Job Details

Financial Analyst

This individual contributor is primarily responsible for supporting financial transactions and analyses, internal and external reporting, and internal and external audits while ensuring compliance with policies and procedures.

Essential Responsibilities:

• Pursues self-development and effective relationships with others by proactively providing resources, information, advice, and expertise with coworkers and customers; influencing others through technical explanations and examples; providing occasional mentoring to team members; listening and responding to, seeking, and addressing performance feedback; creating plans to capitalize on strengths and develop weaknesses; anticipating and responding to the needs of others; and adapting to and learning from change, difficulties, and feedback.
• Completes work assignments by applying up-to-date expertise in subject area to generate creative solutions; ensuring all procedures and policies are followed; leveraging an understanding of data, and resources to support projects or initiatives; collaborating cross-functionally to solve business problems; identifying and monitoring priorities, deadlines, and expectations; communicating progress and information; identifying, recommending, and implementing ways to address improvement opportunities; and escalating issues or risks as appropriate.
• Supports financial transactions by preparing accounting activities and reconciliations leading to a complete set of accurate financial statements (e.g. journal entries, estimates, disbursements) in accordance with GAAP and company policies, and maintaining support documentation.
• Supports external reporting of Company financial information by assisting with reporting to external parties (e.g. IRS, Census Bureau, NAIC, FTC); and compiling data for reports.
• Supports financial analyses by reviewing operational statistics; responding to ad hoc request for analysis; and understanding data gathering methods.
• Supports communication of financial results by presenting information in verbal and written form; and documenting processes; and explains financial concepts to individuals without finance training.
• Supports finance system design, implementations, enhancements, and continuous improvements by understanding flow of transactions through source systems.
• Supports internal reporting of Company financial information by assisting with compiling standard and/or ad hoc reports (e.g., balance sheets, income statements, volume reporting, trade spending reports); and assisting with documentation of assets, liabilities, revenues, and operating expenses in conformity with GAAP and Company accounting policies.
• Meets requirements of policies and procedures to remain compliant (e.g. Sarbanes-Oxley, KP-NCO, POR).
• Supports internal and external audits by preparing interim and year-end audit schedules; and compiling information and/or documentation as required for internal and external auditors, and the Tax department.

Knowledge, Skills and Abilities: (Core)

• Ambiguity/Uncertainty Management
• Attention to Detail
• Business Knowledge
• Communication
• Critical Thinking
• Cross-Group Collaboration
• Decision Making
• Dependability
• Diversity, Equity, and Inclusion Support
• Drives Results
• Facilitation Skills
• Health Care Industry
• Influencing Others
• Integrity
• Learning Agility
• Organizational Savvy
• Problem Solving
• Short- and Long-term Learning & Recall
• Teamwork
• Topic-Specific Communication

Minimum Qualifications:

• Bachelors degree in Accounting, Business, or related field AND Minimum three (3) years accounting or related business experience. Additional equivalent work experience in a directly related field may be substituted for the degree requirement.

Preferred Qualifications:

• One (1) year experience in a leadership role with or without direct reports.
• One (1) year project management experience.