Lead Financial Analyst

JOB SUMMARY

This jobperforms financial and business related research and analysis such as the preparation of forecasts and/or analysis of financial reports, records and trends; develops and maintains spreadsheets and databases to facilitate analysis and reporting; and is responsible for conducting and documenting financial analysis projects.

ESSENTIAL RESPONSIBILITIES

• Displayeffective communication skills.
• Coordinatewith other departments, locations, and divisions.
• Communicatewith other departments and/or outside agencies to resolve problems.
• Communicatewith management at the Organization, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines.
• Advisemanagement of expected outcomes, and recommending ways to improve the outcomes.
• Conductpresentation to all levels of management in order to provide a summary of analysis regarding financial results and trends.
• Communicatewith management as to project status and completion deadlines.
• Performfinancial and business related analysis
• Analyze, evaluateand interpret appropriate financial and statistical data.
• Developand/or documentbusiness policies, conductspecial financial and business related studies and cooperatewith other departments in the preparation of analyses.
• Conductfinancial and business related analyses and research including the preparation of forecasts and/or analysis of trends.
• Analyzefinancial reports and records.
• Provide reasoning for variances and make recommendations relative to the accounting of reserves, assets, and expenditures.
• Advisemanagement of expected outcomes, and recommend ways to improve the outcomes.
• Independently pursuefundamental problem solving and documents the recommendations to management.
• Facilitateanalysis and reporting.
• Utilizecomputer to input, retrieve or display accounting information.
• Developand maintainspreadsheets and databases.
• UtilizePC and/or mainframe based systems and software, compiles and prepares reports, graphs and charts of data developed.
• Serveas a project lead for special projects within the department.
• Leadand documentfinancial analysis projects including the preparation of ad hoc reports; to include but not limited to; gathering of data, analysis, documentation of findings, and calculation of results and generation of reports for distribution.
• Coordinateactivities to ensure the project is advancing properly and to ensure the project is completed within the timeframes established.Included in this process will be communication with Management at the Organization, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines.
• Make recommendations based on findings when necessary.
• Other duties as assigned or requested.

QUALIFICATIONS
Minimum

• Bachelors Degree or relevant experience and/or education as determined by the company in lieu of bachelor's degree
• 7 - 10 years of related progress experience inAccounting and/or Finance including experience in leading projects of varying size and complexity
• Experience with various computer applications to include MS Excel and/or MS Access

Preferred

• None

Skills

• Strong written and oral communication skills
• Strong relationship building skills
• Client focused with strong business acumen
• Self-starter with the ability to work under pressure independently and as part of a team
• Ability to think strategically and act proactively to create strong trust and confidence with business units
• Strong innovative problem-solving capabilities

Language (Other than English):

None

Travel Requirement:

0% - 25%

PHYSICAL, MENTAL DEMANDS and WORKING CONDITIONS

Position Type

Office-based

Teaches / trains others regularly

Occasionally

Travel regularly from the office to various work sites or from site-to-site

Rarely

Works primarily out-of-the office selling products/services (sales employees)

Never

Physical work site required

Yes

Lifting: up to 10 pounds

Constantly

Lifting: 10 to 25 pounds

Occasionally

Lifting: 25 to 50 pounds

Rarely

Disclaimer: The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job.

Compliance Requirement: This job adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies.

As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Companys Handbook of Privacy Policies and Practices and Information Security Policy.

Furthermore, it is every employees responsibility to comply with the companys Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements.

Pay Range Minimum:

Pay Range Maximum:

Base pay is determined by a variety of factors including a candidates qualifications, experience, and expected contributions, as well as internal peer equity, market, and business considerations.The displayed salary range does not reflect any geographic differential Highmark may apply for certain locations based upon comparative markets.