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Financial Advisor III

JOB SUMMARY

Prepares financial statements. Performs monthly balance sheet, income statement and changes in financial position/budget variance analyses. Consults and advises senior management on financial and operational issues impacting the strategic financial plans of the organization, working independently.

ESSENTIAL FUNCTIONS OF THE ROLE

COORDINATES, ANALYZES, INVESTIGATES, AND ADVISES SENIOR MANAGEMENT ON DEPARTMENTAL/DIVISIONAL/INSTITUTIONAL FINANCIAL VARIANCE REPORTS. Analyzes financial results and provides management with reports as required.Coordinates and investigates opportunities to enhance revenue and/or reduce cost providing management with data to support findings. Advises senior management on issues related to the financial operations of various departments.Meets with senior management to review financial operation of various departments* Strives to meet deadlines on special projects and studies as assigned.

PREPARES, MANAGES AND ANALYZES FINANCIAL INFORMATION RELATED TO THE END OF MONTH CLOSE CYCLE. Manages and prepares the month end journal preparation process for efficient and accurate closes. Coordinates the review process each month after close cycle for completeness and accuracy. Communicates timely information to the G/L coordinator for posting to books and records according to close schedule. Reviews month end data after close cycle for completeness.Analyzes complex financial information to ensure financial reports have a high degree of integrity. Evaluates month end process and recommends processes for improvement.

CREATES AND EDUCATES STAFF ON ADVANCED INVISION REPORTS FOR INTERNAL FINANCIAL ANALYSIS Writes and revises moderately complex PS nVision reports prior to dissemination to leadership. Writes and disseminates PS nVision reports for financial analysis. Completes assigned report writing projects on time. Coordinates the preparation of financial reports in formats that are easy to read and understand. Analyzes data to determine reporting needs.Creates adhoc reports as requested.Responsible for the education of senior management on uses of financial reports.

PERFORMS AND COMMUNICATES MODERATE TO COMPLEX ANALYSIS FOR EXTERNAL USERS OF FINANCIAL INFORMATION. Provides management appropriate financial analysis timely and efficiently. Oversees the analysis of complex lines of business for continued operations. Recommends changes in financial operations that improves financial performance. Maintains favorable working relations with external users of financial information. Reviews, analyzes, and communicates financial variances to appropriate management official.

DEVELOPS MULTIPLE SYSTEM COMPUTER BASED PROGRAMS FOR USE IN FINANCIAL AND OPERATIONAL REPORTING. Develops computer based programs that assist leadership in understanding the complexities of operational data. Enhances the financial reporting environment through efficient operating procedures. Provides timely and accurate reports using multiple data bases. Coordinates and oversees the collection of  data from appropriate sources converting to easily understood financial information.

PERFORMS OTHER POSITION APPROPRIATE DUTIES AS REQUIRED IN A COMPETENT, PROFESSIONAL AND COURTEOUS MANNER.

KEY SUCCESS FACTORS

CPA certification preferred

Proficient with MS Office applications. 

Strong leadership, management, analytical and communication abilities required.

BENEFITS

Our competitive benefits package includes the following
- Immediate eligibility for health and welfare benefits
- 401(k) savings plan with dollar-for-dollar match up to 5%
- Tuition Reimbursement
- PTO accrual beginning Day 1
Note: Benefits may vary based upon position type and/or level

QUALIFICATIONS

- EDUCATION - Bachelor's

- EXPERIENCE - 4 Years of Experience

Financial Advisor III

Dallas, TX
Full Time

Published on 01/29/2023

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