Senior Financial Analysis Lead

Highmark Health; Montpelier (VT); On-site; USD 86,000 - 139,000; Full time

Job summary

enGen is seeking a financial analyst to perform forecasting and analysis of financial reports, records, and trends. The role involves developing spreadsheets and databases to support analysis and reporting, and documenting financial analysis projects.

The candidate will coordinate with multiple departments, lead ad hoc analyses, and present findings to management. Strong communication and problem-solving capabilities are essential for success in this office-based position.

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 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

Responsibilities

• 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 the Organization, 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, 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.
• 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, compiles and prepares 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 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.

Skills

Clear communication

Relationship building

Business acumen

Self-starter

Strategic thinking

Problem solving

Education

Bachelor’s degree or equivalent

Finance/accounting experience 7–10 yrs

MS Excel / MS Access experience

Tools

MS Excel

MS Access

Job description

enGen is seeking a financial analyst to perform forecasting and analysis of financial reports, records, and trends. The role involves developing spreadsheets and databases to support analysis and reporting, and documenting financial analysis projects.

The candidate will coordinate with multiple departments, lead ad hoc analyses, and present findings to management. Strong communication and problem-solving capabilities are essential for success in this office-based position.