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Sr Financial Analyst

Company: Kavaliro
Location: Charlotte
Posted on: September 20, 2023

Job Description:

Job Summary:

The Financial Analyst performs a range of financial duties encompassing planning, analysis, budgeting, and reporting. This role involves retrieving, analyzing, and reporting financial data and models, with a focus on financial analysis and cash reconcilement. Additionally, the Financial Analyst acts as a key point of contact for the maintenance and continuous development of treasury software and related systems, overseeing various aspects of these systems. This position requires close interaction with key stakeholders in Financial Administration and Patient Financial Services to ensure the reconciliation of banking activity with accounts receivable.

Essential Functions:

Financial Analysis and Data Oversight: Research and analyze financial, banking, and patient billing data to support accurate bank reconciliation and optimize patient billing operations. Oversee staff responsible for these functions.

Data Integrity: Ensure the completeness, accuracy, and integrity of databases, mappings, and reference tables within the cash application software system.

Collaborative Input: Provide input to the team on tasks and system workflows, fostering collaboration and efficiency.

System Support: Work with the Information Systems department and software vendors to resolve system issues related to treasury software and financial systems.

Financial Reporting: Review journal entries and account reconciliations to maintain organizational records and financial statements in accordance with generally accepted accounting (GAAP) principles.

Financial Reporting and Analysis: Review and analyze financial statements and reports, track key performance indicators (KPIs), and prepare financial reports.

Budget Assistance: Assist with budgeting and monthly close processes, understanding key business drivers and striving for budget favorability.

Project Support: Provide financial guidance to project teams and assist in the development of financial projections and models.

Research and Compliance: Conduct research and analysis as required, ensuring compliance with financial guidelines, company policies, and relevant legal regulations.

Physical Requirements:

This role involves frequent movement between areas, coordination, and communication with individuals from various disciplines and agencies. All employees are responsible for working in a safe manner.

Education, Experience, and Certifications:

Bachelor's degree in finance, accounting, or a related field; M.B.A. preferred.
3-5+ years of experience in financial planning, analysis, and modeling.
Ability to present financial information to non-financial audiences.
Working knowledge of financial strategies.
Strong organizational and multitasking skills.
Excellent communication, interpersonal, and presentation skills.
Detail-oriented with the ability to perform in high-pressure environments.
Strong analytical thinking and problem-solving skills.
Proficiency in Microsoft Office and experience with SAP, Oracle, or related financial systems.

Kavaliro provides Equal Employment Opportunities to all employees and applicants. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Kavaliro is committed to the full inclusion of all qualified individuals. In keeping with our commitment, Kavaliro will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please respond to this posting to connect with a company representative.

Keywords: Kavaliro, Charlotte , Sr Financial Analyst, Accounting, Auditing , Charlotte, North Carolina

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