Financial Analyst

Rise Services Inc.; Mesa (AZ); Hybrid; USD 70,000 - 90,000; Full time

Job summary

Rise Services Inc. in Mesa, Arizona, is seeking a Business Analyst to serve as a strategic finance partner. The ideal candidate will analyze financial data to drive decision-making, improve profitability, and partner with leadership across service lines.

Responsibilities include developing budgets, forecasting, and generating reports. A strong background in financial analysis and tools like Excel and Power BI is required, along with 4+ years of relevant experience. The role allows for remote work flexibility 1–2 days a week, ensuring a balanced work-life approach.

Qualifications

• 4+ years of financial or business analysis experience required.
• Practical application ability with Microsoft Office.
• Advanced MS Excel skills.

Responsibilities

• Perform in-depth analysis of financial data including revenue, expenses, and KPIs.
• Develop and manage seasonal budgets.
• Analyze monthly, quarterly, and annual financial statements.

Skills

Financial analysis

Data analysis

Microsoft Excel

Power BI

Financial modeling

Education

BA or BS in Finance, Accounting, Business, or related field

Tools

Microsoft Office

G Suite

Care Management Systems

Job description

RISE is an innovative human services network originally established in 1987 for the purpose of moving individuals living in institutions into family settings. Since that time, services have grown to support children, adults, and families with a variety of needs across multiple states that include residential settings, day programs, employment assistance, managed care, and home and community based services. Since inception, our purpose and mission has remained constant. We create opportunities for and with the people we serve, their families, and for the men and women who work in the direct care profession.

The Business Analyst is a strategic, business-minded finance partner responsible for driving insight, accountability, and informed decision‑making across service lines. This role goes beyond standard reporting and variance explanations. It requires a proactive, FP&A‑oriented analyst who consistently asks why performance is trending the way it is and translates data into clear, actionable business recommendations.

The ideal candidate brings a strong FP&A foundation and a forward‑looking mindset. They anticipate issues before they arise, challenge assumptions, and partner closely with operations and leadership to improve profitability, efficiency, and scalability. Serving as an internal consultant, this role helps leaders evaluate scenarios, risks, and opportunities through proactive financial analysis and strategic insight.

ESSENTIAL FUNCTIONS

• Perform in-depth analysis of financial data, including revenue, expenses, profitability, and KPIs; identify trends, patterns, and potential areas for improvement.
• Develop, implement, and manage seasonal budgets.
• Produce forecasting and decision‑making products such as mock budgets, cost‑benefit analyses, and opportunity‑cost reports.
• Analyze monthly, quarterly, and annual financial statements.
• Translate business data into digestible information that improves corporate processes.
• Continuously review and improve business models and practices; propose operational modifications to enhance efficiency and reduce spending.
• Conduct regular meetings with departments to discuss program performances and metrics.
• Build automatic reporting tools to summarize data in user‑friendly formats.
• Exhibit strong proficiency in financial modeling, data analysis, and spreadsheet software.
• Successfully lead projects from beginning to end within budget and schedule.
• Generate monthly dashboards for executives and directors.
• Possess familiarity with billing and scheduling systems.
• Serve as a super user of systems.

COMPETENCIES

• Oral and written communication
• Proactive problem assessment
• Works independently to complete projects
• Interpersonal and customer service skills
• Organizational skills and attention to detail
• Flexibility and ability to adapt to changing business and training needs

MINIMUM REQUIREMENTS

• BA or BS in Finance, Accounting, Business, or related field required. Master’s degree or MBA preferred, but not required.
• 4+ years of financial or business analysis experience required.
• Practical application ability with Microsoft Office.
• Detailed analytical abilities.
• Advanced MS Excel skills.
• Power BI skills preferred.
• Experience with G Suite, DCI, Paycom, Therap, and Care Management Systems.
• Intermediate–advanced Excel skillset; proficient in Pivot Tables, V/H Lookup, IF Functions, Index, Conditional Formatting, managing multiple spreadsheets, and creating interactive dashboards (Macro/VBA helpful but not required).
• Attention to detail.
• Critical thinking.
• Team player.
• Mission oriented.
• Ethical and reliable.
• Ability to handle confidential information with discretion.
• Quarterly travel as needed to different offices.
• At least 18 years of age.
• Ability to pass criminal background check and driving record check.
• Vehicle, computer, copy machine, fax machine, printer, phone, projector, speakers, basic audio/video equipment, and other office equipment as necessary.
• Duties performed in office and off‑site training location environments. This is an office‑based position located at our Mesa office. Standard work schedule is Monday through Friday. Potential for remote work flexibility, allowing work from home 1–2 days a week.

PHYSICAL & MENTAL REQUIREMENTS

• Ability to perform tasks using a computer.
• Ability to communicate to a variety of people in person, using the telephone, and via email.
• Ability to work under stressful conditions which may include dealing with difficult people and handling multiple work assignments.
• Ability to work a flexible schedule depending on program and department needs.
• Ability to travel to various office and training site locations in assigned locations.
• Ability to lift up to 10 lbs.

If you require reasonable accommodation for any part of the application process or hiring process, please submit your request through one of the following methods listed below: Dedicated fax 866‑268‑8885 Dedicated email [e-mail] US mail 4554 E Inverness Ave Mesa, AZ 85206 – Attn Human Resources Dedicated phone 1‑866‑242‑2714.

RISE is an Equal Employment Opportunity (EEO) employer. We embrace diversity in all its form. We provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.