Financial Analyst

Talentify; BLOOMINGTON (MN); On-site; USD 65,000 - 90,000; Full time

Job summary

Talentify is seeking a Financial Analyst to serve as a finance liaison for assigned service lines. You will work with a Senior Financial Analyst and service line leaders to identify financial needs, analyze month-end variance, maintain accounting systems, and generate reports.

You will help develop the service line’s financial knowledge base and gain knowledge of systems and processes that impact financial data, supporting data analysis and process improvements for the team.

Qualifications

• Bachelor’s degree in finance or accounting required.
• One year experience in finance, accounting, or business-related field.
• Extensive experience in developing personal computer spreadsheets and models.

Responsibilities

• Proforma, including capital profitability.
• Month end actual performance variance analysis.
• Ad hoc analysis at customer’s request.
• Data gathering and formatting/interpretation.
• Support service lines and Finance about forecast process and results.
• Provide follow up and resolutions to customer’s requests.
• Perform other projects as assigned (decision support, process improvement, surveys).
• Facilitate general ledger and subsystem structure changes, process improvement and resolution.
• Develop customers in their financial knowledge.

Skills

Spreadsheet proficiency

Relational databases

Communication skills

Team collaboration

Data analysis

Education

Bachelor's degree in finance or accounting

MBA or CMA (preferred)

Tools

Oracle

Job description

POSITION SUMMARY STATEMENT

The Financial Analyst serves as a finance liaison for their assigned service line(s). To effectively fulfill their role, the Financial Analyst will be teamed with a Senior Financial Analyst and work with the service line leaders to identify their financial needs and opportunities. Examples of financial needs would include month end variance analysis, accounting system maintenance, analysis of growth opportunities and responding to other requests such as general analysis work, report generation, account hierarchy maintenance, and expense research. The Financial Analyst will help develop the service line’s financial knowledge base and will acquire and maintain knowledge of all systems and processes that impact financial data.

MINIMUM QUALIFICATIONS

• Education, Experience or Equivalent Combination:
  • Bachelor’s degree in finance or accounting required.
  • Other applicable degrees may be considered, determined by the leader.
  • One year experience in finance, accounting, or business-related field
  • Extensive experience in developing personal computer spreadsheets and models.
• Knowledge, Skills, and Abilities:
  • Strong PC system background with proven proficiency in utilizing spreadsheets and relational database software.

PREFERRED QUALIFICATIONS

• Education, Experience or Equivalent Combination:
  • MBA or CMA is a plus.
  • Strongly prefer 1-3 years’ experience in financial analysis and/or accounting, preferably in a healthcare setting.
  • Previous experience utilizing Oracle.
• Knowledge, Skills, and Abilities:
  • Experience in developing personal computer spreadsheets and models.
  • Demonstrated communication and relationship building skills.
  • Ability to interact effectively with the rest of the operational analysis team.
  • Balance independent thinking with team support
  • Prioritize multiple projects.
  • Understand accounting methodologies.
  • Strong aptitude for systems and data analysis.

ESSENTIAL DUTIES

1. (35%) – Perform analyses:
   1. Proforma, including capital profitability
   2. Month end actual performance variance analysis
   3. Ad hoc analysis at customer’s request
   4. Data gathering and formatting/interpretation
2. (25%) – Support service lines and Finance about forecast process and results.
3. (15%) – Provide follow up and resolutions to customer’s requests. (Miscellaneous requests not included elsewhere)
4. (15%) – Perform other projects as assigned. May include decision support, program excellence, process improvement projects, and surveys.
5. (10%) – Facilitate general ledger and subsystem structure changes, process improvement and process problem identification and resolution.
6. (Always) – Facilitate customers in developing their financial knowledge.

*Job description rankings/percentages are intended to reflect normal averages over an extended period of time, and are subject to daily variances. Quality and efficiency standards should at no time be compromised to meet the average expectations expressed above. Job descriptions are subject to change to accommodate organization or department needs.

Additional Expectations:

• Complies with safety instructions, observe safe work practices, provides input on safety issues, and promotes a safe work environment.
• Maintains regular and timely attendance.
• Protects confidentiality.
• Demonstrates participation in and support of the organization's Corporate Integrity Program by participating in compliance-related education and training and complying with the organization's policies and procedures.
• Timely completion of all mandatory education and organizational requirements (i.e., licensure/certification, Employee Health and Wellness requirements, annual training, etc.)