Senior Financial Analyst: Close & Strategic Insights

Penn Medicine; Philadelphia (Philadelphia County); On-site; USD 75,000 - 110,000; Full time

Job summary

Penn Medicine in Philadelphia, PA is seeking a Senior Financial Analyst to oversee the monthly financial close process and deliver timely, accurate financial reporting. The role focuses on process improvements, dashboards, and providing strategic financial insights to support department and organizational goals.

The position requires a Bachelor's degree in accounting (MBA or CPA preferred) with 4+ years of related experience.

Qualifications

• Bachelor's degree in accounting is required.
• MBA is preferred.
• Certified Public Accountant is preferred.

Responsibilities

• Assist in monthly financial close process including review, analyses, and distribution of internal and external financial information.
• Oversee the review of monthly transactions for unusual trends, resolve exceptions and correct errors. Suggest monitoring tools and facilitate the production of dashboards to identify issues in real time.
• Provide support for specific departments as assigned, including but not limited to revenue valuation, expense analysis and accrual proposals, and preparing regulatory reporting as needed.
• Determine & implement process optimization of statistics & revenue production to improve financial close cycle while maintaining detailed analysis for reviews.
• Provide insights & recommendations of value adding revenue & statistical reports. Create new processes that can be taught to staff accountants with oversight on the output.
• Create and maintain database of monthly ad-hoc data to support detailed review and analysis of collection rates and revenue trends.
• Assist with year-end financial audit as needed.
• Assist with budget process including leadership in key areas of statistics, revenue & specific departments as assigned.
• Provide leadership within the accounting team to resolve problems related to standard financial issues and practices.

Education

Bachelor's degree in accounting

MBA

Certified Public Accountant

Job description

Penn Medicine in Philadelphia, PA is seeking a Senior Financial Analyst to oversee the monthly financial close process and deliver timely, accurate financial reporting. The role focuses on process improvements, dashboards, and providing strategic financial insights to support department and organizational goals.

The position requires a Bachelor's degree in accounting (MBA or CPA preferred) with 4+ years of related experience.