Financial Planning and Analysis (FP&A) Analyst - Horizon House (CCRC)

Summary
The FP&A analyst will be responsible for analyzing financial data, creating financial models and reports,
and providing insights to support business decisions. The ideal candidate will have a strong background
in finance, accounting, and data analysis.

Essential Job Duties
• Analyze financial data and create financial models to support business decisions.
• Develop and maintain financial reports to track business performance.
• Collaborate with cross-functional teams to identify areas for improvement and develop solutions
for enhancing efficiency and cost management.
• Collaborate with department heads to identify key performance indicators.
• Create easily understood visualizations of data (dashboards).
• Provide insights and recommendations to senior management based on financial analysis.
• Strategic deployment of cost-effective measures.
• Assist in the development of annual budgets and forecasts.
• Monitor and report on financial performance against budget and forecast.
• Identify trends and provide recommendations for improvement.

Secondary Job Duties
• Complete special projects as assigned by the CFO.
• Participate on organizational quality improvement committees as requested.
• Complete other duties and projects as assigned by management.
Essential Experience/Knowledge/Education/Specialized Training
• A bachelor’s degree in finance, accounting, economics, or a related field.
• 2-5 years of experience in financial analysis, budgeting, forecasting, or a related field.
• Experience extracting data from Microsoft Dynamics 365 Business Central (preferred)
• Proficiency in Microsoft Power BI, Power Query, Power Pivot, Excel and other financial
software.
• Experience building SQL and SOAP queries.
• Understanding of information architecture.
• Knowledge of financial modeling, data analysis, and statistical methods.
• Experience with financial planning and analysis (FP&A) software.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.

Confidentiality Requirements
Employee accesses, uses and/or discloses Protected Health Information, as defined by HIPAA, only to
the extent minimally necessary to accomplish essential job functions. Employee practices appropriate
safeguards to prevent unauthorized access, use and/or disclosure of PHR (paper, electronic and oral)
within his/her work area.