Senior Financial Analyst – Modeling

Overview

Job Description

General Overview:

The Senior Financial Analyst position performs financial and business related research and analysis such as the preparation of forecasts and/or analysis of financial reports, records and trends; develops and maintains spreadsheets and databases to facilitate analysis and reporting; and is responsible for conducting and documenting financial analysis projects.

Essential Job Functions:

Communicate effectively. This position displays effective communication skills while performing the following functions:

Coordinates with other departments, locations, and divisions.

• Communication with other departments and/or outside agencies to resolve problems.
• Communication with Management at Highmark, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines.
• Advising management of expected outcomes, and recommending ways to improve the outcomes.
• Conducting presentation to all levels of management in order to provide a summary of analysis regarding financial results and trends.
• Communication with Management as to project status and completion deadlines.

Performs financial and business related analysis

• Analyzes, evaluates and interprets appropriate financial and statistical data.
• Develops and/or documents business policies, conducts special financial and business related studies and cooperates with other departments in the preparation of analyses.
• Conducts financial and business related analyses and research including the preparation of forecasts and/or analysis of trends.
• Analyzes financial reports and records.
• Provide reasoning for variances and make recommendations relative to the accounting of reserves, assets, and expenditures.
• Advising management of expected outcomes, and recommend ways to improve the outcomes.
• Independently pursues fundamental problem solving and documents the recommendations to management.

Facilitation of analysis and reporting

• Utilizes computer to input, retrieve or display accounting information.
• Develops and maintains spreadsheets and databases.
• Utilizing PC and/or mainframe based systems and software, compiles and prepares reports, graphs and charts of data developed.

Projects

• Serves as a project lead for special projects within the department.
• Leading and documenting financial analysis projects including the preparation of ad hoc reports; to include but not limited to; gathering of data, analysis, documentation of findings, and calculation of results and generation of reports for distribution.
• Coordinating activities to ensure the project is advancing properly and to ensure the project is completed within the timeframes established.
• Included in this process will be communication with Management at Highmark, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines.
• Make recommendations based on findings when necessary.

Minimum Qualifications:

• Bachelor’s Degree.
• A minimum of five years of experience in Accounting and/or Finance
• Experience with various computer applications to include MS Excel and/or MS Access
• Prior experience with Financial Modeling within Excel and Hyperion