Financial Analyst II or Senior Financial Analyst I - Local Hybrid/Remote - Wisconsin

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Job Title:

Financial Analyst II or Senior Financial Analyst I - Local Hybrid/Remote - Wisconsin

Cost Center:

301641242 Pharmacy Supplies Distribution

Scheduled Weekly Hours:

40

Employee Type:

Regular

Work Shift:

Mon-Fri; 8:00 am - 5:00 pm (United States of America)

Job Description:

JOB SUMMARY

The Financial Analyst II is responsible for collecting, analyzing and monitoring financial data. The individual will work under the direction of leadership to develop, prepare, interpret, and monitor financial analysis and forecast data to be used by leadership in various decision making processes. The Financial Analyst II provides financial information and serves as a knowledge resource to operations managers.

JOB QUALIFICATIONS

EDUCATION

For positions requiring education beyond a high school diploma or equivalent, educational qualifications must be from an institution whose accreditation is recognized by the Council for Higher Education and Accreditation.

Minimum Required: Bachelor’s degree in finance, business administration, accounting or related field or Associate degree plus six years’ of experience or ten years’ of experience within a healthcare setting in accounting or finance.

Preferred/Optional: None

EXPERIENCE 

Minimum Required: Two years’ experience in accounting, budgeting and forecasting or financial analysis. Experience using spreadsheet software, with working knowledge of functions and macros.

Preferred/Optional: Two years of experience within a healthcare setting in accounting, budgeting and forecasting or financial analysis. Experience using budgeting/forecasting software. Proficient in use of spreadsheet software, with working knowledge of functions and macros.

CERTIFICATIONS/LICENSES 

The following licensure(s), certification(s), registration(s), etc., are required for this position.  Licenses with restrictions are subject to review to determine if restrictions are substantially related to the position.

Minimum Required: None

Preferred/Optional: None

OR

JOB SUMMARY

The Senior Financial Analyst I is responsible for collecting, analyzing and monitoring financial data.  The individual will work under the direction of leadership to develop, prepare, interpret, and monitor financial analysis and prepare forecasts and analyze the company’s short through long term position to be used by leadership in various decision making processes.  The Senior Financial Analyst I provides financial information, serves as a knowledge resource to operations managers and makes recommendations to senior management.

JOB QUALIFICATIONS

EDUCATION

For positions requiring education beyond a high school diploma or equivalent, educational qualifications must be from an institution whose accreditation is recognized by the Council for Higher Education and Accreditation.

Minimum Required: Bachelor’s degree in finance, business administration, accounting or related field or Associate degree plus nine years’ of experience or Thirteen years’ of experience within a healthcare setting in accounting or finance.

Preferred/Optional: Master’s degree in accounting, finance, business administration.

EXPERIENCE 

Minimum Required: Four years’ experience in accounting, finance, or decisions support.  Demonstrated proficiency with completing independent financial analysis, collaborating with managers and making sound recommendations to managers.

Preferred/Optional: Experience within a healthcare setting in accounting and finance.  Experience using spreadsheet software, with working knowledge of functions and databases.

CERTIFICATIONS/LICENSES 

The following licensure(s), certification(s), registration(s), etc., are required for this position.  Licenses with restrictions are subject to review to determine if restrictions are substantially related to the position.

Minimum Required: None

Preferred/Optional: Certified Public Accountant (CPA) license awarded by the state of Wisconsin or Certified Healthcare Financial Professional (CHEP) certification awarded by the Healthcare Financial Management Association (HFMA).

Remote/Hybrid. With some onsite required.

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