Financial Analyst

Job Responsibilities

• Consolidates, analyzes, and reports monthly, quarterly, and annual financial results and compares them against key performance indicators such as plan, historical results and other specified benchmarks.
• Supports assigned regions and lines of business with forecasting, actuals, variance analysis, and ad hoc reporting.
• Builds and maintain regional templates and reports to facilitate monthly and quarterly reporting.
• Provides analysis for and assists in the preparation of financial presentations for senior leadership meetings.
• Supports and assists with the annual and long-term strategic planning processes.
• Creates dynamic, insightful reporting using business intelligence tools.
• Buils and maintains dashboards and scorecards to support performance visibility and decision making.
• Analyzes internal financial data as well as partner and supplier spend to identify trends, variances, and improvement opportunities.
• Drives key initiatives in support of financial objectives relating to revenue, profit and cash flow.
• Supports operational finance controls to maintain audit readiness.
• Engages on special projects supporting enterprise-wide initiatives as needed.

Requirements

• Minimum 2-to-3-year financial analyst experience required;
• Requires bachelor’s degree or equivalent experience in finance, accounting, business, or a related subject;
• Background in senior living, foodservice, or hospitality preferred;
• Strong analytical skills, attention to detail, and written and verbal communication skills;
• Ability to interact and effectively communicate with senior management and diverse teams;
• Ability to coordinate multiple projects and prioritize accordingly;
• Strong collaboration skills and the ability to influence and get results without formal authority;
• Sound business judgment and ability to learn quickly and adapt to new situations;
• Advanced proficiency in Excel;
• Experience with BI tools (Power BI, Tableau);
• Experience with Sage Intacct or comparable ERP / accounting systems;
• Experience with Ramp or comparable expense management / spend control platform;
• Experience working with financial data (P&L, budgets, forecasting).