Job description

The Financial Analyst, Corporate will be responsible for supporting the company’s financial analysis and reporting needs. The individual in this role will lead/support various financial processes, including quality assurance validations, forecasting, and profitability analysis, all while working closely with key business/operations stakeholders to provide financial insights and forecasts for the organization KEY RESPONSIBILITIES: • Lead quality assurance validations of customer and project-level financials on a monthly basis. • Gather and consolidate financial data related to labor and sales forecasts weekly, and report forecast to senior leadership. • Provide ad-hoc support for the company’s pricing efforts, ensuring programs achieve profitability metrics and validating appropriate cost inputs for pricing purposes. • Collect and consolidate financial data from key stakeholders during financial forecast and budget cycles. • Conduct ad-hoc analysis on customer, business unit, and service offering profitability. • Support the month-end close process through variance-to-forecast and trend analysis. The above duties are meant to be representative of the position and not all-inclusive. MINIMUM JOB REQUIREMENTS: • Education/Training: Bachelor’s degree in finance, accounting, or a related field strongly preferred. Equivalent business experience will be considered • Business Experience : 3+ years of related, practical experience in financial planning and analysis, accounting or data analytics or equivalent combination of education and experience. KNOWLEDGE, SKILLS & ABILITIES: • Proficient in Microsoft Office, particularly Excel and PowerPoint. • Experience with NetSuite ERP and NetSuite Planning and Budgeting preferred • Fundamental knowledge and skills in financial modeling, analysis, and reporting. • Comfortable working with large and complex data sets; technical and analytical skills • Curiosity, positive attitude and eagerness to learn • Strong work ethic; initiative and proactivity • Effective communication • Adaptability and flexibility PHYSICAL DEMANDS: • Location of job activities 100% inside • Extensive computer use and manual dexterity (keyboarding, mouse, phone) • Regular use of computer and phone for communication • Noise and/or vibrations exposure • Frequently reach (overhead), handle, and feel with hands and arms • Sit for prolonged periods of time Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The expected base pay range for this position is $75,000-100,000 per year. The actual compensation for the position may vary based on market differences and on factors such as skills, experience, qualifications and can vary based on location and/or work schedule. In addition to base pay, CareTria offers a comprehensive benefits package. Full-Time benefits include access to health, dental, and vision insurance; retirement plan options; paid time off; paid parental leave; employee assistance programs; and other perks. Eligible employees may also have access to performance bonuses. CareTria is an Equal Opportunity Employer.

Requirements

Must-haves

Lead quality assurance validations of customer and project-level financials on a monthly basis.
Gather and consolidate financial data related to labor and sales forecasts weekly, and report forecast to senior leadership.
Provide ad-hoc support for the company’s pricing efforts, ensuring programs achieve profitability metrics and validating appropriate cost inputs for pricing purposes.
Collect and consolidate financial data from key stakeholders during financial forecast and budget cycles.
Conduct ad-hoc analysis on customer, business unit, and service offering profitability.
Support the month-end close process through variance-to-forecast and trend analysis.
The above duties are meant to be representative of the position and not all-inclusive.
Business Experience : 3+ years of related, practical experience in financial planning and analysis, accounting or data analytics or equivalent combination of education and experience.
Proficient in Microsoft Office, particularly Excel and PowerPoint.
Fundamental knowledge and skills in financial modeling, analysis, and reporting.
Comfortable working with large and complex data sets; technical and analytical skills
Curiosity, positive attitude and eagerness to learn
Strong work ethic; initiative and proactivity
Effective communication
Adaptability and flexibility
Location of job activities 100% inside
Extensive computer use and manual dexterity (keyboarding, mouse, phone)
Regular use of computer and phone for communication
Noise and/or vibrations exposure
Frequently reach (overhead), handle, and feel with hands and arms
Sit for prolonged periods of time
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Nice-to-haves

Education/Training: Bachelor’s degree in finance, accounting, or a related field strongly preferred. Equivalent business experience will be considered
Experience with NetSuite ERP and NetSuite Planning and Budgeting preferred

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: dover
Effort: medium

Benefits

Benefits detected in the listing.

Dental

Vision

Paid Time Off

Parental Leave