Job Description:
The Sr. Financial Analyst provides reliable and insightful financial planning and analysis support. The incumbent works with division leadership to identify key issues, required analyses, monitor key KPI metrics, and action plans to improve business performance.
- Analyze financial results and prepare monthly expense forecasts for supported departments along with providing strategic financial insights and recommendations to key stakeholders.
- Create and analyze monthly, quarterly, and annual reports and ensures financial information has been recorded accurately.
- Perform financial forecasting and reconciliation of internal accounts.
- Prepare/coordinate the annual plan with business partners including maintaining budget templates, consolidated schedules and overall business commentary.
- Review and approve purchase requests to ensure accuracy and consistency with procurement and accounting guidelines.
- Develop integrated revenue/expense analyses, projections, reports, and presentations.
- Maintain organizational headcount updates and resource allocation for the supported business functions on a monthly basis.
- Perform Treasure related analytics, financial modeling, scenario analysis, and any ad hoc analysis that supports overall objective of the position.
- Assist in the preparation of presentation packages for the board of directors.
- Assist in the implementation of new business intelligence tool with reporting flexibility and accuracy as key goals.
- Perform other duties that support the overall objective of the position.
Education Required:
- Bachelor's degree with major or emphasis in finance or accounting.
- Or, any combination of education and experience which would provide the required qualifications for the position.
Experience Required:
- 4+ years of experience in Financial Planning and Analysis (FP&A).
- Strong financial systems experience, particularly in SAP.
- Data warehouse/business intelligence experience such familiarity with workday adaptive planning, office connect, Tableau, PowerBI is a plus.
- Knowledge, Skills & Abilities:
- Knowledge of: Demonstrate proficiency and basic understanding of Company P&L, revenue, expense, and EBITDA metrics and their respective financial implications. Accounting principles, forecast and budget variance analysis, intermediate Excel formula knowledge, comfort with pivot tables and ability to work with large data sets, PowerPoint, Data Visualization/Bl tools, and SAP. Familiarity with Workday adaptive planning, and dashboard capabilities a plus.
- Skill in: Strong analytical, organizational, and problem-solving skills. Excellent communication and presentation skills. Analytical thinking, accuracy and attention to detail, presentation, communication.
- Ability to: To present financial information and models in a concise and easily comprehensible manner. Ability and comfort operating with some level of independence, possess go getter mentality, and be a team player. Work in a fast-paced environment; stay organized, prioritizing workload, multi-task, and meet deadlines. Establish and maintain effective working relationships with business partners and deliver clear and concise communication.
The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the company reserves the right to change this job description and/or assign tasks for the employee to perform, as the company may deem appropriate.
NextGen Healthcare is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
