Financial Analyst I

Upstate Caring Partners; City of Utica (NY); On-site; USD 28,000 - 33,000; Full time

Benefits offered by this job

Comprehensive Health/Dental/Vision

Direct Deposit

Flexible Spending Account (FSA)

Retirement Plan 403(b)

Life Insurance

Voluntary Benefits

Employee Assistance Program (EAP)

Generous PTO Plans (Sick, Vacation and

Job summary

Upstate Caring Partners is seeking a Financial Analyst in Central New York to support monthly, quarterly and annual reporting, budgeting, and variances analysis for the organization and its affiliate. The role involves forecasting and analyzing revenues and expenses and providing internal reporting to management.

The ideal candidate will have a Bachelor’s degree in accounting or finance, strong budgeting experience, and advanced Excel skills to drive accurate financial insights and decision

Qualifications

• Bachelor’s Degree in Accounting, Finance or related field is required.
• Prior budgeting experience is preferred.
• Advanced Excel skills are required.

Responsibilities

• Analyze changes in rates and project future impacts.
• Assist with preparation of annual budget.
• Analyze monthly program budgets and research material variances.
• Provide monthly internal reporting and analysis to all levels of management.
• Analyze data independently and submit findings to the Director of Finance.
• Communicate and interact with staff and management and explain finance concepts.
• Identify variances in budgets and discuss with program management.
• Maintain relationships with consumers, families, community organizations, referral sources, and governing bodies.
• Adhere to reporting requirements and HIPAA regulations.
• Ensure compliance with government and agency regulations and operating standards.

Skills

Advanced Excel

Education

Bachelor’s Degree in Accounting/Finance

Job description

Pay $20.00 - $24.00 an hour Financial Analyst position will have an active role in the monthly, quarterly and annual reporting, analysis, ad-hoc reporting, assists in preparation of annual operating and capital budgets and analyzes budget variances for all revenues and expenses, forecasting and projects of Upstate Caring Partners and its affiliate company’s financial data.

Pay $20.00 - $24.00 an hour Financial Analyst position will have an active role in the monthly, quarterly and annual reporting, analysis, ad-hoc reporting, assists in preparation of annual operating and capital budgets and analyzes budget variances for all revenues and expenses, forecasting and projects of Upstate Caring Partners and its affiliate company’s financial data.

Core Responsibilities

• Analyze changes in rates and project future impacts.
• Assist with preparation of annual budget.
• Analyze monthly program budgets and research material variances.
• Provide monthly internal reporting and analysis to all levels of management.
• Analyze data independently and submit findings to the Director of Finance.
• Communicate and interact with various levels of staff and management and effectively explain finance and accounting concepts.
• Identify potential variances in budgets and effectively communicate and discuss those variances with program management.
• Maintain positive relationships with consumers, families, community organizations, referral sources, and governing bodies.
• Adhere to mandatory reporting requirements and HIPAA regulations.
• Ensure compliance with all pertinent government and agency regulations and operating standards.
• Other duties as assigned.
• Establish a work environment that creates positive communication between supervisors and employees and assimilates new employees to the Agency’s culture, values and mission.

Qualifications

• Bachelor’s Degree required in Accounting, Finance or related field.
• Prior experience in budgeting and financial analysis preferred.
• Advanced Excel skills required.

Benefits

Our work environment provides the opportunity to grow and learn in a fast-paced atmosphere. We offer competitive benefits and salary to include a low-cost individual health insurance plan, dollar for dollar retirement match (up to 7%), life insurance, voluntary benefits and generous paid time off.

• Comprehensive Health/Dental/Vision
• Direct Deposit
• Flexible Spending Account (FSA)
• Retirement Plan 403(b)
• Life Insurance
• Voluntary Benefits
• Employee Assistance Program (EAP)
• Generous PTO Plans (Sick, Vacation and Employee Leave)
• Tuition Reimbursement
• Service Awards
• Employee Appreciation Events
• Employee Discounts

Upstate Caring Partners is the premier provider of direct-care services and programs in Central New York for individuals of all abilities and their families. If you believe in empowering people, Upstate Caring Partners is an excellent place to start or grow your career.