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Financial Analyst
TimelyCare Dallas, TX
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$63k-78k (estimate)
Full Time Just Posted
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TimelyCare is Hiring a Financial Analyst Near Dallas, TX

TimelyCare is seeking a highly motivated Financial Analyst to join our growing Finance team. This person will be responsible for the financial planning, analysis and projections for TimelyCare. The Financial Analyst will work directly with the Senior Leadership and Executive Teams to build and maintain the company budget and forecasts. This person must have a strong accounting and finance background to explore historical financial data, predict future results and drive process improvements.
What You'll Do
    • Perform financial analysis duties including generating and evaluating key financial data and metrics (including the development of dashboards).
    • Identify trends in financial performance and provide recommendations for improvement.
    • Build and maintain forward-looking financial models and forecasts.
    • Manage the regular commission payment and reporting processes.
    • Serve as a key contributor on regular reporting for the executive and leadership teams, board meetings, capital partners and banking compliance.
    • Assist in maintaining the long-range plan in support of the company's growth strategy in partnership with executive management and finance leadership.
    • Partner with other departments within TimelyCare to develop and manage key operational reporting and analyses.
    • Assist in the preparation of the company budget, the quarterly reforecast process, and the regular budget/forecast-to-actual reporting process. This includes serving as a key liaison interdepartmentally within TimelyCare, effectively communicating financial performance information.
    • Serve as Finance team subject matter expert on reporting from various company software systems (NetSuite, Salesforce, Gainsight, etc.)
What You Bring
    • Accounting and/or Finance educational background
    • 2-4 years of experience preferred
    • Analytical and financial modeling skills
    • Strategic thinking
    • Strong presentation skills
    • Ability to influence and persuade.
    • Excellent time management and organizational skills
    • Knowledge of GAAP accounting
    • Ability to multitask and meet deadlines
    • Ability to explore historical financial data, predict future results and drive process and policy improvements.
Benefits Perks
    • Paid Company Holidays No work on your birthday!
    • Flexible PTO Volunteer Time Off (VTO) as an organization to give back to the community
    • Variable bonus eligibility on a quarterly basis
    • Company-sponsored Health Insurance (Medical, Dental, Vision) Pet Insurance
    • Company-paid group Life Insurance Company-paid Short Term Disability
    • Concierge benefit support services
    • 401(k) with employer match
    • Free access to TimelyCare virtual medical and mental health support for you and your immediate family
    • Mission-Driven Purpose with a Supportive Team Culture
The salary range for this opportunity is $80,000- $85,000 per year, depending on education and experience. This is the base pay. You will be eligible for a discretionary bonus in addition to the base pay, to be discussed during the interview process.

Job Summary

JOB TYPE

Full Time

SALARY

$63k-78k (estimate)

POST DATE

04/27/2024

EXPIRATION DATE

05/10/2024

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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.

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

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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.

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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.

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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.

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