Lead Financial Analyst

2 weeks ago


Oregon, Wisconsin, United States Illuminus Full time

Job Type

Full-time

Position Overview

Illuminus is in search of a dedicated and skilled professional with outstanding teamwork and organizational abilities to join our organization as a Senior Accountant - Senior Living. In this position, you will be tasked with generating reports and delivering financial insights to management by examining and interpreting accounting data across various entities.

  • Financial Reporting: Prepare financial statements, tax documents, 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 additional reports. Summarize account data and identify trends to support decision-making for business leaders.
  • 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: Uphold financial security by adhering to internal control measures.
  • Financial Inquiries: Address accounting and financial inquiries by researching and interpreting relevant data.
  • Budget Development: Assist in formulating the annual budget and updating financial forecasts for management.
  • Process Improvement: Identify, develop, and spearhead initiatives for enhancing 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 fellow Accounting and Business Office team members as a subject matter expert in the accounting systems and IT solutions utilized by the organization.
  • Community Engagement: Foster a positive image of Illuminus within the community, aligning with our mission, vision, and values.
  • Effective Communication: Promote and maintain effective communication with management, colleagues, residents, and family members/personal representatives.
  • Adaptability: Maintain a positive outlook 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 certification 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 is essential.
  • Exceptional communication and interpersonal skills.
  • Ability to exercise independent judgment, make sound decisions, and demonstrate flexibility as needed.
  • Collaborate effectively and mentor other team members.
  • Capability to plan, organize, and prioritize tasks to meet all deadlines.
  • Commitment to delivering quality outcomes and services for all individuals.
  • Strong attention to detail.

If you are a driven individual with a passion for making a positive impact, we encourage you to consider this rewarding opportunity. We offer competitive compensation, benefits, and opportunities for professional growth.

Illuminus is a faith-based, not-for-profit senior living management organization dedicated 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.



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