Scope of Role: The Support Services functions at the client are carried out by a diverse team of professionals who share a commitment to the client's mission. The team provides resources and support to program departments, fostering a collegial, supportive, and dynamic culture that continuously seeks improvement. The Financial Planning & Analysis (FP&A) Department is looking for a detail-oriented, organized, and reliable individual to join as a Senior Financial Analyst. This role reports to the Director of FP&A and involves annual budgeting, forecasting, financial reporting, and overseeing the work of the Financial Analyst.
Essential Duties & Responsibilities:
Creation and monitoring of the annual budget, focusing on revenue and OTPS expenses.
Mastering budget templates in Adaptive Insights and training Analysts.
Preparing forecasts by analyzing past trends and accounting for future changes/additions to programs.
Variance reporting and analysis, comparing actual results with prior year data, budgets, and forecasts.
Running reports across multiple financial and reporting systems like NAV and Adaptive Insights.
Developing new reports in Adaptive Insights and assisting in Office Connect reporting.
Gathering data and preparing deliverables like FTE reporting, and effectively presenting results to leadership.
Conducting ad-hoc reporting and analysis, reconciling financial and payroll data, and working with large data sets.
Delegating and overseeing the work of Analysts.
Key Performance Standards:
Financial Analysis skills: Knowledge of analyzing financial statements, preparing budgets, forecasts, and business plans.
Data Analytics skills: Proficiency in working with large datasets and ability to analyze, summarize, and present data findings.
Reporting skills: Ability to generate and modify reports across financial and reporting platforms like NAV, Adaptive Insights, and MS Excel.
Mentoring: Ability to mentor and train team members.
Business Acumen: Ability to comprehend business needs for reports or analysis and present findings clearly to aid decision-making.
Communication skills: Effective verbal and written communication skills to interact with colleagues and managers at all levels.
Required Education and Experience:
Bachelor's degree in Finance or Accounting (Master's preferred).
5-7 years of proven experience, with an understanding of Medicaid and Grants desired.
Excellent communication skills, with the ability to present financial data to business owners.
Expert proficiency in Microsoft Excel, creating models, and using advanced formulas.
Knowledge of Adaptive Insights, MS Power BI, or similar business intelligence platforms strongly preferred.
Knowledge of Advanced Navigator (NAV) helpful.
Ability to analyze and interpret data with strong attention to detail.