Summary: The main functions of a financial analyst are to gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions. A typical financial analyst is responsible for analyzing and communicating financial information for clients. Job Responsibilities: Direct the preparation of financial reports, such as income statements, balance sheets, and analyses of future earnings or expenses, that summarize and forecast the organization’s financial position. Prepare special reports required by regulatory authorities. Direct the organization’s budgets to meet its financial goals. Oversee the investment of funds, manage associated risks, supervise cash management activities. Execute capital-raising strategies to support a firm’s expansion. Oversee the firm’s issuance of credit, establishing credit-rating criteria, determining credit ceilings, and monitoring the collections of past-due accounts. Skills: Verbal and written communication skills, attention to detail, and critical thinking. Strong ability to work independently and manage one’s time. Strong ability to analyze business trends and project future revenues and expenses. Strong knowledge of economic and accounting principles, the financial markets, and reporting of financial data. Strong knowledge of federal, state, and company policies, procedures and regulations as related to accounting. Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related financial software. Education/Experience: Bachelor's degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred. 8-10 years financial and/or accounting experience required.
EEO:
“Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.”
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Summary: The main functions of a financial analyst are to gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions. A typical financial analyst is responsible for analyzing and communicating financial information for clients. Job Responsibilities: Direct the preparation of financial reports, such as income statements, balance sheets, and analyses of future earnings or expenses, that summarize and forecast the organization’s financial position. Prepare special reports required by regulatory authorities. Direct the organization’s budgets to meet its financial goals. Oversee the investment of funds, manage associated risks, supervise cash management activities. Execute capital-raising strategies to support a firm’s expansion. Oversee the firm’s issuance of credit, establishing credit-rating criteria, determining credit ceilings, and monitoring the collections of past-due accounts. Skills: Verbal and written communication skills, attention to detail, and critical thinking. Strong ability to work independently and manage one’s time. Strong ability to analyze business trends and project future revenues and expenses. Strong knowledge of economic and accounting principles, the financial markets, and reporting of financial data. Strong knowledge of federal, state, and company policies, procedures and regulations as related to accounting. Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related financial software. Education/Experience: Bachelor's degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred. 8-10 years financial and/or accounting experience required.
Story Behind the Need – Business Group & Key Projects
- Health plan or business unit
- Team culture
- Surrounding team & key projects
- Purpose of this team
- Reason for the request
- Motivators for this need
- Any additional upcoming hiring needs?
Backfill for FTE Pasha Miller. Help needed to fill the need.
Deliverables will come up
Typical Day in the Role
- Daily schedule & OT expectations
- Typical task breakdown and rhythm
- Interaction level with team
- Work environment description
Will be handling month-end close, revenue, balance sheet, reconciliation. Will also handle journal entries and excel reports. Will also work on Medicaid reporting to meet deliverables. They will help create quarterly reports.
Compelling Story & Candidate Value Proposition
- What makes this role interesting?
- Points about team culture
- Competitive market comparison
- Unique selling points
- Value added or experience gained
Candidate Requirements
Education/Certification
Required:
Bachelor’s Degree
Preferred:
Licensure
Required:
Preferred:
- Years of experience required
- Disqualifiers
- Best vs. average
- Performance indicators
Must haves: Experience in Medicaid/Managed Care.
Nice to haves: grants/Federal funding., accounting knowledge/experience
Disqualifiers: Not advanced in Excel, not looking for Stock Firm applicants.
Performance indicators: Gauging understanding as they progress
- Top 3 must-have hard skills
- Level of experience with each
- Stack-ranked by importance
- Candidate Review & Selection
1
Strong in Microsoft Excel and wiling to learn OneStream and Peoplesoft if not familiar.
2
Team player
3
Flexibility
Candidate Review & Selection
- Shortlisting process
- Second touchpoint for feedback
- Interview Information
- Onboard Process and Expectations
Projected HM Candidate Review Date:
ASAP
Number and Type of Interviews:
2 rounds
Extra Interview Prep for Candidate:
No
Required Testing or Assessment (by Vendor):
Excel testing
Manager Communication Preferences & Next Steps
- Background Check Requirements (List DFPS or other specialty checks here)
No
- Do you have any upcoming PTO?
June 13-29
