Financial Analyst II

TALENT Software Services; Tulsa (OK); On-site; USD 70,000 - 90,000; Full time

Job summary

TALENT Software Services in Tulsa, OK, seeks a seasoned financial planning and analysis professional to manage budgets, forecasts and monthly closes. You will collaborate with departmental leaders, prepare complex analyses, and present findings to senior management.

Advanced Excel skills and experience with financial systems are essential; CPA preferred and attention to detail required. Responsibilities include grant-related analyses, journal entries, reconciliations, and supporting service

Qualifications

• Minimum degree in accounting or finance.
• CPA preferred.
• 2+ years related experience.

Responsibilities

• Prepare and present financial statements, budgets, and analyses.
• Analyze monthly actuals vs budget and variance.
• Assist with grant-related pre- and post-award functions.
• Maintain reconciliations and journal entries.
• Provide budget planning support to service line leaders.
• Serve as finance go-to for questions.
• Develop and present reports for leadership.

Skills

Financial analysis

Budgeting

Communication skills

Variance analysis

Decision making

Education

Accounting/Finance degree

CPA preferred

Tools

Excel

Epic

Workday

Job description

Performs a broad range of financial planning and analysis for assigned entities. Monitors results of financial data against plans, forecasts, and budgets to determine trends and explain financial results.

Job Responsibilities

• Perform grant-related pre- and post-award functions, including revenue and expense analysis, financial accounting functions, reporting, and reconciliations.
• Assist departmental leaders with preparation and review of annual operating budget and instruct new managers on use of budget system.
• Review budget submissions for accuracy and reasonableness in accordance with budgetary assumptions and participate in budget planning meetings.
• Review actual-to-budget financial comparison results on a monthly basis to identify areas of concern and opportunities for improvement in subsequent budget cycles.
• Prepare and interpret complex financial analyses and reports used by management.
• Accurately compile and synthesize financial information for purposes of financial statement review and maintenance of accurate financial reports and deliverables.
• Prepare monthly reconciliations for general ledger accounts based on established deadlines.
• Resolve all discrepancies with appropriate personnel.
• Prepare and post journal entries based on established deadlines.
• Perform other related duties and participate in special projects as assigned.
• Exercise independent judgment in planning sequence of operations and making minor decisions in a complex technical or professional field.

Required Skills & Experience

• Five to seven years of related experience in financial systems.
• Ability to develop and utilize PC-based spreadsheets.
• Effective communication skills as an integral part of a team.
• Ability to effectively review financial information, such as variance and actual-to-budget analyses.
• Capacity to make recommendations to leadership.

Preferred Skills & Experience

• Experience with budget preparation and analysis.

Schedule Notes

• Position Type: Direct Hire
• Pay Range: [Redacted]
• Shift/Schedule Details: 8:00am - 5:00pm | Monday through Friday (must have some flexibility)
• Incentives: Local Candidates Preferred

Qualifications

• Minimum Degree in Accounting, Finance, or Related Field
• CPA is Preferred
• Minimum of 2 years related experience

Additional Responsibilities

• Prepare, analyze, and present financial statements, budgets, and analyses to service line leaders.
• Serve as the go-to person for finance-related questions.
• Must have advanced Excel skills; familiarity with Epic or Workday preferred.
• PowerPoint skills are a plus for reporting/presentations.
• Perform financial analysis during month-end and close processes.
• Expected to be highly detail-oriented and understand the intricacies of finance.