Data Finance Analyst - Healthcare

6 days ago

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Elevate and Delegate

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Description

• About the Client: Our client is a startup mental health practice serving a national audience with a mission to improve mental health services accessibility. • Serve as the data subject matter expert and collaborator, working directly with the organization’s President and CEO. • Exceptionally capable to use Excel and Google Sheets to conceptualize, build, consolidate, analyze, and report critical data about Practice’s successes, weaknesses, and growth potential in the context of the organization’s goals and objectives. • Consult with management to guide and influence long-term and strategic decision-making within the broadest scope. • Exceptionally talented, experienced, and creative when it comes to developing efficient financial and data tracking and forecasting models. • Conduct business studies on past, future, and comparative performance. • Track and determine financial status by analyzing actual results in comparison with forecasts; make recommendations to reduce costs, improve financial performance, and minimize risks. • Drive process improvement and policy development initiatives that impact the function.

Requirements

• Excellent written and verbal English proficiencies. • Proven working experience as a data analyst and/or finance expert • Proficient in spreadsheets, databases, Google Workspace, MS Office, and financial software applications • Hands-on experience with statistical analysis • Proven knowledge of quantitative forecasting and information analysis • BS degree in Statistics, Business, Finance, Economics or related field • Serve as primary assistant to President with all matters related to money. • Track, evaluate, make recommendations regarding routine spending • Review and audit receivables • Create, input, run financial reports and create mechanisms for requested projections • Knowledge of QBs online; able to prepare financials for bookkeeper to reconcile • Label, store, Audit receipts to credit card spending • Register for states and reconcile taxes due based on received notices • Run quarterly state tax due reports & collaborate with accountant and bookkeeper • Verify quarterly taxes have been appropriately paid • Assist in preparing payroll and relevant reporting • Identify ROI for proposed products, services, programs

Benefits

• Client Relationship: You will be directly working with the client. This means that you will communicate with the client, provide services, and address any client-related matters independently. • Payment: All payments for your services will be handled directly by the client. Elevate and Delegate is not involved in processing your payroll. Your salary will directly go to you. • Vacation Leaves and Holidays: While we may have recommendations or guidelines regarding vacation leaves and holidays, the decision is entirely at the discretion of the client. You are expected to align your schedule with the client's business needs and any specific policies or preferences they may have in this regard.