- Work closely with members of the Finance Team to support the goals and strategies to help achieve the vision, mission and strategic objectives of the Organization.
- Attend and actively participate in departmental meetings
- Work directly with the Controller to address, identify and resolve departmental issues
- Assist Finance Team as requested with account reconciliations and month-end close.
- Provide status updates
- Work directly with Controller in the development of the company's overall budget document, and at the department level, providing advice and analysis of the departmental spending and revenue projections. Lead person responsible for the budget preparation including (30%):
- Preparing budget timetable and deadlines.
- Training staff on budget software
- Analyzing historical financial data
- Creating budget assumptions and pro-forma projections
- Collaborating and assisting Department Heads in developing realistic budgets and projections
- Recording of budget adjustments and modifications
- Reviewing Capital Expenditure Request
- Preparing Allocations
- Presenting budget analysis and recommendations to upper-level management
- Distributing final approved budgets to department heads
- Develop and distribute budget vs. actual reports (monthly and quarterly) and conduct periodic business review meetings with departments (10%).
- Perform analytical review of financial performance, including (15%):
- Providing creative alternatives and recommendations to reduce costs and improve financial performance
- Summarizing data on financial status and risks
- Developing financial models, benchmarks and analysis
- Conducting business studies on past, future and comparative performance
- Developing forecast models
- Identifying trends and providing recommends to a senior financial analyst based on sound analysis
- Reconciling transactions by comparing and correcting data
- Maintain/monitor Expense Reporting System as follows (10%):
- Download and verify files to send to Accounts Payable
- Reconciliation of liability accounts for corporate cards and personal expenses (monthly)
- Perform research of expenses reports
- Manage the fixed asset system, including maintaining proper records for the purchase and disposal of fixed assets, preparing journal entries and assisting the auditors in the filing of the annual property tax returns (5%).
- Assist Controller and Accounting Manager in following areas, as needed (30%)
- Drive process improvement and policy development
- End of month closing
- Cash management
- Account reconciliation
- Audit (account analysis)
- Investments
- Chart of accounts
- Financial statements
- Assist at Finance Committee meetings and in the writing of the committee report
- Finance procedures
- Capable of maintaining positive working relationships
- Confidentiality related to sensitive financial information
- All other duties as assigned
- Bachelor's degree in accounting, finance, or other business-related area
- Proven working experience (2 to 5 years) as a Financial and Budget Analyst
- Proficient in spreadsheets and databases
- Strong communication and presentation skills
- Good customer service abilities
- Microsoft Office Suite Products especially Excel and Outlook
- Familiar with Nexonia Expense Report System
- Experience with NetSuite Financial System or similar systems
- Experience with Adaptive Insight Budget and Report Writing System
- Adobe (PDF)
- Strong analytical and problem-solving skills
- Strong organizational skills
- Strong decision-making skills
- Strong initiative and ability to work with limited supervision
- Kiwanis Family experience a plus
- Multilingual a plus
- Some overtime and weekend work required
-
Financial Analyst
1 week ago
Creative Financial Staffing Indianapolis, United StatesWhy take a Financial Analyst role with this company? · Opportunity to work for an advancement oriented organization · Great Benefits: Medical, Dental, Vision, 401K · Dynamic work environment and the opportunity to make strategic business recommendations based on your analysis ...
-
Financial Analyst
1 week ago
USPRO Indianapolis, United StatesFinancial Analyst (Defense) · Indianapolis, IN (Hybrid) · Duration: 1 Year Contract · Job Description: · USPRO is seeking a Financial Analyst who will be responsible for timely analysis of financial results, specifically focusing on project costs within Defense Services and i ...
-
Financial Analyst
1 day ago
Creative Financial Staffing Indianapolis, United StatesFinancial Analyst · Northeast Indianapolis · Industry: Retail · Salary: 65k-75k · Financial Analyst Responsibilities: · Financial, analytical, and strategic support on special projects, ad-hoc, and support long-term business needs · Support process to prepare detailed annual ...
-
Financial Analyst
4 weeks ago
Community Health Network Indianapolis, United StatesJoin Community Community Health Network was created by our neighbors, for our neighbors. Over 60 years later, "community" is still the heart of our organization. It means providing our neighbors with the best care possible, backed by state-of-the-art Financial Analyst, Compensati ...
-
Financial Analyst
17 hours ago
Creative Financial Staffing Indianapolis, United StatesFinancial Analyst · Northeast Indianapolis · Industry: Retail · Salary: 65k-75k · Financial Analyst Responsibilities: · Financial, analytical, and strategic support on special projects, ad-hoc, and support long-term business needs · Support process to prepare detailed annua ...
-
Financial Analyst
1 day ago
Trinitas Ventures Indianapolis, United StatesJob Type · Full-time · Description · Summary · The Financial Analyst supports firm level treasury operations, helps to consolidate, report, and analyze financial results for company operations, and prepares lender and JV compliance requirements. This is a broad financial posit ...
-
Financial Analyst
3 weeks ago
Indiana University Health Indianapolis, United StatesJob Description · Build your career with IU Health We have an exciting opportunity available for a Financial Analyst to join the Tax team at our Indianapolis location on a hybrid schedule. · The Tax Analyst will be the go-to for organization of tax paperwork, journal entries an ...
