Description

Overall Position Purpose

This position exists to provide business forecasting, budgeting, planning and analysis of operational, financial, and strategic results and plans. A strong candidate combines excellent people skills and the ability to ensure goals and projects are executed and rolled out in a timely manner. The Senior Financial Analyst will promote and support the Inteleos culture of inclusivity.

Core Responsibilities

• Proactively support department programs, workflows, and projects to assure timely and accurate roll-out of processes and programs utilizing collaborative and consensus-building techniques. 
• Assume responsibility for forecasting, determining, and setting of budget allocations required to meet departmental and organizational strategic objectives ensuring fiscal responsibility. 
• Assures strict adherence to the Board approved budget and financial policies and monitoring financial trends to allow for strategic adjustments to assure maximum ROI.
• Preparation of annual budgets, rolling forecasts, monthly variance explanation process and financial analyses as required. 
• Develop cash forecasts and financial projections under CFO guidance.
• Prepare regular and ad-hoc reports to the Finance Committee of the Board of Inteleos.
• Responsible for overseeing the financial assimilation and provide guidance to new companies and programs started by or entering the organization.
• Provide support during annual audit.
• Contribute as needed with contracts review and analysis, financial compliance and risk management.
• Develop, implement, and maintain Finance division’s policies and procedures as required by ANSI for organizational accreditation.
• Maintain familiarity of Inteleos staff policies and the functions of each Inteleos department and works as a positive role model for all staff.
• Assist project teams with financial guidance and track OKR’s.

Inteleos Attributes

• Accountable – taking ownership of your work and delivers results. Being responsible for your actions.
• Collegial – being helpful, respectful, approachable and team oriented. Building strong working relationships and a positive work environment. Consider the thoughts and opinions of others.
• Ethical/Integrity– employee is honest and trustworthy when working with colleagues, volunteers, and other stakeholders. Lead by example.
• Committed to:
• Creating the global standard of excellence in healthcare and patient safety
• Excellence – Strive to excel in everything you do.
• Quality – Taking the initiative, extra time, care, and vigilance to get the job done right.
• Continuous Learning
• Have a Positive “Can-do” Attitude-being ready, available, and willing to get the job done and done well.

Supervisory Environment

• Works under general supervision with broadly defined work objectives
• Makes decisions of considerable complexity on business or technical matters often in ambiguous contexts. Decisions have medium and long-term impact on a significant organizational function and frequently impact the organization. 
• Work projects and products are subject to management review for content, quality and appropriateness
• Incumbent has no formal supervisory responsibility, though may provide regular work direction to other employees and/or consultants.

Work Environment

The incumbent will work at a desk in an office environment either in the corporate office or in an approved remote setting. Evening and weekend work, and travel will be required. There are minimal requirements to lift or move equipment.

Requirements

Required Education/Experience

• Bachelor’s Degree, Certification or equivalent in Business, Accounting, Finance or related field;
• Minimum of three to five years of experience in a similar role;
• Minimum of two years of experience in financial planning, analysis, and modeling; 
• Finance and Nonprofit experience preferred.

Required Qualifications/ Skills

• Working knowledge of business and people management principles, theories and concepts in the work field, strategic planning and resource allocation/modeling/leadership techniques. 
• Proven analytical and technical ability in both Financial and Accounting theory and application
• Ability to coordinate efforts and workflow with staff members from all levels and departments of the organization as well as external contacts.
• Capable of analyzing problems rigorously and from all angles, showing sound practical judgment
• Superior project management, interpersonal and organizational skills;
• Ability to lead in a team environment, act as role model and coach to all staff;
• Ability to maintain positive attitude under stressful conditions, and assist in building and maintaining a positive culture in department and organization as a whole;
• Strong analytical, verbal, written and collaborative skills to fulfill management level communication and correspondence; 
• Consistent attention to detail and follow-through skills;
• Excellent proficiency with budgeting; and
• Strong knowledge of Microsoft Office Suite, Sage-Intacct, and budget/planning software such as Prophix

This description is intended to provide an overview of the responsibilities of the position. It is not all-inclusive and an incumbent in the position will be expected to perform other duties as required. The responsibilities may change over time. This description is provided for informational purposes only and does not form the basis of a contract.