Financial Analyst

4 weeks ago

Dallas, United States Forefront Living Full time

Overview:

Join Our Team

Forefront Living is currently looking for an experienced Financial Analyst to join our Corporate group. Wonderful environment and strong teammate relationships

With a shared legacy in business and healthcare innovation, Forefront Living's family of care-oriented organizations blends values built on compassion and faith with high-quality senior care - long-term care, Alzheimer's and memory care, skilled nursing and rehabilitation therapies, hospice and palliative care.

These senior care services, along with the celebration of independent living at our senior lifestyle communities, combine to bring deeper meaning to every phase of life for people of all faiths, regardless of race, gender, color, religion, national origin or disability. Forefront Living is the not-for-profit, faith-based parent of Presbyterian Village North, Faith Presbyterian Hospice, and the T. Boone Pickens Hospice and Palliative Care Center.

Responsibilities:
  • Prepare business case and financial analysis for capital investments
  • Coordinate annual budget and quarterly forecast process
  • Work with operations team and CFO to develop and distribute timeline
  • Update model with assumptions from the operations team
  • Ensure model reflects any changes in business or capital structure
  • Develop multi-year projections
  • Produce a high-level overview for presentation to the Board and lenders
  • Collaborate with core finance, marketing and operations to formulate recommendations to improve profitability of the organization
  • Develop analysis and participate in the due diligence process for business development initiatives
  • Prepare and distribute various operational reports accurately and timely
  • Create ad hoc reports to assist with analyzing key business metrics
  • Collaborate with core finance, marketing and operations to develop efficient and effective financial management tools
  • Maintain open, consistent and effective communications
  • Ensure financial files are organized and safeguarded
  • Model a service attitude towards others, take ownership in solving problems and take the initiative to make things better, is friendly and courteous to residents, patients and teammates
  • Maintain good attendance record
  • Respond to CFO as assigned with accurate and timely work to facilitate financial needs
  • Accept other duties as assigned
Qualifications:
  • Bachelors Degree in Accounting or Finance
  • CPA or Masters Degree preferred
  • Minimum of 3 years experience in industry or public accounting
  • Senior living experience preferred
  • Must be proficient in MS Word, Outlook and Powerpoint
  • Must be advanced in MS Excel (well versed in Pivot Tables, look ups, sum ifs, and conditional sums)
  • Genuine caring for and interest in the care of mature adults, handicapped people and hospice patients
  • Ability to perform work tasks within the Physical Demand Requirements as outlined below
  • Ability to comply with the Resident & Patient Bill of Rights and the Employee Responsibilities
  • To perform the job successfully, an individual should demonstrate the following competencies to perform the essential functions of this position:
    Analyticalthe individual synthesizes complex or diverse information
    Problem solvingthe individual identifies and resolves problems in a timely manner and gathers and analyzes information skillfully
    Responsiblethe individual takes ownership of responsibilities and task within prescribed timeframes and proactively seeks solutions to improve performance and processes
    Oral communicationthe individual speaks clearly and persuasively in positive or negative situations, demonstrates group presentation skills and conducts meetings
    Quality managementthe individual looks for ways to improve and promote quality and demonstrates accuracy and thoroughness
    Judgmentthe individual displays willingness to make decisions, exhibits sound and accurate judgment and makes timely decisions
    Planning/organizingthe individual prioritizes and plans work activities, uses time efficiently and develops realistic action plans
    Safety and securitythe individual actively promotes and personally observes safety and security procedures, and uses equipment and materials properly

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