Budget and Financial Planning Analyst

Budget and Financial Planning Analyst Union, NJ Job Details Full-time $80,000 - $85,000 a year 1 day ago Qualifications Performance dashboard reports Financial forecasting Accounting systems Dashboard development Financial close processing Microsoft Excel Microsoft Access Financial model construction Variance analysis Financial model development Bachelor's degree in finance Mid-level Financial performance report preparation Finance SQL Analysis skills Driver's License Managing budgets in a finance role Bachelor's degree Microsoft Dynamics GP Driving Accounting and finance experience Healthcare financial management Budget management in healthcare Sage Intacct Bachelor's degree in accounting 2 years Data-driven decision making Accounting Communication skills Excel data analysis Full Job Description Expect Success at Bridgeway! We make a difference in people's lives by supporting their life goals - our employees and the people we serve alike. We invest in our employees through competitive compensation and benefits, best practice training, and fostering a team-oriented culture that promotes career development. We nurture an environment that values diversity, where inclusivity, equity, and belonging thrive. At Bridgeway, Everyone Learns and Grows together. We give you our best, so you can unleash your full potential. Make a future at Bridgeway!

Who we are:

Bridgeway values and promotes quality clinical and administrative practices to foster the best outcomes for persons who come to us for behavioral healthcare. We offer a work environment that supports teamwork, creativity, innovation, professional growth and dedication to the work. At Bridgeway, we never stop growing and innovating our vision of behavioral healthcare for the future.

Department:

Finance Salary:

$80,000-$85,000

Location:

Union, NJ Work hours: Monday - Friday 9:00am-5:00pm

Position Overview:

Under the direction of the Chief Financial Officer and as a member of the Finance Team, The Budget & Financial Planning Analyst supports the overall mission of Bridgeway including affiliates by playing integral part in the setting up Budgets and operation of financial and reporting models, dashboards, and analytical tools. As an organization consistently driven to make decisions based on data, this position will be part of the team that supports much of the analyses and reports upon which decisions are made and enterprise-wide goals are achieved. This necessitates supporting not only Finance but other critical operating teams at Bridgeway and its affiliates.

Essential Job Functions:

Responsible for financial planning, projections and analysis for Bridgeway with similar coordinating responsibilities for our Affiliates. Accountable for forecasting future revenues and expenditures to establish cost structures and determine capital budgeting for projects and programs. Must have a strong understanding of information systems as they relate to data exploration and retrieval, and provide analysis to project future results, drive strategic initiatives and recommend policy and operational improvements.

Budgeting:

Prepare and post necessary journal entries for revenue and expenses on a monthly basis as part of the financial close process, in coordination with the Controller. Coordinate with Program Directors to obtain their input for the annual budgets for their programs. Maintain and update program budgets, including making revisions in Sage Intacct, to support meaningful financial statement analysis and ensure financial reports reflect accurate budget information.

Financial Reporting:

Make necessary Journal Entries for revenue and expenses on monthly basis for closing Prepare and Reviews monthly Financial Reports prior to distribution to CFO and Directors Assists directors in navigating/analyzing their financial statements

Financial Planning Analyst:

Analyze program activities by collecting and monitoring financial and operational data and developing financial models to support informed decision-making. Develop and refine key business metrics and drive robust analysis to identify strengths, weaknesses and opportunities, while evaluating possible alternatives and recommending appropriate actions Works closely with finance and program leadership in the development of dashboards, reports, and workflows, and provide input and strategic support in the ongoing integration of systems and data management Improve financial status by analyzing results; monitoring variances; identifying trends; scenario analysis; recommending actions to executive and operational management Guide cost analysis processes by establishing and enforcing policies and procedures; providing trends and forecasts; explaining analytical and business processes and techniques Recommend actions by analyzing and interpreting data and through comparative analyses; study proposed changes in methods and execution Increase productivity by developing automated reporting/forecasting tools Other duties as assigned

Other Skills:

Must possess excellent communication and presentation skills, and be comfortable interacting with executive-level and operational management Requirements Skills and Qualifications Experience in financial modeling and forecasting, FP&A, business integration, analytics preferably in a healthcare corporate (HQ) environment. Self-starter with the ability to streamline functions and passion to learn and grow Advanced proficiency with Microsoft Excel; familiarity with data query/data management tools extremely helpful (SQL, Access, Microsoft Dynamics GP, dashboard applications). Strong financial modeling experience with the ability to view the "bigger picture"

Education/Experience:

Bachelor's degree in accounting/finance Advanced degree is a plus 2-5 years of relevant, demonstrable, analytical experience

Driver's License, Vehicle:

Valid driver's license required No more than one moving violation within the past 12 months Vehicle required Bridgeway Behavioral Health Services was founded on a strong desire to fight disparity and injustice alongside people living with behavioral health conditions. We are dedicated to providing a multicultural workplace where everyone feels a sense of purpose and belonging. We provide equal opportunity for employees and applicants in all aspects of the employment relationship, without regard to race, color, national origin, sex, sexual orientation, gender, marital status, military or veteran status, disability, age, religion, or any other classification protected by law.