Financial Analyst

Title: Financial Analyst

Job category: Support

Requisition number: FINAN003133

• Full-time
• Hybrid

• Locations

  Wernersville, PA 19565, USA

Job details

Description

 

Hybrid position

DUTIES AND RESPONSIBILITIES:

1. Create and produce accurate, regular Finance reports necessary for the management and operation of the organization including all reports for the monthly Finance Committee packet.
2. Create functional, Excel reports and models such as complex pivot tables, sensitivity models, and forms.
3. Develop visually attractive, accurate reports including graphs, charts and other visuals to communicate complex financial data to financial and non-financial audiences.
4. Inform business decisions by providing financial analysis support to the Corporate Director of Finance. Interpret data from Finance and other business systems such as identified key trends, impact of insurance contracts on pricing and operations, and other relevant business functions.
5. Provide reporting for the Budget Process. This includes writing reports in Financial Edge and/or Powerplan and providing finished products and/or training for reports for department heads and leadership.
6. Provide reporting support for the project management process. Assist Corporate Director of Finance with production of proformas and other financial analysis for new projects and lines of business.
7. Support IMS requests for Financial information required for dashboards, reports and other projects.
8. Partner with auditors by providing accounting support for annual audit and to verify accuracy of financial data in annual 990 tax filings.
9. Create and maintain accurate documentation on all monthly processes.
10. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the duties or tasks that may be required or assigned.

PHYSICAL REQUIREMENTS:

The physical and mental demands described here are representative of those that must be met to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Requires manual dexterity skills to include repetitive use of hands and fingers.
2. Requires ability to stand, walk and sit for up to four hours at a time.
3. Must be able to lift approximately 15 pounds to waist or 15 pounds overhead.

EDUCATION / EXPERIENCE QUALIFICATIONS:

1. A minimum of 5 years’ hands-on Financial reporting and analysis experience required.
2. Bachelor’s degree in a related field required.
3. Proficient in Microsoft applications – Excel, PowerPoint and Word.
4. Experience with Financial Edge, ABM (Powerplan) a plus.
5. If in recovery, 1 year of continuous sobriety preferred.

 

KNOWLEDGE, SKILLS AND ATTRIBUTES:

1. Strong understanding of Finance processes, accounting and data.
2. Strong understanding of Finance IS database design, structure, functions and processes, and experience with database tools.
3. Ability to function independently in a multi-task environment, as well as part of a team.
4. Able to handle multiple tasks at one time.
5. Ability to apply and adapt practices and techniques to meet the needs of the organization’s culture.
6. Strong organizational skills.
7. Excellent oral, written and customer service skills.
8. Knowledge of GAAP and nonprofit accounting.
9. Ability to manage and lead employees.
10. Must be able to conduct him/herself in a professional manner.
11. Must have an ability to organize workloads based on internal and external goals and objectives.

COMPETENCIES / MEASUREMENTS:

1. Demonstrate through observation the ability to manage and lead Finance reporting and analysis to accomplish the team’s goals.
2. Demonstrate through observation working knowledge of the assigned Finance IS applications and reporting tools.
3. Demonstrate through observation a strong understanding of Finance processes and data in order to produce consistently accurate reports.
4. Demonstrate through observation the ability to implement the Finance reporting processes throughout the entire organization through the use of strong communication and training skills.
5. Demonstrate through observation a proactive approach to keeping current with Finance reporting, technology and data trends.
6. Demonstrate through observation the ability to interact professionally with internal and external department staff.
7. Demonstrate through observation a commitment to provide timely professional customer service.
8. Demonstrate through observation the ability and willingness to share knowledge base with co-workers.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.