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Job Requirements of Financial Advisor III:
-
Employment Type:
Contractor
-
Location:
Dallas, TX (Onsite)
Do you meet the requirements for this job?
Financial Advisor III
Careers Integrated Resources Inc
Dallas, TX (Onsite)
Contractor
Pay Rate Range: ***-***/hour
Temp to Perm: Temp to perm
Length of Assignment: 6 months
Work Location: Hybrid - Admin Dallas
Work Schedule: Mon-Fri 8a-5p
Parking Included: Yes
Interview Type: 2 rounds of interviews (TEAMS Interview)
Certification/Degree Requirements: Finance degree required
Top Skills: medical group, operation, budget, finance exp, 3 years of industry exp
Competency
7+ YEARS EXP
Yes
Degree
BACHELOR
Yes
Job Summary:Prepares financial statements. Performs monthly balance sheet, income statement and changes in financial position/budget variance analyses. Consults and advises senior management on financial and operational issues impacting the strategic financial plans of the organization, working independently. Essential Functions:COORDINATES, ANALYZES, INVESTIGATES, AND ADVISES SENIOR MANAGEMENT ON DEPARTMENTAL/DIVISIONAL/INSTITUTIONAL FINANCIAL VARIANCE REPORTS.* Analyzes financial results and provides management with reports as required.* Coordinates and investigates opportunities to enhance revenue and/or reduce cost providing management with data to support findings.* Advises senior management on issues related to the financial operations of various departments.* Meets with senior management to review financial operation of various departments* Strives to meet deadlines on special projects and studies as assigned.PREPARES, MANAGES AND ANALYZES FINANCIAL INFORMATION RELATED TO THE END OF MONTH CLOSE CYCLE. * Manages and prepares the month end journal preparation process for efficient and accurate closes.* Coordinates the review process each month after close cycle for completeness and accuracy.* Communicates timely information to the G/L coordinator for posting to books and records according to close schedule.* Reviews month end data after close cycle for completeness.* Analyzes complex financial information to ensure financial reports have a high degree of integrity.* Evaluates month end process and recommends processes for improvement.CREATES AND EDUCATES STAFF ON ADVANCED INVISION REPORTS FOR INTERNAL FINANCIAL ANALYSIS* Writes and revises moderately complex PS nVision reports prior to dissemination to leadership.* Writes and disseminates PS nVision reports for financial analysis.* Completes assigned report writing projects on time.* Coordinates the preparation of financial reports in formats that are easy to read and understand. * Analyzes data to determine reporting needs.* Creates adhoc reports as requested.* Responsible for the education of senior management on uses of financial reports.PERFORMS AND COMMUNICATES MODERATE TO COMPLEX ANALYSIS FOR EXTERNAL USERS OF FINANCIAL INFORMATION.* Provides management appropriate financial analysis timely and efficiently.* Oversees the analysis of complex lines of business for continued operations.* Recommends changes in financial operations that improves financial performance.* Maintains favorable working relations with external users of financial information.* Reviews, analyzes, and communicates financial variances to appropriate management official.DEVELOPS MULTIPLE SYSTEM COMPUTER BASED PROGRAMS FOR USE IN FINANCIAL AND OPERATIONAL REPORTING.* Develops computer based programs that assist leadership in understanding the complexities of operational data.* Enhances the financial reporting environment through efficient operating procedures.* Provides timely and accurate reports using multiple data bases. * Coordinates and oversees the collection of data from appropriate sources converting to easily understood financial information.PERFORMS OTHER POSITION APPROPRIATE DUTIES AS REQUIRED IN A COMPETENT, PROFESSIONAL AND COURTEOUS MANNER.REQUIRED SKILLS, KNOWLEDGE AND ABILITY* CPA certification preferred* Five to seven years previous accounting or financial experience required. * Proficient with MS Office applications. * Strong leadership, management, analytical and communication abilities required.
Must Have
Competency
7+ YEARS
Yes
Degree
BACHELOR
Yes
Temp to Perm: Temp to perm
Length of Assignment: 6 months
Work Location: Hybrid - Admin Dallas
Work Schedule: Mon-Fri 8a-5p
Parking Included: Yes
Interview Type: 2 rounds of interviews (TEAMS Interview)
Certification/Degree Requirements: Finance degree required
Top Skills: medical group, operation, budget, finance exp, 3 years of industry exp
Competency
7+ YEARS EXP
Yes
Degree
BACHELOR
Yes
Job Summary:Prepares financial statements. Performs monthly balance sheet, income statement and changes in financial position/budget variance analyses. Consults and advises senior management on financial and operational issues impacting the strategic financial plans of the organization, working independently. Essential Functions:COORDINATES, ANALYZES, INVESTIGATES, AND ADVISES SENIOR MANAGEMENT ON DEPARTMENTAL/DIVISIONAL/INSTITUTIONAL FINANCIAL VARIANCE REPORTS.* Analyzes financial results and provides management with reports as required.* Coordinates and investigates opportunities to enhance revenue and/or reduce cost providing management with data to support findings.* Advises senior management on issues related to the financial operations of various departments.* Meets with senior management to review financial operation of various departments* Strives to meet deadlines on special projects and studies as assigned.PREPARES, MANAGES AND ANALYZES FINANCIAL INFORMATION RELATED TO THE END OF MONTH CLOSE CYCLE. * Manages and prepares the month end journal preparation process for efficient and accurate closes.* Coordinates the review process each month after close cycle for completeness and accuracy.* Communicates timely information to the G/L coordinator for posting to books and records according to close schedule.* Reviews month end data after close cycle for completeness.* Analyzes complex financial information to ensure financial reports have a high degree of integrity.* Evaluates month end process and recommends processes for improvement.CREATES AND EDUCATES STAFF ON ADVANCED INVISION REPORTS FOR INTERNAL FINANCIAL ANALYSIS* Writes and revises moderately complex PS nVision reports prior to dissemination to leadership.* Writes and disseminates PS nVision reports for financial analysis.* Completes assigned report writing projects on time.* Coordinates the preparation of financial reports in formats that are easy to read and understand. * Analyzes data to determine reporting needs.* Creates adhoc reports as requested.* Responsible for the education of senior management on uses of financial reports.PERFORMS AND COMMUNICATES MODERATE TO COMPLEX ANALYSIS FOR EXTERNAL USERS OF FINANCIAL INFORMATION.* Provides management appropriate financial analysis timely and efficiently.* Oversees the analysis of complex lines of business for continued operations.* Recommends changes in financial operations that improves financial performance.* Maintains favorable working relations with external users of financial information.* Reviews, analyzes, and communicates financial variances to appropriate management official.DEVELOPS MULTIPLE SYSTEM COMPUTER BASED PROGRAMS FOR USE IN FINANCIAL AND OPERATIONAL REPORTING.* Develops computer based programs that assist leadership in understanding the complexities of operational data.* Enhances the financial reporting environment through efficient operating procedures.* Provides timely and accurate reports using multiple data bases. * Coordinates and oversees the collection of data from appropriate sources converting to easily understood financial information.PERFORMS OTHER POSITION APPROPRIATE DUTIES AS REQUIRED IN A COMPETENT, PROFESSIONAL AND COURTEOUS MANNER.REQUIRED SKILLS, KNOWLEDGE AND ABILITY* CPA certification preferred* Five to seven years previous accounting or financial experience required. * Proficient with MS Office applications. * Strong leadership, management, analytical and communication abilities required.
Must Have
Competency
7+ YEARS
Yes
Degree
BACHELOR
Yes
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