Job Listing

FINANCIAL DATA ANALYST

POUGHKEEPSIE, NY

Apply Online

Category:

FINANCIAL

Status:

FULL TIME

Type of Business

NOT FOR PROFIT

Job Qualifications:

Financial data analyst will report to Director of Finance and will have an active role in the monthly reporting and analysis, developing financial models and dashboards, budgeting, budget modifications, cost reporting, forecasting, and projections.

Job Responsibilities:
 Prepare, review and distribute monthly financial reports to Assistant Executive Directors (AED) by business lines and cost centers.
 Coordinate financial questions/answers among business lines with AEDs and the Central Administrative (CA) departments.
 Track expenses and revenues vs. budget and analyze fluctuations.
 Prepare monthly executive and board financial package.
 Assist with the annual audit and preparation of materials for external auditors.
 Maintain and grow budget and reporting systems including but not limited to monthly imports, utilities, data table maintenance, general ledger reconciliation (Great Plains) and variance reporting.
 Create and update Management Reporter reports (Great Plains).
 Assist in the annual operating budget & reforecast process.
 Prepares and maintains a contract control sheet for all government grants and contracts.
 Ensures timely and accurate preparation of monthly, quarterly, and annual invoices and claims to public and private funding sources including reconciliations with general ledger and personnel records.
 Assist with coordination and management of all vendor and government contracts; liaise with AEDs to submit contracts with justification and required program data.
 Provide analysis of trends and forecasts and recommend actions by interpreting data and making comparative analyses.
 Evaluate profit and cost efficiencies in various areas of the organization as needed.
 Develop, maintain and distribute ad-hoc reports, financial models and dashboards as needed.
 Cross-train to perform in other areas of the Finance Department as required.

Job Qualifications and Requirements:
 Bachelor's degree in Accounting, Finance, Business, Economics or IT/MIS required.
 Minimum of 3 years’ experience in reporting, accounting, and/or financial analysis.
 Accounting/GAAP knowledge.
 Advanced knowledge of Microsoft Office (emphasis on Excel & Access).
 Intermediate knowledge of data query/data management tools (SQL, VBA, etc.).
 Prior experience working with Electronic Health Records (EHR) and/or medical billing systems is a plus.
 Demonstrated ability to build and manage financial models for business forecasting, variance analysis, and problem solving.
 Strong initiative and ability to manage multiple projects as well as strong follow through skills.
 Excellent Communication skills.
 Ability to complete projects timely and accurately critical.
 Must be detail oriented with strong organizational and analytical skills.
 Ability to work well with others in fast paced, dynamic environment.

Job Description:

Financial data analyst will report to Director of Finance and will have an active role in the monthly reporting and analysis, developing financial models and dashboards, budgeting, budget modifications, cost reporting, forecasting, and projections.

Job Responsibilities:
 Prepare, review and distribute monthly financial reports to Assistant Executive Directors (AED) by business lines and cost centers.
 Coordinate financial questions/answers among business lines with AEDs and the Central Administrative (CA) departments.
 Track expenses and revenues vs. budget and analyze fluctuations.
 Prepare monthly executive and board financial package.
 Assist with the annual audit and preparation of materials for external auditors.
 Maintain and grow budget and reporting systems including but not limited to monthly imports, utilities, data table maintenance, general ledger reconciliation (Great Plains) and variance reporting.
 Create and update Management Reporter reports (Great Plains).
 Assist in the annual operating budget & reforecast process.
 Prepares and maintains a contract control sheet for all government grants and contracts.
 Ensures timely and accurate preparation of monthly, quarterly, and annual invoices and claims to public and private funding sources including reconciliations with general ledger and personnel records.
 Assist with coordination and management of all vendor and government contracts; liaise with AEDs to submit contracts with justification and required program data.
 Provide analysis of trends and forecasts and recommend actions by interpreting data and making comparative analyses.
 Evaluate profit and cost efficiencies in various areas of the organization as needed.
 Develop, maintain and distribute ad-hoc reports, financial models and dashboards as needed.
 Cross-train to perform in other areas of the Finance Department as required.

Job Qualifications and Requirements:
 Bachelor's degree in Accounting, Finance, Business, Economics or IT/MIS required.
 Minimum of 3 years’ experience in reporting, accounting, and/or financial analysis.
 Accounting/GAAP knowledge.
 Advanced knowledge of Microsoft Office (emphasis on Excel & Access).
 Intermediate knowledge of data query/data management tools (SQL, VBA, etc.).
 Prior experience working with Electronic Health Records (EHR) and/or medical billing systems is a plus.
 Demonstrated ability to build and manage financial models for business forecasting, variance analysis, and problem solving.
 Strong initiative and ability to manage multiple projects as well as strong follow through skills.
 Excellent Communication skills.
 Ability to complete projects timely and accurately critical.
 Must be detail oriented with strong organizational and analytical skills.
 Ability to work well with others in fast paced, dynamic environment.

Have Questions About This Job?

Please reference
FINANCIAL DATA ANALYST
when calling or emailing
Thank you! Your application has been received!
Oops! Something went wrong while submitting the form.