Financial Analyst I

Upstate Cerebral Palsy; 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

Tuition Reimbursement

Service Awards

Employee Appreciation Events

Employee Discounts

Job summary

Upstate Caring Partners is seeking a Financial Analyst to actively participate in monthly, quarterly and annual reporting, budgeting, and variance analysis for the agency and its affiliates in Central New York.

You will assist with operating and capital budgets, forecast revenues and expenses, and provide ad hoc analyses. Strong Excel skills and understanding of HIPAA compliance are required for this role.

Qualifications

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

Responsibilities

• Analyze changes in rates and forecast future impacts.
• Assist with preparation of annual budget.
• Analyze monthly program budgets and variances.
• Provide monthly internal reporting and analysis to management.
• Analyze data independently and report findings to Finance Director.
• Explain finance and accounting concepts to staff and management.
• Identify and discuss variances with program management.
• Maintain positive relationships with consumers, families, and partners.
• Adhere to HIPAA regulations and reporting requirements.
• Ensure compliance with government regulations and standards.
• Support other duties as assigned.
• Foster open communication between supervisors and staff and onboard new employees.

Skills

Advanced Excel

Budgeting & analysis

Education

Bachelor’s Degree in Accounting, Finance or related field

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.