Jobs
>
Madison

    SR Financial Analyst - Madison, United States - Oakwood Village Univ Woods Homes, Inc.

    Oakwood Village Univ Woods Homes, Inc.
    Oakwood Village Univ Woods Homes, Inc. Madison, United States

    4 weeks ago

    Default job background
    Description

    Job Description

    Job Description

    BASIC FUNCTION

    The Sr. Financial Analyst is responsible for collaboratively developing, implementing, and delivering the financial planning and analytics for Oakwood Village to ensure awareness of the financial position and the respective opportunities and risks. This encompasses supporting processes, systems, modeling, reporting, and communications. This position also works with department managers as a consultant in driving understanding and delivering financial goals and objectives; is responsible for preparation of the annual budget, encompassing the Statement of Operations, Statement of Financial Position, and Statement of Cash Flows; produces monthly variance analysis in collaboration with the Accounting Team; benchmarks data for opportunities and growth; prepares SEC budget filings; and prepares and delivers related presentations to senior management.

    This position is accountable to the Controller.

    ESSENTIAL RESPONSIBILITIES

    • Fully embrace a culture of hospitality and teamwork by living the Oakwood Core Values:
      • Compassion: We care deeply about the people we serve and the people we work with on a daily basis. We work together to help one another.
      • Faith: We have a commitment to remain true to the vision and mission of Oakwood.
      • Inclusion: We include everyone. We welcome opinions and strive to consider different perspectives to create fair, welcoming, and accessible experiences for all.
      • Integrity: We work to be transparent and fair. We act with honor and respect for our residents, their families, and our co-workers.
      • Dedication: We care about the people we serve and work with on a daily basis. We are dedicated to providing superior service to one another and our community.
    • Deliver the annual operating and capital budget. Plan, facilitate, and develop the budgeting and financial planning processes for the organization through business partner collaboration. Establish operational department budgets in alignment with organizational strategies. Prepare the Statement of Operations, Statement of Financial Position, and Statement of Cash Flows with associated analysis telling the story of the financial picture.
    • Further the financial analytics. Provide financial perspectives, insights, and actionable options for Oakwood decision makers. Analyze current performance, identify and interpret trends and opportunities, and review results with respective business partners.
    • Collaborate on initiatives. Partner with the CFO and management team on the development and reporting of key performance indicator, financial, and statistical information; and model future programs/services. These may include financial planning for initiatives, financial performance evaluation of care communities, occupancy mix impact, rate vs volume vs mix impact, etc.
    • Lead the development and analysis of pricing policies for programs and services.
    • Partner with the Controller on delivery of financial results and financial planning.
    • Facilitate and/or participate on cross-functional teams to evaluate and implement operational improvements and/or business growth opportunities. Prepare needed operational analyses to assist in the decision-making process, including cost-benefit, lease vs buy, etc.; utilizing NPV, IRR, payback, and break-even measures.
    • Maintain continuous improvement mindset; assessing future needs and applying and integrating technology to enhance the completeness, accuracy, and timeliness of systems and processes.
    • Guide management and staff on fiscal control and profitability.
    • Position the organization to minimize risk through reviewing and managing contracts; maintaining current active contract roster; proactively evaluate opportunities for cost reduction.
    • Partner with Treasury function to maximize investment return and limit risk on cash by minimizing cash balances and making investments.
    • Embrace a servant approach. Utilize strong customer service skills when engaging with constituents, including managers, board members, residents, and other stakeholders; presenting Oakwood's mission, vision, and values in all aspects of responsibility.
    • Provide informal leadership for members of the Finance department with emphasis on the empowerment of staff to be creative, to offer input into the decision-making process, and to develop as an accountable member of the Oakwood team. Provide input on staff selection, orientation, evaluation, and growth.
    • Perform other duties, as needed.

    QUALIFICATIONS

    • Intellectual curiosity; proactive approach to responsibilities to uphold completeness, accuracy and timeliness in support of sound decision making and accurate financial statements
    • Embrace continuous improvement; engage staff and business partners in the journey
    • Creative, curious, detail-oriented problem solver with the ability to take a step back and view the big picture
    • Committed to supporting residents and business partners
    • Set priorities, meet deadlines
    • Communicate professionally
    • Handle confidential information
    • Exercise independent judgment, make recommendations for progress, and make sound decisions
    • Understand, support, and follow organizational policies and procedures

    EXPERIENCE, EDUCATION, AND/OR TRAINING

    • Bachelor's degree in Accounting, required; MBA preferred
    • Minimum ten years accounting and management experience required. Healthcare or long-term care accounting experience, a plus
    • Advanced Excel skills - vlookup, pivot tables, charts, data sourcing/PowerPivot; SQL experience reporting tools, a plus
    • Experience with Oracle NetSuite or similar accounting software
  • Bell & Associates, Inc.

    Financial Analyst

    4 days ago

    Bell & Associates, Inc. Wisconsin, United States

    The ideal professional will be responsible for using their analytical mindset to build dash boards and then analyze and interpret the subsequent financial data. Once they analyze the data they will need to relate it back to potential business trends and issues. This person will f ...

  • Creative Financial Staffing

    Financial Analyst

    3 weeks ago

    Creative Financial Staffing Madison, United States

    Financial Analyst · Well known in the community, diverse teams · Why join as their new Financial Analyst? · Our client is a well-known Madison corporation that works with local organizations and community groups. I see a positive impact from your work · Community-driven leadersh ...

  • Truity Partners

    Financial Analyst

    4 weeks ago

    Truity Partners Wisconsin, United States

    Financial Analyst · Our client is a manufacturing company in the Waukesha County area looking for a Financial Analyst. This company is looking for someone with 2+ years of experience and is a critical thinker. Our client offers a friendly work culture, collaborative environment, ...

