Demo

Financial Advisor III

Innova
Dallas, TX Full Time
POSTED ON 3/19/2025 CLOSED ON 4/3/2025

What are the responsibilities and job description for the Financial Advisor III position at Innova?

A client of Innova Solutions is immediately hiring for a Financial Advisor III

Position type : Full-time, Contract

Duration : 6 months

Location : Dallas TX

As a Financial Advisor III, you will :

Summary :

  • Prepares financial statements. Performs monthly balance sheet, income statement and changes in financial position / budget variance analyses.
  • Consults and advises senior management on financial and operational issues impacting the strategic financial plans of the organization, working independently.

Essential Duties and Responsibilities include the following :

  • Certification / Degree Requirements : Finance degree
  • Top Skills : medical group, operation, budget, finance exp, 3 years of industry exp
  • Coordinates, Analyzes, Investigates, And Advises Senior Management On Departmental / Divisional / Institutional Financial Variance Reports.
  • Analyzes financial results and provides management with reports as required.
  • Coordinates and investigates opportunities to enhance revenue and / or reduce cost providing management with data to support findings.
  • Advises senior management on issues related to the financial operations of various departments.
  • Meets with senior management to review financial operation of various departments
  • Strives to meet deadlines on special projects and studies as assigned.
  • Prepares, manages and analyzes financial information related to the end of month close cycle.
  • Manages and prepares the month end journal preparation process for efficient and accurate closes.
  • Coordinates the review process each month after close cycle for completeness and accuracy.
  • Communicates timely information to the G / L coordinator for posting to books and records according to close schedule.
  • Reviews month end data after close cycle for completeness.
  • Analyzes complex financial information to ensure financial reports have a high degree of integrity.
  • Evaluates month end process and recommends processes for improvement.
  • Creates And Educates Staff On Advanced Invision Reports For Internal Financial Analysis
  • Writes and revises moderately complex PS nVision reports prior to dissemination to leadership.
  • Writes and disseminates PS nVision reports for financial analysis.
  • Completes assigned report writing projects on time.
  • Coordinates the preparation of financial reports in formats that are easy to read and understand.
  • Analyzes data to determine reporting needs.
  • Creates adhoc reports as requested.
  • Responsible for the education of senior management on uses of financial reports.
  • Performs And Communicates Moderate To Complex Analysis For External Users Of Financial Information.
  • Provides management appropriate financial analysis timely and efficiently.
  • Oversees the analysis of complex lines of business for continued operations.
  • Recommends changes in financial operations that improves financial performance.
  • Maintains favorable working relations with external users of financial information.
  • Reviews, analyzes, and communicates financial variances to appropriate management official.
  • Develops Multiple System Computer Based Programs For Use In Financial And Operational Reporting.
  • Develops computer-based programs that assist leadership in understanding the complexities of operational data.
  • Enhances the financial reporting environment through efficient operating procedures.
  • Provides timely and accurate reports using multiple data bases.
  • Coordinates and oversees the collection of data from appropriate sources converting to easily understood financial information.
  • Performs Other Position Appropriate Duties As Required In A Competent, Professional And Courteous Manner. Required Skills, Knowledge And Ability
  • CPA certification preferred
  • Five to seven years previous accounting or financial experience required.
  • Proficient with MS Office applications.
  • Strong leadership, management, analytical and communication abilities required
  • Qualified candidates should APPLY NOW for immediate consideration!  Please hit APPLY to provide the required information, and we will be back in touch as soon as possible.

    We are currently interviewing to fill this and other similar positions. If this role is not a fit for you, we do offer a referral bonus program for referrals that we successfully place with our clients, subject to program guidelines.   ASK ME HOW.

    Thank you!

    Himanshu Kumar

    614-918-0083

    himanshu.kumar@innovasolutions.com

    PAY RANGE AND BENEFITS :

    Pay Range

  • 40 -$45 per hour
  • Pay range offered to a successful candidate will be based on several factors, including the candidate's education, work experience, work location, specific job duties, certifications, etc.
  • Benefits : Innova Solutions offers benefits( based on eligibility) that include the following : Medical & pharmacy coverage, Dental / vision insurance, 401(k), Health saving account (HSA) and Flexible spending account (FSA), Life Insurance, Pet Insurance, Short term and Long term Disability, Accident & Critical illness coverage, Pre-paid legal & ID theft protection, Sick time, and other types of paid leaves (as required by law), Employee Assistance Program (EAP).

    ABOUT INNOVA SOLUTIONS : Founded in 1998 and headquartered in Atlanta, Georgia, Innova Solutions employs approximately 50,000 professionals worldwide and reports an annual revenue approaching $3 Billion. Through our global delivery centers across North America, Asia, and Europe, we deliver strategic technology and business transformation solutions to our clients, enabling them to operate as leaders within their fields.

    Recent Recognitions :

  • Named One of America’s Best Employers for New Grads by Forbes (2024
  • Named One of the Best Companies to Work For by U.S. News & World Report (Private Companies List, 2024-2025)
  • One of the Largest IT Staffing Firms in the US – Ranked #3 by Staffing Industry Analysts (SIA, 2024)
  • One of the Largest Staffing Firms in the US – Ranked #13 by Staffing Industry Analysts (SIA, 2024; includes Innova Solutions, Volt, & HireGenics)
  • Named One of the Top Ten Private Companies in Atlanta by the Atlanta Business Chronicle (2023)
  • One of the Largest Certified Minority Business Enterprises (MBEs) in the United States (NMSDC, 2024)
  • AWS Advanced Tier Services Partner with 100 certifications
  • Website : https : / / www.innovasolutions.com /

    Innova Solutions is an Equal Opportunity Employer and prohibits any kind of unlawful discrimination and harassment. Innova Solutions is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment on the basis of race, color, religion or belief, national origin, citizenship, social or ethnic origin, sex, age, physical or mental disability, veteran status, marital status, domestic partner status, sexual orientation, or any other status protected by the statutes, rules, and regulations in the locations where it operates.  If you are an individual with a disability and need a reasonable accommodation to assist with your job search or application for employment, please contact us at hr@innovasolutions.com or (770) 493-5588. Please indicate the specifics of the assistance needed.  Innova Solutions encourages all interested and qualified candidates to apply for employment opportunities.   Innova Solutions (HireGenics / Volt) does not discriminate against applicants based on citizenship status, immigration status, or national origin, in accordance with 8 U.S.C. § 1324b.

    The company will consider for employment qualified applicants with arrest and conviction records in a manner that complies with the San Francisco Fair Chance Ordinance, the Los Angeles Fair Chance Initiative for Hiring Ordinance, and other applicable laws.

    Salary : $40 - $45

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