Financial and Reporting Analyst

WHO YOU ARE

• Driven by an inner sense of purpose to impact others
• Driven by a collaborative, whatever-it-takes, get-it-done mindset
• Driven by a commitment to excellence in their role
• Are pro-active, innovative, and experts in their own unique areas

We are seeking a highly organized, compassionate, and service-driven Assistant Administrator to support the delivery of exceptional in-home care services. The ideal candidate thrives in a fast-paced environment, communicates proactively, and is passionate about creating a positive experience for both Clients and Employees. This role is central to ensuring Clients receive consistent, high-quality care while serving as a key communication hub between Clients, families, Caregivers, Case Managers, and referral partners.

• Prepare monthly, quarterly, and ad-hoc financial reports
• Highlight key performance indicators (KPIs) and uncover meaningful trends

• Develop and maintain financial models for forecasting and scenario planning
• Partner with departments to deliver accurate, actionable projections

• Perform budget vs. actual analysis
• Investigate variances and provide clear, strategic insights to leadership

• Collaborate with accounting on a smooth, accurate close
• Prepare accruals, review general ledger activity, and reconcile accounts

• Assist with bank reconciliations and ERP data integrity
• Serve as a trusted internal resource for financial inquiries

• Contribute to special projects, business cases, and leadership initiatives
• Deliver ad-hoc analysis that drives informed decision-making

• Identify opportunities to enhance financial processes and reporting tools
• Implement best practices that increase efficiency and accuracy

• Uphold financial policies, controls, and accounting standards
• Support audits and proactively manage financial risk

• Have a high value for innovation, streamlined processes and efficiency
• Demonstrate a pro-active and solution-oriented mindset
• Ability to demonstrate self-management and take initiative
• Have excellent written and oral communication articulation in English
• Demonstrate accuracy and attention to detail, maintaining accurate records and documentation
• Possess intuitive, strategic, and organized project management skills
• Have excellent professional collaboration skills and team mindset
• Have a results-driven, task-oriented approach
• Utilize excellent time management skills, meeting deadlines, and handling multiple tasks in a fast-paced environment
• Demonstrate strong interpersonal, discretion, and judgment skills
• Have proficiency with technology and electronic devices
• Demonstrate sense of warmth, welcome, and professionalism and excellent customer service
• Demonstrate strong commitment to compliance
• Knowledge of best practices for handling PHI in compliance with HIPAA regulations
• Administrative specialty in related field – whether accounting, customer service, scheduling, billing, IT, project management, leadership, sales, marketing, business development, medical scheduling, staffing, care coordinator or coordination, recruiting, talent acquisition, compliance, office manager or management, business manager or management, human resources, or operations a bonus
• Experience in assisted living, facility, nursing home, or in home care a bonus

• Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or related field
• 3+ years of experience in financial analysis, FP&A, accounting, corporate finance, or related finance roles
• Experience preparing financial reports, forecasts, and budget-to-actual variance analysis
• Experience supporting budgeting, forecasting, and financial modeling activities
• Strong understanding of accounting principles, month-end close processes, accruals, reconciliations, and general ledger activity
• Advanced Microsoft Excel skills, including pivot tables, lookups, and financial modeling
• Experienc…