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Financial Analyst
2 months ago
Position:
Financial Analyst
Department:
Finance
Reporting to:
Director of Finance
Compensation:
Salary $80,000 to $100,000 per year + Bonus up to 10%
About Us
At MyPlanAdvocate, we are hard at work developing a customer and employee experience that endeavors to improve the lives of everyone we work with. Most importantly, the work we do has a real and ongoing impact to the people we serve. We support an under-served population of people who have paved the way for us. You get a chance to make a difference and to truly change people’s lives.
We are looking for a Financial Analyst
The Financial Analyst is responsible for providing financial analysis and support to the Director of Finance. This includes developing and maintaining financial plans, preparing reports of financial results, and managing cash flow and liquidity. The Financial Analyst also works closely with our third party accounting team to facilitate month-end close and estimates, and to manage the commissions processing team, Accounts Receivable, and Accounts Payable functions.
Job Duties and Responsibilities
Assist the Director of Finance in developing and maintaining financial plans, including the annual budget, five-year plan, and monthly forecasts (for both O&M and capital)
Prepare analysis and reports of financial results and profitability for senior management
Assist in developing budget presentations for the Executive Leadership
Assist in cash management process and perform cash forecasting
Work with accounting team to facilitate month end close and estimates process
Assist with payroll support as needed
Assist with external tax advisors as needed
Assist with commissions reconciliation functions as needed
Monitor and manage financial compliance
Maintenance and support of treasury and FP&A systems and controls
Perform other duties as requested or assigned
What you’ll bring
Bachelor's degree in Accounting, Finance, or a related field
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Ability to work independently and as part of a team
Proficient in Microsoft Office Suite and financial modeling software
Bonus Qualifications
Experience in developing and presenting budgets
Experience in financial compliance
Experience with treasury and FP&A systems
Experience with Salesforce would be a plus
Experience with Amazon Quicksight would be a plus
Telecommuting Requirements
Ability to keep all company sensitive documents secure (if applicable)
Required to have a dedicated work area established that is separated from other living areas and provides information privacy
Must live in a location that can receive a MyPlanAdvocate approved high-speed internet connection or leverage an existing high-speed internet service
Hybrid Requirement
This position is a hybrid role, requiring you to work from our Salt Lake City, UT home office 3 days a week. You will be seated at a desk in our office space. We have chosen this setup to encourage collaboration and communication among team members. We prioritize your well-being by maintaining a clean and safe work environment that complies with all health guidelines. We appreciate your commitment to your in-office responsibilities, and we are here to support your professional development. Our Human Resources team is available to assist you with any questions or concerns.
What we offer
Flexible Time Off
Paid Company Holidays
Medical, Dental, Vision, Life Insurance, and more
Matching 401(k) Contribution
Discounts with Hotels, Rental Cars, Entertainment, Attractions, & More
Maternity/Paternity/Adoption paid leave
Employee Assistance Program
Referral program
Company-supplied computer equipment
Salary Disclosure:
Base Salary Range : $80,000 to $100,000 per year + Bonus up to 10%
The compensation range describes the typical minimum or maximum base pay range for this position. The actual compensation offer is determined based on job-related knowledge, education, skills, experience, and work location. This position will be eligible for performance-based bonus as part of the total compensation package, in addition to a full range of benefits including:
MyPlanAdvocate is an equal opportunity employer. MyPlanAdvocate prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. MyPlanAdvocate conforms to the spirit as well as to the letter of all applicable laws and regulations.
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