Financial Planning Specialist
14 hours ago
At Allied Health Agency, we are seeking a highly skilled Financial Analyst to play a pivotal role in evaluating the company's financial performance, analyzing financial data, and providing insights to support strategic decision-making.
The ideal candidate will possess a strong analytical mindset, excellent communication skills, and the ability to work effectively in a dynamic environment.
Key Responsibilities
- Financial Analysis:
- Perform in-depth financial analysis to assess the company's financial health, profitability, and efficiency.
- Analyze historical financial data and forecast future financial trends. - Budgeting and Forecasting:
- Assist in the preparation and management of the annual budget.
- Develop financial models to support forecasting and long-term planning. - Reporting and Presentation:
- Prepare and present financial reports and findings to senior management and stakeholders.
- Create clear and insightful visual representations of financial data to support decision-making. - Variance Analysis:
- Monitor financial performance against budget and forecasts, identifying variances and their underlying causes.
- Make recommendations to address deviations from financial targets. - Investment Analysis:
- Evaluate potential investment opportunities and projects, including ROI analysis.
- Provide recommendations on capital allocation and investment strategies. - Cost Analysis:
- Analyze cost structures and cost drivers to identify areas for cost reduction and process improvement.
- Collaborate with cross-functional teams to implement cost-saving measures. - Market Research:
- Research and analyze market trends, competitor financials, and industry benchmarks.
- Use market insights to assess the company's competitive position and identify growth opportunities. - Financial Modeling:
- Build and maintain financial models to support strategic decision-making and scenario analysis.
Requirements
- Masters degree in Finance, Accounting, Economics, or a related field.
- Proven experience in financial analysis, budgeting, and forecasting.
- Proficiency in financial modeling, data analysis tools, and Microsoft Excel.
- Strong analytical, problem-solving, and critical thinking skills.
- Excellent communication and presentation skills.
- Attention to detail and a high degree of accuracy.
About Allied Health Agency
Allied Health Agency is a dynamic and growing insurance company dedicated to delivering excellence in financial planning, analysis, and strategy. We are committed to fostering a culture of innovation, collaboration, and continuous learning.
We offer a competitive compensation package, opportunities for professional growth and development, and a supportive work environment that values diversity and inclusion.
If you are a results-driven Financial Analyst with a passion for financial analysis and strategic planning, we encourage you to apply for this exciting opportunity to join our team and contribute to our continued success.
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