United Allergy Services

  • Financial Analyst

    Posted Date 2 weeks ago(2 weeks ago)
    Job ID
    2018-3109
    # of Openings
    1
    Job Locations
    US-TX-San Antonio
    Department
    Finance
  • Job Description

    Provides analytical support for a variety of aspects of the company as well as managing several regular reporting functions. The financial analyst is primarily responsible for creating in-depth financial, descriptive, and prescriptive models as well as translating them into summaries for departmental leaders’ use.

    Responsibilities

    ESSENTIAL FUNCTIONS:

    • Supports the development of monthly, quarterly and annual reports; responsible for presenting to the leadership board
    • Develops and manages dashboards within CRM and ERP systems, updating as necessary with changes requested by leadership from various departments
    • Calculates various departmental goals, metrics, and key performance indicators; monitors achievement toward metrics; and develops regular reporting of achievement
    • Advises and develops necessary reporting and documentation for leaders 
    • Performs ad hoc analyses and designs presentations with a lens to communicate data in a way that is digestible for any leader
    • Performs other related duties as required and assigned

    Requirements

    EDUCATION REQUIREMENTS:

    Bachelor’s Degree required, preferably in Finance, Economics, Analytics, Statistics, or Accounting. Master’s degree/MBA preferred

     
    BACKGROUND AND EXPERIENCE:

    Experience creating complex analyses using multiple data sources; experience creating executive level summaries of complex analyses; experience working with multiple parties to develop solutions to complex issues

     
    APPLICABLE EXPERIENCE:

    Knowledge of healthcare macro- and micro-environments, strategic planning and decision-making, root cause analysis, financial impact analysis
     

    COMPUTER LITERACY:

    Advanced understanding of MS Excel, Intermediate knowledge of all other MS Office products, Database software experience preferred, SQL experience preferred

     

    TRAVEL:

    0-25%

     

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