Financial Analyst

11788 Hauppauge, New York Broadway National Group

Posted 8 days ago

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Job Description

Financial Analyst

Our Family

Broadway National, one of Inc. 5000's fastest growing privately owned companies, provides national and international Property Management services to high profile clientele throughout a wide range of businesses. Such businesses include Tech, Restaurant, Super Market, Facility Maintenance, Retail, Specialty and more.

Job Responsibilities:
  • Conduct detailed financial analysis and provide insights into business performance.
  • Analyze variances and trends and provide actionable recommendations.
  • Develop and maintain financial models to support forecasting and budgeting processes.
  • Perform cost-benefit analysis and monitor cost performance to identify trends and areas of improvement.
  • Assist in the preparation of annual budgets and periodic forecasts.
  • Monitor actual performance against budgets and forecasts.
  • Collaborate with business units to evaluate key performance indicators (KPIs).
  • Assist in evaluating potential investment opportunities and business ventures.
  • Assist in the development and implementation of internal controls and financial policies.
  • Present financial findings and recommendations to senior management.
  • Participate in special projects assigned by management.
Job Qualifications:
  • Bachelor's degree in finance.
  • 2-4 years of experience in financial analysis, budgeting, forecasting, and reporting.
  • Experience in facility maintenance or construction is preferred.
  • Strong analytical and problem-solving skills.
  • Proficiency in financial modeling and forecasting techniques.
  • Advanced knowledge of Microsoft Excel and financial software
  • Excellent written and verbal communication skills.
  • Ability to work independently and as part of a team.
  • Strong attention to detail and accuracy.
Benefits:
  • Medical, Dental and Vision
  • Company paid Group Term Life Insurance
  • 401 (k) Retirement savings plan (company match)
  • Paid vacation, sick/personal time and floating holidays
  • Paid Holidays


Why Broadway?

We aim to provide our employees with a family-oriented atmosphere, where they are encouraged and motivated in a comfortable setting, while still being given the proper tools to grow within the company. As we experience rapid growth each year, we strive to assure our employees grow with us. Our company welcomes both those who have industry experience and those who are interested in learning about the facility maintenance business. We offer extensive training to new hires, providing them with the skill set needed to succeed. Our goal is to not only to provide exceptional customer service to our clients, but also to create an environment where employees flourish.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

IND3

Pay Range: $80,000 - $100,000 per year
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Financial Analyst

11791 Syosset, New York The Liro Group

Posted 17 days ago

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Job Description

Ranked among the nation's top Construction Managers by Engineering News-Record, The LiRo Group provides construction management, engineering, environmental, architectural, and program management solutions for a broad range of public and private sector clients. LiRo currently provides the opportunity for a hybrid/flex-hour work schedule.

Due to our continued growth, we are seeking a Financial Analyst to join our dynamic accounting team in our Syosset, LI Office.

Responsibilities
  • Analyses financial results; monitoring variances; identifying trends; recommending actions to management
  • Assist corporate accounting in activities concerned with the reporting and control of the close process; forecasting and planning
  • Developing and managing the information systems for monitoring project progress and controlling the reporting systems
  • Follow procedure established by the organization to evaluate project results regarding schedule, costs, client relationships, quality, activities and other performance
  • Interacts with the project managers business unit heads for managing objectives, goals and performance as well as working with the estimating department
  • Prepares construction budget tracking reports to show cost to date vs. original budget
Qualifications
  • A minimum of BS or BS degree in Finance, Accounting, Business Administration, Construction Management, Project Management or Engineering a big+
  • Experience in the performance of the key responsibilities listed
  • Experience/knowledge of the engineering/architecture/construction industry preferred
  • Must be able to demonstrate knowledge of project controls principles relating to budgeting, scheduling, tracking of actual/committed costs, change control and forecasting, and financial principles
  • Advanced experience developing pivot tables and macros in Microsoft Excel preferred
  • Proficient use of MS Office, including Word, PowerPoint and Outlook
  • Excellent verbal and written communication skill
  • Must be able to develop and maintain positive, cooperative, team-oriented relationships with co-workers, supervisors, managers, clients and others as required for the job
  • Exceptional organizational skills and ability to manage complex projects with multiple work phases.

