Finance and Budget Analyst

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Requirements:

• 2 years of experience working with Tableau including connecting to data sources (including Google Sheets), publishing data sources, complex calculations and parameters.
• Tableau Certified Data Analyst certification strongly preferred.
• Bachelor’s degree in Accounting, Finance or related field strongly preferred.
• Preferred experience working in the healthcare sector.
• Tech savvy and resourceful with proficiency in Google Suite, MS Office Suite, HRIS and accounting systems. Experience implementing AI enabled automations a plus. Experience with any of the following systems also a plus: Sage Intacct, Ramp, CentralReach, Jira.
• Comfortable working as part of a cross-functional team in an agile environment with quick iterations.
• Superb attention to detail and organization skills.
• Ability to react to day-to-day operational requirements in a professional and timely manner, prioritizing and multitasking to meet deadlines.
• Experience maintaining a high volume workload in a fast paced environment.

Responsibilities:

• Take ownership of our yearly budgeting process. Collaborate with other departments to effectively plan for future periods and coordinate final reviews with executive leadership.
• Create dashboards and reporting within Sage Intacct and Tableau to improve reporting to our internal leadership team.
• Partner with our data team to define and communicate leadership needs.
• Analyze monthly and quarterly financial statements, create financial reporting within Sage Intacct and Tableau for distribution to the leadership team.
• Identify financial and operational trends and be able to explain changes and suggest process improvements.
• Prepare and maintain precise records and complete monthly journal entries and reclasses  into general ledger software (Sage Intacct).
• Lead the review of department allocations to ensure accurate reporting of payroll and operating costs. Utilize existing software to automate allocations or suggest software improvements to the leadership team.
• Assist with financial audits and yearly tax preparation  by providing necessary records and documentation to external auditors and tax professionals.
• Perform other tasks, duties, or special projects as assigned.
• Comply with all Kyo company policies and procedures.