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
• Pro‑active, innovative, and experts in their own unique areas

• We’re a family‑owned and family‑focused organization Elevating the bar for in‑home care services
• We’re cultivating a team of mission‑focused, driven experts who embody our vision and culture
• We provide the highest caliber of service and support to the growing number of communities, employees, and clients that we serve
• We are dedicated to creating an invigorating and purpose‑filled work culture and valuable careers for every member of our team of world changers.
• Learn more about how we’re raising the bar in new ways at: !

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

• High value for innovation, streamlined processes and efficiency
• Pro‑active and solution‑oriented mindset
• Self‑management and initiative
• Excellent written and oral communication articulation in English
• Accuracy and attention to detail, maintaining accurate records and documentation
• Intuitive, strategic, and organized project management skills
• Excellent professional collaboration skills and team mindset
• Results‑driven, task‑oriented approach
• Excellent time management skills, meeting deadlines, and handling multiple tasks in a fast‑paced environment
• Strong interpersonal, discretion, and judgment skills
• Proficiency with technology and electronic devices
• Sense of warmth, welcome, and professionalism and excellent customer service
• 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,…