Sr. Financial Analyst

The Sr. Financial Analyst serves in a position of analytical leadership through financial planning and analysis for the business. This position provides an opportunity to collaborate closely with a diverse set of business functions in the process of reporting, analyzing, and interpreting meaningful conclusions for business results.

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Job Summary

The Sr. Financial Analyst serves in a position of analytical leadership through financial planning and analysis for the business. This position provides an opportunity to collaborate closely with a diverse set of business functions in the process of reporting, analyzing, and interpreting meaningful conclusions for business results. Lead activities for reporting and presentations related to annual budgets, P&L forecasts, business metrics, and departmental support. The ideal candidate has a solid understanding of Corporate Finance and Accounting and can support the strategic and operational objectives of the business.

Job Duties and Responsibilities

• Manage internal financial reporting, including in-depth financial models and presentation material for internal stakeholders
• Manage internal forecasting and revenue recognition processes across operational, accounting, and development units
• Oversight of revenue and forecasting quality and audit controls
• Manage Monthly, quarterly, and annual financial reporting
• Financial Analysis including in-depth Gross Margin by Line of Business and product
• Prepare presentations for internal stakeholders
• Assist in various corporate finance analyses, including KPIs, metrics
• Complete monthly close activities and accounting entries
• Support ad hoc requests from CFO/Director Finance and miscellaneous special projects as needed

The above job description in no way states or implies these duties are the only duties performed by this employee. The incumbent is expected to perform other related duties necessary for the effective operation of the department and company.

The Company reserves the right to change or alter any of the above duties and responsibilities according to the operational needs of the department and Company.

Education, Experience, and Skills

• 5+ years of FP&A experience within a corporate setting or 5+ years in public accounting (Big 4 or regional firm)
• BA/BS degree in Accounting, Finance, Business, or Economics (or a related discipline) preferred
• CPA strongly preferred
• MS Excel and PowerPoint expert
• Effective communication, presentation, and writing skills
• Detail oriented with insight to determine the applicability of big picture analysis
• Ability to work comfortably with incomplete information and deal with ambiguity in a fast-paced environment
• Ability to work within a team, take initiative, and show strong attention to detail is critical
• Ability to create concise analyses to support decision making is essential
• Proactive problem solver, expected to present problems and recommendations simultaneously
• Positive attitude, commitment to excellence, and integrity
• High level of motivation and initiative

Key Competencies

• Business Acumen
• Communication
• Consultation
• Critical Evaluation
• Financial Expertise
• Ethical Practice

Conditions of Employment:

Verification of employment history, professional references, and education or training.

Working Conditions and Physical Effort:

• Work is normally performed in a typical interior/office work environment
• Travel may be required based on business needs (domestically and internationally) and attend virtual programs outside of working hours as needed.

Aptitude Health is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.