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Financial Analyst

Company: Health Credit Services
Location: Charlotte
Posted on: January 15, 2019

Job Description:

Financial Analyst Charlotte, North Carolina Position Summary: Conduct in-depth financial analysis to help management make better informed financial decisions. Essential Duties and Responsibilities (other duties may be assigned): Perform month-end close duties including reconciling data sets & system of record, assist in monthly models and calculations Preparation of monthly management reporting package and variance analysis comparing results to budget, forecast and prior periods Help with conversion to a new accounting and profitability system mapping account level data and transactions and assisting in development of profitability and management reporting Assist in tracking and developing reporting for new products and business lines and enhance financial data flow and analysis to external parties and investors Development of departmental profitability reports and tracking and research of expense trends Assist in the preparation of Board meeting packages and various senior leadership reports Perform other financial reporting and ad-hoc analysis requirements for management, investors, and 3rd party partners Work directly with company leaders to appropriately influence financial decisions Qualifications: Strong financial analysis skills Managing and manipulating large data sets for actionable information Strong critical thinking skills Prior experience in financial services Detail oriented problem solver with insight to determine applicability of big picture analysis Ability to work comfortably with incomplete information and deal with ambiguity in a fast-paced environment Ability to work within a team, take initiative with strong attention to detail Self-starter comfortable with limited oversight Excellent verbal and written communication skills Direct experience with private equity, debt providers, or investor groups a plus Education/Experience: BS degree in Finance, Business, or Accounting Advanced degree (Masters) preferred but not required 3-7 years of experience Computer Skills: MS Office Suite, expert with Excel, pivot tables and V-lookups Experience with accounting software systems, preferably in the consumer lending, banking, or financial services industry Sage/Intacct accounting system a plus Experience with SQL/SSRS/BI reporting tools a plus Certificates and Licenses: CPA a plus, but not required

Keywords: Health Credit Services, Charlotte , Financial Analyst, Professions , Charlotte, North Carolina

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