Financial Analyst - On-Site in Hamilton, Ohio

Primary Health Solutions; Ohio; On-site; USD 60,000 - 80,000; Full time

Job summary

Primary Health Solutions is seeking a Financial Analyst to analyze and summarize financial data from diverse sources to provide financial insight for leadership. You will support budgeting, forecasting, and reporting processes while collaborating with the Finance team to drive accuracy and transparency.

The role requires a finance-related bachelor’s degree or equivalent experience, strong Excel skills, and the ability to communicate clearly with internal and external stakeholders.

Qualifications

• Bachelor’s degree in finance or related field is required or equivalent combination of education and experience.
• Ability to read and interpret documents, write routine reports and correspondence, and speak effectively before groups internal or external.
• Proficiency with Microsoft Office, especially Excel, and the ability to learn the reporting functions of practice management and accounting software.

Responsibilities

• Compile, organize, and analyze financial data from various data sources.
• Convert complex financial data into actionable insights.
• Run and create reports from multiple data systems.
• Review financial information for accuracy and implement corrective procedures.
• Communicate financial information to internal and external parties.
• Assist in monthly financial reviews with operational directors and managers.
• Create ad hoc reports and analyses as requested.
• Share results and insights from projects with stakeholders.
• Support regular financial analysis processes.
• Investigate data to identify trends and patterns.
• Support yearly budgeting and quarterly forecasting processes.
• Research nonprofit and healthcare industry trends to inform financial analysis.

Education

Bachelor’s degree in finance or related field

Tools

Microsoft Excel

MS Office Suite

Job description

Financial Analyst

Administration Hamilton, OH

JOB TITLE: Financial Analyst

DEPARTMENT: Finance

REPORTS TO: Financial Planning & Analysis Manager

STATUS: Exempt

SUMMARY: The Financial Analyst is responsible for analyzing and summarizing financial data from a variety of data sources to help provide financial insight to key members of the organization.

ESSENTIAL DUTIES AND RESPONSIBILITIES

This job description reflects management's assignment of essential functions. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

• Compile, organize, and analyze financial data from various data sources
• Convert complex financial data into actionable financial insights
• Run and create reports out of multiple data systems
• Review financial information to ensure accuracy and implement procedures for correction if necessary
• Communicate financial information to internal and external parties
• Assist in the process of monthly financial reviews with operational directors and managers
• Create ad hoc reports and analyses as requested
• Share results and insights from various projects to members of the organization
• Support regular financial analysis processes
• Investigate financial data to find trends and patterns
• Support yearly budgeting and quarterly forecasting processes
• Research non-profits and the healthcare industry to gain understanding of financial trends
• Perform other duties as assigned.

Requirements

QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty
satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION AND/OR EXPERIENCE:
Bachelor’s degree in finance or related field is required or equivalent combination of education and experience.

LANGUAGE SKILLS:
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups internal or external.

REASONING ABILITY:
Ability to solve practical problems and deal with a variety of variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

COMPUTER SKILLS:
To perform this job successfully, an individual should be able to use Microsoft Office Suite, particularly Excel, effectively. The individual should also have the ability to learn the reporting function of the practice management system as well as the reporting function of the financial accounting software.