled with outstanding health coverage, robust wellness programs, and additional perks, we make a rewarding career even more rewarding.

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What This Job Offers

Job Type

Part-time

Career Level

Mid Level

Number of Employees

501-1,000 employees

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