Lead Financial Consultant
2 weeks ago
Financial Consultant Job Overview
- Collaborate with the accounting team to analyze monthly financial closing results, proactively identifying and addressing variances in profit and loss compared to previous months, last year, budget, and forecasts.
- Manage the complete monthly revenue cycle from initiation to completion.
- Contribute to the formulation of long-term financial projections, the financial components of the annual strategic plan, and associated budgets.
- Establish and evaluate financial Key Performance Indicators (KPIs). Utilize data analytics to explore and comprehend primary business drivers, leading to actionable recommendations for enhancements.
- Promote the automation of financial and operational reporting workflows.
- Engage with Business Intelligence Tools to create necessary dashboard and metric reports.
- Support various ad-hoc requests as required.
Qualifications:
- Degree from an accredited institution with a BA, BS, or higher.
- 3-5 years of relevant finance experience is essential.
- Proficient in Microsoft Excel, including advanced functions and shortcuts.
- Experience in the healthcare sector is advantageous.
- Familiarity with Income Statements, Balance Sheets, and Cash Flow Statements is mandatory.
- Knowledge of SQL, PowerBI, Tableau, PowerPivot, Great Plains (GP), and other technical systems is a plus.
Attributes:
- Team-Oriented: Works effectively as part of a team.
- Detail-Focused: Capable of executing tasks with thorough attention to detail.
- Committed: Dedicated to tasks with integrity and loyalty.
- Goal-Driven: Motivated by the successful completion of objectives.
Education:
- Bachelor's degree or higher.
Experience:
- 3-5 years of finance experience is required.
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