Sr Analyst, Finance and Analytics

Description

General Purpose:

The Sr Analyst, Finance and Analytics is responsible for focusing on a variety of items to drive the overall performance of Medical Group Management Association (MGMA). Primary responsibilities include partnering with Information Technology (IT) and business leaders to expand MGMAs reporting and analytics capabilities, performing analysis of key financial and operating metrics and trends, and developing ad hoc analyses to create insights that drive decisions throughout the organization.

Essential Functions:

• Assists the Sr Director of Finance and Analytics with regular Financial Planning and Analysis (FP&A) duties, including budgeting, analysis of company performance, and creation of leadership report-outs and deliverables.
• Leads monthly forecasting process for finance team, including building and maintaining forecast models, working with product owners to identify and update forecast assumptions, and summarizing the organizational forecast for leadership.
• Supports sales organization with regular performance reporting and monthly bonus and commission calculations as needed.
• Use hypothesis-based approaches to identify, validate, and quantify organizational risks and opportunities.
• Collaborates closely with product owners, marketing, sales, and executive team members to identify organization-wide reporting needs and requirements.
• Acts as primary project manager for development of reports and automated PowerBI dashboards, partnering with multiple stakeholder groups across the organization, including Analytics and IT teams, to scope, build, implement, and maintain.
• Uses various software platforms and tools (Dynamics 365, Great Plains, Excel models) to pull, display, and analyze financial data.
• Communicates findings in a cohesive story and presents comfortably and compellingly to employees at all levels of the organization.
• Provides ad hoc analytical support to all teams throughout the organization.
• Builds strong relationships with people from all levels and functions.

• Other duties as required and necessary to ensure the success of the organization.

Supervisory duties:

• None

Qualifications

Knowledge, skills and abilities:

• Ability to consistently promote, support, work, and act in a manner in support of MGMAs mission, vision and values.
• Complete proficiency in Microsoft Excel and PowerPoint
• Experience with:
  • CRM systems, preferably Microsoft Dynamics,
  • SQL and database structures,
  • Reporting platforms such as Power BI, Cognos, Tableau, and similar.
• Experience building complex financial or analytical models and performing data analysis
• Ability to think strategically by leveraging quantitative analysis to derive insights.
• Ability to perform as a Self-starter who is passionate about continuously improving and displays a willingness to learn.
• Strong sense of accountability and attention to detail.
• Strong verbal, written, and interpersonal communications skills including ability to listen attentively and to communicate information clearly and effectively across multiple levels of an organization.
• Demonstrated interpersonal, collaborative, and relationship-building skills.
• Strong mathematical ability to be able to create formulas derived from various data points.

• Ability to identify problems, research alternatives, and achieve solutions.
• Ability to work independently and to exercise judgement and creativity.

Education:

• Bachelors degree in Finance, Accounting, Mathematics, Data Analysis, Computer Information Systems or similar is required.

Experience:

• Three (3) or more years of experience in business analytics based heavily in excel modeling is required.
• Three (3) or more years of experience creating financial and operational reports for leadership review is preferred.

An equivalent combination of education and experience may be substituted on a year for year basis.

Additional Requirements/Licenses/Certifications:

• Must have reliable transportation.

Working environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Work is generally performed in an indoor, professional office environment.
• This role routinely uses standard office equipment such as computers, phones, photocopiers.
• Regular, predictable attendance is required.

Physical Activities:

The physical demands described here are representative of those that must be met by employees in this role, to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, employee is regularly required to successfully interact and accurately exchange information using the following suite of verbal and non-verbal communication skills critical to expressing oneself and conducting professional interactions on behalf of the business:
• Ability to read, write, edit
• Ability to converse, discuss, convey
• Also includes interactive engagement with software applications, computer graphics, and the ability to conduct internet research.

• While performing the duties of this job, employee is regularly required to successfully navigate scenarios requiring the following observational abilities:
• Ability to perceive, identify, recognize
• Ability to detect, determine, discern, judge
• Ability to assess, estimate, compare
• This is a largely sedentary role, so employee must be able to remain in a sedentary position while focusing for extended periods of time throughout the workday. Position also requires occasional movement inside the office to access file cabinets, printers, etc. While performing the duties of this job, employee is regularly required to successfully navigate scenarios requiring the following operational abilities:

• Ability to operate PC/keyboard and other office productivity equipment
• Ability to position self to traverse/navigate around typical office setting
• Ability pull/push, lift, open/close, grasp/manipulate, transport up to 10 lbs.

Medical Group Management Association is an equal opportunity employer and we value diversity, equity, and inclusion. We do not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service, or other non-merit factor. All employment is decided on the basis of qualifications, merit, and business need.