Financial Analyst

Role Overview

• Support annual company planning from creation to reporting, along with monthly forecasting
• Calculate commissions, sales bonuses and create pay statements for the sales team
• Preparation of monthly reporting package that includes financial statements, operational reporting/metrics, analysis of key business trends, actual versus budget variances, and detailed executive-level explanations of variances
• Responsible for organizing data from various financial systems, including Oracle EPBS (Hyperion), NetSuite, and Tableau
• Creating investment performance calculations, including ROI, NPV, and IRR as and sensitivity modeling
• Foster business relationships with leaders to provide decision support
• Review results of monthly department-level reporting, including budget vs actual, full-year projections, and ad hoc department head requests with managers
• Perform ad-hoc analysis for departments within the organization
• Initiate continual process improvement efforts that enhance timeliness and accuracy
• Ability to ensure HIPAA, Confidentiality and Compliance policy, procedures, and standards are always adhered to.
• Ability to ensure administrative, physical and technical cybersecurity controls are always adhered to.
• Remains aware of evolving needs and opportunities, showing flexibility in doing whatever is appropriate to support the Company’s success. Pursues educational opportunities to maintain advanced and up-to-date knowledge in the field. Performs all other related duties as required and assigned and understands that the items in this description are not all-inclusive.

Requirements

• Bachelor’s degree in Accounting, Finance or related field.
• 1-3 years related experience
• Proficiency in financial modeling, planning, reporting, and analysis preferred
• Proficiency with budgeting/forecasting/financial reporting software (Hyperion/Oracle PBCS and NetSuite experience strongly preferred)
• Exceptional analytical and quantitative skills
• Excellent communication (both written and verbal)
• MS Excel power user with financial modeling skills and spreadsheet management abilities. Must be able to organize and manipulate large volumes of data as well as build and use pivot tables/v
• and h-lookups, etc.
• Self-motivated, highly organized, and detail-oriented as well as above-average problem solving/analytical skills required
• Ability to interact with business leaders
• Ability to work in an independent environment is essential
• Must be flexible to work varied hours based on business needs
• Experience with third-party payers/billing a plus, but not required
• Comfortable in a fast-paced mission-driven culture

Tech Stack

• Cyber Security
• Oracle
• Tableau

Benefits

• Medical, Dental, Vision, Disability Insurance
• 401 (k) with Company Match
• Paid Time off and Holidays
• Tuition Assistance
• Behavioral and Health Care Resources