Financial Analyst I/II/III

company•City of Utica, NY

About The Position

Summary: The Financial Analyst is responsible for recording financial data and assisting in the preparation and analysis of various financial records and statements used to monitor and measure business activity within the limits of established practices, policies and procedures. This role performs basic financial analysis and/or assists in complex financial analysis for supervisory review throughout the organization. Essential Accountabilities: All Levels • Gathers financial data from a variety of sources to perform financial forecasting, reporting, and operational metrics tracking; prepares financial reports, financial statements, and analysis for management review. • Performs and creates financial models and provides recommendations based on the analysis completed. • Develops and analyses of supporting financial schedules, including preparation of worksheets, maintenance of appropriate backup and documentation for internal control and auditing purposes. • Collaborates with internal partners to assist in proper management of financial activity such as month end close. • Provides strategic partnership in support of financial analysis by providing requirements, testing and leading implementation within organizational initiatives and ad-hoc projects. • Consistently demonstrates high standards of integrity by supporting the Lifetime Healthcare Companies’ mission and values, adhering to the Corporate Code of Conduct, and leading to the Lifetime Way values and beliefs. • Maintains high regard for member privacy in accordance with the corporate privacy policies and procedures. • Regular and reliable attendance is expected and required. • Performs other functions as assigned by management. Level II (in addition to Level I Accountabilities) • Evaluates financial performance by comparing and analyzing actuals results with plans and forecasts. • Prepares and analyzes quarterly and annual regulatory filings. • Coordinates accumulation and evaluation of data from operational units; accounting records; and outside sources to assist in the development of pricing structures for a variety of company products and services. Level III (in addition to Level II Accountabilities) • Prepares complex analytical schedules for use by senior management in decision making process. • Provides financial support by recommending actions in operational and strategic planning. • Establishes and analyzes financial benchmarks to drive informed budgeting and planning. • Oversees the development and analyses of supporting financial schedules, including preparation of worksheets, maintenance of appropriate backup and documentation for internal control and auditing purposes.

Requirements

Bachelor’s degree in accounting, business administration, finance or related field. In lieu of a degree, six (6) years of experience required.
Prior internship or Co-op experience preferred.
Demonstrated financial knowledge and modeling skills.
Ability to establishing constructive and collaborative relationships with internal and external staff.
Inquisitive mindset with a drive for process improvement.
Strong analytical skills required.
Proficiency in MS Office Suite.
Three (3) years of financial analysis experience.
Advanced analytical and problem-solving skills. Ability to work in an autonomous environment, think critically and manage multiple tasks.
Programming knowledge, experience or demonstrated skills.
Five (5) years of progressive financial analysis experience.
Proficient MS Excel skills required.
Advanced programming experience or skills in SAS or SQL.

Nice To Haves

Advanced degree or CPA preferred.

Responsibilities

Gathers financial data from a variety of sources to perform financial forecasting, reporting, and operational metrics tracking; prepares financial reports, financial statements, and analysis for management review.
Performs and creates financial models and provides recommendations based on the analysis completed.
Develops and analyses of supporting financial schedules, including preparation of worksheets, maintenance of appropriate backup and documentation for internal control and auditing purposes.
Collaborates with internal partners to assist in proper management of financial activity such as month end close.
Provides strategic partnership in support of financial analysis by providing requirements, testing and leading implementation within organizational initiatives and ad-hoc projects.
Consistently demonstrates high standards of integrity by supporting the Lifetime Healthcare Companies’ mission and values, adhering to the Corporate Code of Conduct, and leading to the Lifetime Way values and beliefs.
Maintains high regard for member privacy in accordance with the corporate privacy policies and procedures.
Performs other functions as assigned by management.
Evaluates financial performance by comparing and analyzing actuals results with plans and forecasts.
Prepares and analyzes quarterly and annual regulatory filings.
Coordinates accumulation and evaluation of data from operational units; accounting records; and outside sources to assist in the development of pricing structures for a variety of company products and services.
Prepares complex analytical schedules for use by senior management in decision making process.
Provides financial support by recommending actions in operational and strategic planning.
Establishes and analyzes financial benchmarks to drive informed budgeting and planning.
Oversees the development and analyses of supporting financial schedules, including preparation of worksheets, maintenance of appropriate backup and documentation for internal control and auditing purposes.