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Financial Analyst

2 months ago


West Palm Beach, Florida, United States Trustbridge Full time
About the Role

**Job Summary**

We are seeking a highly skilled Financial Analyst - Treasury to join our team at Trustbridge. Reporting to the Director of Finance, this position is responsible for assisting in the day-to-day activities related to banking and investment activities under Trustbridge, Inc. and the Foundation.

Key Responsibilities
  • Assist in the preparation of daily cash transactions, monitoring and reviewing investments;
  • Prepare investment reports and assist in the preparation of budget;
  • Assist with financial analysis and financial reporting, fund accounting and account reconciliations;
  • Support other duties as required.
Requirements
  • Bachelor's Degree in finance, accounting, economics or related field;
  • Three years of experience performing treasury functions, investment analysis and financial analysis or other advanced accounting functions, preferably in a healthcare environment;
  • Expertise with computer-based financial applications, including Microsoft Dynamics GP, budget forecasting tools;
  • Extensive working knowledge of Microsoft Office 2010, with advanced knowledge of spreadsheet functions and analysis tools;
  • Familiar with analysis of investments instruments and investment markets;
  • Excellent verbal and written communication skills;
  • Bilingual (English/Spanish) preferred.