Senior Financial Analyst/Associate in Phoenix, Arizona at Acumen LLC

Acumen is seeking a Senior Analyst / Associate to join its growing Finance function. Reporting to the Director of Finance, this role will own and improve the core models, reporting, and analysis that turn fragmented financial and operating data into clear, decision-ready insight. This is a hands-on, high-ROI builder role: you’ll spend most of your time in the models and reporting that leadership relies on, with growing opportunity to take on broader analysis as the function matures.

What you will do:

• Build, maintain, and improve core finance models (budget, working capital, worker’s comp, pricing)

• Support Acumen’s monthly management reporting package — actuals vs. budget/forecast, cash, AR, and key operating metrics

• Support rolling forecast and budgeting processes, improving accuracy, cadence, and transparency

• Expand existing contribution-margin and profitability views by contract, state, and segment, explaining margin and cost drivers

• Support scenario and “what-if” analyses to support pricing, new work, and investment decisions

• Partner with Accounting and Operations to source and validate data and ensure clean handoffs

• Document models, assumptions, and methodology to create scalable, repeatable processes

Benefits:

Company-sponsored medical, dental, and vision plans for employees and their dependents, learning and development opportunities, wellness resources, paid time off, and paid federal holidays.

Company Description:

Acumen is a nationwide Financial Management Services (FMS) brand, supporting complex, multi-state consumer-directed programs with a mission-driven approach and a strong focus on operational excellence, compliance, and financial stewardship. We are a growing, high-impact organization working to build scalable systems and better financial insight in service of the individuals and communities we support.

Note:

Acumen is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation, or any other protected characteristic under local, state, or federal law.

QUALIFICATIONS

What we are looking for:

• 2–4 years of experience in FP&A, strategic finance, investment banking, private equity, or consulting

• Strong hands-on financial modeling, forecasting, and variance-analysis skills

• Experience building or substantially improving models and reports — not only maintaining mature ones

• Clear communication, with the ability to translate analysis into insight for non-finance stakeholders

• Comfort operating in complex environments with imperfect data and evolving systems

• Ownership mindset, strong follow-through, and attention to detail

• Strong Microsoft excel skills, PowerBI adequacy, Microsoft suite.

Education

Undergraduate degree in finance, accounting, economics, or a quantitative field preffered

MBA / MS Finance helpful but not required

Communication Skills and Attributes

• Excellent communication and relationship skills with all stakeholders, including clients, state entities, and colleagues
• Ability to effectively and respectfully interact with client base that has varying levels of ability, educational backgrounds, authority, and ethnicities
• Ability to maintain confidentiality
• Ability to speak in public, including trainings
• Ability to communicate effectively with diverse internal and external customers to accomplish a task or reach an understanding diplomatically and respectfully
• Strong ownership and follow-through
• Comfort working with imperfect data and evolving systems
• Clear, concise communication
• Intellectual curiosity and a problem-solving mindset
• Bias toward action and execution
• Coachability and eagerness to grow

Physical and Mental Demands

The demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job, with or without accommodation.

• The employee must be able to sit for extended periods of time
• The employee is regularly required to use their fingers, hands, arms, and eyes to manipulate data and fold and/or cut paper
• The employee is required to operate and maintain a variety of office equipment including a computer, copy machines, scanning and reading equipment and a calculator requiring repetitive motion of the fingers, hands, arms, and eyes
• Vision ability is required to do the job, including close vision, color vision and the ability to adjust focus
• Ability to work under stressful conditions that may require handling multiple work assignments with specific deadlines

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