Financial Analyst

Company: Employment Simplified, Inc.
Location: Port Saint Lucie
Posted on: February 15, 2020

Job Description:

SUMMARY: The Financial Analyst critically evaluates financial health of the company by collecting, monitoring and studying data with the intent of recommending actions to Senior Management. Under general supervision of the Chief Financial Officer, the Financial Analyst is responsible for improving our company's competitiveness and performance across a broad spectrum of functional areas. You will provide the insight to inform strategic decisions, deliver against our shared commitments, and identify or substantiate potential areas of opportunity to improve performance. You will be required to partner directly with the Senior Management Team to build annual operating plans and assess progress on key initiatives. You will support new project financial development, business analytics, and reporting of department performance. By sharing your insights, you will shape the future of how we make a difference in the journey of life for our customers, colleagues, and communities. You will use your judgment to know when to focus on the detail ensuring accuracy and timeliness, and when to identify themes in the data and partner with your colleagues in other functions to identify innovative ways to achieve our shared goals. ESSENTIAL DUTIES AND RESPONSIBILITIES: Include the following as well as other duties and responsibilities, which may be assigned. Advance the level of financial reporting and analysis to improve the financial status of the company o Compile financial data; collect, collate, synthesize, cleanse and reconcile data o Identify financial status by publishing standard reports that monitor actuals vs. budgets o Analyze results, determine root causes of variances, identify trends and recommend actions to Senior Management Support development of budgets and deliver credible and reliable Profit and Loss Statements, Working Capital, Capital Expenditures, Staffing models and Cash Flow reports for: o Annual Operating Plan o Mid-year Review and Monthly forecasts o Strategic Plan (5 - 7 year) Provide exceptional support to other departments to improve the financial status of the company o Gain a robust understanding of each department and their interdependencies o Define Key Performance Indicators (KPI) and set targets with Senior Management Team o Publish regular KPI actual vs. targets and benchmark reports o Analyze results, determine root causes of variances, identify trends and recommend actions to Senior Management and their teams o Drive and challenge departments on their assumptions of how they will successfully execute their tasks Lead the planning and implementation of various projects as needed o Facilitate the definition of project scope, goals and deliverables o Define project tasks and resource requirements, summarized in full scale project plans Prepare ad-hoc reports and analysis for Senior Management Team and Corporate as needed QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily and must possess the ability to: extract, collate, and compile operational data in Excel, Access and other reporting platforms; draw insights through analytics and provide clear and concise root causes or remediation recommendations to the management team; create various financial models, including forecasting, return on investment and other evaluations related to business cases; interact professionally and ethically with fellow employees; handle multiple tasks simultaneously; deliver agreed tasks in timely and accurately. QUALIFICATION REQUIREMENTS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. SKILLS AND QUALIFICATIONS: Strong analytical skills High level of communication skills, both oral and written Ability to work in a matrixed environment and understand business needs and support the organization with value added analysis and insight Financial modeling and ability to navigate complex formulas Comfortable providing recommendations to senior leaders and executives Ability to work across multiple layers of the organization Ability to effectively prioritize and handle multiple demands with support of management Exceptional follow-up skills, high-level of accuracy, and initiative Proficient in Microsoft Office products, in particular Excel, PowerPoint, and Word Proficient in software applications like Brightree, Microsoft Access, Power BI (preferred) EDUCATION AND/OR EXPERIENCE: Bachelor's Degree in Finance or Accounting 3-6 Years overall experience 3+ years in a financial analysis role with demonstrated business partnership Preferred: MBA, CPA TRAINING: Our industry is a highly regulated industry, and because of that and our commitment to providing the best in class products, services, and support, we require ALL employees to complete the following training programs prior to the marketing and promotion of our products, services, and support systems: Anti-Kick Back Training Fraud, Abuse, and Waste Training HIPAA Training Systems Training CONTINUING EDUCATION: To continue to be best in class within our industry, we require all employees to participate in ongoing education to maintain / increase their competency or in the event the team member changes responsibility within the company. We also require our specific licensed professionals, such as RN, CPA, to remain licensed in their specific field and maintain the standards according to the specific state licensure. -

Keywords: Employment Simplified, Inc., Port St. Lucie , Financial Analyst, Accounting, Auditing , Port Saint Lucie, Florida