Financial Analyst I

The Financial Analyst I will play a key role in supporting the financial planning, analysis, and reporting activities of the organization. This entry-level role is responsible for:

• Assisting in the development and execution of budget and forecast processes;
• Conducting financial analysis to drive decision-making;
• Ensuring the accuracy and integrity of financial data;
• Partner with senior member(s) of the department to ensure work is completed accurately and timely

The ideal candidate has strong analytical skills, attention to detail, and the ability to communicate complex financial information clearly. INTEGRIS Health is an Equal Opportunity/Affirmative Action Employer. All applicants will receive consideration regardless of membership in any protected status as defined by applicable state or federal law, including protected veteran or disability status.

1. Financial Analysis & Reporting
   • Assist in the preparation and review of monthly, quarterly, and annual financial reports.
   • Analyze financial performance, including variance analysis, and report findings to management.
   • Develop ad hoc financial models & reports to support various business decisions & processes.
2. Budgeting & Forecasting
   • Support the annual budgeting and quarterly forecasting processes.
   • Work with various departments to collect financial data, prepare budget templates, and consolidate budget submissions.
   • Monitor and update forecasts based on actual performance and changing business conditions.
3. Data Management & Accuracy
   • Ensure accuracy and integrity of financial data within financial systems.
   • Work closely with accounting/financial reporting to reconcile variances and support month-end and year-end close activities.
4. Process Improvement
   • Identify opportunities to improve financial processes and reporting mechanisms.
   • Assist in the implementation of new tools and processes to enhance the efficiency and effectiveness of financial analysis.
5. Compliance & Documentation
   • Ensure compliance with financial policies and internal controls.
   • Maintain comprehensive documentation for all analyses and reports.

Working Conditions:

• May sit up to 90% of the day
• May utilize a computer keyboard up to 6-8 hours per day
• Carries a load of 20lbs 1,000 feet once a month
• May have additional or varied physical demand and/or respiratory fit test requirements
• Walking or driving to other campus building as needed
• All applicants will receive consideration regardless of membership in any protect status as defined by applicable state or federal law, including projected veteran or disability status
• Office environment with typical working hours; some overtime may be required during peak reporting periods.

Qualifications:

• Education: Bachelor of Science degree in Accounting/Finance, or Business-Related Field or Associate’s degree with 2 years of experience or 4 years of experience
• Experience: 0-2 years of experience in financial analysis, budgeting, forecasting, reporting, or related areas.
• Technical Skills: Proficiency in Microsoft Excel, and familiarity with financial software or ERP systems is a plus.
• Analytical Skills: Strong quantitative and analytical abilities, with a keen attention to detail.
• Communication: Excellent verbal and written communication skills.
• Other: Ability to work independently and as part of a team in a fast-paced environment.

Preferred Qualifications:

• Experience with financial modeling.
• Exposure to data visualization tools such as Power BI or Tableau.
• Basic knowledge of accounting principles, financial statement analysis, or healthcare industry