What are the responsibilities and job description for the Financial Analyst position at Acumen Fiscal Agent?
Description
ABOUT THE COMPANY
Acumen is one of the nation's leading fiscal agents offering a portfolio of innovative financial management services backed by superior customer service. Our passion is to help people lead independent lives through exceptional participant-directed programs. Acumen is a great place to work. Our employees make a positive difference in our client's lives by what they do. Among many benefits to working here, we offer medical, dental, and vision coverage, generous paid time off, and incentive bonuses to those who qualify.
Overview And Essential Job Functions
The Financial Analyst is responsible for impactful items including budgeting, forecasting, reporting, and analysis.
MINIMUM QUALIFICATIONS
If You Require Reasonable Accommodation For Any Part Of The Application Process Or Hiring Process, Please Submit Your Request Through One Of The Following Methods Listed Below
ABOUT THE COMPANY
Acumen is one of the nation's leading fiscal agents offering a portfolio of innovative financial management services backed by superior customer service. Our passion is to help people lead independent lives through exceptional participant-directed programs. Acumen is a great place to work. Our employees make a positive difference in our client's lives by what they do. Among many benefits to working here, we offer medical, dental, and vision coverage, generous paid time off, and incentive bonuses to those who qualify.
Overview And Essential Job Functions
The Financial Analyst is responsible for impactful items including budgeting, forecasting, reporting, and analysis.
- Owning the annual budget process
- Prepare various ad-hoc reports and analysis for senior management
- Prepare monthly Power BI reporting packages for senior and executive management
- Lead and model new business pricing templates with various stakeholders
- Execute value-added analysis. Develop and provide recommendations to management on profit optimization
- Lead in budgeting and forecasting processes
- Help drive key insights and analytics
- Identify positive and negative operations trends and their effects on financial performance.
- Answer WHY things are happening
- Participation in RFP’s, special projects, ad hoc research and analysis as needed
- Support compliance and improve processes and internal controls in areas of responsibility
- Support annual financial audit
- Other finance/accounting projects as needed
- ALL Acumen employees will be vigilant to support the positive compliant cybersecurity company posture by familiarizing themselves with all policies, procedures, standards, and guidelines and act accordingly
MINIMUM QUALIFICATIONS
- Bachelor’s degree in finance/accounting or related field
- 3-5 years’ experience in a similar role
- Very strong analytical and problem-solving skills
- Advanced Excel skills (e.g. XLOOKUP, pivot tables, INDEX MATCH, GETPIVOTDATA, SUMIFS)
- Advanced knowledge of Power BI and the Microsoft Power Platform
- Excellent client service skills and professional demeanor
- High degree of organization and attention to detail
- Strong oral and written communication skills, particularly the ability to communicate to a wide range of audiences
- Ability to maintain confidentiality and exercise discretion
- Working knowledge of an ERP system productivity software such as Microsoft Office (Word, Excel, PowerPoint, and Outlook)
- Working knowledge of NetSuite
If You Require Reasonable Accommodation For Any Part Of The Application Process Or Hiring Process, Please Submit Your Request Through One Of The Following Methods Listed Below
- Dedicated fax 866-268-8885
- Dedicated email
- US mail -
- Dedicated phone 1-866-242-2714 Option 1 (Employment Opportunities) DISABILITY ACCOMMODATION REQUESTS ONLY