- We offer a competitive salary commensurate with experience, a comprehensive benefits package and a positive work environment.

- Visa sponsorship is not available for this role.

The LiRo Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, creed, religion, national origin, ancestry, marital status, sex, affectional or sexual orientation, gender identity or expression, or protected veteran status; and will not be discriminated against on the basis of disability.

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Senior Financial Analyst

11050 Port Washington, New York Ivy Enterprises Inc

Posted 2 days ago

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Job Description

Job Description Summary:

The Senior Financial Analyst supports various financial functions such as budgeting, forecasting, and analysis. They provide financial support to the business, including financial management, forecasting, variance analysis, and cash flow management. They interface regularly with project managers, account managers, and business area directors, supporting projects as needed.

Job Responsibilities:
  • Analyze financial statements of overseas entities on a monthly, bi-annual, and annual basis.
  • Manage month-end and year-end closing processes for overseas entities.
  • Prepare and analyze ad hoc financial reports and managerial reports.
Qualifications:
  • Bachelor's degree in Accounting, Business, or Finance preferred.
  • 3-5 years of experience in a financial analytical role, including accounting or finance experience.
  • Proficiency in MS Office, especially Excel and PowerPoint.
  • Strong analytical skills and willingness to learn financial management.
  • Knowledge of Generally Accepted Accounting Principles (GAAP).
  • Excellent teamwork, interpersonal skills, and a positive attitude.
  • Korean-English bilingual proficiency is required.
Benefits:

We offer a competitive benefits package, including:

  • 401(k) Savings Plan
  • Premium Medical Insurance
  • Year-end Bonus
  • Paid Time Off (PTO) based on seniority
  • Paid Holidays
  • Onsite Employee Fitness Center
  • Summer Fridays
  • Gourmet Meals
  • Relocation Support for New Hires
  • Work Anniversary Recognitions
  • Gifts for Celebrations and Condolences
  • Employee Referral Bonuses
  • Certification Reimbursements
  • Employee Discounts
  • Visa Sponsorships (paid by the company)
  • Commuter Support
  • Vehicle Perks
Additional Qualifications:
  • Education: Bachelors degrees in Accounting, Business Administration/Management, or Finance.
  • Experience: 2-4 years relevant industry experience.
  • Skills: Analytical Thinking, MS Excel, MS PowerPoint.
  • Languages: English and Korean.
  • Certifications: Not applicable.

The position is active and accepting applications.

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Senior Financial Analyst

11050 Port Washington, New York Kiss Products

Posted 5 days ago

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Job Description

Job Description Summary:
The Senior Financial Analyst supports various financial functions such as budgeting, forecasting, and analysis. They provide financial support to the business, including financial management, forecasting, variance analysis, and cash flow management. They interface regularly with project managers, account managers, and business area directors and support projects as needed.

Job Description:

Responsibilities:
- Analyzing overseas entities' monthly, bi-annual, and annual financials and reports.
- Taking charge of overseas entities' month-end and year-end closing financials.
- Preparing and analyzing ad hoc financial reports and managerial reports.

Qualifications:
- Bachelor's degree in Accounting, Business, or Finance preferred.
- 3-5 years of experience in a financial analytical role, including experiences with accounting or finance.
- Intermediate or higher proficiency in MS Office, especially, Excel and Power Point
- Analytical thinking skills along with a willingness to learn financial management skills.
- Professional knowledge of Generally Accepted Accounting Principles (GAAP).
- Ability to work well in a team, good interpersonal skills, and a positive attitude.
- Korean-English bilingual is required

We offer a competitive benefits package!
(*Eligibility may vary.)
  • 401(k) Savings Plan
  • Premium Medical Insurance Coverage
  • Year-end Bonus Plan
  • Paid Time Off (PTO) based on seniority
  • Paid Holidays
  • Onsite Employee Fitness Center with Indoor Racquetball Court and Yoga Room
  • Summer Friday
  • Complimentary Gourmet Breakfast, Lunch, and Dinner
  • Relocation Support for New Hires*
  • Work Anniversary Recognitions
  • Congratulatory & Condolence Gifts
  • Employee Referral Bonus Program
  • License/Certification Reimbursements*
  • Corporate Employee Discounts
  • Visa Sponsorships (100% paid by the company) i.e., New H-1B, H-1B Transfer, O-1, and Green Card
  • Commuter Support (Shuttle Bus Program)*
  • Vehicle Perks*


