Financial Analytics & Forecasting Lead

Highmark Health; Trenton (NJ); On-site; USD 63,000 - 97,000; Full time

Job summary

Highmark Inc. seeks a Financial Analyst to perform financial and business research, prepare forecasts, and analyze financial reports, records, and trends. You will develop and maintain spreadsheets and databases to facilitate reporting and decision making.

The role requires communicating findings to management, coordinating with other departments, and leading or contributing to special financial studies and ad hoc reports. Strong Excel/Access skills and attention to detail are essential.

Qualifications

• 3-5 years of relevant, progressive experience in Accounting and/or Finance.
• Experience with MS Excel and MS Access.
• Power BI experience preferred.

Responsibilities

• Communicate effectively. Display effective communication skills.
• Coordinate with other departments, locations, and divisions.
• Communicate with other departments and/or outside agencies to resolve problems.
• Communicate with Management at Highmark, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines.
• Advise management of expected outcomes, and recommending ways to improve the outcomes.
• Conduct presentation to all levels of management in order to provide a summary of analysis regarding financial results and trends.
• Communicate with Management as to project status and completion deadlines.
• Perform financial and business related analysis.
• Analyze, evaluate and interpret appropriate financial and statistical data.
• Develop and/or document business policies, conducts special financial and business related studies and cooperate with other departments in the preparation of analyses.
• Conduct financial and business related analyses and research including the preparation of forecasts and/or analysis of trends.
• Analyze financial reports and records.
• Provide reasoning for variances and make recommendations relative to the accounting of reserves, assets, and expenditures.
• Advise management of expected outcomes, and recommend ways to improve the outcomes.
• Independently pursue fundamental problem solving and documents the recommendations to management.
• Facilitate analysis and reporting
• Utilize computer to input, retrieve or display accounting information.
• Develop and maintain spreadsheets and databases.
• Utilize PC and/or mainframe based systems and software, compile and prepare reports, graphs and charts of data developed.
• Serve as a project lead for special projects within the department.
• Lead and document financial analysis projects including the preparation of ad hoc reports; to include but not limited to; gathering of data, analysis, documentation of findings, and calculation of results and generation of reports for distribution.
• Coordinate activities to ensure the project is advancing properly and to ensure the project is completed within the timeframes established. Included in this process will be communication with Management at Highmark, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines.
• Make recommendations based on findings when necessary.
• Other duties as assigned or requested.

Skills

Financial analysis

Communication

Project coordination

Problem solving

Strategic thinking

Teamwork

Education

Bachelor's degree or relevant experience

Tools

Excel

Access

Power BI

Job description

Highmark Inc. seeks a Financial Analyst to perform financial and business research, prepare forecasts, and analyze financial reports, records, and trends. You will develop and maintain spreadsheets and databases to facilitate reporting and decision making.

The role requires communicating findings to management, coordinating with other departments, and leading or contributing to special financial studies and ad hoc reports. Strong Excel/Access skills and attention to detail are essential.