Financial Analyst II/III

$57,300 - $83,900 yearly
  • Heartland Family Service
  • Omaha, NE, USA
  • Mar 22, 2024
Full time Account / Finance

Job Description

At Heartland Family Service, we are committed to building a culture that is trauma informed and values and celebrates diversity and inclusion. We believe this allows for better service delivery and innovation, as it encourages our employees to bring various experiences and uniqueness to the workplace.

Trauma Informed Care is an approach to engaging people with histories of trauma that recognizes the presence of trauma symptoms and acknowledges the role that trauma has played in their lives.  Trauma Informed Care also acknowledges the effects of working with trauma survivors on our workforce, and seeks to build collaborative and supportive working environments and relationships.

If you believe in our mission of creating healthy families and communities, and like a fast pace, collaborative and team oriented environment, then Heartland Family Service is the agency for you. 

SUMMARY DESCRIPTION OF WORK

Serves as liaison between programs, accounting, support teams, and vendors. The successful candidate will be responsible for conducting high-level analysis of financial statements, project analysis and execution throughout the organization.  Assist with process improvement and quality improvement activities. Create, prepare, analyze, and report operational and financial performance.

Compensation: between $57,300 and $83,900 per year (salary is based upon number of relevant years of experience.
Work Schedule: 40 hours per week, Monday through Friday

Click to see benefits and company perks

MINIMUM QUALIFICATIONS

  • The ideal candidate would have three to ten years of progressive experience with financial analysis, prior healthcare finance experience a plus.
  • Bachelor’s degree in finance, accounting, or other relevant field to position required.
  • Strong initiative and ability to manage multiple projects as well as strong follow through skills.
  • Knowledge of budgeting, forecasting, productivity, and cost accounting and related financial analysis.
  • Must be detail oriented with strong organizational and analytical skills.
  • Excellent organization and problem-solving skills. Team leadership skills requirement to develop and implement efficient work processes.
  • Ability to be objective, logical and systems oriented.
  • Ability to maintain favorable relations with internal and external representatives of organizations.
  • Ability to remain organized and manage multiple projects simultaneously.
  • Ability to listen, synthesize what is being stated or asked, and form actions plans based on discussions.
  • Self starter, with ability to effectively deal with uncertainty and complex situations.
  • Excellent oral and written communication skills
  • Ability to focus on tasks and demonstrate discipline in reaching goals/meeting timelines.
  • Ability to demonstrate:
    • Integrity and accountability
    • Teamwork and trust
    • Company and customer first

Essential Duties and Responsibilities

  • Be the primary point of contact for all financial matters for designated programs.
  • Provide regular and consistent analysis for CFO, Director of Finance, and programs as part of agency-wide month-end process.
  • Guide financial statement analysis process by utilizing and enhancing existing analytical tools, providing trends and forecasts; educating programs about processes and techniques; recommending actions.
  • Prepare deliverables (reports and presentations).
  • Analyze, interpret and communicate revenue and billings to programs.
  • Recommend improvement actions by analyzing and interpreting data, identifying trends, and making comparative analyses.
  • Coordinate with other members of the finance and leadership teams to review financial information and forecasts.
  • Evaluate profit and cost efficiencies in various areas of the organization as needed.
  • Forecast models for revenue changes and expenditure increases/decreases.
  • Participate in cross functional teams to address key issues facing the organization.
  • Display a courteous and caring attitude always to the clientele, volunteers, and visitors of the Agency.
  • Cooperate and collaborate with program area staff, volunteers, and other Agency staff.
  • Demonstrate dependability and reliability regarding scheduling and attendance.
  • Abide by all specific program and Agency procedures, policies and requirements.
  • Develop personal and program related skills through participation in internal and external training opportunities including printed material and audio and/or visual media.
  • Create, maintain, and share as appropriate a dynamic self-care plan.
  • Strive to make connections between the agency and the larger community whenever possible to contribute to the agency’s ongoing fundraising and friend-raising efforts.
  • Essential functions of this job are to be performed on company physical work site.
  • Perform other program related duties as assigned.

Job Requirements

MINIMUM QUALIFICATIONS

  • The ideal candidate would have three to ten years of progressive experience with financial analysis, prior healthcare finance experience a plus.
  • Bachelor’s degree in finance, accounting, or other relevant field to position required.
  • Strong initiative and ability to manage multiple projects as well as strong follow through skills.
  • Knowledge of budgeting, forecasting, productivity, and cost accounting and related financial analysis.
  • Must be detail oriented with strong organizational and analytical skills.
  • Excellent organization and problem-solving skills. Team leadership skills requirement to develop and implement efficient work processes.
  • Ability to be objective, logical and systems oriented.
  • Ability to maintain favorable relations with internal and external representatives of organizations.
  • Ability to remain organized and manage multiple projects simultaneously.
  • Ability to listen, synthesize what is being stated or asked, and form actions plans based on discussions.
  • Self starter, with ability to effectively deal with uncertainty and complex situations.
  • Excellent oral and written communication skills
  • Ability to focus on tasks and demonstrate discipline in reaching goals/meeting timelines.
  • Ability to demonstrate:
    • Integrity and accountability
    • Teamwork and trust
    • Company and customer first

Other Salary Information

Salary is determined by relevant years of experience.

Loan Forgiveness?

Yes

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