What are the responsibilities and job description for the Financial Analyst position at UMA Education?
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.
- 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
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, financial modeling and preparation and distribution of periodic financial statements and reports for internal and external stakeholders, etc.
Key Responsibilities:
Monthly Reporting & Close Support
- Exposure to financial leadership by managing monthly reporting decks around actuals vs plan, adding written commentary to key variances.
- Create and distribute financial reports, variance analyses and metric reporting to business leads.
- Analyze financial data and performance metrics to identify trends, variances and opportunities for improvement.
- Perform GL ledger review to identify coding inaccuracies and accrual
- Support procurement team with coding alignment issues, expenditure forecasting, and transactional approval as needed.
- Identify opportunities to develop and implement continuous improvement processes to drive efficiency and effectiveness.
Financial Forecasting & Budgeting
- Support budgeting and ongoing/long term forecast processes by acting as a finance partner across the business to align financial plans and document key changes.
- Create and manage internal models to improve forecast assumptions and
- Conduct ad-hoc scenario and sensitivity analyses to evaluate the financial impact of various business decisions and strategies.
Ad-Hoc Support
- Complete various ad-hoc requests to support the leadership team and key business partners.
- Support may include advanced excel modeling for scenario analysis, building new reporting packages, improving the Anaplan experience, process documentation, etc.
Support Institutional Initiatives
- Keeps current with institutional goals, objectives, and progress.
- Engages in institutional sponsored activities and initiatives as appropriate.
- Leads with courage in support of change initiatives that impact organization.
- Assists in coordinating efforts between departments within UMA.
Compliance
- 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.
Work Experience, Skills & Abilities:
- Bachelor's degree in accounting/finance/economics (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 Anaplan (or other FP&A software), Great Plains, Management Reporter, Emburse, UltiPro, Marketplace or PowerBI (preferred).
- Able to professionally communicate fluently in verbal and written English.
- Proficient in MS Office (Word, Excel, PowerPoint) and other business tools such as Microsoft Teams.
- Able to support a diverse and inclusive work environment.
- Positive attitude, highly motivated, team player (required).
- Flexibility to work evenings and weekends as needed (required).
Working Environment:
- Fully remote role with only occasional, planned onsite or travel requirements.
- Valid driver's license required.
- Flexibility to work evenings and weekends as needed.
Physical Demands:
- Requires long periods of sitting at a desk working on a computer.
- Requires ability to travel.
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.
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://workatuma.com/
Salary : $50,000
