Hybrid FP&A Senior Financial Analyst: Budget & Forecasting

American College of Physicians, Inc.; Philadelphia (Philadelphia County); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Competitive salary

Superior benefits

Supportive work environment

Job summary

The American College of Physicians (ACP) is seeking a Senior Financial Analyst for the Financial Planning, Analysis and Payroll department in Philadelphia. The role focuses on budget coordination, forecasting, and detailed financial reporting for senior management in a hybrid on-site setting.

The analyst will collaborate with staff on budget matters, prepare executive summaries, and ensure daily operations of the budget and financial analysis area run efficiently.

Qualifications

• Bachelor’s degree in Accounting/Finance required; MBA/CPA preferred.
• Five or more years of experience with an automated budget/accounting system.
• Knowledge of GAAP and FASB pronouncements.
• Knowledge of cost and management accounting concepts and techniques of financial reporting.
• Advanced Excel Skills and familiarity with AI (CoPilot).
• Ability to develop analysis and reports on various budgetary issues.
• Excellent oral and written communication skills required to interact with all levels of College staff.

Responsibilities

• Coordinate the annual budget cycle including preparation and enhancement of the upcoming fiscal year’s budget, accurate current-year reporting, and quarterly forecasts.
• Assist CFO and Director of Financial Reporting in developing the budget assumptions for College-wide budgeting.
• Prepare annual budget calendar and communicate requirements and timelines to budget managers and liaisons.
• Prepare executive summaries of operating and capital budgets for prior, current and future fiscal years, as required.
• Review monthly financial reports/statements and prepare executive summaries for senior management.
• Provide detailed analysis of revenue and expense for all product lines.
• Review and analyze quarterly forecast submissions from College staff.
• Provide a summarized fiscal year-end projection for CFO’s review with upper management.

Skills

Advanced Excel

AI (CoPilot) familiarity

Oral and written communication

Budgeting/Forecasting analysis

GAAP knowledge

Financial reporting concepts

Education

Bachelor’s degree in Accounting/Finance

MBA/CPA preferred

Tools

Sage ERP

PowerPoint

Job description

The American College of Physicians (ACP) is seeking a Senior Financial Analyst for the Financial Planning, Analysis and Payroll department in Philadelphia. The role focuses on budget coordination, forecasting, and detailed financial reporting for senior management in a hybrid on-site setting.

The analyst will collaborate with staff on budget matters, prepare executive summaries, and ensure daily operations of the budget and financial analysis area run efficiently.