Lead Sr Financial Analyst Oakland, CA
Provides project, service line or product line management, management consulting, analytical decision support services or technical expertise for a broad array of financial and operational issues. Responsible for more complex multi-faceted projects and analyses across disciplines and functional areas. Assists in developing performance monitoring process and coordinating compilation, interpretation and presentation of monitoring information. Participates in the planning and development of regional, departmental and/or functional budgets. May be responsible for budget system completion, high level reviews and conducting area wide analyses for target development. Conducts or participates in the most complex projects where analysis requires an in-depth evaluation of factors. Dual track position: Can be either a sole contributor or a position that supervises staff.
Essential Functions:
- Coordinates performance monitoring process with junior staff and participates in the development of forecasts.
- Conducts financial analyses independently or leads a team, participating in the most complex projects.
- Designs and builds financial models based on diverse financial sources, in order to inform strategic decisions.
- May direct the production of ad hoc and periodic reports for department, facility, and/or regional management. Works to improve data quality processes and report design to meet diverse and changing needs for management reporting.
- Participates in the planning and development of department and non-department budgets, budget system completion, high level reviews and conducts area wide analyses for target development.
- Prepares understandable and defensible financial analyses of decision alternatives by utilizing spreadsheets and accessing various databases.
- Oversees preparation of analyses for project teams, regional, departmental, and/or functional management and staff analysts. Writes reports of recommendations and delivers formal presentations of analytic findings and suggested action steps to management and senior leaders.
- Facilitates and participates in meetings and presentations. Provides education and management consulting on the use and interpretation of analyses, reports, methodologies and source data to managers/leaders.
- Develops feasibility studies and business plans to support new lines of products and services. Supports executive staff and committees in the development, analysis a communication of cost saving strategies and budgets and in the research of financial, operation and variance issues.
Secondary Functions:
- Supervises financial aspects of TPMG's capital and physician benefit programs (capital stock, subordinated notes, forgivable loans, moving allowance, salary advances etc.)
- Ensures accuracy and timeliness of monthly reports, monthly account reconciliations, audit documentation and income tax reporting.
-Maintains and ensures the data quality of multiple databases.
-Assists in the review of loan funding, collection and year-end tax reporting.
-Communicates information effectively, translating financial data into meaningful information that supports and sound business decision-making.
-Supervises two staff to provide high quality financial reports and ensure integrity of data and analysis.
Qualifications:
Basic Qualifications:
- Six (6) plus years of related experience in financial analysis and budgeting.
- Bachelor's degree or equivalent.
- CPA or Master's degree preferred.
- Extensive knowledge of several or all of the following:
- General finance theories and methodologies, discounted cash flow analysis, cost/benefit analysis, feasibility studies, large scale business planning, financial modeling and project management.
- Expert proficiency in PC based word processing and spreadsheet applications, including advanced functions such as graphics, pivot tables, macros and database management.
- Strong oral and written communication, presentation and facilitation skills.
- Strong consulting skills.
- Works independently, accountable to complete work assignments.
- May provide project supervision to junior staff.
Preferred Qualifications:
- Prior experience managing staff.
-Knowledge of Generally Accepted Accounting Principles (GAAP).
- Excellent skills in complex analytic problem solving, project management and group process.
- Work in team environment and to multi-task.
- Proficiency with Microsoft Access, Excel, Work and PowerPoint.
- Prior experience with Microsoft Access.
Skills Testing: Excel, Word
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