Financial and Reporting Analyst - Stipend to Oregon

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 your role
• Pro-active, innovative, and an expert in your own unique area

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.

• 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, solution‑oriented mindset
• Self‑management and initiative
• Excellent written and oral communication in English
• Accuracy and attention to detail, maintaining accurate records and documentation
• Intuitive, strategic, and organized project management skills
• Professional collaboration skills and team mindset
• Results‑driven, task‑oriented approach
• Strong 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
• 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 – accounting, customer service, scheduling, billing, IT, project management, leadership, sales, marketing, business development, medical scheduling, staffing, care coordinator, recruiting, talent acquisition, compliance, office management, or human resources
• Experience in assisted living, facility, nursing home, or in‑home care (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 (expert level) Microsoft Excel skills, including pivot tables, lookups, and financial modeling
• Experience with ERP systems and financial reporting tools
• Strong analytical, problem‑solving, and organizational skills
• Ability to interpret financial data and communicate insights clearly to leadership and operational teams
• Ability to manage multiple priorities in a fast‑paced environment

• Experience working in multi‑entity, multi‑location, or high‑growth organizations
• Experience supporting audits, internal controls, and compliance activities
• Experience identifying and implementing process improvements and reporting efficiencies
• Experience with Power BI, Tableau, or…