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Financial Analyst
4 months ago
Job Type
Full-time
Description
Financial Analyst - Healthcare (On-Site)
Job Details
Job Type
Full-time
Baton Rouge, LA •Finance
Description
The financial/industry analyst will gather information, analyze the information, and use that information to assess the performance of the company, make recommendations and provide guidance for the company to assist in good investment and operating decisions. Prepares routine reports & dashboards, which may include performing the following duties:
Requirements
Education and/or Experience Bachelor of Science in Finance, Economics, Accounting, or Statistics; or equivalent combination of education and experience. Degree is required. Knowledge of statistics, business, accounting policies and procedures, corporate budgeting, and financial analysis methods is required. Heavy use of Microsoft Excel, including pivot tables, lookup functions, graphing and charting is required. Familiarity with SQL reporting & Tableau Data Visualization Software is preferred.
*Preferred: 3 Years of experience and Revenue experience
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Essential Duties & Responsibilities
- Perform financial forecasting, reporting and operational metrics tracking
- Analyze financial data and create financial models for decision support
- Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements to be presented to management and executives
- Develop automated accounting applications, standard and ad-hoc reports, forecasting tools, models and dashboards
- Work closely with the accounting team to ensure accurate financial reporting and decision support; may work with external business partners to provide necessary data and metrics
- Develop financial models to support planning and forecasting
- Aid in the capital budgeting and expenditure planning processes
- Reconcile existing transactions through cross-referencing of incoming and outgoing data, comparing and correcting data
- Conduct comparable analysis and market research to support internal financial analysis
- Perform market research, data mining & cleaning, maintains database by entering, verifying and backing up data
- Recommends actions by analyzing and interpreting data and making comparative analyses; studying proposed changes in methods and materials
- Proficiency with Microsoft Excel is required; familiarity with data query/data management tools extremely helpful (SQL, Tableau)
- Participates in department quality improvement activities, staff educational programs, attends departmental meetings, and demonstrates and maintains clinical competency in the delivery of patient care services in accordance with Company guidelines
- Maintains a high level of confidentiality
- Other tasks & projects as assigned
Requirements
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Strong math, analytical, and problem-solving skills are essential.
Competencies
To perform the job successfully, an individual should demonstrate the following competencies:
Technical Skills - Strives to continuously build knowledge and skills; Shares expertise with others.
Customer Service - Responds promptly to customer needs.
Interpersonal Skills - Maintains confidentiality.
Oral Communication - Responds well to questions; Participates in meetings.
Written Communication - Presents numerical data effectively.
Teamwork - Balances team and individual responsibilities; Contributes to building a positive team spirit.
Quality Management - Demonstrates accuracy and thoroughness.
Business Acumen - Understands business implications of decisions; Displays orientation to profitability.
Cost Consciousness - Works within approved budget; Develops and implements cost saving measures; Contributes to profits and revenue; Conserves organizational resources.
Diversity - Promotes a harassment-free environment.
Ethics - Keeps commitments; Works with integrity and ethically; Upholds organizational values.
Organizational Support - Follows policies and procedures.
Judgment - Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in the decision-making process; Makes timely decisions.
Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles.
Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Organizes or schedules other people and their tasks.
Professionalism - Reacts well under pressure; Accepts responsibility for own actions; Follows through on commitments.
Quality - Monitors own work to ensure quality.
Adaptability - Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
Dependability - Keeps commitments; Commits to long hours of work when necessary to reach goals.
Language Skills Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Reasoning Ability Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Computer Skills To perform this job successfully, an individual should have knowledge of Quick Books and various Accounting software; DocuTap software; Excel Spreadsheet software and MS Word Processing software.
Certificates, Licenses, Registrations As indicated for position.
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to stand, sit, or walk; use hands to finger, handle, or feel; reach with hands and arms and talk or hear; reach, stoop, bend, kneel, and/or crouch. The employee must frequently lift up to 50 pounds, occasionally lift up to 75 pounds, and sometimes lift up to 100 pounds.
Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually quiet to moderate.