Description:
POSITION SUMMARY
The Financial and Reporting Analyst sits at the center of our financial operations — transforming data into actionable insights and supporting strategic decisions across a dynamic, multi-entity organization. This role goes beyond reporting. It's about influencing outcomes, driving smarter financial decisions, and ensuring accuracy at every level.
WHO WE ARE
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A family-owned organization with 20 years experience of raising the standards for in-home care — and we're still pushing higher.
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We build teams of driven, mission-obsessed experts whose energy and focus turn every initiative into a success
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Our process is our promise: proven systems and disciplined execution deliver exceptional care to every Community, Employee, and Client.
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A culture built to energize — powering meaningful careers for world changers who never settle.
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See How We're Raising the Bar
ROLE RESPONSIBILITIES
What you'll own and lead as a Financial and Reporting Analyst:
- Prepare monthly, quarterly, and ad-hoc financial reports, highlighting KPIs and uncovering meaningful trends
- Develop and maintain financial models for forecasting, scenario planning, and actionable departmental projections
- Perform budget vs. actual analysis, investigating variances and delivering strategic insights to leadership
- Support month-end close through accruals, general ledger review, and account reconciliation
- Assist with bank reconciliations, ERP data integrity, and day-to-day financial operations
- Contribute to special projects, business cases, and ad-hoc analysis that drives informed decision-making
- Identify and implement improvements to financial processes and reporting tools for greater efficiency and accuracy
- Uphold financial policies, internal controls, and accounting standards; support audits and manage financial risk
ROLE QUALIFICATIONS
- Experience in financial analysis, reporting, or accounting within a fast-paced, multi-entity organization
- Strong proficiency in Excel and financial modeling; ERP system experience a plus
- Solid understanding of GAAP, financial controls, and audit compliance practices
- Highly analytical with the ability to translate complex data into clear, actionable insights for leadership
- Detail-oriented and accurate with strong record-keeping and documentation habits
- Proactive and self-directed — able to manage deadlines and multiple priorities in a fast-paced environment
- Strong communicator and collaborator with professional judgment and discretion
- Background in healthcare, home care, or a multi-entity environment a bonus
COMPREHENSIVE WELLNESS PORTFOLIO
In your role with Caring for Others, you're responsible for upholding, executing, and supporting our mission.
As such, it is our honor to support you with:
- Paid Time Off and Paid Holidays*
- 100% Company-Paid Dental Insurance and Vision Insurance*
- 100% Company-Paid $25,000 Life Insurance Policy*
- 100% Company-Paid Employee Assistance Program - including mental health counseling sessions, financial coaching, provider referrals, and childcare resources - available 24/7
- Customizable Health Insurance Plans: Up to 100% Company Contribution to plan premium for Employee, PLUS additional contribution for Dependents as needed*
- 401(k) Retirement Program - with Employer Match*
- Professional Development – ongoing education, wraparound support, and leadership coaching
- A Next-Level, Comprehensive Training and Orientation Week
- And a supportive team to work alongside!
Requirements:
- Have a high value for innovation, streamlined processes and efficiency
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Demonstrate a pro-active and solution-oriented mindset
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Ability to demonstrate self-management and take initiative
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Have excellent written and oral communication articulation in English
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Demonstrate accuracy and attention to detail, maintaining accurate records and documentation
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Possess intuitive, strategic, and organized project management skills
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Have excellent professional collaboration skills and team mindset
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Have a results-driven, task-oriented approach
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Utilize excellent time management skills, meeting deadlines, and handling multiple tasks in a fast-paced environment
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Demonstrate strong interpersonal, discretion, and judgment skills
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Have proficiency with technology and electronic devices
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Demonstrate sense of warmth, welcome, and professionalism and excellent customer service
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Demonstrate strong commitment to compliance
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Knowledge of best practices for handling PHI in compliance with HIPAA regulations
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Administrative specialty in related field – whether accounting, customer service, scheduling, billing, IT, project management, leadership, sales, marketing, business development, medical scheduling, staffing, care coordinator or coordination, recruiting, talent acquisition, compliance, office manager or management, business manager or management, human resources, or operations a bonus
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Experience in senior care, assisted living, facility, nursing home, or in home care a bonus
Caring for Others is an equal opportunity employer committed to a diverse and inclusive workforce. Applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), age, sexual orientation, national origin, marital status, parental status, ancestry, disability, gender identity, veteran status, genetic information, other distinguishing characteristics of diversity and inclusion, or any other protected status. *Benefit eligibility is based on hours worked.
