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Financial Analyst
Apply
$60k-74k (estimate)
Full Time 1 Week Ago
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Forefront Living is Hiring a Financial Analyst Near Dallas, TX

Overview:

Join Our Team!

Forefront Living is currently looking for an experienced Financial Analyst to join our Corporate group. Wonderful environment and strong teammate relationships!

With a shared legacy in business and healthcare innovation, Forefront Living's family of care-oriented organizations blends values built on compassion and faith with high-quality senior care - long-term care, Alzheimer's and memory care, skilled nursing and rehabilitation therapies, hospice and palliative care.

These senior care services, along with the celebration of independent living at our senior lifestyle communities, combine to bring deeper meaning to every phase of life for people of all faiths, regardless of race, gender, color, religion, national origin or disability. Forefront Living is the not-for-profit, faith-based parent of Presbyterian Village North, Faith Presbyterian Hospice, and the T. Boone Pickens Hospice and Palliative Care Center.

Responsibilities:
  • Prepare business case and financial analysis for capital investments
  • Coordinate annual budget and quarterly forecast process
  • Work with operations team and CFO to develop and distribute timeline
  • Update model with assumptions from the operations team
  • Ensure model reflects any changes in business or capital structure
  • Develop multi-year projections
  • Produce a high-level overview for presentation to the Board and lenders
  • Collaborate with core finance, marketing and operations to formulate recommendations to improve profitability of the organization
  • Develop analysis and participate in the due diligence process for business development initiatives
  • Prepare and distribute various operational reports accurately and timely
  • Create ad hoc reports to assist with analyzing key business metrics
  • Collaborate with core finance, marketing and operations to develop efficient and effective financial management tools
  • Maintain open, consistent and effective communications
  • Ensure financial files are organized and safeguarded
  • Model a service attitude towards others, take ownership in solving problems and take the initiative to make things better, is friendly and courteous to residents, patients and teammates
  • Maintain good attendance record
  • Respond to CFO as assigned with accurate and timely work to facilitate financial needs
  • Accept other duties as assigned
Qualifications:
  • Bachelors Degree in Accounting or Finance
  • CPA or Masters Degree preferred
  • Minimum of 3 years experience in industry or public accounting
  • Senior living experience preferred
  • Must be proficient in MS Word, Outlook and Powerpoint
  • Must be advanced in MS Excel (well versed in Pivot Tables, look ups, sum ifs, and conditional sums)
  • Genuine caring for and interest in the care of mature adults, handicapped people and hospice patients
  • Ability to perform work tasks within the Physical Demand Requirements as outlined below
  • Ability to comply with the Resident & Patient Bill of Rights and the Employee Responsibilities
  • To perform the job successfully, an individual should demonstrate the following competencies to perform the essential functions of this position:
    Analyticalthe individual synthesizes complex or diverse information
    Problem solvingthe individual identifies and resolves problems in a timely manner and gathers and analyzes information skillfully
    Responsiblethe individual takes ownership of responsibilities and task within prescribed timeframes and proactively seeks solutions to improve performance and processes
    Oral communicationthe individual speaks clearly and persuasively in positive or negative situations, demonstrates group presentation skills and conducts meetings
    Quality managementthe individual looks for ways to improve and promote quality and demonstrates accuracy and thoroughness
    Judgmentthe individual displays willingness to make decisions, exhibits sound and accurate judgment and makes timely decisions
    Planning/organizingthe individual prioritizes and plans work activities, uses time efficiently and develops realistic action plans
    Safety and securitythe individual actively promotes and personally observes safety and security procedures, and uses equipment and materials properly

Job Summary

JOB TYPE

Full Time

SALARY

$60k-74k (estimate)

POST DATE

05/04/2024

EXPIRATION DATE

05/20/2024

WEBSITE

forefrontliving.org

HEADQUARTERS

DALLAS, TX

SIZE

<25

FOUNDED

2008

CEO

JOHN D MITCHELL

REVENUE

<$5M

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The following is the career advancement route for Financial Analyst positions, which can be used as a reference in future career path planning. As a Financial Analyst, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Analyst. You can explore the career advancement for a Financial Analyst below and select your interested title to get hiring information.

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If you are interested in becoming a Financial Analyst, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Analyst for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Financial Analyst job description and responsibilities

Broadly speaking, a financial analyst works with financial data to help organizations make business decisions.

02/23/2022: Mcallen, TX

Build financial models to perform financial forecasts, predict business scenarios, and provide other data analysis to help make business decisions.

02/10/2022: Newark, NJ

Every financial analyst’s job will hold different responsibilities depending on their specialty and where they work.

12/27/2021: Dallas, TX

They often develop and execute complex methodologies that enable them to generate useful pointers from the financial data and problem statements that their clients provide.

12/11/2021: Manchester, NH

Financial analysts who have little to no professional experience are responsible for gathering data, financial modeling and creating or maintaining spreadsheets.

01/12/2022: Laramie, WY

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Financial Analyst jobs

To become a senior or junior level financial analyst, one may be required to earn a Master’s of Business Administration.

12/07/2021: Baltimore, MD

Obtaining a finance degree (bachelor’s or MBA) and working towards becoming a financial analyst requires the development of skills, expertise, and specific abilities.

03/03/2022: Omaha, NE

To be a financial analyst, one should be good with numbers, comfortable presenting research, analytical, and have great ability to research large amounts of data and pay attention to small details.

12/27/2021: Youngstown, OH

Earning a finance degree and taking the steps to become a financial analyst requires specific abilities and the development of specialized skills.

12/11/2021: Burlington, VT

With relevant work experience and appropriate training, finance students can become equipped to pursue the path of becoming a financial analyst.

03/06/2022: Burlington, VT

Step 3: View the best colleges and universities for Financial Analyst.

Florida Southern College
Colby College
Dartmouth College
University of Notre Dame
Western Washington University
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