Financial Analyst, FP&A

Job Posting

Purpose of the Position

The Financial Analyst, FP&A must have strong analytical skills, attention to detail, and ability to remain organized while working in a dynamic fast paced work environment. This role will provide broad support to senior finance team members, including; ad hoc data analysis, query research, preparation and distribution of periodic financial statements and reports for internal and external stakeholders, etc.

UMA is a nonprofit healthcare educational institution with a national presence. Headquartered in Tampa, Florida and founded in 1994, UMA offers content-rich, interactive online programs as well as hands-on training at our Clearwater, Florida campus. 

• Anticipated starting salary of $62,500; pay rate negotiable based on experience and qualifications
• Medical (including prescription), Dental, Vision (UMA subsidized)
• FSA/HSA (Depending on Medical Plan chosen)
• $50,000 Life Insurance (UMA paid)
• Additional Voluntary Life Insurance (Team Member paid)
• Employee Assistance Program – EAP (UMA paid)
• Long Term Disability (UMA paid)
• Short Term Disability (Team Member paid)
• Supplemental Insurance such as Critical Illness, Accident, and Hospital (Team Member Paid)
• Paid Time Off – 15 days accrued in year 1, 9 holidays, and 1 day of Volunteering Time Off
• 401k (eligible upon completion of 90 days of employment and must be at least 21 years of age)
• Pet Insurance
• Identity Theft Protection

Primary Duties and Responsibilities

• Generate and analyze monthly departmental P&L statements
• Provide verbal and written commentary to recurring expenditure variances
• Provide guidance on run rate variances, tracking actions to mitigate adverse impact to plan
• Run custom financial reporting out of Management Reporter after month-end close
• Pull and analyze general ledger transaction detail reports out of Great Plains
• Research budget-related and other various financial inquiries from business owners
• Prepare ad hoc reconciliations (revenue, expenses, labor)
• Review general ledger transaction detail to flag inconsistencies in coding
• Make recommendations to improve accuracy
• Formulate adjusting journal entries as needed
• Validate month-end Concur interface reporting prior to posting
• Provide guidance regarding natural account/department assignment at systems level and at transaction level
• Escalate potential user-driven inaccuracies and/or violations of company policy
• Prepare headcount/rate analysis by department
• Maintain highest level of confidentiality when working with sensitive pay rate information
• Assist in identifying opportunities for improved operating efficiency
• Highlight areas of risk to P&L targets
• Isolate and quantify drivers of variance
• Ad hoc scenario/sensitivity analysis
• Document operational changes impacting accounting processes/reporting
• Maintain internal tracking of business information owners/approvers
• Support procurement team with coding alignment issues, expenditure forecasting, and transactional approval as needed
• Support budget creation and operational planning activities during year-end
• Demonstrates knowledge of, and carefully follows all applicable federal and state compliance requirements and regulations including those prescribed by the Department of Education, accrediting agencies, CIE, and internal UMA policies and procedures.
• Effectively communicates compliance requirements to students and other staff as appropriate and quickly escalates any compliance concerns to the Compliance department.

Education/Experience

• Bachelor’s degree in accounting/finance/economics from a top-tier college/university (required)
• 1-3 years in financial planning & analysis, or related corporate finance/accounting field (preferred)
• Demonstrated critical problem solving skills and strong attention to detail (required)
• Strong knowledge of Excel including advanced functions, excellent formatting and presentation skills (required)
• Ability to synthesize large amounts of data into snapshots appropriate for senior management use (preferred)
• Good communication skills, specifically an ability/willingness to communicate effectively with senior management (preferred)
• Demonstrated ability to learn new systems (required), prior experience using Great Plains, Management Reporter, Concur, Marketplace (preferred)

Associated Knowledge, Skills, Abilities and Other Characteristics

• Positive attitude, highly motivated, team player (required)
• Flexibility to work evenings and weekends as needed (required)

• This is a full-time remote position

OUR VALUES

Our institutional values are shaped and validated by our team members. They describe how we strive to operate and are the standards of behavior we look to embody. 

ACT WITH INTEGRITY

We operate honestly and ethically in an industry-compliant fashion. We are fair and trustworthy in our interactions with all we serve. Our team members, at all levels, lead by example and strive to do the right thing for our students and for each other. We are disciplined professionals who strive to be straightforward and dependable.

CHAMPION STUDENT OUTCOMES

We live by a strong commitment to our students and are passionate about preparing them for meaningful careers. We are deeply dedicated to ensuring students’ educational and career success. We excel at building our students’ confidence and empowering them to reach their full potential.

COMMIT TO TEAM MEMBER SUCCESS

We are committed to our team members’ success and to each other’s success. We strive to create an environment that attracts and retains the best talent while offering continuous learning, professional development and career growth opportunities. We recognize and reward our team members for their contributions to the organization and to our students.

PURSUE RESULTS WITH PURPOSE

We pursue results with a sense of urgency and purpose. We take responsibility for achieving ambitious, measurable results and hold each other accountable. We think strategically and critically, greet new ideas and challenges openly, and look for innovative solutions to challenges.

HAVE FUN. BUILD ENERGY

Enjoying what we do is central to achieving our goals. Building energy, having fun, being optimistic and creating a positive working environment are all critical to our success and that of our students. We strive to be inspired and to inspire others. We consistently show appreciation and celebrate our successes, both large and small.

WORK AS ONE

We believe that diverse, inclusive teams produce breakthrough results. We strive to build and maintain positive relationships with colleagues from all types of backgrounds by showing respect and humility when interacting with each other and resolving conflicts in a constructive manner. By working together, we win together - as one - ensuring that the goals of the company are the focal point of our efforts.

Acknowledgement

This job description is intended to be an accurate reflection of the current position. It may not include every job responsibility. Job duties may fluctuate based on needs of the business. UMA reserves the right to revise the job or require that additional or different tasks be performed.

I have read and understand all the responsibilities and accountabilities in my job description. This job description is a tool used by me and management to help assess, evaluate and provide guidelines and expectations for the position named herein. I understand that it is not a contract and it does not constitute any guarantee of future employment. 

UMA will NEVER ask you to send money or ask you to provide bank account information in order for you to get reimbursed for tools to work. If you have been contacted by someone claiming to be from UMA about a job posting, you can always verify the position at https://careers-ultimatemedical.icims.com/

Salary : $62,500 - $0