  • Baker Tilly US, LLP

    Financial Analyst

    1 day ago

    Baker Tilly US, LLP Madison, United States

    Overview: · Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the worlds leading financial centers New York, London, San Francisco, Los Angeles, Chicago and ...

  • MRINetwork Jobs

    Financial Analyst

    3 weeks ago

    MRINetwork Jobs Madison, United States

    Job Description · Job DescriptionOur client is a fast-growing manufacturing organization with locations across the country. We are currently looking for a Financial Analyst to be located at their manufacturing facility near Madison, Wisconsin. The Financial Analyst assists in the ...

  • Ryder System, Inc.

    Senior Financial Analyst

    1 day ago

    Ryder System, Inc. Madison, United States

    RyderSenior Financial Analyst - REMOTE · Madison, WI, 53786, USA · _Job Seekers can review the Job Applicant Privacy Policy by clicking HERE. ( · Summary · The Senior Financial Analyst leads processes to include the development of planning, evaluation and assessment of corporat ...

  • Accuray

    Senior Financial Analyst

    2 weeks ago

    Accuray Madison, United States

    Give hope. Give health. Make your mark in the fight against cancer. · At Accuray, we make a direct and powerful impact on the lives of cancer patients every day — helping them live longer, better lives. But our commitment to innovation offers a truly unique opportunity: the chan ...

  • LHH

    Senior Financial Analyst

    2 weeks ago

    LHH Madison, United States

    The ideal candidate will be responsible for managing multiple financial analysis projects at the same time. At month end, you will be responsible for budget, projection, and actual variance commentary. · Responsibilities · Prepare the company's expense plans and monthly forecas ...

  • Truity Partners

    Senior Financial Analyst

    3 weeks ago

    Truity Partners Madison, United States

    Senior Financial Analyst · Our client is an organization in the Madison area looking for a SeniorFinancial Analyst . Our client is looking for someone with 3+ years of experience, a willingness to grow and learn, and strong attention to detail. This company offers a family feel ...

  • Creative Financial Staffing

    Senior Financial Analyst

    4 weeks ago

    Creative Financial Staffing Madison, United States

    Job Title: Senior Financial Analyst · About Us: Join a dynamic team driven by the ethos of "affordable innovation." Based in Madison, WI, were the force behind cutting-edge products, spanning decorative drapery hardware to top-tier garden tools. · Job Purpose: Ready to lead fin ...

  • Creative Financial Staffing

    Senior Financial Analyst

    1 week ago

    Creative Financial Staffing Madison, United States

    Job Title: · Senior Financial Analyst · About Us: · Join a dynamic team driven by the ethos of "affordable innovation." Based in Madison, WI, we're the force behind cutting-edge products, spanning decorative drapery hardware to top-tier garden tools. · Job Purpose: · Ready t ...

  • SHINE Technologies, LLC

    Senior Financial Analyst

    3 days ago

    SHINE Technologies, LLC Madison, United States

    Job Description · Job DescriptionDescription:SHINE Technologies is seeking a Senior Financial Analyst to serve as a key business partner to SHINE management and will lead or support financial activities across a number of our business lines. The position encompasses a broad range ...

  • Bankers' Bank

    Business Analyst- Financial

    3 weeks ago

    Bankers' Bank Madison, United States

    Job Description · Job DescriptionBankers' Bank is a growing, state-chartered financial institution with over $1.5 Billion in assets committed to assisting community banks with their technological and financial service needs for over a quarter of century. In addition to specializi ...

  • Thermo Fisher Scientific

    Financial Analyst III

    8 hours ago

    Thermo Fisher Scientific Madison, United States Full time

    Job Description · At Thermo Fisher Scientific, our Finance teams are important to our business and functional teams to make educated, sound decisions that drive our Mission and make us a stable and trusted industry leader. From Financial Planning & Analysis, Tax, Treasury, Finan ...

  • Creative Financial Staffing

    Financial Analyst

    1 week ago

    Creative Financial Staffing Madison, United States

    Financial Analyst · About Us: Our client believes in affordable innovation. Situated in Madison, WI, the organization is the driving force behind a diverse array of cutting-edge products, ranging from decorative drapery hardware to top-tier garden tools. The dynamic team thrives ...

  • Creative Financial Staffing

    Financial Analyst

    4 weeks ago

    Creative Financial Staffing Madison, United States

    Financial Analyst · About Us: Our client believes in affordable innovation. Situated in Madison, WI, the organization is the driving force behind a diverse array of cutting-edge products, ranging from decorative drapery hardware to top-tier garden tools. The dynamic team thrives ...

  • SSM Health

    Financial Analyst Senior

    1 week ago

    SSM Health Madison, United States

    It's more than a career, it's a calling. · WI-REMOTE · Worker Type: · Regular · Job Summary: · Performs analysis and reporting regarding financial operations and information. · Job Responsibilities and Requirements: · PRIMARY RESPONSIBILITIES · Performs complex financial analy ...

  • Baker Tilly US, LLP

    Financial Analyst

    4 weeks ago

    Baker Tilly US, LLP Madison, United States

    Overview: · Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the worlds leading financial centers New York, London, San Francisco, Los Angeles and Ch ...

  • Baker Tilly Virchow Krause

    Financial Analyst

    2 weeks ago

    Baker Tilly Virchow Krause Madison, United States

    Overview Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and Chi ...

  • Prototek Sheetmetal Fabrication, LLC

    Financial Analyst

    3 weeks ago

    Prototek Sheetmetal Fabrication, LLC Madison, United States

    **Financial Analyst** · **About Prototek** · **Job Summary** · The Financial Analyst assists in the preparation of annual budgets, forecasts, short-term and long-term financial plans, and collaborate with cross-functional teams to gather relevant information for financial analysi ...