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Lead Financial Strategist

2 months ago

New Haven, Connecticut, United States The Ladders Full time
Position Overview: As a Lead Financial Strategist, you will play a pivotal role in the formulation and evaluation of departmental financial performance metrics. Your expertise will be crucial in overseeing financial analysis initiatives and managing comprehensive budgetary frameworks.
Key Responsibilities:
  • Conducts thorough analyses of departmental financial variances, ensuring accurate recording of financial data.
  • Develops and maintains cash flow statements, budgetary assessments, and financial forecasts.
  • Analyzes budget discrepancies and presents findings to senior management for strategic decision-making.
  • Leads and mentors a team of financial analysts, providing constructive feedback and conducting performance evaluations.
  • Facilitates the creation, oversight, and management of operating budgets.
  • Advises department leaders on budget modifications and cost-saving strategies.
  • Generates accurate monthly, quarterly, and annual financial reports in a timely manner.
  • Prepares documentation for year-end audits and financial closings.
  • Ensures compliance with federal tax reporting requirements.
  • Oversees the performance of the financial analyst team.
  • Performs additional duties as assigned.
Qualifications:
  • A Bachelor's Degree in Accounting, Finance, Business Administration, or a related discipline is essential.
  • A minimum of five years of experience in healthcare finance and budgeting, preferably in a leadership capacity.
  • Proficient in Microsoft Word and Excel, with a readiness to learn new software tools.
  • Strong typing, organizational, and detail-oriented skills, along with the ability to collaborate effectively.
  • In-depth understanding of accounting principles, budgetary practices, and financial analysis.
  • Capability to monitor, audit, and reconcile diverse financial data and budgets.
  • Exceptional written and verbal communication skills are required.
Equal Opportunity Statement: The Ladders is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.