Sr Financial Analyst
The Senior Financial Analyst performs quantitative analysis in a supporting role for the Employer Population Health Finance department. This position assists with various recurring and non-recurring projects initiated by the Finance Director. This individual must be knowledgeable of general and industry specific accounting and finance practices and flexible enough to manage the more complex activities associated with analyzing general ledger results and the development of financial statements and corresponding reports.
Duties and Responsibilities:
1.) Financial planning and analysis in support of, among other things, monthly, quarterly and annual forecasts, annual budgets and AOP power point decks, periodic budget restatements and monthly financial reviews with Executive Directors of DS businesses.
2.) Revenue forecasts, utilizing Salesforce.com applications and collaborating with responsible Account Managers/Directors.
3.) Process information requests for month-end, quarterly and year-end results from Corporate and local management.
4.) Review annual SIP and analyze quarterly attainment payouts and reports to Corporate Compensation.
5.) Process quarterly Sales Compensation files for all Sales individuals. This includes tracking Attrition, New Business, and Growth on existing accounts.
6.) Perform revenue reconciliation and expense analysis, recommending adjustments where necessary.
7.) Support management with internal audit and control owner for internal control testing (ICE) related to SOX.
8.) Run daily/monthly/quarterly volume data to help with outlook trending
9.) Other duties as assigned by Finance Director.
Education Preferred: BS/BA degree in Finance/Accounting/Economics
MBA/CPA a Plus
• A minimum of 3-4 years financial analysis is required.
• Outstanding Excel spreadsheet skills.
• Capable of deploying and articulating strategic solutions to prospective business challenges
• Ability to work with a high degree of accuracy, especially under the pressure of month-end close.
• Strong oral and written communication skills, working with Executive Directors and their staff.