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Lead Financial Analyst

2 months ago


Waukesha WI, United States Jobot Full time
Recognized Workplace in Waukesha County
This opportunity is hosted by Jobot.
Salary Range: $80,000 - $95,000 per annum
About Us: Jobot is collaborating with a distinguished organization in Southeastern Wisconsin known for its long-standing employee retention and a culture that emphasizes internal promotions.
Benefits of Joining:
  • Opportunities for Career Growth
  • Excellent staff retention (average tenure of 8 years)
  • Balanced work-life integration
  • High visibility role with Senior Leadership and across departments
  • Comprehensive benefits package
Key Responsibilities:
1. Oversee and maintain the general ledger, ensuring precision and adherence to established accounting principles and protocols.
2. Prepare monthly, quarterly, and annual financial reports.
3. Conduct thorough financial analysis to pinpoint trends, discrepancies, and potential enhancements.
4. Prepare and document accruals and other adjusting entries to guarantee accurate and timely financial reporting.
5. Strong systems orientation - experience with ERP Implementation is advantageous.
6. Assist in the formulation and execution of accounting policies and procedures.
7. Provide support for internal and external audits, ensuring all necessary documentation and information is supplied promptly.
8. Contribute to special projects and initiatives as directed by management, offering financial expertise and insights.
Qualifications:
1. A Bachelor's degree in Accounting, Finance, or a related discipline is mandatory. An advanced degree or CPA certification is preferred.
2. At least 5 years of accounting experience, with a proven record in managing general ledger functions, preparing financial statements, conducting financial analysis, and managing accruals.
3. Experience in the healthcare sector is highly valued.
4. Strong understanding of GAAP and other pertinent accounting standards and regulations.
5. Proficiency in accounting software and financial management tools.
6. Exceptional analytical abilities, with the capacity to interpret complex financial data and provide actionable insights.
7. Excellent communication skills, capable of effectively presenting financial information to non-financial stakeholders.
8. Strong organizational capabilities, able to manage multiple priorities and meet deadlines.
9. High level of integrity and professionalism, committed to accuracy and quality in all tasks.