Financial and Reporting Analyst

POSITION SUMMARY

The Financial and Reporting Analyst sits at the center of our financial operations — transforming data into actionable insights and supporting strategic decisions across a dynamic, multi-entity organization. This role goes beyond reporting. It's about influencing outcomes, driving smarter financial decisions, and ensuring accuracy at every level.

Full-time

The Financial and Reporting Analyst sits at the center of our financial operations — transforming data into actionable insights and supporting strategic decisions across a dynamic, multi-entity organization. This role goes beyond reporting. It's about influencing outcomes, driving smarter financial decisions, and ensuring accuracy at every level.

• A family-owned organization with 20 years experience of raising the standards for in-home care — and we're still pushing higher.
• We build teams of driven, mission-obsessed experts whose energy and focus turn every initiative into a success
• Our process is our promise: proven systems and disciplined execution deliver exceptional care to every Community, Employee, and Client.
• A culture built to energize — powering meaningful careers for world changers who never settle.
• See How We're Raising the Bar

• Prepare monthly, quarterly, and ad-hoc financial reports, highlighting KPIs and uncovering meaningful trends
• Develop and maintain financial models for forecasting, scenario planning, and actionable departmental projections
• Perform budget vs. actual analysis, investigating variances and delivering strategic insights to leadership
• Support month-end close through accruals, general ledger review, and account reconciliation
• Assist with bank reconciliations, ERP data integrity, and day-to-day financial operations
• Contribute to special projects, business cases, and ad-hoc analysis that drives informed decision-making
• Identify and implement improvements to financial processes and reporting tools for greater efficiency and accuracy
• Uphold financial policies, internal controls, and accounting standards; support audits and manage financial risk

• Experience in financial analysis, reporting, or accounting within a fast-paced, multi-entity organization
• Strong proficiency in Excel and financial modeling; ERP system experience a plus
• Solid understanding of GAAP, financial controls, and audit compliance practices
• Highly analytical with the ability to translate complex data into clear, actionable insights for leadership
• Detail-oriented and accurate with strong record-keeping and documentation habits
• Proactive and self-directed — able to manage deadlines and multiple priorities in a fast-paced environment
• Strong communicator and collaborator with professional judgment and discretion
• Background in healthcare, home care, or a multi-entity environment a bonus

In your role with Caring for Others, you're responsible for upholding, executing, and supporting our mission.

As such, it is our honor to support you with:

• Paid Time Off and Paid Holidays*
• 100% Company-Paid Dental Insurance and Vision Insurance*
• 100% Company-Paid $25,000 Life Insurance Policy*
• 100% Company-Paid Employee Assistance Program - including mental health counseling sessions, financial coaching, provider referrals, and childcare resources - available 24/7
• Customizable Health Insurance Plans:
  Up to 100% Company Contribution to plan premium for Employee, PLUS additional contribution for Dependents as needed*
• 401(k) Retirement Program - with Employer Match*
• Professional Development – ongoing education, wraparound support, and leadership coaching
• A Next-Level, Comprehensive Training and Orientation Week
• And a supportive team to work alongside!

• 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…