Senior Investment Analyst performing investment analysis for public equity and fixed income for Advocate Health, Inc. Collaborating with investment teams and evaluating market conditions with a focus on strategic investment opportunities.
About the role
- Finance Lead managing cross-functional project teams and strategic financial analyses for HP. Leading budgeting and long-term financial planning initiatives across the organization.
Responsibilities
- Leads and/or provides expertise to functional project teams and participates in cross-functional initiatives.
- Acts as an expert providing direction and guidance to process improvements and establishing policies.
- Collaborates with business leaders to guide and influence strategic decision-making within a broad scope.
- Performs complex and occasionally highly complex financial analysis for a financial function or business, utilizing strong business understanding to achieve objectives effectively.
- Leads and drives business initiatives, overseeing analysts across multiple sub-functions within finance.
- Forecasts financial results within a broad scope and identifies opportunities for process improvement and policy development, actively engaging in their design and implementation.
- Represents the business unit during cross-regional or cross-functional planning processes.
- Represents the organization to external customers and clients.
- Applies advanced subject matter knowledge, leads, and contributes to complex projects, and exercises independent judgment in resolving business issues and establishing policies.
- Develops and builds productive internal/external working relationships and provides mentoring and guidance to lower-level employees.
Requirements
- Four-year or Graduate Degree in Business Administration, Economics, Finance, or any other related discipline or commensurate work experience or demonstrated competence.
- Typically has 7-10 years of work experience, preferably in financial management, internal audit, accounting, or a related field.
- Certified Public Accountant (CPA)
- Certified Financial Analyst (CFA)
- Accounting
- Auditing
- Automation
- Corporate Finance
- Data Analysis
- Economics
- Finance
- Financial Analysis
- Financial Modeling
- Financial Planning
- Financial Services
- Financial Statements
- Generally Accepted Accounting Principles
- Internal Controls
- Investments
- Key Performance Indicators (KPIs)
- Process Improvement
- Profit And Loss (P&L) Management
- SAP Applications
- Variance Analysis
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- Long term/short term disability insurance
- Employee assistance program
- Flexible spending account
- Life insurance
- Generous time off policies, including; 4-12 weeks fully paid parental leave based on tenure
- 11 paid holidays
- Additional flexible paid vacation and sick leave
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