Description

Position Overview

The primary responsibility is to support the business through the development and implementation of key financial processes including the annual budget, cashflows, pro-forma modeling, and the analysis and reporting of monthly financial and operating results. The role will provide analytical support to cross-functional teams to help drive the company’s operating performance and financial returns. The position will also drive change management through process, systems, and reporting improvements to provide more transparency and visibility into current and future financial results. 

Essential Functions

Summary

• Lead the monthly financial reporting and analysis process providing meaningful variance analysis and determine cause of change. Scope includes the P&L, balance sheet, and cash flow statements.

• Providing creative alternatives and recommendations to manage expenses to improve financial performance.

• Coordinate with internal business partners in the preparation, implementation, and compliance of management reporting & analysis requirements.

• Propose and drive enhancements in financial reporting and analysis as well as requisite system requirements. Critically review existing business and financial processes and recommend & drive enhancements with business partners.

• Support growth initiatives by providing analytical support on key initiatives and capital investments by partnering with cross-functional teams.

• Gather and analyze data that will be used to develop analytical and statistical models and reports in Power BI, both recurring and ad-hoc

• Develop charts, graphs, and numerical reports to articulate financial, statistical, and operational data.

• Assist with data mining and analytical capability to support decision making and corporate strategy set by the executive team.

Detailed

• Working closely with the accounting team and senior business intelligence analyst to develop meaningful and actionable financial analysis and reporting, used by operational leaders to drive key business decisions.

• Coordinate accurate and meaningful analysis of budget versus actual variances with the assistance of the accounting staff to provide accurate and timely financial results to the leadership team.

• Lead budget development of all companies by coordinating dataflows with internal and external data sources. 

• Optimize and continuously improve the reporting package, working closely with internal and external partners. 

• Collaborate with leadership to develop pro-forma models on key strategic business initiatives, tracking actual performance against financial projection.

• Provide ad-hoc analytical support and perform special projects as needed.

Requirements

Knowledge/Skills Abilities Required

• Undergraduate degree in Business, Economics, or related field.

• 3 years of experience in accounting, financial reporting and analysis, budgeting, and pro-forma modeling. 

• Healthcare Experience preferred.

• Technical skills:

o Strong Microsoft Excel skills (advanced formulas, pivot tables, charts, etc.)

o Experience with a business intelligence software (Microsoft Power Bi, Tableau, etc.) 

o Experience working with Accounting software (Netsuite preferred)

o Advanced Microsoft Power BI and Excel skills

o Experience with large data sets

• Personal skills

o Strong interpersonal skills including written and oral communication skills

o Focused self-starter with the ability to work independently and ability to prioritize workload to hit critical deadlines. 

o Experience working with and presenting to senior executives. 

o Ability to streamline functions and passion to learn and grow.