Senior Financial Analyst - FP&A

For nearly 20 years, TheKey (formerly Home Care Assistance) has helped clients achieve successful long-term aging at home with comprehensive, concierge-based care.

Ensuring the dignity, safety, and independence of its clients, TheKey is committed to changing how the world lives and ages at home.

Employee-teams get the training, resources, and support they need to deliver an exceptional care experience for clients and their families.

Founded in Silicon Valley, TheKey has grown from a single location to service coverage throughout North America enabling clients to live life on their own terms, in their own homes.

Qualifications, skills, and all relevant experience needed for this role can be found in the full description below.

Job Summary / Purpose :

As the Sr. Financial Analyst you will work directly with the Head of Financial Planning, Analysis & Strategy to prepare financial models for management to support decision making.

These will include strategic plans, budgets, forecasts and various ad hoc analyses. In addition, you will help produce internal management reporting including key metrics and analyze variances to plan and key business trends.

Essential Duties and Responsibilities :

• Help update financial models for 100+ locations
• Analyze financial performance vs. forecast, vs. plan, and vs. prior year and effectively communicate results
• Help prepare monthly data reporting packages that includes analysis of key business trends and actual versus plan variances, including comprehensive explanations of differences as well as the impact of business drivers to budget / forecast
• Assist with value-added analysis and provide decision support for special projects and initiatives
• Make recommendations regarding cost saving or profitability improvement strategies
• Streamline existing monthly, quarterly, and annual reporting processes
• Produce routine and ad hoc financial operational models to support senior management in decision making
• Assist with maintenance and administration of financial planning tools / software
• Other duties as assigned by your supervisor

Required Skills, Education and Certifications :

Bachelor’s degree (B.S. / B.A.) or equivalent from a college or university in finance or accounting; and a minimum of 3-5 years related financial analysis experience and / or training;

or equivalent combination of education and experience with an emphasis in financial analysis

• Practical experience in financial modeling and forecasting
• Understanding of GAAP in a standard cost environment
• Strong analytical, communication and problem-solving skills
• Strong ERP and financial systems background required (Netsuite or similar ERP preferred)
• Experience utilizing Business Intelligence tools (Tableau or similar) to efficiently process and update reporting and forecasting models
• Excellent written and verbal communication skills & strong attention to detail with a conviction for meeting deadlines
• Highly assertive and ability to lead from a sense of responsibility, rather than authority
• Self-starter; able to drive results with minimal direction
• Excellent organizational skills

Physical Requirements :

• Ability to lift and carry up to 15-20 pounds
• Ability to sit, stand and walk for prolonged period of time throughout the work day
• Ability to use standard office equipment such as personal computer, laptop, telephone, photocopy machine, etc.

The information contained here is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job.

Reasonable accommodations may be made to assist qualified disabled persons to perform the essential functions of the job.

Management may, at its discretion, assign or reassign duties and responsibilities to this job at any time. The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change.

Benefits For Full Time Employees

• Medical / Dental / Vision Insurance
• TouchCare VirtualCare
• Life Insurance
• Health Savings Account
• Flexible Spending Account
• 401(k) Matching
• Employee Assistance Program
• PTO Plan for Non-Exempt Employees
• Flexible PTO Plan for Exempt Employees
• Holidays and Floating Holidays
• Pet Insurance

TheKey is an equal opportunity employer. TheKey prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, or any other characteristic protected by law.

J-18808-Ljbffr