Role Description
This role involves providing accurate and data-based information on the company’s effectiveness and stability. The individual will research and analyze financial information to help the company make well-informed decisions, write reports, and monitor financial movements. They will work with management and senior leadership to provide guidance on strategy and business outcomes.
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Consolidate and analyze financial data (budgets, income statement, forecasts, etc.) taking into account the company’s goals and financial standing.
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Provide creative alternatives and recommendations to reduce costs and improve financial performance.
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Support the annual budgeting process.
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Analyze project performance against expense and benefit expectations each month.
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Assemble and summarize data to structure sophisticated reports on financial status and risks.
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Develop financial models, conduct benchmarking and process analysis.
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Conduct business studies on past, future, and comparative performance.
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Partner with management to understand financial reporting needs and desired outcomes.
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Identify trends, advise the company, and recommend actions to FP&A management based on sound analysis.
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Develop reports and analyze non-financial data. Incorporate financial data into this analysis when appropriate.
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Track and determine financial status by analyzing actual results in comparison with budgets and prior periods.
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Consult with management to guide and influence long-term and strategic decision-making within the broadest scope.
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Drive process improvement and policy development initiatives that impact the function.
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Other duties as assigned.
Qualifications
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Bachelor’s degree in Accounting, Finance, or Business and 6+ years of experience in accounting or finance with a focus on analysis and decision support, or other bachelor’s degree and nine years of experience in accounting or finance with a focus on analysis and decision support.
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Knowledge of Enterprise Resource Planning (ERP) systems.
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Ability to work with large sets of data.
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Proficiency in Microsoft Office products with advanced proficiency in Microsoft Excel.
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Effective verbal and written communication skills.
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Strong analytical skills and general understanding of accounting principles.
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Organizational skills and ability to manage multiple tasks/projects.
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Ability to maintain confidential information.
Requirements
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Must have the ability to provide a non-cellular High Speed Internet Service such as Fiber, DSL, or cable Modems for a home office.
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A minimum standard speed for optimal performance of 30x5 (30mbps download x 5mbps upload) is required.
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Latency (ping) response time lower than 80 ms.
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Hotspots, satellite, and wireless internet service is NOT allowed for this role.
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A dedicated space lacking ongoing interruptions to protect member PHI / HIPAA information.
Benefits
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Competitive pay/salary ranges.
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Incentive plan.
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Health/Vision/Dental benefits effective day one.
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401(k) retirement plan: company match – dollar for dollar up to 4% employee contribution (pretax or Roth options) plus a 6% annual company contribution.
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Robust employee well-being program.
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Paid Time Off.
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Personal Community Enrichment Time.
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Company-provided Basic Life and AD&D.
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Company-provided Short-Term & Long-Term Disability.
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Tuition Assistance Program.