Financial analyst (2026-8076)

The Financial Analyst, Corporate will be responsible for supporting the company’s financial analysis and reporting needs. The individual in this role will lead/support various financial processes, including quality assurance validations, forecasting, and profitability analysis, all while working closely with key business/operations stakeholders to provide financial insights and forecasts for the organization.

KEY RESPONSIBILITIES:

• Lead quality assurance validations of customer and project-level financials on a monthly basis.
• Gather and consolidate financial data related to labor and sales forecasts weekly, and report forecast to senior leadership.
• Provide ad-hoc support for the company’s pricing efforts, ensuring programs achieve profitability metrics and validating appropriate cost inputs for pricing purposes.
• Collect and consolidate financial data from key stakeholders during financial forecast and budget cycles.
• Conduct ad-hoc analysis on customer, business unit, and service offering profitability.
• Support the month-end close process through variance-to-forecast and trend analysis.

The above duties are meant to be representative of the position and not all-inclusive.

MINIMUM JOB REQUIREMENTS:

• Education/Training: Bachelor’s degree in finance, accounting, or a related field strongly preferred. Equivalent business experience will be considered.
• Business Experience: 2+ years of related, practical experience in financial planning and analysis, accounting or data analytics or equivalent combination of education and experience.

KNOWLEDGE, SKILLS & ABILITIES:

• Proficient in Microsoft Office, particularly Excel and PowerPoint.
• Fundamental knowledge and skills in financial modeling, analysis, and reporting.
• Comfortable working with large and complex data sets; technical and analytical skills.
• Curiosity, positive attitude and eagerness to learn.
• Strong work ethic; initiative and proactivity.
• Effective communication.
• Adaptability and flexibility.

PHYSICAL DEMANDS:

• Location of job activities 100% inside.
• Extensive computer use and manual dexterity (keyboarding, mouse, phone).
• Regular use of computer and phone for communication.
• Noise and/or vibrations exposure.
• Frequently reach (overhead), handle, and feel with hands and arms.
• Sit for prolonged periods of time.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The expected base pay range for this position is $75,000-100,000 per year. The actual compensation for the position may vary based on market differences and on factors such as skills, experience, qualifications and can vary based on location and/or work schedule. In addition to base pay, CareTria offers a comprehensive benefits package. Full-Time benefits include access to health, dental, and vision insurance; retirement plan options; paid time off; paid parental leave; employee assistance programs; and other perks. Eligible employees may also have access to performance bonuses.

CareTria is an Equal Opportunity Employer.