Lead Financial Analyst

Highmark Health; United States; Hybrid; USD 90,000 - 120,000; Full time

Job summary

Highmark Health in Pittsburgh is seeking a seasoned financial analyst to perform financial and business analysis, forecasts, and trend evaluations. The role develops and maintains spreadsheets and databases to support reporting and decision making.

The ideal candidate has 7–10 years in accounting/finance, proficiency with MS Excel/Access, and strong communication skills to present analyses to management and executives. Hybrid schedule; onsite work three days weekly.

Qualifications

• Bachelor’s Degree or relevant experience and/or education as determined by the company in lieu of bachelor’s degree.
• 7-10 years of related experience in Accounting and/or Finance including leading projects of varying size and complexity.
• Experience with MS Excel and/or MS Access.

Responsibilities

• Display effective communication skills.
• Coordinate with other departments, locations, and divisions.
• Communicate with management at the Organization, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines.
• Lead and document financial analysis projects including the preparation of ad hoc reports; data gathering, analysis, and reporting.
• Develop and maintain spreadsheets and databases.
• Provide reasoning for variances and recommendations regarding reserves, assets, and expenditures.

Skills

Strong written and oral communication

Relationship building

Client focused

Self-starter

Strategic thinking

Problem solving

Education

Bachelor’s degree or equivalent

Tools

MS Excel

MS Access

Job description

Company :

Highmark Health

Job Description :

JOB SUMMARY

*This role is onsite hybrid in Pittsburgh location 3 days a week (Tues, Wed, and Thurs)

This jobperforms financial and business related research and analysis such as the preparation of forecasts and/or analysis of financial reports, records and trends; develops and maintains spreadsheets and databases to facilitate analysis and reporting; and is responsible for conducting and documenting financial analysis projects.

ESSENTIAL RESPONSIBILITIES

• Displayeffective communication skills.
• Coordinatewith other departments, locations, and divisions.
• Communicatewith other departments and/or outside agencies to resolve problems.
• Communicatewith management at the Organization, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines.
• Advisemanagement of expected outcomes, and recommending ways to improve the outcomes.
• Conductpresentation to all levels of management in order to provide a summary of analysis regarding financial results and trends.
• Communicatewith management as to project status and completion deadlines.
• Performfinancial and business related analysis
• Analyze, evaluateand interpret appropriate financial and statistical data.
• Developand/or documentbusiness policies, conductspecial financial and business related studies and cooperatewith other departments in the preparation of analyses.
• Conductfinancial and business related analyses and research including the preparation of forecasts and/or analysis of trends.
• Analyzefinancial reports and records.
• Provide reasoning for variances and make recommendations relative to the accounting of reserves, assets, and expenditures.
• Advisemanagement of expected outcomes, and recommend ways to improve the outcomes.
• Independently pursuefundamental problem solving and documents the recommendations to management.
• Facilitateanalysis and reporting.
• Utilizecomputer to input, retrieve or display accounting information.
• Developand maintainspreadsheets and databases.
• UtilizePC and/or mainframe based systems and software, compiles and prepares reports, graphs and charts of data developed.
• Serveas a project lead for special projects within the department.
• Leadand documentfinancial 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.
• Coordinateactivities 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 the Organization, 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.

QUALIFICATIONS
Minimum

• Bachelor’s Degree or relevant experience and/or education as determined by the company in lieu of bachelor’s degree
• 7 - 10 years of related progress experience in Accounting and/or Finance including experience in leading projects of varying size and complexity
• Experience with various computer applications to include MS Excel and/or MS Access

Preferred

• None

Skills

• Strong written and oral communication skills
• Strong relationship building skills
• Client focused with strong business acumen
• Self-starter with the ability to work under pressure independently and as part of a team
• Ability to think strategically and act proactively to create strong trust and confidence with business units
• Strong innovative problem-solving capabilities

Language (Other than English):

None

Travel Requirement:

0% - 25%

PHYSICAL, MENTAL DEMANDS and WORKING CONDITIONS

Position Type

Office-based

Teaches / trains others regularly

Occasionally

Travel regularly from the office to various work sites or from site-to-site

Rarely

Works primarily out-of-the office selling products/services (sales employees)

Never

Physical work site required

Yes

Lifting: up to 10 pounds

Constantly

Lifting: 10 to 25 pounds

Occasionally

Lifting: 25 to 50 pounds

Rarely

Disclaimer: _The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job.

Compliance Requirement : This job adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies._

_As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company’s Handbook of Privacy Policies and Practices and Information Security Policy.

Furthermore, it is every employee’s responsibility to comply with the company’s Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements._

Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on any category protected by applicable federal, state, or local law.

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