Job Location Mesa, AZ - Mesa, AZDescription
ABOUT THE COMPANY
Acumen is one of the nation's leading fiscal agents offering a portfolio of innovative financial management services backed by superior customer service. Our passion is to help people lead independent lives through exceptional participant-directed programs. Acumen is a great place to work. Our employees make a positive difference in our client's lives by what they do. Among many benefits to working here, we offer medical, dental, and vision coverage, generous paid time off, and incentive bonuses to those who qualify.
OVERVIEW AND ESSENTIAL JOB FUNCTIONS
The Senior Financial Analyst is responsible for impactful items including, budgeting, forecasting, reporting, and analysis. The Senior Financial Analyst is organized, proactive and a self-starter. This is an individual contributor role reporting directly to the Controller or VP of Finance. This role supports Acumen Fiscal Agent, the leading fiscal intermediary provider service to more than 50,000 employees in more than 20 states across the nation.
Owning the annual budget processPrepare various ad-hoc reports and analysis for senior managementPrepare monthly reporting packages for senior and executive management.Execute value-added analysis. Develop and provide recommendations to management on profit optimization.Lead in budgeting and forecasting processes.Help drive key insights and analytics. Identify positive and negative operations trends and their effects on financial performance.Answer the WHY things are happening.Participation in RFP’s, special projects, ad hoc research and analysis as needed.Support compliance and improve processes and internal controls in area of responsibilitySupport annual financial auditOther accounting projects as needed
Qualifications
MINIMUM QUALIFICATIONS
Bachelor’s degree in accounting or related field3-5 years experience in a similar roleVery strong analytical and problem-solving skillsAdvanced Excel skills (eg VLOOKUP, pivot tables, INDEX MATCH)Excellent client service skills and professional demeanorHigh degree of organization and attention to detailStrong oral and written communication skills, particularly the ability to communicate to a wide range of audiencesAbility to maintain confidentiality and exercise discretionWorking knowledge of an ERP system (NetSuite preferable), productivity software such as Microsoft Office (Word, Excel and Outlook) and Google Workspace
Acumen, LLC is an Equal Employment Opportunity (EEO) employer. We embrace diversity in all its form. We provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.
If you require reasonable accommodation for any part of the application process or hiring process, please submit your request through one of the following methods listed below:
(a) Dedicated fax 866-268-8885
(b) Dedicated email hrdept@riseservicesinc.org DISABILITY ACCOMMODATION REQUESTS ONLY
(c) US mail - 4554 E Inverness Ave Mesa, AZ 85206- Attn Human Resources
(d) Dedicated phone 1-866-242-2714 Option 1 (Employment Opportunities) DISABILITY ACCOMMODATION REQUESTS ONLY