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Lead Financial Analyst
Highmark Health. Perform financial and business-related research and analysis .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, forecasting, and reporting, with a strong ability to lead projects and communicate findings effectively to management. Proficient in budgeting, data analysis, and utilizing software tools to enhance financial decision-making.
Highest-signal resume keywords
Financial AnalysisBudgetingProject LeadershipMS ExcelHyperion / Smart View
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ReportingForecastingData AnalysisSpreadsheet DevelopmentDatabase ManagementVariance AnalysisBusiness Policy DevelopmentStatistical AnalysisReport GenerationProblem Solving
Soft Skills
Strong Communication SkillsRelationship BuildingClient-FocusedStrategic ThinkingInnovative Problem Solving
Tools & Technologies
MS ExcelHyperionSmart ViewPC SystemsMainframe Systems
Industry Keywords
AccountingFinanceFP&AData SecurityHIPAA ComplianceBusiness AcumenCode of Business Conduct
About the role
Key responsibilities & impact- Perform financial and business-related research and analysis
- Prepare forecasts and analyze financial reports, records, trends, and statistical data
- Develop and maintain spreadsheets and databases
- Conduct and document financial analysis projects
- Coordinate with departments, locations, divisions, outside agencies, management, subsidiaries, affiliates, and third parties
- Resolve problems and communicate project status and completion deadlines
- Advise management on expected outcomes and recommend ways to improve results
- Present analyses of financial results and trends to all levels of management
- Develop and document business policies and conduct special financial and business studies
- Provide reasoning for variances and make recommendations regarding accounting for reserves, assets, and expenditures
- Independently solve problems and document recommendations to management
- Compile and prepare reports, graphs, and charts using PC and/or mainframe systems and software
- Serve as project lead for departmental special projects
- Lead and document financial analysis projects, including data gathering, analysis, findings documentation, result calculations, and report generation
- Coordinate activities to ensure projects advance properly and are completed within established timeframes
- Make recommendations based on findings
- Perform other duties as assigned or requested
Requirements
What you’ll need- Bachelor’s Degree or relevant experience and/or education as determined by the company in lieu of bachelor's degree
- 7 - 10 years of related progressive experience in Accounting and/or Finance, including experience leading projects of varying size and complexity
- Experience with various computer applications, including MS Excel
- Experience in Budgeting and/or FP&A (preferred)
- Hyperion / Smart View software experience (preferred)
- Executive Presentation experience (preferred)
- Strong written and oral communication skills
- Strong relationship-building skills
- Client-focused with strong business acumen
- Ability to work under pressure independently and as part of a team
- Ability to think strategically and act proactively to create trust and confidence with business units
- Strong innovative problem-solving capabilities
- Travel requirement: 0% - 25%
- Must comply with HIPAA, data security guidelines, company policies, applicable laws, and the company’s Code of Business Conduct