What are the responsibilities and job description for the Sr. Financial Analyst position at CSI Companies?

Job Summary

The Sr. Financial Analyst is responsible for coordinating, conducting and documenting the financial planning, forecasting, budgeting, and analysis processes, as well as providing strategic financial insights to support strategic and operational decisions.

Job Responsibilities :

Manage and oversee the annual budgeting, forecasting, and long-range financial planning processes.
Develop and maintain complex financial models to support decision-making across the organization.
Analyze data, prepare complex forecasts and reports, identify trends, risks, and opportunities for growth.
Collaborate with cross-functional teams to ensure alignment of financial plans with strategic objectives. Lead the monthly financial reporting process, including variance analysis and management reporting.
Drive improvements in financial processes, systems, and reporting capabilities to enhance efficiency and accuracy.
Evaluate potential investments, mergers, and acquisitions to support growth initiatives.
Mentor and develop FP&A team members, promoting a culture of continuous learning and professional growth.
Present financial findings and specific recommendations to management.
Prioritize and assign tasks to ensure the team resources are used effectively and work schedules and target are timely met.
Respond to complex, escalated inquiries and ensure financial planning and analysis projects are conducted credibly.

Qualifications :

Bachelor’s degree in finance, accounting, or a related field. MBA or advanced degree is a plus. CFA preferred.

5 – 7 years of experience operating in finance planning and analysis, or accounting role combined with 2 years related managerial experience.

Expert financial modeling and analytical skills. In-depth knowledge of accounting principles, financial statement analysis, and management reporting.

Advance proficiency with Microsoft Office products, including Excel, Outlook, Word and PowerPoint with demonstrated project management skills and familiar with current financial management software.

Ability to communicate effectively verbally and in writing.

Ability to establish and maintain effective working relationships.

Ability to prepare, monitor and administer budgets, as well as the ability to perform financial analysis.

Ability to function effectively with, or as part of a team.

Ability to prioritize, organize and perform multiple work assignments simultaneously while meeting assigned deadlines.

Ability to develop, improve and streamline processes to meet established goals and objectives.

Ability to effectively manage projects that may vary in nature and scope.

Ability to mentor, coach, train and / or supervise employees.

Knowledge of data analysis techniques and methodology.

Knowledge of the concepts, principles and practices of accounting, budgeting and cost control procedures.

Knowledge of and ability to apply the concepts, principles and practices of change management.

If you have a strong background in financial modeling, budgeting, and team management, and are eager to drive strategic financial insights and improvements, we encourage you to apply.

About Us

The CSI Companies is a leading staffing and recruiting firm, providing healthcare organizations with highly skilled professionals since 1994. We have been recognized as a “Best of Staffing” award winner for over a decade, and we pride ourselves on delivering exceptional talent to leading healthcare organizations.

Benefits Offered :

Weekly pay

Medical, dental, and vision coverage

Voluntary Life and AD&D insurance

Paid training

Opportunities for career advancement based on performance and availability.

For consideration, please submit your resume with relevant experience. Only candidates selected for interviews will be contacted.

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Sr. Financial Analyst

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