Financial Analyst Associate

Advocate Aurora Health; Downers Grove (IL); Hybrid; USD 60,000 - 80,000; Full time

Job summary

Advocate Health is seeking a Financial Analyst to coordinate, develop, and perform financial analysis, budgeting, reporting, and reconciliations for the organization. You will support planning, train users, and assist in supervisory duties.

Major responsibilities include variance analysis, budget preparation, data consolidation from GL and payroll, and monthly business reviews. 1–2 years of experience and a finance-related degree are required; Master’s degree and CPA/CFP are preferred.

Qualifications

• 1-2 years of progressive experience in financial analysis or accounting.
• Strong analytical and problem-solving abilities with good communication.
• Proficiency in Excel and financial systems; able to learn new software.
• Healthcare familiarity is a plus.

Responsibilities

• Generate, audit, and analyze monthly financial and statistical reports with variance analysis.
• Prepare, communicate, and monitor operating and capital budgets.
• Input and audit budget spreadsheets; perform reconciliations and allocations.
• Consolidate financial statements and management reports for leadership.
• Support and train users in financial systems and documentation.
• Coordinate with departments to analyze financial data and suggest improvements.
• Develop and report financial information from multiple systems.
• Participate in plan development and financial/operational analysis.

Skills

Analytical thinking

Problem-solving

Communication

Interpersonal skills

Education

Bachelor's degree in finance, Accounting, Business, or related field

Master's degree

Tools

Microsoft Office

Advanced Excel

Financial systems

Job description

Under limited supervision, you will coordinate, develop, and perform financial analysis, budgeting, reporting, and reconciliations for the organization. Provide operational support for financial planning and reporting systems and may participate in supervisory or mentoring duties.

Major Responsibilities:

• Generate, audit, and analyze monthly financial and statistical reports, including variance analysis and benchmarking.
• Prepare, communicate, and monitor operating and capital budgets.
• Input and audit budget spreadsheets; perform reconciliations and allocations as needed.
• Compile, develop, and report financial information from various systems (General Ledger, Payroll, Web-based budgets, etc.).
• Support and train users in financial systems and maintain documentation.
• Coordinate with departments to gather and analyze financial data; recommend improvements to fiscal management systems.
• Prepare consolidated financial statements and management reports for leadership.
• Participate in business/financial/operational plan development and analysis.

Minimum Job Requirements

Education

• Bachelor's degree in finance, Accounting, Business, or related field.

Certification / License

• N/A

Experience

• 1-2 years of progressive experience in financial analysis or accounting.

Knowledge / Skills / Abilities

• Strong analytical, problem-solving, critical thinking and interpersonal skills.
• Excellent oral and written communication.
• Proficient in Microsoft Office (Excel, Word, PowerPoint, Access) with an emphasis on advanced Excel skills along with financial systems
• Ability to learn new applications and instruct others.
• Understanding Monthly operating results and ability to present monthly business reviews

Physical Requirements and Working Conditions

• Standard office setting may require occasional travel.

Preferred Job Requirements

Education

• Master's degree

Certification / License

• CPA
• CFP

Experience

• Healthcare experience

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This job description indicates the general nature and level of work expected of the incumbent. It is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the incumbent. Incumbent may be required to perform other related duties.