Financial Analyst Associate

Under limited supervision, you will coordinate, develop, and perform financial analysis, budgeting, reporting, and reconciliations for the organization. Provide operational support for financial planning and reporting systems and may participate in supervisory or mentoring duties.

Major Responsibilities:

• Generate, audit, and analyze monthly financial and statistical reports, including variance analysis and benchmarking.
• Prepare, communicate, and monitor operating and capital budgets.
• Input and audit budget spreadsheets; perform reconciliations and allocations as needed.
• Compile, develop, and report financial information from various systems (General Ledger, Payroll, Web-based budgets, etc.).
• Support and train users in financial systems and maintain documentation.
• Coordinate with departments to gather and analyze financial data; recommend improvements to fiscal management systems.
• Prepare consolidated financial statements and management reports for leadership.
• Participate in business/financial/operational plan development and analysis.

Minimum Job Requirements

Education

Bachelor’s degree in finance, Accounting, Business, or related field.

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Certification / License

• N/A

Experience

1–2 years of progressive experience in financial analysis or accounting.

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Knowledge / Skills / Abilities

• Strong analytical, problem-solving, critical thinking and interpersonal skills.
• Excellent oral and written communication.
• Proficient in Microsoft Office (Excel, Word, PowerPoint, Access) with an emphasis on advanced Excel skills along with financial systems
• Ability to learn new applications and instruct others.
• Understanding Monthly operating results and ability to present monthly business reviews

Physical Requirements and Working Conditions

• Standard office setting may require occasional travel.

Preferred Job Requirements

Education

• Master’s degree

Certification / License

• CPA
• CFP

Experience

Healthcare experience

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This job description indicates the general nature and level of work expected of the incumbent. It is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the incumbent. Incumbent may be required to perform other related duties.