Financial Analyst

Illuminus; Watertown (WI); On-site; USD 68,000 - 84,000; Full time

Job summary

Illuminus is seeking a Financial Analyst in Wisconsin to support daily cash management, bank reconciliations, and financial reporting across multiple entities. The role reports to the Vice President of Finance and emphasizes internal controls and timely accounting processes.

Responsibilities include month-end support, cash forecasting, and coordinating tax filings and insurance activities. Excellent collaboration with finance and operations teams is essential for success.

Qualifications

• Bachelor's degree in accounting or finance is required.
• Minimum four years of experience as an accountant or financial analyst or similar.
• Healthcare experience preferred.
• Proficient in Microsoft Office suite.
• Experience with general ledger accounting and financial reporting required.

Responsibilities

• Maintain daily cash management and bank reconciliations.
• Prepare and post journal entries; reconcile general ledger accounts.
• Support month-end close, financial reporting, and internal controls.
• Coordinate tax filings, insurance administration, and compliance activities.
• Assist with cash flow forecasting and vendor payments; support treasury functions.

Skills

Analytical thinking

Communication skills

Attention to detail

Team collaboration

Independent judgment

Adaptability

Education

Bachelor's degree in accounting or finance

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

PowerPoint

Job description

Description

JOB SUMMARY

The Financial Analyst is responsible for performing a variety of financial, accounting, treasury management, and administrative functions across multiple entities under the direction of the Vice President of Finance. Key responsibilities include daily cash management, bank reconciliations and transfers, financial reporting, general ledger accounting, tax filings, insurance administration, and corporate compliance activities. The position supports month-end accounting processes, cash flow forecasting, internal controls, and financial analysis while ensuring accuracy, timeliness, and compliance with organizational policies. Works collaboratively with finance leadership, accounting staff, and operational teams to complete assigned responsibilities and support the overall financial operations of the organization.

COMPENSATION RANGE: $67,500-$83,900 based on relevant experience

ESSENTIAL JOB FUNCTIONS

1. Maintains and actively promotes effective communication with all individuals.
2. Maintains a positive image of the entity in the community keeping in alignment with our mission, vision, and values.
3. Responsible for on-call services, as assigned.
4. Maintains financial records, supports internal controls and audit requests and safeguards confidential information.
5. Report weekly cash positioning and liquidity, maintain daily cash reconciliations, cash forecasting, bank statement downloads, and preparing weekly vendor payments reports.
6. Coordinate and initiate all bank transfers in accordance with approval controls, administer daily ACH positive pay exceptions, monitor bank account balances and activity, and timely identification and reporting of discrepancies or unusual activity.
7. Prepare and post journal entries and reconcile assigned general ledger accounts.
8. Coordinate sales and use tax filings and payments, unrelated business income tax (UBIT) payments, and property tax exemption applications, renewals, and supporting documentation.
9. Manage the vehicle personal use tracking and reporting process; coordinate related payroll and tax reporting as applicable.
10. Coordinate commercial package insurance premium allocations, invoices, payments, reconciliations, refunds, annual renewals and related accounting entries across entities and departments.
11. Coordinate administrative and financial aspects of postage meters, copiers, and printers, including vendor accounts, invoices, renewals, and service-related follow-up.
12. Maintain required annual corporate compliance registrations and renewals.
13. Partner with accounting on month-end cash reporting, reconciliations, cash flow forecasts, and working capital analysis; provide regular financial reporting and analysis to the Vice President of Finance, CFO, and executive leadership.
14. Performs other duties, as assigned.

Requirements

QUALIFICATIONS

1. Commitment to quality outcomes and services for all individuals.
2. Ability to relate well to all individuals.
3. Ability to gather and analyze data.
4. Ability to maintain and protect the confidentiality of information.
5. Ability to exercise independent judgment and make sound decisions.
6. Ability to adapt to change.
7. Work cooperatively and mentor other members of the team.
8. Ability to plan, organize, and prioritize work schedule to ensure all deadlines are met.
9. Ability to demonstrate attention to detail.
10. Excellent communication and human relation skills.

EXPERIENCE AND TRAINING

1. Successful completion of a bachelor’s degree in accounting or finance.
2. Minimum four years of experience as an accountant or financial analyst, or similar experience.
3. Healthcare experience preferred.
4. Microsoft Suite knowledge required, including Word, Excel, Outlook and PowerPoint.
5. Report preparation and general ledger accounting software experience required.