Senior FP&A Analyst

Medical Mutual; Brooklyn (OH); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading health insurance provider based in Ohio seeks a Senior Financial Analyst to provide complex analysis and generate management reports. The role requires a Bachelor's degree in Accounting, Finance, or Business Administration, along with 5 years of progressive experience. Responsibilities include supporting corporate departments with forecasts, analyzing financial data, and preparing reports. Strong skills in advanced Office applications and knowledge of accounting principles are essential. This position offers a chance to impact financial decision-making significantly.

Qualifications

• 5 years of progressive accounting or finance experience.
• Certified Public Accountant (CPA) or equivalent preferred.

Responsibilities

• Supports corporate departments with generating forecasts and analyzing trends.
• Analyzes income statements and prepares reports for management.
• Prepares journal entries and maintains accurate spending records.
• Conducts complex research related to financial performance.

Skills

Advanced Office skills

Knowledge of rates of return

Proficient in accounting systems

Education

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

MBA or equivalent experience

Tools

MS Access

Job description

The cities near Cleveland, OH that boast the highest number of senior financial analyst jobs are:

• Pittsburgh
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The 10 cities near Cleveland, OH that have the most job openings are:

• Ann Arbor
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The 10 most popular job searches in Cleveland, OH are:

• amazon
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Founded in 1934, Medical Mutual is the oldest and one of the largest health insurance companies based in Ohio. We provide peace of mind to more than 1.2 million members through our high-quality health, life, disability, dental, vision and indemnity plans. We offer fully insured and self-funded group coverage, including stop loss, as well as Medicare Advantage, Medicare Supplement, and individual plans.

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:

• Bachelors 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.