Senior Finance Business Partner

Help at Home; Santa Fe (NM); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Comprehensive medical, dental, and视ion

401(k) retirement plan

Paid time off and holidays

Employee assistance programs and welss

Flexible options to support a balanced

Job summary

Help At Home is seeking a Senior Finance Business Partner to support multiple markets with data-driven insights and strategic financial leadership. You will analyze budgets, drive continuous improvement, and partner with executive leadership to shape growth across communities.

You will synthesize complex financial data, develop business cases, manage controllership and reporting, and design turnover and cost methodologies while collaborating with corporate departments and regional presidents.

Qualifications

• Bachelor's degree in Accounting or Finance required.
• Eight to ten years in a similar position with senior financial responsibilities.
• Experience delivering projects and initiatives with measurable financial results.
• CPA and/or MBA or related advanced degree preferred.
• CFA preferred and NetSuite experience preferred.

Responsibilities

• Collects and analyzes metrics for budgets, projects, and programs.
• Synthesizes financial data to create high-level, results-oriented analysis.
• Identify opportunities to accelerate business development with a structured-autonomy model.
• Initiate business case proposals for customer retention strategies across divisions.
• Develop relationships with Corporate Departments, Regional Presidents, and Executive Leadership.
• Evaluate and quantify new and historical business data.
• Execute controllership and reporting for select segments.
• Design turnover reporting and cost calculation methodologies.
• Ad hoc analysis to drive productivity.

Skills

Analytical skills

Interpersonal skills

Oral communication

Written communication

Problem solving

Quality control

Adaptability

Microsoft Excel

PowerPoint

Word

Education

Bachelor's degree in Accounting or Finance

Eight to ten years senior financial experience

CPA and/or MBA preferred

CFA preferred

NetSuite experience preferred

Tools

NetSuite

Excel

PowerPoint

Word

Job description

Overview

Help At Home is the leading national provider of in-home personal care services, where our mission is to enable individuals to live with independence and dignity at home. Our team supports 66,000 clients monthly with the help of 50,000 compassionate caregivers across 12 states. We’re looking for people who care about others, who are willing to listen, lean in and make impactful change. Each role at Help at Home can have a positive impact in supporting our caregivers and clients. If you are someone who leads with passion and integrity and are looking to join a rapidly growing, industry leading team, Help at Home may be a good fit for you.

We’re seeking a Senior Finance Business Partner who is passionate about making a difference and driving impact. This role offers an opportunity to contribute to meaningful work and help shape the future of care in communities across the country. The Senior Financial Business Partner performs work across Markets to provide value through the medium of data, information, observation, and recommendations, intended to support continuous process improvement.

Our Benefits

• Comprehensive medical, dental, and vision coverage
• 401(k) retirement plan
• Paid time off and holidays
• Employee assistance programs and wellness initiatives
• Flexible options to support a balanced life

Responsibilities

What You'll Do:

• Collects and analyzes a variety of metrics for implications regarding budget, projects, and program initiatives.
• Effectively synthesizes and summarizes detailed financial data to create meaningful, high-level, results-oriented analysis.
• Identify opportunities to leverage a structured-autonomy model to accelerate new business development.
• Initiate and complete business case proposals for customer retention improvement strategies for each operating division.
• Develop and maintain strong working relationships with Corporate Departments, Retail Regional Presidents, and Executive Leadership.
• Evaluate and quantify new and historical business data.
• Execute controllership and reporting for select business segments.
• Design and propose evidence-based turnover reporting and cost calculation methodologies.
• Ad Hoc business analysis. Look for new ways to analyze the business and drive productivity.

Qualifications

What You’ll Bring:

• Planning/organizing - the individual is very detail oriented, prioritizes and plans work activities and uses time efficiently.
• Interpersonal skills - the individual maintains confidentiality, remains open to others' ideas and exhibits willingness to try new things.
• Oral communication - the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills.
• Written communication - the individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information.
• Problem solving - the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality.
• Quality control - the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality and confidentiality.
• Adaptability - the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events.
• Strong Analytical skills.
• Expert level proficiency in Microsoft suite; focus on Excel, PowerPoint and Word

Education and Experience

• Bachelors degree in Accounting or Finance required.
• Eight (8) – ten (10) years in a similar position with senior financial responsibilities.
• Must have experience in delivering projects and initiatives that deliver measurable financial results with a focus on driving organic growth.
• CPA and/or MBA or related advanced degree preferred.
• CFA (Chartered Financial Analyst) preferred.
• NetSuite experience preferred.

Management Authority

• Trains other associates

Physical Requirements

• Sedentary – ability to remain in a stationary position for extended periods of time.
• Ability to communicate effectively and clearly with others to exchange information.

Travel Requirements

• Monthly or quarterly travel required

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request.

Help At Home is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, religion, national origin, age, disability, veteran status, genetic data, or religion or other legally protected status.

Pay Range

USD $120,000.00 - USD $160,000.00 /Hr.