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Financial Analyst
2 months ago
Currently we are seeking a Financial Analyst to join our account team. Our analyst will be responsible for preparing revenue and expense analysis and business trend analysis for all locations within the client portfolio. This will be a collaborative team member supporting core business analysis and metrics for the account. If you are a clear communicator, organized with effective time management skills, demonstrating a willingness to learn and adapt, with the highest standards of behavior, collaborative manner and work ethic then this role is for you.
Assist leaders in researching and identifying budget corrections and work with others to implement change.
Monthly & quarterly report generation.
Complete and support regular and ad-hoc reporting including informal and formal internal and documents, reports, graphs, charts and presentations.
Support team’s efforts to develop efficient reporting strategies including automation and simplification of reporting processes while preserving data integrity.
Maintain working knowledge of Master Services Agreement and any relevant amendments or appendices.
Support and track client billing activities.
Assist with vendor management & AP
Assist with the calculation of fees (i.e. Management and Incentive) as needed.
Organize and maintain team data collection, reporting and communication.
Participate in the development and distribution of best practices, process documentation, and user support materials for reporting.
Run day to day reporting and forecasting activities for assigned portfolio.
Maintain and enhance reporting.
Analyze performance data to forecast/trend.
Any and all other duties and tasks assigned.
Special projects and other functions as required by manager.
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