Qualification(s):
Education(s):
Bachelor of Arts (B.A): Accounting (Required), Bachelor of Arts (B.A): Business Administration/Management (Required), Bachelor of Arts (B.A): Finance (Required)

Work Experience:
Experience Range II: 2 - 4 years of relevant experience or industry exposure in a related field

Skill(s):
Analytical Thinking, Microsoft Excel, Microsoft PowerPoint

Language(s):
English, Korean

Certification(s):
Not Applicable

The anticipated compensation range is
22.75 - 44.50 USD Hourly
Actual compensation will be determined based on various factors including qualifications, education, experience, and location. The pay range is subject to change at any time dependent on a variety of internal and external factors.

Kiss Nail Products, Inc., KDC GA Corp., Ivy Enterprises, Inc., AST Systems, LLC, Red Beauty, Inc., or Dae Do, Inc. (collectively, the "Company") is an equal opportunity employer and is committed to a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, or any other characteristic protected by law.
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Senior Financial Analyst

11050 Port Washington, New York Cobalt Recruitment

Posted 15 days ago

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Job Description

Get AI-powered advice on this job and more exclusive features.

This range is provided by Cobalt Recruitment. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.

Base pay range

$85,000.00/yr - $10,000.00/yr

Additional compensation types

Annual Bonus

Direct message the job poster from Cobalt Recruitment

Partnering with top-tier firms across the US to enhance their talent | Finance & Accounting | Real Estate | Construction | Renewables |

A leading B2B retail organization is seeking a Senior Financial Analyst to support budgeting, forecasting, and strategic financial analysis across a dynamic, multi-channel operation. Based on Long Island, this role partners closely with the Head of FP&A, CFO and business teams to drive financial insights, manage reporting cadence, and support corporate strategy through strong modeling and data interpretation.

About the Senior Financial Analyst role

Key Responsibilities:

  • Lead budgeting and forecasting processes
  • Build and maintain financial models and dashboards
  • Analyze variances and communicate key trends
  • Support pricing, margin, and vendor cost analysis
  • Collaborate cross-functionally and with data teams on reporting tools

Ideal Background:

  • 47 years of FP&A or corporate finance experience
  • Strong Excel and modeling skills
  • Experience with ERP/reporting systems (e.g., SAP, Power BI)
  • Background in wholesale, distribution, or similar industries a plus
  • Strong communication and organizational skills
Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Accounting/Auditing, Finance, and Analyst
  • Industries Industrial Machinery Manufacturing, Retail, and Wholesale Hardware, Plumbing, Heating Equipment

Referrals increase your chances of interviewing at Cobalt Recruitment by 2x

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Medical insurance

Vision insurance

401(k)

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Financial Analyst - Compensation

