Financial Solutions Advisor at Bank of America delivering comprehensive advice and customized financial solutions. Responsible for building financial plans and engaging potential new clients through referrals and relationship management.
About the role
- Financial Analyst role at Surgery Partners offering hybrid work, focusing on financial analysis and forecasting. Collaborating with corporate finance and operational teams to enhance business performance.
Responsibilities
- Prepare analysis supporting the financial statement forecasting process, with emphasis on analytical decision support to leadership in order to optimize short and long-term business and financial performance.
- Develop and maintain the budget and forecast for balance sheets, income and cash flow statements
- Develop long-range financial models to understand account economics and key construct sensitivity.
- Work collaboratively across various company functions (i.e. Operation, Development, Corporate Finance, Accounting, Treasury, etc.) to align on group performance, design, monthly results and risks & opportunities.
- Project management of monthly reporting, forecast and annual planning process for respective business unit.
Requirements
- Bachelor's Degree in Accounting, Finance, or related field.
- 2-6 years of related experience of relevant accounting experience.
- Experience in financial analysis and financial modeling.
- Healthcare/Hospital/ASC experience preferred.
- Experience in developing financial systems and procedures.
- Experience in a multi-location environment; merger and acquisition experience preferred.
- Experience in partnership accounting desirable.
Benefits
- Comprehensive health, dental, and vision insurance
- Health Savings Account with an employer contribution
- Life Insurance
- PTO
- 401(k) retirement plan with a company match
- And more!
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Financial Solutions Advisor providing comprehensive financial advice and customized solutions to clients at Bank of America. Responsible for triaging leads and meeting with clients to review their financial goals.
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