Financial Planning and Analysis Specialist

3 weeks ago


Irving, Texas, United States Steer Health Full time
Job Description

We are seeking a skilled Financial Planning and Analysis Specialist to join our team at Steer Health. This role offers the opportunity to work in a dynamic environment where you will be responsible for maintaining accurate financial records, contributing to strategic financial planning, and performing high-level financial analysis.

Estimated Salary: $80,000 - $110,000 per year, depending on experience.

In this role, you will play a critical part in ensuring the accuracy and timeliness of financial transactions, managing accounts payable and receivable, and overseeing expense reporting and payroll support. You will also assist with month-end and year-end close processes, ensuring all financial statements are accurate and ready for external review.

Key Responsibilities:

  • Record and maintain all financial transactions in a timely and accurate manner.
  • Prepare, review, and reconcile general ledger accounts.
  • Manage accounts payable and accounts receivable, ensuring timely invoicing, bill payments, and collections.
  • Oversee expense reporting, payroll support, and other routine bookkeeping activities.
  • Assist with month-end and year-end close processes, ensuring all financial statements are accurate and ready for external review.

Requirements:

Bachelor's degree in Accounting, Finance, or related field required; CPA, CMA, or MBA preferred.

3+ years of progressive experience in bookkeeping, accounting, or FP&A roles.

Solid understanding of GAAP principles and financial reporting standards.

Proficiency with accounting software (e.g., QuickBooks, NetSuite) and advanced Excel skills.

Strong analytical and problem-solving abilities, coupled with excellent organizational skills and attention to detail.

Exceptional communication skills, both written and verbal, with the ability to present financial insights clearly to non-financial stakeholders.

A proactive mindset and the ability to work independently, meet deadlines, and adapt to rapidly changing priorities.

Benefits:

  • Competitive compensation and benefits package, including health, dental, and vision coverage.
  • A culture that values innovation, collaboration, and professional growth.
  • Convenient Dallas location with easy access to major transportation and business centers.


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