Job Description:
Summary:
The Financial Analyst is responsible for recording financial data and assisting in the preparation and analysis of various financial records and statements used to monitor and measure business activity within the limits of established practices, policies and procedures. This role performs basic financial analysis and/or assists in complex financial analysis for supervisory review throughout the organization.
Essential Accountabilities:
All Levels
• Gathers financial data from a variety of sources to perform financial forecasting, reporting, and operational metrics tracking; prepares financial reports, financial statements, and analysis for management review.
• Performs and creates financial models and provides recommendations based on the analysis completed.
• Develops and analyses of supporting financial schedules, including preparation of worksheets, maintenance of appropriate backup and documentation for internal control and auditing purposes.
• Collaborates with internal partners to assist in proper management of financial activity such as month end close.
• Provides strategic partnership in support of financial analysis by providing requirements, testing and leading implementation within organizational initiatives and ad-hoc projects.
• Consistently demonstrates high standards of integrity by supporting the Lifetime Healthcare Companies’ mission and values, adhering to the Corporate Code of Conduct, and leading to the Lifetime Way values and beliefs.
• Maintains high regard for member privacy in accordance with the corporate privacy policies and procedures.
• Regular and reliable attendance is expected and required.
• Performs other functions as assigned by management.
Level II (in addition to Level I Accountabilities)
• Evaluates financial performance by comparing and analyzing actuals results with plans and forecasts.
• Prepares and analyzes quarterly and annual regulatory filings.
• Coordinates accumulation and evaluation of data from operational units; accounting records; and outside sources to assist in the development of pricing structures for a variety of company products and services.
Level III (in addition to Level II Accountabilities)
• Prepares complex analytical schedules for use by senior management in decision making process.
• Provides financial support by recommending actions in operational and strategic planning.
• Establishes and analyzes financial benchmarks to drive informed budgeting and planning.
• Oversees the development and analyses of supporting financial schedules, including preparation of worksheets, maintenance of appropriate backup and documentation for internal control and auditing purposes.
Minimum Qualifications:
NOTE: We include multiple levels of classification differentiated by demonstrated knowledge, skills, and the ability to manage increasingly independent and/or complex assignments, broader responsibility, additional decision making, and in some cases, becoming a resource to others. In addition to using this differentiated approach to place new hires, it also provides guideposts for employee development and promotional opportunities.
All Levels
• Bachelor’s degree in accounting, business administration, finance or related field. In lieu of a degree, six (6) years of experience required.
• Prior internship or Co-op experience preferred.
• Demonstrated financial knowledge and modeling skills.
• Ability to establishing constructive and collaborative relationships with internal and external staff.
• Inquisitive mindset with a drive for process improvement.
• Strong analytical skills required.
• Proficiency in MS Office Suite.
Level II (in addition to Level I Qualifications)
• Three (3) years of financial analysis experience.
• Advanced analytical and problem-solving skills. Ability to work in an autonomous environment, think critically and manage multiple tasks.
• Programming knowledge, experience or demonstrated skills.
Level III (in addition to Level II Qualifications)
• Five (5) years of progressive financial analysis experience.
• Advanced degree or CPA preferred.
• Ability to apply critical thinking to gathering and analyzing information from a variety of sources, developing and testing solutions to complex problems, creating strategic and intentional plans.
• Proficient MS Excel skills required.
• Advanced programming experience or skills in SAS or SQL.
Physical Requirements:
• Ability to work while sitting and/or standing at a workstation viewing a computer and using a keyboard, mouse and/or phone for three (3) or more hours at a time.
• Ability to travel across the Health Plan service region for meetings and/or trainings as needed.
************
One Mission. One Vision. One I.D.E.A. One you.
Together we can create a better I.D.E.A. for our communities.
At the Lifetime Healthcare Companies, we’re on a mission to make our communities healthier, and we can’t do it without you. We know diversity helps fuel our mission and that’s why we approach our work from an I.D.E.A. mindset (Inclusion, Diversity, Equity, and Access). By activating our employees' experiences, skills, and perspectives, we take action toward greater health equity.
We aspire to reflect the communities we live in and serve, and strongly encourage people of color, LGBTQ+ people, people with disabilities, veterans, and other underrepresented groups to apply.
OUR COMPANY CULTURE:
Employees are united by our Lifetime Way Values & Behaviors that include compassion, pride, excellence, innovation and having fun! We aim to be an employer of choice by valuing workforce diversity, innovative thinking, employee development, and by offering competitive compensation and benefits.
In support of the Americans with Disabilities Act, this job description lists only those responsibilities and qualifications deemed essential to the position.
Equal Opportunity Employer
Compensation Range(s):
Level I: Grade E1: Minimum $60,410 - Maximum $84,000
Level II: Grade E2: Minimum $60,410 - Maximum $96,081
Level III: Grade E4: Minimum $65,346 - Maximum $117,622
The salary range indicated in this posting represents the minimum and maximum of the salary range for this position. Actual salary will vary depending on factors including, but not limited to, budget available, prior experience, knowledge, skill and education as they relate to the position’s minimum qualifications, in addition to internal equity. The posted salary range reflects just one component of our total rewards package. Other components of the total rewards package may include participation in group health and/or dental insurance, retirement plan, wellness program, paid time away from work, and paid holidays.
Please note: The opportunity for remote work may be possible for all jobs posted by the Univera Healthcare Talent Acquisition team. This decision is made on a case-by-case basis.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Top Skills
What We Do
Welcome to our page!
Univera Healthcare is a nonprofit health plan that is part of a family of companies financing and delivering health services for about 1.5 million upstate New Yorkers. Based in Buffalo, N.Y., the health plan serves members across the eight counties that comprise Western New York.
