Senior Financial Analyst

American College of Physicians, Inc.; Philadelphia (Philadelphia County); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Competitive salary

Superior benefits

Supportive work environment

Job summary

The American College of Physicians (ACP) is seeking a Senior Financial Analyst for the Financial Planning, Analysis and Payroll department in Philadelphia. The role focuses on budget coordination, forecasting, and detailed financial reporting for senior management in a hybrid on-site setting.

The analyst will collaborate with staff on budget matters, prepare executive summaries, and ensure daily operations of the budget and financial analysis area run efficiently.

Qualifications

• Bachelor’s degree in Accounting/Finance required; MBA/CPA preferred.
• Five or more years of experience with an automated budget/accounting system.
• Knowledge of GAAP and FASB pronouncements.
• Knowledge of cost and management accounting concepts and techniques of financial reporting.
• Advanced Excel Skills and familiarity with AI (CoPilot).
• Ability to develop analysis and reports on various budgetary issues.
• Excellent oral and written communication skills required to interact with all levels of College staff.

Responsibilities

• Coordinate the annual budget cycle including preparation and enhancement of the upcoming fiscal year’s budget, accurate current-year reporting, and quarterly forecasts.
• Assist CFO and Director of Financial Reporting in developing the budget assumptions for College-wide budgeting.
• Prepare annual budget calendar and communicate requirements and timelines to budget managers and liaisons.
• Prepare executive summaries of operating and capital budgets for prior, current and future fiscal years, as required.
• Review monthly financial reports/statements and prepare executive summaries for senior management.
• Provide detailed analysis of revenue and expense for all product lines.
• Review and analyze quarterly forecast submissions from College staff.
• Provide a summarized fiscal year-end projection for CFO’s review with upper management.

Skills

Advanced Excel

AI (CoPilot) familiarity

Oral and written communication

Budgeting/Forecasting analysis

GAAP knowledge

Financial reporting concepts

Education

Bachelor’s degree in Accounting/Finance

MBA/CPA preferred

Tools

Sage ERP

PowerPoint

Job description

Fin. Planning-Analysis & Payroll Individual contrib. Philadelphia, PA, US

The Finance Division of the American College of Physicians (ACP) is seeking a candidate for the position of Senior Financial Analyst for the Financial Planning, Analysis and Payroll department.ACP, a national organization of internal medicine physicians with headquarters in Philadelphia, is the largest medical specialty organization and the second-largest physician group in the United States with members in more than 172 countries worldwide.

The Senior Financial Analyst is responsible for ensuring daily operations of the budget and financial analysis area are functioning efficiently. They will collaborate with College staff on budget, analysis and forecasting matters, and provide detailed reports for senior management. This position is hybrid (2 days on-site) located in our Philadelphia office.

Annual Budget

• Assists in coordinating the annual budget cycle, including preparation and enhancement of the upcoming fiscal year’s budget, accurate current-year reporting, and quarterly forecasts.
• Assists CFO and Director of Financial Reportingin developing the assumptions that will form the basis of the College Wide Budget.
• Prepares annual budget calendar and instructions to communicate requirements and timelines to budget managers and liaisons.
• Prepares Executive summaries of operating and capital budget for prior, current and future budget fiscal years, as required.

Analyses & Forecasts

• Reviews monthly financial reports/statements and prepares executive summary for senior management.
• Provides detailed analysis of revenue and expense for all product lines.
• Reviews and analyzes quarterly forecast submissionsfrom College staff.
• In conjunction with the Director of Financial Planning, provides a summarized fiscal year-end projection for CFO'sreview with upper management.

Budget Function Management – Administration

• Reconciles budget data in the ERP (currently Sage) with networked based Excel spreadsheet system.
• Consolidates annual and phased budgets and prepares the corresponding budgets downloads.

Other

• Contributes to various PowerPoint presentations to Financial Policy and Audit Committee, Board of Regents, and Senior Staff.
• Provides oversight to Staff Budget Accountant on day-to-day activities and reviews assigned budget and reporting work.

Qualifications

• Bachelor’s degree in Accounting/Finance required. MBA/CPA preferred.
• Five or more years of experience with an automated budget/accounting system preferred.
• Knowledge of generally accepted accounting principles (GAAP) and financial accounting standards board (FASB) pronouncements.
• Knowledge of cost and management accounting concepts and techniques of financial reporting.
• Advanced Excel Skills and familiarity with AI (CoPilot).
• Ability to develop analysis and reports on various budgetary issues.
• Ability to understand various accounting, financial and budgetary methodologies to recommend, develop, implement, or enhance the College’s budget practice.
• Excellent oral and written communication skills required to interact with all levels of College staff.

ACP offers a competitive salary, superior benefits, and a supportive work environment. Find out more about ACP at: https://www.acponline.org/working-at-acp .

ACP is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to their age, race, color, religion, sex, gender identity, national origin, sexual orientation, protected veteran status, disability, or any other legally protected class.