Position Summary
The Financial Analyst I partners with business leaders and the Finance team to support budgeting, forecasting, financial modeling, reporting, and performance analysis. This role plays an integral part in improving and maintaining financial planning models, analyzing business results, identifying key drivers of variances, and providing actionable insights that support decision-making across the organization.
The Financial Analyst I serves as a trusted resource for internal stakeholders by responding to financial inquiries, delivering meaningful analyses, and helping business partners understand financial performance. This position also supports and maintains the IBM Planning Analytics (TM1) environment, including forecasting, budgeting, reporting, and data management processes.
Essential Responsibilities
- Support the annual budget, quarterly forecast, and long-range planning processes across assigned business units.
- Develop, maintain, and enhance financial models used for budgeting, forecasting, scenario analysis, and strategic planning.
- Analyze monthly financial results and explain variances versus budget, forecast, and prior year performance.
- Partner with operational and departmental leaders to provide financial guidance, answer business-related financial questions, and support informed decision-making.
- Prepare and distribute recurring management reports, scorecards, and financial performance dashboards.
- Identify opportunities to improve financial reporting, forecasting accuracy, data quality, and planning processes.
- Assist in the evaluation of business initiatives, capital investments, and other strategic projects through financial analysis and modeling.
- Support month-end and quarter-end financial review processes by providing analysis of key performance metrics and trends.
- Maintain and support IBM Planning Analytics (TM1), including data loads, reporting structures, forecasting models, and user support.
- Collaborate with Finance, Accounting, and business stakeholders to ensure consistency and integrity of financial data.
- Participate in special projects and continuous improvement initiatives to enhance financial planning and reporting capabilities.
Qualifications
Required
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field.
- 2-5 years of experience in financial planning and analysis (FP&A), financial reporting, budgeting, forecasting, or related financial roles.
- Strong financial modeling, analytical, and problem-solving skills.
- Advanced Microsoft Excel skills, including complex formulas, pivot tables, and data analysis techniques.
- Experience analyzing financial results and communicating key business drivers and variances.
- Ability to effectively communicate financial concepts to both finance and non-finance audiences.
- Strong organizational skills with the ability to manage multiple priorities and deadlines.
Preferred
- Experience with IBM Planning Analytics (TM1) or similar Enterprise Performance Management (EPM) solutions.
- Experience supporting budgeting, forecasting, and management reporting processes.
- Knowledge of business intelligence and reporting tools such as Power BI, Cognos Analytics, or similar platforms.
- Familiarity with financial databases, data management, and reporting automation.
- Experience working in a cross-functional business environment.
Key Competencies
- Financial Planning & Analysis
- Budgeting and Forecasting
- Financial Modeling
- Variance Analysis
- Data Analysis & Reporting
- Business Partnership
- Strategic Thinking
- Continuous Improvement
- Communication & Presentation Skills
- Systems and Process Optimization
EDUCATION
- Bachelor's degree in Accounting/Economics or Finance required.
SPECIAL INSTRUCTIONS TO CANDIDATES
- EOE/AA M/F/D/V
VITAS® Healthcare is the nation’s leading provider of end-of-life care, and has the resources and expertise to support your personal and professional growth. As a member of the VITAS team, you’ll find fulfillment working for a people-focused organization dedicated to making a difference in the lives of others. You will be more than just an employee: You will be counted on as an expert in your field, and as a valued team member whose efforts are respected and vital to our hospice mission.
All VITAS employees commit to fulfilling their duties and responsibilities with the highest regard for professionalism, collaboration and teamwork, and an eye focused constantly on growth and improvement. We serve with commitment and compassion, and position ourselves for the future by embracing, innovating, and leading change. If you are that person, make your voice heard—find your purpose at VITAS today.
Benefits Include:
- Competitive compensation
- Health, dental, vision, life and disability insurance
- Pre-tax healthcare and dependent care flexible spending accounts
- Life insurance
- 401(k) plan with numerous investment options and generous company match
- Cancer and/or critical illness benefit
- Tuition Reimbursement
- Paid Time Off
- Employee Assistance Program
- Legal Insurance
- Roadside Assistance
- Affinity Program
Many of our positions offer the opportunity to work day or night shifts, weekdays or weekends.
Choose a Career with VITAS
Skills Required
- 2 to 5 years of financial analysis experience.
- Proficiency in Hyperion, Cognos, TM/1 or Q modeling.
- Previous database management experience.
- Technical and professional skills in financial analysis; ability to develop financial plans and perform tests to ensure financial strength.
- Proficiency in Excel and Access.
- Bachelor's degree in Accounting, Business Administration/Accounting, or Finance.
What We Do
VITAS can help patients and their families seeking hospice and palliative care in the face of terminal illness. For more information about our end of life services, visit VITAS.com or call 866.500.4352.
