[Hiring] Financial Analyst II @MedImpact Healthcare Systems, Inc.

Role Description

The Financial Analyst II is responsible for supporting the organization’s FP&A, financial reporting, month-end close, forecasting, budgeting, planning, and internal management reporting processes. This role gathers, loads, validates, analyzes, and interprets financial and operational data to produce reporting packages, variance explanations, business commentary, dashboards, and financial models used by Finance leadership, business owners, executive leadership, and other internal stakeholders.

This position supports enterprise-level reporting across the income statement and balance sheet, including actuals, actual-to-forecast, actual-to-plan, trend reporting, and financial performance analysis.

• Support the preparation, maintenance, and distribution of recurring internal financial reporting packages.
• Load, validate, and tie out financial and operational data.
• Own assigned reporting packages and ensure reporting is accurate, complete, timely, and aligned with established reporting requirements.
• Support portions of the month-end close process, including financial reporting, variance analysis, trend analysis, and business commentary.
• Support the monthly forecasting process, including updating forecast models, analyzing financial results, and identifying risks, opportunities, and reporting anomalies.
• Independently manage assigned components of the annual budgeting, monthly forecasting, and 5-year planning/reforecasting processes.
• Prepare actual-to-plan, actual-to-forecast, and trend reporting across income statement and balance sheet accounts.
• Analyze financial performance and summarize key business drivers impacting revenue, gross profit, operating expenses, balance sheet activity, and overall financial results.
• Prepare monthly variance explanations and business commentary for assigned areas of responsibility.
• Present financial results, variance explanations, risks, opportunities, and key findings to Finance leadership and business owners.
• Attend monthly department actual-to-budget variance meetings and provide reporting support, analysis, and follow-up as needed.
• Independently partner with internal stakeholders for assigned areas to validate financial results.
• Support client-level gross profit reporting, including analysis of revenue, cost of goods sold, margin, volume drivers, volume, lives, claims, utilization, and client profitability.
• Perform assigned client profitability model updates, data validation, reconciliations, and reporting.
• Support department-level operating expense reporting, including budget, forecast, actual-to-budget, actual-to-forecast, vendor spend, and trend analysis.
• Develop, maintain, and update assigned KPI reporting, dashboards, and management reporting views.
• Own assigned schedules and analyses supporting quarterly executive and board reporting packages.
• Support quarterly external audit and review procedures.
• Utilize Hyperion EPM as the primary reporting tool.
• Identify and investigate reporting anomalies, data quality issues, risks, and opportunities.
• Identify and implement approved improvements within assigned reporting processes.
• Maintain reporting documentation, procedures, and process notes for assigned areas of responsibility.
• Ensure work products satisfy internal compliance policies and are HIPAA compliant.
• Track work and collaboration with internal stakeholders in established systems.
• Provide peer support, routine process training, and knowledge sharing to less experienced team members.

Qualifications

• BS/BA and 3+ years’ experience or equivalent combination of education and experience.
• Preferred experience includes financial planning and analysis, financial reporting, budgeting, forecasting, variance analysis, management reporting, month-end close support, KPI/dashboard reporting, external audit support, client-level reporting, or related finance and accounting support functions.
• Advanced working knowledge of Microsoft Excel.
• Strong working knowledge of Microsoft Office products, including Outlook, Word, and PowerPoint.
• Experience using Hyperion EPM, Oracle EPM Cloud, Hyperion Planning, Essbase, Smart View, or similar enterprise performance management and reporting tools preferred, but not required.

Requirements

• Ability to demonstrate highly developed analytical, critical thinking, and problem-solving skills.
• Ability to demonstrate a high level of attention to detail.
• Ability to organize work in a systematic approach.
• Ability to consistently prioritize and deliver work within specified periods.
• Ability to work independently while maintaining alignment with team priorities.
• Ability to analyze financial results and clearly explain business drivers, risks, opportunities, and reporting anomalies.
• Ability to prepare clear and concise variance explanations, financial commentary, and management reporting summaries.
• Ability to interact professionally with all levels of the organization.
• Ability to contribute positively to a collaborative culture.
• Ability to support recurring reporting cycles.
• Ability to adapt to changing business needs, reporting requirements, deadlines, and stakeholder requests.

Benefits

• Medical / Dental / Vision / Wellness Programs
• Paid Time Off / Company Paid Holidays
• Incentive Compensation
• 401K with Company match
• Life and Disability Insurance
• Tuition Reimbursement
• Employee Referral Bonus