-
Financial Analyst
2 weeks ago
International Staff Consulting Indianapolis, United StatesMajor brand name company that has a team that is passionate about innovation and growth has a Financial Analyst opportunity in the Indianapolis, Indiana metropolitan area at one of their plant locations. They pride themselves on having a most impactful, energized and inclusive cu ...
-
Senior Financial Analyst
1 day ago
Milliman Indianapolis, United StatesMilliman is seeking a Senior Financial Analyst to join our growing health practice. This analyst is responsible for managing tasks related to cost/expense reporting and projects for healthcare and human service entities, including state Medicaid agen Financial Analyst, Health, Fi ...
-
Financial Analyst Senior
3 weeks ago
Indiana University Health Indianapolis, United StatesBuild your career with IU Health We have an exciting opportunity available for a Senior Financial Analyst to join the Financial Services Indy Suburban Region team at our Downtown Indianapolis Location on a hybrid schedule. The Senior Financial Analy Financial Analyst, Senior, Fin ...
-
Financial Reporting Analyst
1 day ago
Creative Financial Staffing Indianapolis, United StatesFinancial Reporting Analyst · Carmel, IN · Industry: Financial Services · Salary: 80k-90k · Financial Reporting Analyst Responsibilities: · Coordinating and assisting with month-end and quarter closes, working closely with the Controllers · Performs financial reporting functi ...
-
Financial Reporting Analyst
2 weeks ago
Creative Financial Staffing Indianapolis, United StatesFinancial Reporting Analyst · Carmel, IN · Industry: Financial Services · Salary: 80k-90k · Financial Reporting Analyst Responsibilities: · Coordinating and assisting with month-end and quarter closes, working closely with the Controllers · Performs financial reporting funct ...
-
Senior Financial Analyst
1 day ago
Creative Financial Staffing Indianapolis, United StatesSenior Financial Analyst · Remote · Industry: Media & Advertising · Salary: 110k-120k · Senior Financial Analyst Duties: · Partner with stakeholders, providing financial and analytical expertise on account profitability, pricing strategy, forecasting, and modeling for client ...
-
Senior Financial Analyst
4 weeks ago
Gregory & Appel Indianapolis, United StatesJob Description · The Senior Financial Analyst is responsible for financial analysis and management of a complex book of group health benefits business. The Senior Financial Analyst will advise clients on benefit design, legislative requirements, alternate financial arrangements ...
-
Financial Analyst Sr
4 weeks ago
Elevance Health Indianapolis, United StatesAnticipated End Date: · Position Title: · Financial Analyst Sr. · Job Description: · Elevance Health supports a hybrid workplace model (virtual and in-office) with PulsePoint sites used for collaboration, community, and connection. This position will take part in the hybrid w ...
-
Financial Analyst
1 week ago
Creative Financial Staffing Indianapolis, United StatesWhy take a Financial Analyst role with this company? · Opportunity to work for an advancement oriented organization · Great Benefits: Medical, Dental, Vision, 401K · Dynamic work environment and the opportunity to make strategic business recommendations based on your analysis ...
-
Financial Analyst
1 week ago
Creative Financial Staffing Indianapolis, United StatesFinancial Analyst · Northeast Indianapolis · Industry: Retail · Salary: 65k-75k · Financial Analyst Responsibilities: · Financial, analytical, and strategic support on special projects, ad-hoc, and support long-term business needs · Support process to prepare detailed annual ...
-
Senior Financial Analyst
4 weeks ago
Boston Scientific Indianapolis, United StatesAdditional Location(s): N/A · Diversity - Innovation - Caring - Global Collaboration - Winning Spirit - High Performance · At Boston Scientific, we'll give you the opportunity to harness all that's within you by working in teams of diverse and high-performing employees, tacklin ...
-
Financial Analyst
4 weeks ago
Creative Financial Staffing Indianapolis, United StatesFinancial Analyst · Northeast Indianapolis · Industry: Retail · Salary: 65k-75k · Financial Analyst Responsibilities: · Financial, analytical, and strategic support on special projects, ad-hoc, and support long-term business needs · Support process to prepare detailed annua ...
-
Sr. Financial Analyst
4 weeks ago
Ascension Indianapolis, United States**Details** · + **Department:** Finance · + **Schedule:** Full-Time: 8-hour day shift, Monday-Friday · + **Location:** Remote, must reside in Indiana or St. Louis, MO · **Benefits** · Paid time off (PTO) · Various health insurance options & wellness plans · Retirement bene ...
Financial Analyst - Indianapolis, United States - Kiwanis
3 weeks ago
Description
Job Type
Full-time
Description
POSITION OBJECTIVE/JOB SUMMARY:
Responsible for assisting and/or performing duties related to budget preparation, budget analysis, forecasting, and financial modeling. Duties include, but are not limited to, establishing and monitoring budget timetable, planning budget process, evaluating budget proposals/funding requests, conducting cost-benefit analyses, reviewing capital request and variance analysis (budget vs. actual). These duties will enable the Board and management to make informed financial decisions impacting the organization.
ESSENTIAL FUNCTIONS:
Finance Team:
QUALIFICATIONS:
Educational Requirements :