Senior Financial Analyst

WHO YOU ARE - we seek out people who are ...

• Driven by an inner sense of purpose to impact others 
• Driven by a collaborative, whatever-it-takes, get-it-done mindset
• Driven by a commitment to excellence in their role 
• Are pro-active, innovative, and experts in their own unique areas 

WHO WE ARE - at Caring for Family of Companies, a family-owned and family-focused organization, we’re cultivating a team of mission-focused, driven experts who embody our vision and culture of providing the highest caliber of customer service and support to the numerous Entities, Employees, and Clients that we serve. We are dedicated to creating an invigorating and purpose-filled work culture and valuable careers for every member of our team of leaders.

Learn more about how we’re raising the bar in new ways at: https://www.youtube.com/watch?v=9RuitZ9CoKk. 

As our Sr Financial Analyst, you support the Finance and Accounting departments. You will coordinate with leadership and various team members to prepare and analyze data for multiple related entities in a rapid-growth business. This position reports to the Directors of Finance and Accounting. Your duties will include the following: 

• Provide financial insights and guidance, contributing to the development, maintenance, and analysis of company budgets, forecasts, cost data, and operational plans 
• Analyze data from competitive sources to identify key trends, patterns, and opportunities for peak financial performance
• Ensure accurate, timely financial data included in all deliverables, reflective of the organization's strategic goals, driving data-informed decision-making 
• Support cost-saving initiatives, drives process improvements, and ensures financial governance and oversight throughout the organization
• Collaborate with cross-departmental leadership to understand and assess analysis needs, ensuring alignment with organizational objectives 
• Create, track and report out on meaningful metrics and key performance indicators
• Prepare financial models to provide insights to key stakeholders 
• Participate in developing and maintaining financial models to support the budgeting, new business developmental, market expansion, and forecasting process
• Create clear, visually engaging reports to present complex data in an easily digestible and easily actionable format for stakeholders 
• Identify, generate and implement SOPs to streamline financial reporting and analysis processes, improving efficiency and accuracy in recurring reporting cycles
• Ensure compliance with organizational policies and industry/payor regulatory requirements 
• Offer guidance and support to accounting and finance teammates 

Requirements

ROLE QUALIFICATIONS 

• Have a high value for innovation, streamlined processes and efficiency  
• Demonstrate a pro-active and solution-oriented mindset 
• Ability to demonstrate self-management and take initiative 
• Have excellent written and oral communication articulation in English 
• Demonstrate accuracy and attention to detail, maintaining accurate records and documentation 
• Possess intuitive. strategic, and organized project management skills  
• Have excellent professional collaboration skills and team mindset 
• Have a results-driven, task-oriented approach 
• Utilize excellent time management skills, meeting deadlines, and handling multiple tasks in a fast-paced environment 
• Demonstrate strong interpersonal, discretion, and judgment skills 
• Have proficiency with technology and electronic devices 
• Demonstrate sense of warmth, welcome, and professionalism and excellent customer service 
• Demonstrate strong commitment to compliance  
• Knowledge of best practices for handling PHI in compliance with HIPAA regulations 
• Administrative specialty in related field – whether accounting, customer service, scheduling, billing, IT, project management, leadership, sales, marketing, business development, medical scheduling, staffing, care coordinator or coordination, recruiting, talent acquisition, compliance, office manager or management, business manager or management, human resources, or operations a bonus 
• Experience in assisted living, facility, nursing home, or in home care a bonus 
• Problem-solving and analytical skills for addressing complex issues, such as payment discrepancies. 
• Solid understanding of accounting principles, industry regulations, and financial numeracy. 
• Have strong proficiency in typing, data entry, and Excel, including advanced functions like formulas and pivot tables. 
• Advanced competency in pulling, managing, organizing, and analyzing data. 

EDUCATION AND EXPERIENCE 

• Ideal candidates have a bachelor’s degree in accounting, finance, economics, statistics, or a related field and five years of accounting or finance experience. 

Benefits

COMPREHENSIVE WELLNESS PORTFOLIO - In your role with Caring for Family of Companies, you’re responsible for upholding, executing, and supporting our mission.  As such, it is our honor to support you with: 

• Quarterly Performance-Based Bonuses 
• Paid Time Off and Paid Holidays
• A Bonus Personal Celebration Day – to use on a day of your choosing! 
• 100% Company-Paid Dental Insurance and Vision Insurance
• 100% Company-Paid $25,000 Life Insurance Policy  
• 100% Company-Paid Employee Assistance Program - including mental health counseling sessions, financial coaching, provider referrals, and childcare resources - available 24/7
• 100% Company-Paid Need-based Caring Forward Contribution Funds – financial assistance when you need it most 
• Customizable Health Insurance Plans: Up to 100% Company Contribution to plan premium for Employee, PLUS additional contribution for Dependents as needed
• 401K Retirement Program - with Employer Match 
• Pet Insurance – peace of mind that your pets will have the care they need
• Professional Development – ongoing education, wraparound support, and leadership coaching 
• A Next-Level, Comprehensive Training and Orientation Week – with Lunch on us!
• A Family-First, Family-Focused Culture – and a supportive team to work alongside!