Forefront Living
Financial Analyst
Forefront Living, Dallas, Texas, United States, 75215
Overview:
Join Our Team!Forefront Living is currently looking for an experienced Financial Analyst to join our Corporate group. Wonderful environment and strong teammate relationships!With a shared legacy in business and healthcare innovation, Forefront Living's family of care-oriented organizations blends values built on compassion and faith with high-quality senior care - long-term care, Alzheimer's and memory care, skilled nursing and rehabilitation therapies, hospice and palliative care.These senior care services, along with the celebration of independent living at our senior lifestyle communities, combine to bring deeper meaning to every phase of life for people of all faiths, regardless of race, gender, color, religion, national origin or disability. Forefront Living is the not-for-profit, faith-based parent of Presbyterian Village North, Faith Presbyterian Hospice, and the T. Boone Pickens Hospice and Palliative Care Center.Responsibilities:Prepare business case and financial analysis for capital investmentsCoordinate annual budget and quarterly forecast processWork with operations team and CFO to develop and distribute timelineUpdate model with assumptions from the operations teamEnsure model reflects any changes in business or capital structureDevelop multi-year projectionsProduce a high-level overview for presentation to the Board and lendersCollaborate with core finance, marketing and operations to formulate recommendations to improve profitability of the organizationDevelop analysis and participate in the due diligence process for business development initiativesPrepare and distribute various operational reports accurately and timelyCreate ad hoc reports to assist with analyzing key business metricsCollaborate with core finance, marketing and operations to develop efficient and effective financial management toolsMaintain open, consistent and effective communicationsEnsure financial files are organized and safeguardedModel a service attitude towards others, take ownership in solving problems and take the initiative to make things better, is friendly and courteous to residents, patients and teammatesMaintain good attendance recordRespond to CFO as assigned with accurate and timely work to facilitate financial needsAccept other duties as assignedQualifications:
Bachelors Degree in Accounting or FinanceCPA or Masters Degree preferredMinimum of 3 years experience in industry or public accountingSenior living experience preferredMust be proficient in MS Word, Outlook and PowerpointMust be advanced in MS Excel (well versed in Pivot Tables, look ups, sum ifs, and conditional sums)Genuine caring for and interest in the care of mature adults, handicapped people and hospice patientsAbility to perform work tasks within the Physical Demand Requirements as outlined belowAbility to comply with the Resident & Patient Bill of Rights and the Employee ResponsibilitiesTo perform the job successfully, an individual should demonstrate the following competencies to perform the essential functions of this position:Analyticalthe individual synthesizes complex or diverse informationProblem solvingthe individual identifies and resolves problems in a timely manner and gathers and analyzes information skillfullyResponsiblethe individual takes ownership of responsibilities and task within prescribed timeframes and proactively seeks solutions to improve performance and processesOral communicationthe individual speaks clearly and persuasively in positive or negative situations, demonstrates group presentation skills and conducts meetingsQuality managementthe individual looks for ways to improve and promote quality and demonstrates accuracy and thoroughnessJudgmentthe individual displays willingness to make decisions, exhibits sound and accurate judgment and makes timely decisionsPlanning/organizingthe individual prioritizes and plans work activities, uses time efficiently and develops realistic action plansSafety and securitythe individual actively promotes and personally observes safety and security procedures, and uses equipment and materials properly
Join Our Team!Forefront Living is currently looking for an experienced Financial Analyst to join our Corporate group. Wonderful environment and strong teammate relationships!With a shared legacy in business and healthcare innovation, Forefront Living's family of care-oriented organizations blends values built on compassion and faith with high-quality senior care - long-term care, Alzheimer's and memory care, skilled nursing and rehabilitation therapies, hospice and palliative care.These senior care services, along with the celebration of independent living at our senior lifestyle communities, combine to bring deeper meaning to every phase of life for people of all faiths, regardless of race, gender, color, religion, national origin or disability. Forefront Living is the not-for-profit, faith-based parent of Presbyterian Village North, Faith Presbyterian Hospice, and the T. Boone Pickens Hospice and Palliative Care Center.Responsibilities:Prepare business case and financial analysis for capital investmentsCoordinate annual budget and quarterly forecast processWork with operations team and CFO to develop and distribute timelineUpdate model with assumptions from the operations teamEnsure model reflects any changes in business or capital structureDevelop multi-year projectionsProduce a high-level overview for presentation to the Board and lendersCollaborate with core finance, marketing and operations to formulate recommendations to improve profitability of the organizationDevelop analysis and participate in the due diligence process for business development initiativesPrepare and distribute various operational reports accurately and timelyCreate ad hoc reports to assist with analyzing key business metricsCollaborate with core finance, marketing and operations to develop efficient and effective financial management toolsMaintain open, consistent and effective communicationsEnsure financial files are organized and safeguardedModel a service attitude towards others, take ownership in solving problems and take the initiative to make things better, is friendly and courteous to residents, patients and teammatesMaintain good attendance recordRespond to CFO as assigned with accurate and timely work to facilitate financial needsAccept other duties as assignedQualifications:
Bachelors Degree in Accounting or FinanceCPA or Masters Degree preferredMinimum of 3 years experience in industry or public accountingSenior living experience preferredMust be proficient in MS Word, Outlook and PowerpointMust be advanced in MS Excel (well versed in Pivot Tables, look ups, sum ifs, and conditional sums)Genuine caring for and interest in the care of mature adults, handicapped people and hospice patientsAbility to perform work tasks within the Physical Demand Requirements as outlined belowAbility to comply with the Resident & Patient Bill of Rights and the Employee ResponsibilitiesTo perform the job successfully, an individual should demonstrate the following competencies to perform the essential functions of this position:Analyticalthe individual synthesizes complex or diverse informationProblem solvingthe individual identifies and resolves problems in a timely manner and gathers and analyzes information skillfullyResponsiblethe individual takes ownership of responsibilities and task within prescribed timeframes and proactively seeks solutions to improve performance and processesOral communicationthe individual speaks clearly and persuasively in positive or negative situations, demonstrates group presentation skills and conducts meetingsQuality managementthe individual looks for ways to improve and promote quality and demonstrates accuracy and thoroughnessJudgmentthe individual displays willingness to make decisions, exhibits sound and accurate judgment and makes timely decisionsPlanning/organizingthe individual prioritizes and plans work activities, uses time efficiently and develops realistic action plansSafety and securitythe individual actively promotes and personally observes safety and security procedures, and uses equipment and materials properly