Senior Financial Analyst

Medical Mutual; Brooklyn (OH); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health Savings Account with company contribution

Tuition reimbursement up to $5,250 per year

Employee bonus program

Access to on-site fitness centers

Discounts at local businesses

Job summary

Medical Mutual in Brooklyn, OH is seeking a Financial Analyst to provide complex financial analysis and accurate reporting. The position is hybrid, requiring three days on-site per week. You'll support corporate departments with forecasts, budget compilation, and will act as a resource for colleagues.

The ideal candidate will have at least 5 years of accounting or finance experience, a relevant bachelor’s degree, and ideally a CPA. Excellent medical and educational benefits are provided, along with a supportive work environment.

Qualifications

• 5 years progressive accounting or finance experience.
• MBA or representative experience preferred.

Responsibilities

• Generates management reports and interfaces with corporate departments.
• Analyzes income statements and prepares reports for management.
• Prepares journal entries and account reconciliations.

Skills

Advanced Office skills, including MS Access

Knowledge of rates of return, depreciation

Proficient in automated accounting systems

Education

Bachelor's degree in Accounting, Finance, or Business Administration

Certified Public Accountant (CPA)

Job description

Medical Mutual employees must submit their applications through MySource.

Note: This is a hybrid position based in Brooklyn, OH, requiring (3) days on-site per week.

Job Summary

Provides complex analysis and accurate and timely financial information. Generates management reports and interfaces with corporate departments where necessary. Works independently to solve problems, complete special projects, and conduct monthly activities. Acts as a resource for colleagues with less experience.

Responsibilities

• Supports corporate departments, both within and outside of Finance, with generating forecasts and analyzing trends in various business areas. Duties also include compiling and reviewing the budgets for corporate departments, taking into consideration actual performance, previous expenditures, and estimated expenses and income.
• Analyzes income statements and prepares reports and recommendations to management.
• Performs various accounting duties including preparing journal entries and preparing account reconciliations. Duties could also involve maintaining accurate spending records and establishing measures for budgetary control.
• Performs more complex research and studies as needed (examples include rates of return, depreciation, investments, and other areas as required).
• Limited supervisory interactions with management. Coaches, mentors, and provides guidance on daily activities.
• Stays abreast of industry trends and developments in order to propose solutions to management regarding any related business or accounting ramifications.
• Performs other duties as assigned

Qualifications

Education and Experience:

• Bachelor's degree with Accounting, Finance, or Business Administration major.
• 5 years progressive accounting or finance experience.
• MBA or representive experience preferred.

Professional Certification(s)

• Certified Public Accountant (CPA) or equivalent preferred.

Technical Skills and Knowledge

• Advanced Office skills, including MS Access.
• Advanced knowledge of accounting rules and concepts and ability to apply the appropriate accounting standards to the relevant job duties.
• Knowledge of rates of return, depreciation, investments, portfolio covariance analysis.
• Proficient in the use of other automated accounting systems and an ability to serve as a training resource to junior staff members relative to the relevant systems.

Benefits

A Great Place to Work:

• We will provide the equipment you need for this role, including a laptop, monitors, keyboard, mouse and headset.
• Whether you are working remote or in the office, employees have access to on-site fitness centers at many locations, or a gym membership reimbursement when there is no Medical Mutual facility available. Enjoy the use of weights, cardio machines, locker rooms, classes and more.
• On-site cafeteria, serving hot breakfast and lunch, at the Brooklyn, OH headquarters.
• Discounts at many places in and around town, just for being a Medical Mutual team member.
• The opportunity to earn cash rewards for shopping with our customers.
• Business casual attire, including jeans.

Excellent Benefits and Compensation:

• Employee bonus program.
• 401(k) with company match up to 4% and an additional company contribution.
• Health Savings Account with a company matching contribution.
• Excellent medical, dental, vision, life and disability insurance - insurance is what we do best, and we make affordable coverage for our team a priority.
• Access to an Employee Assistance Program, which includes professional counseling, personal and professional coaching, self-help resources and assistance with work/life benefits.
• Company holidays and up to 16 PTO days during the first year of employment with options to carry over unused PTO time.
• After 120 days of service, parental leave for eligible employees who become parents through maternity, paternity or adoption.

An Investment in You:

• Career development programs and classes.
• Mentoring and coaching to help you advance in your career.
• Tuition reimbursement up to $5,250 per year, the IRS maximum.
• Diverse, inclusive and welcoming culture with Business Resource Groups.

Equal Opportunity Employer Statement

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review Know Your Rights notice from the Department of Labor.