Assist Finance Department with development of financial forecasts and budgets
Engage in the annual planning process and on-going quarterly forecasts
Prepare and analyze monthly financial and operating reports including but not limited to monthly operating statements, forecasts, and budget data. Assist in the preparation of monthly forecasts, annual budgets, and long range plans.
Assist in the development and production of monthly reports, providing regular updates on YTD, QTD and MTD performance to CFO.
Analyze current and past trends in key performance indicators including all areas of revenue, expenses, and capital expenditures.
Assist in development of quarterly reports that are distributed to 8am’s member benefit programs and integrated partners.
Assist with the continued development of budgeting, financial forecasting, and operating plan
Support management team and department heads with analysis and reporting as needed
Provide financial analysis and reporting for recurring meetings related to projects and corporate financial performance
Increase productivity by developing automated applications and reports; coordinate information requirements
Develop financial models, conduct benchmarking and process analysis

Bachelor’s degree in Economics, Finance, Accounting, or a related field.
Highest standards of accuracy and attention to detail in a dynamic, multitasking environment
Solid knowledge of general accounting and financial planning
Able to work independently
Advanced proficiency in Excel
Highly analytical, detail oriented and strong business sense; proven ability to manage new ideas and creative solutions and demonstrated experience managing such mechanisms to an end result
Extensive database experience as well as working with BI tools such as Tableau

Financial Planning Analyst

Key skills