Financial Analyst

Our client is seeking a Financial Analyst to join their growing team. The selected individual will be responsible for conducting high-level analysis of financial statements, project analysis, and execution throughout the organization. Our client boasts a stellar benefit package and a hybrid work model.  

Job Duties

• Serve as primary point of contact for all financial matters for designated programs. 
• Create, prepare, analyze, and report operational and financial performance. 
• Provide regular and consistent analysis as part of agency-wide month-end process.
• Take a leadership role in establishing grant and program budgets. 
• Guide financial statement analysis process by utilizing and enhancing existing analytical tools, providing trends and forecasts; educating programs about processes and techniques; recommending actions.
• Prepare deliverables (reports and presentations). 
• Analyze, interpret, and communicate revenue and billings to programs.
• Recommend improvement actions by analyzing and interpreting data, identifying trends, and making comparative analyses.
• Coordinate with Finance and Leadership teams to review financial data and forecasts.
• Cross-train and provide backup for other members of the Finance team as needed. 
• Evaluate profit and cost efficiencies in various areas of the organization as needed.
• Forecast models for revenue changes and expenditure increases/decreases.
• Participate in cross functional groups to address key issues facing the organization.
• Display a courteous and caring attitude to clients, volunteers, and visitors of the Agency.
• Cooperate and collaborate with program area staff, volunteers, and other Agency staff.
• Assist with process improvement and quality improvement activities. 
• Abide by all specific program and Agency procedures, policies, and requirements.
• Develop personal and program related skills through participation in internal and external training opportunities including printed material and audio and/or visual media.
• Strive to make connections between the agency and the larger community whenever possible to contribute to the agency’s ongoing fundraising and friend-raising efforts.
• Perform other job-related duties as assigned.

Requirements

• Bachelor’s degree in Finance, Business Administration, or related work experience required.
• Three to five years of progressive experience in non-profit finance, healthcare finance, or related business environment, including project management. 
• Experience in healthcare/insurance billing preferred. 
• Knowledge of budgeting, forecasting, productivity, cost accounting, and financial analysis. 
• Demonstrated understanding of and ability to work with people of diverse backgrounds.
• Excellent verbal and written communication skills, with the ability to maintain favorable relations with internal and external partners. 
• Excellent attention to detail with strong organizational skills. 
• Excellent initiative and time management skills with a proven ability to meet deadlines.
• Strong analytical and problem-solving skills to manage multiple projects simultaneously.
• Self-starter with ability to effectively deal with uncertainty and complex situations. 
• Ability to listen, synthesize what is being examined, and form action plans based on discussions. 
• Ability to be objective, logical, and systems oriented. 
• Team leadership skills required to develop and implement efficient work processes. 
• Ability to prioritize tasks and to delegate them when appropriate.
• Ability to act with integrity, professionalism, and confidentiality.
• Proficient with Microsoft Office Suite or related software.
• Participate in Performance & Quality Improvement (PQI) activities as assigned.
• Regular and predictable attendance, and promptness for work.