Client financial services agent assisting member needs via personalized support and service. Promote investment and financing products while ensuring client satisfaction and business relationship management.
About the role
- Financial Analyst responsible for analyzing health service financial performance and creating forecasts. Supporting leadership with reporting submissions and optimizing financial processes in health care.
Responsibilities
- Track and analyze financial performance against a plan
- Support business performance analysis to create forecasts
- Assist leadership with financial reporting submissions
- Analyze financial data and create models for decision-making
- Review results with cost center managers and make improvement recommendations
Requirements
- 5 years of progressive experience in accounting and finance
- 3 years of experience working with complex financial analysis and data
- 3 years of experience interpreting and translating financial metrics
- 3 years of experience working with interdisciplinary teams
- Hands-on experience using ERP systems (e.g., SAP, Great Plains)
- Chartered Professional Accountant (CPA) designation in good standing
Benefits
- Health benefits
- Professional development opportunities
- Hybrid work arrangement
Job title
Job type
Experience level
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Degree requirement
Tech skills
Location requirements
Personal Finance Advisor developing relationships with clients to advise on financial strategies. Managing client satisfaction and staying informed on market trends.
PESSOA ANALISTA PLANEJAMENTO FINANCEIRO PLENO na YDUQS, com ênfase em análises financeiras e orçamentárias.
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