Financial Planning and Reporting Analyst

Overview

Date Posted:
3/8/2019
Job Code:
FINPLNREPANLST
Location:
Bakersfield Corporate Facility
City:
Bakersfield
State:
CA
Country:
United States of America
Category:
Accounting

Description

 

Laugh, create, give, and love. These are just a few of the positive words of affirmation that describe the culture at Centre for Neuro Skills (CNS).  We work together as a team and continually inspire each other to lead positive change, learn, and grow.  Our commitment to research, innovation, and advances in technology drives us to reach for what could be possible.  Every day is a new day to smile, do, and change. We are passionate about our work and making a difference in the lives of our patients and their families.

Since 1980, CNS has provided post-acute medical treatment, rehabilitation and disease management, and offers residential, inpatient, outpatient and assisted living programs. Locations include Bakersfield, Los Angeles, San Francisco, Dallas, Fort Worth, and Houston.

Our facilities have been honored many times by the prestigious Commission on Accreditation of Rehabilitation Facilities (CARF International) for excellence in therapeutic programs, staff education, patient treatment, and leadership. We also conduct research on brain injury and recovery, with a dedicated, in-house team of Ph.D. researchers who collaborate with major U.S. universities. Please see our moving corporate video, "The Story of Centre for Neuro Skills" at http://www.neuroskills.com/about-us/tour-cns.php.

Centre for Neuro Skills (CNS) helps people with brain injury find hope, independence and a meaningful life - and you can play a key role in that journey.

The Financial Planning and Reporting Analyst supports the reporting, planning, forecasting, and strategic analysis of the company. Work is full time during the week with some overtime. This role supports the preparation and distribution of all financial statements. Work is performed at the CNS business office and there may be some travel to other locations.

In general, this position requires a high level of accuracy in terms of reports and systems and an ability to be flexible and adaptable to needs of a growing company.

The company offers a competitive salary and benefits, paid time off, extended sick leave, medical insurance, paid holidays, and 401(k).

 

Minimum Requirements

 

ESSENTIAL DUTIES AND REQUIREMENTS:

1. Reporting to the Director of Planning and Reporting, this role assists in developing the reporting, budgeting, forecasting, and business strategic analysis of the company.  Requires excellent knowledge of Finance and Accounting with a high-level experience with economics and financial drivers.

2. Creates and assists in the preparation and distribution of all periodic financial statements.  Requires ability to present information and interact effectively with senior executives, stakeholders, cross- functional business leaders, peers, accounting staff, and customers.

3. Assists in the development of the annual operating plan and quarterly reforecasts with insightful analytics. Conducts financial analysis, modeling, forecasting and reporting efforts to ensure efficient financial operations. This requires the ability to analyze and interpret financial information from Concur reporting and Centriq general ledger utilizing advanced excel skills.

4. Analyzes results and develops insightful suggestions for investment and cost reduction. Prepares pre-and post-acquisition analysis for capital expenditures.

5. Provides financial guidance and detailed financial analysis and other ad hoc information to Senior Management to assist in making business decisions and achieve growth, profitability, and budget targets across the organization.  Advises management of trends and changes in reporting requirements and recommends best approach for any changes in reporting.

6. Develops and implements creative process improvements and best-known practices while simplifying current financial management processes. Requires ability to think strategically, synthesize complex data and develop creative and innovative solutions within a complex environment.

7. Maintains professional and ethical relationships with staff, patients, patient families, insurance adjusters, attorneys and other visitors.

8. Attends staff meetings, in-services, and all scheduled shifts.

9. Comprehends and follows instructions:

a. Maintain attention and concentration for necessary periods

b. Apply common sense understanding and carry out instructions (written, oral or diagrammatic)

c. Adapt to situations requiring the precise attainment of set limits, tolerances or standards

10. Performs simple and repetitive tasks:

a. Ask simple questions or request assistance when needed

b. Perform routine, concrete, organized activities

c. Remember locations and work procedures

d. Make decisions based on simple sensory data

11. Maintains work pace appropriate to given work load:

a. Perform activities on schedule, maintain regular attendance, and be punctual within specified tolerance

b.Complete normal workday and/or week, perform at a consistent pace without excessive rest periods

12. Performs complex or varied tasks:

a. Synthesize, coordinate and analyze data

b. Perform job requiring precise attainment of set limits, tolerances or standards

13. Relates to other people beyond giving and receiving instructions:

a. Can get along with co-workers or peers without exhibiting behavioral extremes

b. Maintain open door policy to encourage active, empathetic listening

c. Perform work activities requiring negotiating, instructing, supervising, persuading or speaking with others

d.Respond appropriately to criticism from a supervisor and/or other staff member(s)

14. Effectively influences people on a consistent basis:

a. Convince or redirect others

b. Understand the meaning of words and use them effectively

c. Interact appropriately with people which includes the provision of appropriate internal and external customer service

15. Makes generalizations, evaluations or decisions without immediate supervision:

a. Recognize potential hazards and observe appropriate precautions

b. Understand and remember detailed instructions

c. Make independent decisions or judgments based on sensory data or known guidelines

16. Accepts and carries out responsibility for direction, control and planning:

a. Set realistic goals or make plans independently of others

b. Negotiate, instruct or supervise people

c. Respond appropriately to changes in the work setting

PREFERRED DUTIES AND REQUIREMENTS

1. May serve as a liaison with or oversee the work of external auditors.

2. May direct the preparation of materials for board of directors.

3. Performs other duties as assigned or required.

SPECIAL SKILLS UTILIZED, EDUCATION LEVEL, TRAINING

1. Bachelor’s degree in Business, Finance, Economics or Accounting is required.

2. 3 years of experience in business required.

3. GL/Accounting system experience is required.

4. Requires strong proficiency with Excel, particularly with pivot tables, databases and lookup tables.