Financial Analyst

3 weeks ago


New York, New York, United States Integra Partners Full time

The Financial Analyst will work closely with the Finance Manager and support the Financial Operations team at Integra Partners. This individual will support the day-to-day analysis, data extraction, reporting, and monitoring requirements of billing and payment trends.
Salary: $80,000/Annually
JOB QUALIFICATIONS: KNOWLEDGE/SKILLS/ABILITIES
The Financial Analyst's responsibilities include but are not limited to:

  • Develop the reporting tools & processes to monitor, flag, and resolve issues within billing & payments
  • Lead cross-functional teams of internal and external stakeholders to understand challenges & opportunities, collaboratively identify and deliver solutions, and drive sustainable change
  • Establish yourself as a Subject Matter Expert (SME) on data analysis requirements pertaining to various implementations
  • Steer discussions between internal and external parties on billing & payment matters
  • Proactively review billing and payment processes, and design data optimization strategies
  • Assist with building reports as needed
  • Effectively gather critical information from meetings with various stakeholders, and execute upon actionable follow-ups with little to no oversight
  • Monitor deliverables and ensure timely completion of tasks
  • Own any problems you discover and proactively drive forward solutions
  • Ongoing analytical and process driven approach to problem solving and workflow improvement
  • Summarizing data in a succinct manner to share with executive leadership and clients
  • Conduct ad-hoc analyses to support the implementation team
  • Develop an in-depth understanding of underlying data, data models and business domain to ensure reports meet the business needs

EDUCATION: Bachelor's degree or equivalent experience
EXPERIENCE:

  • 2+ years of analytic and project management experience including consulting, finance, business decision support or strategy roles
  • Bachelor's degree, preferably in business, math, statistics, or other STEM disciplines
  • Advanced Excel skills
  • SQL knowledge
  • Tableau, R, and Python knowledge preferred
  • Strong verbal and written communication skills
  • Ability to learn quickly and execute with new found understanding (e.g., industry, business models, products, technology)
  • Possess the willingness and ability to get beyond the obvious causes of outliers and poor performance, and investigate, identify, and correct the underlying root causes.
  • Must be highly motivated, dependable, excel with verbal and written communication skills, and be able to work independently under pressure
  • Comfort with ambiguity and ability to effectively multi-task, make tradeoffs, take initiative, and prioritize within a fast-paced, demanding environment
  • Efficient time and resource management skills to ensure that the service level provided exceeds expectations with a strong commitment to team success and team goals.
  • Experience working with business leaders to scope problem statements and goal of reporting outputs – and then executing by delivering Tableau workbooks and excel analyses which meet the objectives
  • Experience reviewing large data sets, identifying trends, and highlighting changes from identified benchmarks
  • Ability to identify root cause of underlying issues, evaluate options to address, and implement solutions to resolve

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