Senior Accountant / Financial Analyst, Research

Job Summary

This senior level employee is primarily responsible for conducting and reviewing complex financial transactions and analyses, conducting internal and external audits, and communicating financial results while ensuring compliance with policies and procedures.

Essential Responsibilities

• Promotes learning in others by building relationships with cross-functional stakeholders; communicating information and providing advice to drive projects forward; influencing team members within assigned unit; listening and responding to, seeking, and addressing performance feedback; adapting to competing demands and new responsibilities; providing feedback to others, including upward feedback to leadership and mentoring junior team members; creating and executing plans to capitalize on strengths and develop weaknesses; and adapting to and learning from change, difficulties, and feedback.
• Applies deep expertise in subject area to apply to business-specific projects; promoting adherence to all procedures and policies; developing work plans to meet business priorities and deadlines; determining and carrying out processes and methodologies; coordinating and delegating resources to accomplish organizational goals; partnering internally and externally to make effective business decisions; solving complex problems; escalating issues or risks as appropriate; monitoring progress and results; recognizing and capitalizing on improvement opportunities; and evaluating recommendations made by others.
• Prepares complex accounting activities and reconciliations leading to a complete set of accurate financial statements (e.g. journal entries, estimates, disbursements) in accordance with GAAP and company policies; reviews and approves complex accounting activities prepared by others; and makes recommendations.
• Completes, reviews, and interprets reports and analyses for statutory reporting to external agencies (e.g. IRS, Census Bureau, NAIC, FTC); identifies needs for new design for reports.
• Reviews operational statistics to explain financial results, inform decision-making and take action to pursue efficiencies and quality financial outcomes; ensures ad hoc request for analysis are completed; establishes data gathering methods; and provides expertise in data origination.
• Develops and presents conclusions about areas of accountability to appropriate levels of management in verbal and written form; documents positions and processes in support of process improvement, knowledge retention, and audit requirements; and provides consulting services to individuals without finance training.
• Reviews flow of transactions through source systems; validates ongoing configuration decisions; reviews systems in area of expertise to ensure that new systems, upgrades, and other system maintenance activities do not impact operations, financial statements, or leadership decision making.
• Completes, reviews, and interprets standard and/or ad hoc reports (e.g., balance sheets, income statements, volume reporting, trade spending reports); evaluates validity of assets, liabilities, revenues, and operating expenses in conformity with GAAP and Company accounting policies; and makes recommendations.
• Meets requirements of policies and procedures to remain compliant (e.g. Sarbanes-Oxley, KP-NCO, POR).
• Prepares complex audit schedules; provides second level review and ensures accuracy of complex information and/or documentation for submission to internal and external auditors, and the Tax department; and interacts with auditors as required.

Knowledge, Skills and Abilities

• Ambiguity/Uncertainty Management
• Attention to Detail
• Business Knowledge
• Communication
• Critical Thinking
• Cross-Group Collaboration
• Decision Making
• Dependability
• Diversity, Equity, and Inclusion Support
• Drives Results
• Facilitation Skills
• Health Care Industry
• Influencing Others
• Integrity
• Learning Agility
• Organizational Savvy
• Problem Solving
• Short- and Long-term Learning & Recall
• Teamwork
• Topic-Specific Communication

Minimum Qualifications

• Minimum three (3) years experience in a leadership role with or without direct reports.
• Bachelor’s degree in Accounting, Business, or related field AND Minimum eight (8) years accounting or related business experience.
• Additional equivalent work experience in a directly related field may be substituted for the degree requirement.
• Two (2) years of work experience in a role requiring interaction with senior leadership (e.g., Director level and above).
• Two (2) years project management experience.
• Four (4) years experience working with advanced functions of spreadsheet software (e.g., Excel), including graphics, pivot tables, macros and/or complex formulas.
• Three (3) years experience working with financial information systems.
• Four (4) years health care industry experience.
• Three (3) years accounting experience working for a health care organization.
• Two (2) years experience leading the testing and/or validation of financial system implementation or integration.
• Three (3) years experience in technical accounting, requiring the interpretation of accounting guidelines and documenting recommendations for accounting practices.
• Three (3) years experience in financial analysis.
• Three (3) years experience in financial reporting.
• Three (3) years audit or accounting firm experience.
• Three (3) years payroll accounting experience.
• Three (3) years statutory experience.

Preferred Qualifications

• Two (2) years of work experience in a role requiring interaction with senior leadership (e.g., Director level and above).
• Two (2) years project management experience.
• Four (4) years experience working with advanced functions of spreadsheet software (e.g., Excel), including graphics, pivot tables, macros and/or complex formulas.
• Three (3) years experience working with financial information systems.
• Four (4) years health care industry experience.
• Three (3) years accounting experience working for a health care organization.
• Two (2) years experience leading the testing and/or validation of financial system implementation or integration.
• Three (3) years experience in technical accounting, requiring the interpretation of accounting guidelines and documenting recommendations for accounting practices.
• Three (3) years experience in financial analysis.
• Three (3) years experience in financial reporting.
• Three (3) years audit or accounting firm experience.
• Three (3) years payroll accounting experience.
• Three (3) years statutory experience.