Compass

Financial Analyst

Compass$85K — $90K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting or Finance; 3-5 years of related experience in Foodservice.
  • Ability to interpret financial reports and legal documents.
  • Effective communication skills, capable of presenting to management and public groups.
  • Proficient in Microsoft Office Suite and financial software, especially SAP and Excel.
  • Strong analytical skills to define problems and draw valid conclusions.

Responsibilities

  • Compile and analyze new and rebid pro-formas for accuracy.
  • Prepare monthly management and business owner reports to track financial performance.
  • Provide financial guidance to regional operating units on profitability and client returns.
  • Monitor budgets and forecast trends, suggesting improvements to the Director of Finance.
  • Maintain accurate financial documentation for all transactions and projects.
  • Design reports and maintain a database for data collection and reporting needs.

Benefits

  • Medical, Dental, and Vision insurance.
  • Life and Disability Insurance.
  • Retirement Plan with savings options.
  • Flexible Time Off and Paid Parental Leave.
  • Health and Wellness Programs, including discounted services.
Full Job Description
Position Title: Financial Analyst - Naples, FL

Salary: $85,000 - $90,000

Other Forms of Compensation: Merit Increases

Location Requirement:
This is a hybrid work-from-home role requiring regular onsite presence at Moorings Park in Naples, FL. Candidates must currently live within a reasonable drivable distance of Naples, FL.

Hybrid Role - Primarily Remote but will travel 25% -35% of the year onsite - Travel is expected onsite to the locations in Naples. Must be in local driving distance of Naples, but is a Work from Home / hybrid schedule.

Audits at each location 6 times a year
Internal audits 6-7 times
91 days in the year ball park

Job Summary:

Working as the Financial Analyst you will be responsible for assessing the financial performance of our senior living community. You will assist with all the accounting and control functions at the account including all revenue and expense reporting, accounts payable, accounts receivable and monthly financial reporting requirements.

Key Responsibilities:
  • Compiles new and rebid pro-forma and analyzes for accuracy
  • Prepares and analyzes monthly management reporting; new, rebid and lost business reporting; weekly Business Owner Reports
  • Provides financial guidance to operating units within the region on matters involving client returns, revenue and profitability goals
  • Improves financial status by compiling and analyzing budgets and forecast, monitoring variances, identifying trends, and considering "what if" scenarios to bring forth suggestions to the Director of Finance
  • Documents and maintains complete and accurate supporting information for all financial transaction.
  • Provides accurate and timely reporting on the financial activity of individual project
  • Creates and designs reports and spreadsheets; creates and maintains a database to organize, collect and upload data into required reporting formats

Preferred Qualifications:
  • Bachelor's degree (B. A.) from four-year College or University in Accounting or Finance; three to five years of related experience in Foodservice;
  • Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents
  • Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community
  • Ability to write speeches and articles for publication that conform to prescribed style and format
  • Ability to effectively present information to top management, public groups, and/or boards of directors
  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume
  • Ability to apply concepts of basic algebra and geometry
  • Ability to competently use Microsoft Word, PowerPoint, and Excel. Ability to competently use a personal computer
  • Ability to define problems, collect data, establish facts, and draw valid conclusions
  • Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables
  • Experience with SAP, Excel, Power Point, Access
  • Strong organization and time management skills
  • Excellent negotiation and communication skills
  • Knowledge of generally accepted accounting principles


Apply to Unidine today!


Click here to Learn More about the Compass Story

Associates at Unidine are offered many fantastic benefits.

  • Medical
  • Dental
  • Vision
  • Life Insurance/ AD
  • Disability Insurance
  • Retirement Plan
  • Flexible Time Off
  • Paid Parental Leave
  • Holiday Time Off (varies by site/state)
  • Personal Leave
  • Associate Shopping Program
  • Health and Wellness Programs
  • Discount Marketplace
  • Identity Theft Protection
  • Pet Insurance
  • Commuter Benefits
  • Employee Assistance Program
  • Flexible Spending Accounts (FSAs)

Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here or copy/paste the link below for paid time off benefits information.

https://www.compass-usa.com/wp-content/uploads/2023/08/2023_WageTransparency_Unidine.pdf

Applications are accepted on an ongoing basis.

Req ID: 1545772

Unidine

Nicholas Henderson

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About Compass

Compass is a real estate technology company that provides an online platform for buying, selling, and renting real estate properties. The company was founded in 2012 by Ori Allon and Robert Reffkin and is headquartered in New York City. Compass has raised over $1.5 billion in funding and has expanded to over 350 offices in the United States, Canada, and Europe. The company's platform uses artificial intelligence and machine learning to help real estate agents better serve their clients and streamline the buying and selling process. Compass has been recognized as one of the fastest-growing real estate companies in the world and has received numerous awards for its innovative technology and exceptional customer service.
Learn more about Compass
Size
19,000 employees
Market Cap
$910.4 million
Industry
Founded
1941
5 Year Trend
+102.9%
NASDAQ

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