Senior Financial Analyst in Santa Ana, California at Acuity Eye Group

SUMMARY:

The Senior Financial Analyst will be responsible for building a robust reporting and analytics platform. Will provide actionable financial analysis and insights to support and help optimize Company operations. Perform structured as well as ad hoc analyses to deliver financial insights that aid in decision-making to craft the future of Company. Will work closely with management to research and answer operational trends and results.

ESSENTIAL FUNCTIONS:

To perform this job successfully, an individual must be able to perform each essential function satisfactorily with or without accommodation. The requirements listed below are representative, but not all inclusive, of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

• Collaborate on highly visible and cross-functional projects to help prioritize resources and to aid in strategic decision making.
• Perform deep-dive analyses that drive actionable insights and recommendations for growth and optimization.
• Provide insight on financial performance, including analysis of variance to prior periods, forecasts, or budgets.
• Understand key business drivers.
• Extract data for analysis from varying source systems / technology
• Analyze large volumes of data and present in a concise and intuitive manner; interpret data to explain past financial performance and project future results.
• Champion data integrity, by analyzing data for anomalies, continuously checking for data quality, raising question when data does not align with business logic.
• Develop insightful dashboard in Tableau that not only answers questions but tells a coherent story with clear, easy to follow conclusions and implications.
• Generate reports and presentations as directed or as needed.
• Build financial models to analyze impact of business initiatives and provide recommendations that aid decision-making.
• Identify and lead initiatives to drive improvement in the business by leveraging data and insights.
• Communicate results of analysis to various levels of the organization.
• Document procedures, user guides, training manuals.
• Maintain an appropriate professional appearance and demeanor in accordance with Company policies.
• Keep commitments and keep direct supervisor informed of work progress, timetables, and issues.
• Maintain strict compliance with State, Federal and other regulations (e.g., OSHA, WC, HIPAA, ADA, FEHA, DOL, HR policies and practices).
• Other duties as assigned by management.

REQUIRED:

• Bachelor’s Degree in Business Administration, Analytics, Finance, Economics, Accounting, or quantitative field (e.g., Mathematics or Statistics).
• 4-6 years of total work experience in a combination of Analytics, FP&A, corporate or strategic finance within a public or high growth company.
• Strong analytical and critical thinking skills with desire to seek sophisticated problems
• Intermediate level skills in large-scale data mining in SQL, including developing queries.
• Intermediate level skills in developing dashboards in Tableau Desktop.
• Advanced level skills in Excel, including VBA/Macro development.
• Proficient in Microsoft PowerPoint.

DESIRABLE:

• Master’s Degree in Business Administration (preferred)
• Experience in healthcare industry.
• Experience with Excel PowerQuery.
• Experience with Google BigQuery.
• Expert in Tableau Desktop.
• Familiarity with Google Big Query a plus.

CERTIFICATES/LICENSES/REGISTRATIONS:

• N/A

KNOWLEDGE/SKILLS/ABILITIES/TALENTS:

• Ability to partner cross-functionally, influence, and communicate with all levels of management; preferred experience supporting both commercial as well as functional business partners.
• Proactive, thoughtful, & highly organized; able to work under tight deadlines while maintaining impeccable attention to detail.
• Self-motivated with a passion for taking ownership of work and delivering outcomes.
• Ability to critically assess and evaluate data to recognize trends or anomalies.
• Analytical skills, working with large amounts of data and drawing conclusions to make recommendations based on data.
• Accuracy and attention to detail not only in the data evaluated, but also in the models built to avoid any formula/structural mistakes.
• Detail oriented, organized, process focused, problem solver, self-motivated proactive, customer service focused.
• Strong organizational skills, attention to detail, ability to prioritize and meet deadlines.
• Ability to clearly communicate orally or in writing findings and recommendations in an easy-to-understand way to colleagues and senior management.
• Displays independent judgment by willingness to make timely and accurate decisions based on available information that is sometimes vague or limited in nature.
• Ability to prioritize tasks and projects with limited direction, while understanding and contributing to the success of the organization.
• Ability to operate effectively in a cross functional team environment.
• Ability to multi-task in a fast-paced environment with fluctuating priorities and deadlines.
• Team player and contributor coupled with excellent communication and interpersonal skills (oral and written).
• Ability to respond to common inquiries from customers, staff, vendors, or other members of the business community.
• Must address others professionally and respectfully by actions, words and deeds.
• Experience working with, and presenting to, senior executives.
• Excellent communication and presentation skills; be comfortable interacting with executive-level management.

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

• This is primarily an office classification. Temperature conditions are controlled with limited direct exposure to hazardous physical substances. The noise level in the work environment is usually low to moderate.
• While performing the duties of this job, the employee is regularly required to sit, stand, walk, keyboard, to finger, handle, or feel, reach with hands and arms, see, talk and hear. The employee will frequently lift and/or carry reports, records and other materials that typically weigh less than 20 pounds. The employee is occasionally required to stoop, kneel, bend, or crouch.
• Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard, calculator, and other standard office equipment.

All of the information contained herein reflect general details as necessary to describe the principal functions of this classification, the level of knowledge and skill typically required and the scope of responsibility but should not be considered an all-inclusive listing of work requirements. Management reserves the rights to add, modify, change, or rescind the duties and/or work assignments of all positions, without advanced notice, and to make reasonable accommodations so that qualified employees can perform the essential functions of the job.

Notwithstanding any of the foregoing described job responsibilities, employee shall not engage in activities that constitute the practice of ophthalmology as prohibited under applicable law. Employee shall neither exercise control over nor interfere with the clinician-patient relationship. Clinicians shall have sole responsibility for all professional services provided to patients.