Finance Specialist -Medical

Financial Planning and Analysis (FP&A) Analyst - We are seeking a detail-oriented and analytical FP&A Analyst to join our Finance team. The FP&A Analyst will play a key role in analyzing financial data, preparing reports, and providing insights to support strategic decision-making within the company. The ideal candidate will possess strong financial acumen, advanced analytical skills, and the ability to communicate complex financial concepts effectively. Perform monthly / quarterly / annual financial forecasting, reporting, and operational metrics tracking.

Analyze actuals to forecasted values and perform variance analysis identifying trends and anomalies. Report on financial performance and help prepare for monthly leadership reviews. Evaluate financial performance analyzing actual results and internal business trends as well as macro-economic changes impacting the results. Identify key drivers of financial performance and provide insights on areas of improvement or concern. Maintain financial models and ensure alignment with real world experience, in a data driven way.

Research, analyze and synthesize data from multiple sources into business information as directed by management. Identify and drive process improvements, including the creation of standard and ad-hoc reports. Develop and maintain financial dashboards and key performance indicators (KPIs) to track performance metrics. Present financial analysis and recommendations in a clear and concise manner. Support management team in data-driven analysis as and when business needs arise.

Bachelor's or Master's degree in Finance, Business, Accounting, Economics, Statistics, Mathematics, or related discipline.
~1-5 years of relevant work experience in the Mortgage industry, Banking or broader financial services industry with Secondary Marketing / Capital Markets, data analytics experience is a plus.
~ Effective problem solver, meticulous and demonstrating thoroughness in work quality delivered.
~ Ability to work independently, prioritize, organize, and deliver quality work.
~ Advanced excel skills & ability to learn / apply new technology or tools.
~ Exposure to Alteryx, SQL and Workday will be considered a plus.
~ Flexible and willing to adapt and be nimble to the evolving business needs.
~ It's no wonder that out of our six pillars, People Are Our Greatest Asset is number one.

It's at the very heart of how we treat each other, our clients and our community. Whether it's providing elite client service or continuously striving to improve, our pillars provide a pathway to a more successful personal and professional life. From the team member that holds a door open to the one that helps guide your career, you'll feel the encouragement and support on day one.

Adoption reimbursement program
~ Paid training and career development
~ Medical, dental, vision and life insurance
~Mortgage discount and area business discounts
~ Wellness area, including an in-house primary-care physician's office, full-time massage therapist and hair salon
~ In-house Starbucks and Dunkin
~ Indoor/outdoor café with Wi-Fi
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