What are the responsibilities and job description for the Sr. Financial Planning Analyst position at Trilogy Financial Services?
Job Type
Full-time
Description
Job Summary
Trilogy Financial is hiring a Senior Financial Planning and Analysis professional to join our finance team. This role is ideal for individuals with 3-7 years of experience who are ready to contribute to audit support, RCM creation, TC compliance, and optimizing our accounts receivable and payable processes. If you're looking for upward career mobility and an opportunity to help shape the financial future of our clients, this is the role for you!
Benefit Summary
Established in 1999, Trilogy has grown to be a nationwide firm with clients from coast to coast. We are committed to building strong relationships with our clients and applying sound financial principles to manage the over $3 billion in assets they have entrusted to us. Committed to providing opportunities for people to live their best lives, we continue to recruit and mentor new talent to the industry. Consequently, our multi-generational staff of over 130 employees understands the needs and perspectives of a wide variety of client needs. Today, as always, Trilogy lives by its development motto: never stop growing. Where will Trilogy’s story lead? We believe the sky’s the limit.
PM21
Requirements
Minimum Qualifications
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.
This job description does not constitute a contract of employment; the company may exercise its employment-at-will rights at any time.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This position requires prolonged periods of time sitting or standing at a desk and working on a computer. The position and duties must be performed in the branch office but may allow for occasionally working remotely with prior approval. If performing work in a remote location, all compliance and office safety requirements apply.
Note
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.
Salary Description
$75K - $80K
Full-time
Description
Job Summary
Trilogy Financial is hiring a Senior Financial Planning and Analysis professional to join our finance team. This role is ideal for individuals with 3-7 years of experience who are ready to contribute to audit support, RCM creation, TC compliance, and optimizing our accounts receivable and payable processes. If you're looking for upward career mobility and an opportunity to help shape the financial future of our clients, this is the role for you!
Benefit Summary
- Competitive Compensation
- Comprehensive Health, Dental and Vision Insurance
- Life Insurance
- Long Term Disability
- Supplemental Insurance
- Paid Time Off and Holidays
- Employee Advantage Program
- Employee Assistance Program
- 401(k) Matching
- Eligible Profit Sharing
- Career Development, Mentorship and Education
- Team Events and Parties
- Achievement Awards and Trips
- Assist in the preparation of monthly, quarterly, and annual financial statements
- Providing supporting documentation for audits and tax filings
- Assist in monitoring budgets
- Analyze financial data to identify trends and variances
- Assist in calculating and processing employee payroll
- Process vendor invoices and payments, maintaining effective communication
- Prepare customer invoices and manage collections
- Reconcile accounts payable and receivable balances
- Manage Concur employee reimbursement
- Calculate employees pay back
Established in 1999, Trilogy has grown to be a nationwide firm with clients from coast to coast. We are committed to building strong relationships with our clients and applying sound financial principles to manage the over $3 billion in assets they have entrusted to us. Committed to providing opportunities for people to live their best lives, we continue to recruit and mentor new talent to the industry. Consequently, our multi-generational staff of over 130 employees understands the needs and perspectives of a wide variety of client needs. Today, as always, Trilogy lives by its development motto: never stop growing. Where will Trilogy’s story lead? We believe the sky’s the limit.
PM21
Requirements
Minimum Qualifications
- Bachelors degree in Finance or related field
- 3- 7 years of experience or managerial experience in finance
- Clear and effective communication skills
- Able to work collaboratively within team and cross functional departments
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.
This job description does not constitute a contract of employment; the company may exercise its employment-at-will rights at any time.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This position requires prolonged periods of time sitting or standing at a desk and working on a computer. The position and duties must be performed in the branch office but may allow for occasionally working remotely with prior approval. If performing work in a remote location, all compliance and office safety requirements apply.
Note
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.
Salary Description
$75K - $80K
Salary : $75,000 - $80,000
