Financial and Reporting Analyst

WHO YOU ARE Driven by an inner sense of purpose to impact others Driven by a collaborative, whatever-it-takes, get-it-done mindset Driven by a commitment to excellence in their role Are pro-active, innovative, and experts in their own unique areas We are seeking a highly organized, compassionate, and service-driven Assistant Administrator to support the delivery of exceptional in-home care services. The ideal candidate thrives in a fast-paced environment, communicates proactively, and is passionate about creating a positive experience for both Clients and Employees. This role is central to ensuring Clients receive consistent, high-quality care while serving as a key communication hub between Clients, families, Caregivers, Case Managers, and referral partners. ROLE RESPONSIBILITIES – what you’ll own and lead as a Financial and Reporting Analyst Drive Financial Visibility Prepare monthly, quarterly, and ad-hoc financial reports Highlight key performance indicators (KPIs) and uncover meaningful trends Build the Future with Data Develop and maintain financial models for forecasting and scenario planning Partner with departments to deliver accurate, actionable projections Own the Story Behind the Numbers Perform budget vs. actual analysis Investigate variances and provide clear, strategic insights to leadership Support Month-End Excellence Collaborate with accounting on a smooth, accurate close Prepare accruals, review general ledger activity, and reconcile accounts Strengthen Daily Operations Assist with bank reconciliations and ERP data integrity Serve as a trusted internal resource for financial inquiries Influence Strategy Contribute to special projects, business cases, and leadership initiatives Deliver ad-hoc analysis that drives informed decision-making Improve How We Work Identify opportunities to enhance financial processes and reporting tools Implement best practices that increase efficiency and accuracy Ensure Compliance & Control Uphold financial policies, controls, and accounting standards Support audits and proactively manage financial risk ROLE QUALIFICATIONS Have a high value for innovation, streamlined processes and efficiency Demonstrate a pro-active and solution-oriented mindset Ability to demonstrate self-management and take initiative Have excellent written and oral communication articulation in English Demonstrate accuracy and attention to detail, maintaining accurate records and documentation Possess intuitive, strategic, and organized project management skills Have excellent professional collaboration skills and team mindset Have a results-driven, task-oriented approach Utilize excellent time management skills, meeting deadlines, and handling multiple tasks in a fast-paced environment Demonstrate strong interpersonal, discretion, and judgment skills Have proficiency with technology and electronic devices Demonstrate sense of warmth, welcome, and professionalism and excellent customer service Demonstrate strong commitment to compliance Knowledge of best practices for handling PHI in compliance with HIPAA regulations Administrative specialty in related field – whether accounting, customer service, scheduling, billing, IT, project management, leadership, sales, marketing, business development, medical scheduling, staffing, care coordinator or coordination, recruiting, talent acquisition, compliance, office manager or management, business manager or management, human resources, or operations a bonus Experience in assisted living, facility, nursing home, or in home care a bonus Requirements EDUCATION AND EXPERIENCE Required Qualifications Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or related field 3+ years of experience in financial analysis, FP&A, accounting, corporate finance, or related finance roles Experience preparing financial reports, forecasts, and budget-to-actual variance analysis Experience supporting budgeting, forecasting, and financial modeling activities Strong understanding of accounting principles, month-end close processes, accruals, reconciliations, and general ledger activity Advanced Microsoft Excel skills, including pivot tables, lookups, and financial modeling Experience with ERP systems and financial reporting tools Strong analytical, problem-solving, and organizational skills Ability to interpret financial data and communicate insights clearly to leadership and operational teams Ability to manage multiple priorities in a fast-paced environment Preferred Qualifications Experience working in multi-entity, multi-location, or high-growth organizations Experience supporting audits, internal controls, and compliance activities Experience identifying and implementing process improvements and reporting efficiencies Experience with Power BI, Tableau, or other business intelligence tools CPA, CMA, MBA, or related certification preferred COMPREHENSIVE WELLNESS PORTFOLIO Paid Time Off and Paid Holidays* 100% Company-Paid Dental Insurance and Vision Insurance* 100% Company-Paid $25,000 Life Insurance Policy* 100% Company-Paid Employee Assistance Program - including mental health counseling sessions, financial coaching, provider referrals, and childcare resources - available 24/7 Customizable Health Insurance Plans: Up to 100% Company Contribution to plan premium for Employee, PLUS additional contribution for Dependents as needed* 401(k) Retirement Program - with Employer Match* Professional Development – ongoing education, wraparound support, and leadership coaching A Next-Level, Comprehensive Training and Orientation Week And a supportive team to work alongside! Caring for Others is an equal opportunity employer committed to a diverse and inclusive workforce. Applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), age, sexual orientation, national origin, marital status, parental status, ancestry, disability, gender identity, veteran status, genetic information, other distinguishing characteristics of diversity and inclusion, or any other protected status. *Benefit eligibility is based on hours worked. #J-18808-Ljbffr