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Lead Financial Analyst

2 months ago

Oregon, Wisconsin, United States Illuminus Full time

Position Type:

Full-time

Overview:

Illuminus is in search of a dedicated and skilled professional with exceptional teamwork and organizational abilities to fill the role of Senior Accountant - Senior Living. This position involves generating reports and delivering financial insights to management through thorough research and analysis of accounting data across various entities.

  • Financial Reporting: Prepare financial statements, tax returns, and cost reports promptly while adhering to US GAAP standards.
  • General Ledger Management: Compile and analyze information to create general ledger entries.
  • Financial Analysis: Generate balance sheets, profit and loss statements, and other relevant reports. Summarize account data and identify trends to support business leaders in their decision-making processes.
  • Record Keeping: Maintain precise records to validate financial transactions and comply with record retention policies. Provide necessary documentation to auditors upon request.
  • Account Reconciliation: Reconcile general ledger accounts by gathering and analyzing account data.
  • Internal Controls: Ensure financial security by adhering to internal control measures.
  • Data Interpretation: Address accounting and financial inquiries by researching and interpreting data.
  • Budget Development: Assist in formulating the annual budget and updating financial forecasts for management.
  • Process Improvement: Identify, develop, and spearhead initiatives to enhance accounting and finance department processes.
  • Asset Management: Maintain records and documentation for fixed assets, including ongoing construction projects. Analyze and report fixed asset data to management.
  • Team Support: Provide guidance and training to other Accounting and Business Office team members as a subject matter expert in the accounting systems and IT solutions utilized by the organization.
  • Community Engagement: Uphold a positive image of Illuminus within the community, aligning with our mission, vision, and values.
  • Effective Communication: Foster and promote effective communication with management, colleagues, residents, and family members/personal representatives.
  • Adaptability: Maintain a positive attitude and approach in a dynamic work environment, embracing new technologies and process enhancements.
  • Complex Transaction Research: Investigate intricate accounting transactions and comprehend various legal entity structures.
  • M&A Support: Assist in the integration and onboarding of new entities through mergers and acquisitions.
  • Additional Duties: Perform other related tasks as required or assigned.
Qualifications:
  • Bachelor's degree in accounting; CPA designation preferred.
  • A minimum of four years of experience in accounting.
  • Proficiency in Microsoft Suite, including Word, Excel, Outlook, and PowerPoint.
  • Experience with report preparation and general ledger accounting software.
  • Strong communication and interpersonal skills.
  • Ability to exercise independent judgment, make sound decisions, and demonstrate flexibility when necessary.
  • Collaborative work ethic and willingness to mentor team members.
  • Strong organizational skills with the ability to prioritize tasks and meet deadlines.
  • Commitment to delivering quality outcomes and services for all individuals.
  • Attention to detail is essential.
Benefits:
  • Health, Dental, & Vision Insurance
  • Health Savings Account with Potential Company Contributions
  • 401(k) with Company Match
  • Financial and Retirement Planning at No Charge
  • Paid Time Off and Holidays
  • Basic Life Insurance & AD&D - Company Paid
  • Short and Long Term Disability - Company Paid
  • Voluntary Ancillary Coverage
  • Referral Bonuses
  • Employee Assistance Program

If you are a motivated individual with a passion for making a difference, we encourage you to consider this exciting opportunity. We offer competitive compensation, comprehensive benefits, and opportunities for professional growth.

Illuminus is a faith-based, not-for-profit senior living management organization committed to serving older adults and families throughout the Midwest with skill and compassion. We manage a variety of communities, providing independent senior housing, assisted living, memory care, skilled nursing, rehabilitation, low-income senior housing, home health, and hospice services.

The individuals at Illuminus are not just our colleagues, employees, or residents; they are our family and community. We serve with gratitude, dignity, hope, and purpose, believing that the right care can transform lives.