What are the responsibilities and job description for the Financial Data Analyst - 240354 position at Medix Technology?
Duties and Responsibilities
As a direct report to the Vice President of FP&A, the Financial Analyst is a highly impactful position leading and driving various projects to help operate its platforms more effectively and efficiently. Examples of such responsibilities and projects include:
- Prepare, manage, and distribute operational and financial reports, including but not limited to:
- Weekly operational reports.
- Monthly and Quarterly financials, including variance analysis, commentary, operational KPIs, and management presentations.
- Annual budget planning, forecasting, and strategizing initiatives.
- Capital reporting, including variance analysis on various capital projects and forward-looking projections.
- Recommendations regarding business direction and go-forward forecast assumptions.
Partner with cross-functional teams across to help enhance processes and automate financial and operational reporting, including but not limited to:
Developing, implementing, and analyzing operational KPIs, dashboards, financial reporting, and forecasting models.
Identifying, implementing, managing, and improving reporting while establishing strong quality checks and controls to ensure data accuracy.
Identifying and implementing operational tools (e.g. Power BI) to help run the day-to-day business and anticipate the demands of the growing organization.
Collaborate with senior and property level management relating to recurrent deliverables and new initiatives; key resource for insightful analysis and facilitating decision making.
Perform ad hoc projects as required.
Qualifications
- Bachelor’s Degree in Business, Finance, or related field required.
- Strong knowledge of accounting and financial principles.
- 1-3 years of related finance and/or analytical experience required. Property or Hospitality Management experience a plus.
- Demonstrated ability in analysis including comparative ROI, cost-benefit, valuation, and basic statistical models.
- Proficiency in Microsoft Excel, financial modeling, and visualization tools like Power BI or Tableau.
- Experience with financial planning software, Copilot, or SQL a plus.
- Experience with an enterprise general ledger system a plus.
- Experience with aggregating and consolidating information from disparate systems, analyzing data, and presenting findings and recommendations clearly and concisely.
- Works independently with limited supervision; also works well collaborating across functional areas.
- Manages and prioritizes projects in a detailed, effective, process-oriented manner, within a fast-paced environment.
- Possesses excellent written and verbal communication skills; oriented to proactive and transparent consultation and professional communication with all stakeholders.
Salary : $75,000 - $85,000