Description:
WHO YOU ARE - we seek out people who are ...
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Driven by an inner sense of purpose to impact others
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Driven by a collaborative, whatever-it-takes, get-it-done mindset
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Driven by a commitment to excellence in their role
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Are pro-active, innovative, and experts in their own unique areas
WHO WE ARE
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We're a family-owned and family-focused organization elevating the bar for in home care services
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We’re cultivating a team of mission-focused, driven experts who embody our vision and culture
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We provide the highest caliber of service and support to the growing number of communities, employees, and clients that we serve
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We are dedicated to creating an invigorating and purpose-filled work culture and valuable careers for every member of our team of world changers.
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Learn more about how we’re raising the bar in new ways at: https://www.youtube.com/watch?v=9RuitZ9CoKk!
ROLE RESPONSIBILITIES – what you’ll own and lead as a Financial and Reporting Analyst:
At Caring for Others, we don’t just manage numbers—we use them to fuel smarter decisions, stronger operations, and meaningful growth. We’re looking for a Financial & Reporting Analyst who thrives in a fast-paced environment and wants to play a key role in shaping the financial future of a dynamic, multi-entity organization. You’ll be at the center of our financial operations—transforming data into actionable insights, supporting strategic decisions, and ensuring financial accuracy across the organization. This is more than reporting—it’s about influencing outcomes.
ROLE RESPONSIBILITIES – what you’ll own and lead as a Financial and Reporting Analyst
Drive Financial Visibility
- Prepare monthly, quarterly, and ad-hoc financial reports
- Highlight key performance indicators (KPIs) and uncover meaningful trends
Build the Future with Data
- Develop and maintain financial models for forecasting and scenario planning
- Partner with departments to deliver accurate, actionable projections
Own the Story Behind the Numbers
- Perform budget vs. actual analysis
- Investigate variances and provide clear, strategic insights to leadership
Support Month-End Excellence
- Collaborate with accounting on a smooth, accurate close
- Prepare accruals, review general ledger activity, and reconcile accounts
Strengthen Daily Operations
- Assist with bank reconciliations and ERP data integrity
- Serve as a trusted internal resource for financial inquiries
Influence Strategy
- Contribute to special projects, business cases, and leadership initiatives
- Deliver ad-hoc analysis that drives informed decision-making
Improve How We Work
- Identify opportunities to enhance financial processes and reporting tools
- Implement best practices that increase efficiency and accuracy
Ensure Compliance & Control
- Uphold financial policies, controls, and accounting standards
- Support audits and proactively manage financial risk
ROLE QUALIFICATIONS
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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 assisted living, facility, nursing home, or in home care a bonus
Requirements:
EDUCATION AND EXPERIENCE
Required Qualifications
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Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or related field
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3+ years of experience in financial analysis, FP&A, accounting, corporate finance, or related finance roles
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Experience preparing financial reports, forecasts, and budget-to-actual variance analysis
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Experience supporting budgeting, forecasting, and financial modeling activities
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Strong understanding of accounting principles, month-end close processes, accruals, reconciliations, and general ledger activity
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Advanced (expert level) Microsoft Excel skills, including pivot tables, lookups, and financial modeling
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Experience with ERP systems and financial reporting tools
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Strong analytical, problem-solving, and organizational skills
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Ability to interpret financial data and communicate insights clearly to leadership and operational teams
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Ability to manage multiple priorities in a fast-paced environment
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Experience working in multi-entity, multi-location, or high-growth organizations
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Experience supporting audits, internal controls, and compliance activities
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Experience identifying and implementing process improvements and reporting efficiencies
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Experience with Power BI, Tableau, or other business intelligence tools
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CPA, CMA, MBA, or related certification preferred
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:
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Paid Time Off and Paid Holidays*
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100% Company-Paid Dental Insurance and Vision Insurance*
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100% Company-Paid $25,000 Life Insurance Policy*
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100% Company-Paid Employee Assistance Program - including mental health counseling sessions, financial coaching, provider referrals, and childcare resources - available 24/7
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Customizable Health Insurance Plans: Up to 100% Company Contribution to plan premium for Employee, PLUS additional contribution for Dependents as needed*
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401(k) Retirement Program - with Employer Match*
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Professional Development – ongoing education, wraparound support, and leadership coaching
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A Next-Level, Comprehensive Training and Orientation Week
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And a supportive team to work alongside!
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.
