Lead Financial Analyst

enGen; United States; On-site; USD 86,400 - 138,600; Full time

Job summary

Highmark Health seeks an experienced financial and business analyst to perform research, forecasts, and analysis of financial reports, records and trends. You will develop and maintain spreadsheets and databases to enable reporting and decision‑making, and document analytics projects.

In this role you will coordinate with multiple departments, present findings to management, and lead ad‑hoc financial studies.

Qualifications

• Bachelor’s Degree or relevant experience and/or education as determined by the company in lieu of a bachelor’s degree.
• 7–10 years of related progressive 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.

Responsibilities

• Coordinate with other departments, locations, and divisions.
• Communicate with other departments and/or outside agencies to resolve problems.
• Communicate with management at the Organization, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines.
• Advise management of expected outcomes, and recommend ways to improve the outcomes.
• Conduct presentations to all levels of management to provide a summary of analysis regarding financial results and trends.
• Perform financial and business‑related analysis.
• Analyze, evaluate and interpret appropriate financial and statistical data.
• Develop and/or document business policies, conduct 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.
• Independently pursue fundamental problem solving and document 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; gathering of data, analysis, documentation of findings, calculation of results and generation of reports for distribution.
• Coordinate activities to ensure the project is advancing properly and is completed within the established timeframes.
• Make recommendations based on findings when necessary.
• Other duties as assigned or requested.

Skills

MS Excel

MS Access

Strong written and oral communication

Relationship-building

Client-focused

Self-starter

Strategic thinking

Problem solving

Education

Bachelor's Degree or relevant experience

Tools

MS Excel

MS Access

Job description

JOB SUMMARY

This job performs 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

• Coordinate with other departments, locations, and divisions.
• Communicate with other departments and/or outside agencies to resolve problems.
• Communicate with management at the Organization, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines.
• Advise management of expected outcomes, and recommend ways to improve the outcomes.
• Conduct presentations to all levels of management to provide a summary of analysis regarding financial results and trends.
• Perform financial and business‑related analysis.
• Analyze, evaluate and interpret appropriate financial and statistical data.
• Develop and/or document business policies, conduct 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.
• Independently pursue fundamental problem solving and document 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; gathering of data, analysis, documentation of findings, calculation of results and generation of reports for distribution.
• Coordinate activities to ensure the project is advancing properly and is completed within the established timeframes.
• 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 a bachelor’s degree.
• 7–10 years of related progressive 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.

QUALIFICATIONS – PREFERRED

• None.

SKILLS AND ABILITIES

• 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.

TRAVEL REQUIREMENT

0%–25%.

PHYSICAL AND MENTAL DEMANDS

• Position type: Office‑based.
• Occasionally teaches/trains others regularly.
• Occasionally travels regularly from the office to various work sites or from site‑to‑site.
• Never works primarily out‑of‑the‑office selling products/services (sales employees).
• Yes, physical work site required.
• Lifting up to 10 pounds: Constantly.
• Lifting 10 to 25 pounds: Occasionally.
• Lifting 25 to 50 pounds: Rarely.

PAY RANGE

Minimum: $86,400.00 – Maximum: $138,600.00.

EEO & COMPLIANCE

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. We endeavor to make this site accessible to any and all users. For accommodation requests, please contact HR Services Online at [e-mail].

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. All employees must comply with HIPAA and data security guidelines established within the Company’s Handbook of Privacy Policies and Practices and Information Security Policy. Employees must also comply with the company’s Code of Business Conduct and all applicable federal and state laws, rules, and regulations.