10802 New Rochelle, New York Palantir Technologies

Posted 17 days ago

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Job Description

A World-Changing Company Palantir builds the world's leading software for data-driven decisions and operations. By bringing the right data to the people who need it, our platforms empower our partners to develop lifesaving drugs, forecast supply chain disruptions, locate missing children, and more. The Role The Finance Team supports and empowers Palantirians through both day-to-day operations and creative problem-solving. As a Compensation Financial Analyst, you will be responsible for owning compensation analysis and modeling, collaborating across multiple internal teams, and scaling our compensation program to meet the needs of a growing public company. You will be the champion of the data that drives our largest areas of investment and company-wide initiatives. We're looking for someone who can help build, break, fix, and scale with us. Core Responsibilities Model and analyze compensation data sets to surface information critical for the business to make informed decisions Work cross-functionally across the finance team to set business-area budgets for compensation programs Collaborate with a dynamic group, ranging from engineers to executives, focused on executing a rigorous compensation program designed to capture and reward true impact What We Value The ability to operate with a high degree of trust in an environment with sensitive data The ability to meet deadlines while balancing competing priorities in a fast-paced, dynamic environment A high proficiency in Excel and eagerness to work with Palantir's in-house data tools; while not required, more technical experience with programming, scripting or statistical packages (such as SQL, PySpark, Python, R, Matlab) is a plus We believe you'll thrive if: You love to dive into details, and you aren't satisfied with surface-level answers You're a low-ego team player who believes the outcome matters more than the person who gets the credit You're a nimble, scrappy self-starter who excels in chaos You're willing to roll up your sleeves and tackle complex problems in creative and unconventional ways What We Require Two or more years of experience in financial modeling (such as investment banking, equity research, or consulting), and preferably at least two years working in finance in an operational setting (i.e., at a startup or scaling company). Salary The estimated salary range for this position is estimated to be $90,000 - $120,000/year. Total compensation for this position may also include Restricted Stock units, sign-on bonus and other potential future incentives. Further note that total compensation for this position will be determined by each individual's relevant qualifications, work experience, skills, and other factors. This estimate excludes the value of any potential sign-on bonus; the value of any benefits offered; and the potential future value of any long-term incentives. Our benefits aim to promote health and wellbeing across all areas of Palantirians' lives. We work to continuously improve our offerings and listen to our community as we design and update them. The list below details our available benefits and some of the perks that can be enjoyed as an employee of Palantir Technologies. Benefits * Employees (and their eligible dependents) can enroll in medical, dental, and vision insurance as well as voluntary life insurance * Employees are automatically covered by Palantir's basic life, AD&D and disability insurance * Commuter benefits * Take what you need paid time off, not accrual based * 2 weeks paid time off built into the end of each year (subject to team and business needs) * 10 paid holidays throughout the calendar year * Supportive leave of absence program including time off for military service and medical events * Paid leave for new parents and subsidized back-up care for all parents * Fertility and family building benefits including but not limited to adoption, surrogacy, and preservation * Stipend to help with expenses that come with a new child * Employees can enroll in Palantir's 401k plan Life at Palantir We want every Palantirian to achieve their best outcomes, that's why we celebrate individuals' strengths, skills, and interests, from your first interview to your longterm growth, rather than rely on traditional career ladders. Paying attention to the needs of our community enables us to optimize our opportunities to grow and helps ensure many pathways to success at Palantir. Promoting health and well-being across all areas of Palantirians' lives is just one of the ways we're investing in our community. Learn more at Life at Palantir and note that our offerings may vary by region. In keeping consistent with Palantir's values and culture, we believe employees are "better together" and in-person work affords the opportunity for more creative outcomes. Therefore, we encourage employees to work from our offices to foster connectivity and innovation. Many teams do offer hybrid options (WFH a day or two a week), allowing our employees to strike the right trade-off for their personal productivity. Based on business need, there are a few roles that allow for "Remote" work on an exceptional basis. If you are applying for one of these roles, you must work from the state in which you are employed. If the posting is specified as Onsite, you are required to work from an office. If you want to empower the world's most important institutions, you belong here. Palantir values excellence regardless of background. We are proud to be an Equal Opportunity Employer for all, including but not limited to Veterans and those with disabilities. Palantir is committed to making the application and hiring process accessible to everyone and will provide a reasonable accommodation for those living with a disability. If you need an accommodation for the application or hiring process , please reach out and let us know how we can help. #J-18808-Ljbffr

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Financial Analyst Brooklyn, NY

11210 Brooklyn, New York Medelite

Posted today

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Job Description

Financial Analyst

Location: Brooklyn, NY Schedule: Full-Time; In Office Salary: $75,000 - $85,000

About MedElite

Since 2011, MedElite has been dedicated to improving the standard of care in skilled nursing and long-term care facilities nationwide. We implement a data-driven, "treat in place" model that enhances resident health outcomes while saving valuable time and resources for our partner organizations. By managing a network of advanced practice providers and specialty clinicians, we deliver high-quality, proactive care directly to the bedside. Our passion for positively impacting the lives of residents, administrators, and healthcare professionals drives our commitment to continuously innovate and redefine senior care across the country.

Job Summary

MedElite is seeking a highly motivated and analytical Financial Analyst to join our finance team. This role will be based at our Brooklyn, NY headquarters and will play a key part in driving financial insight, supporting strategic decisions, and contributing to reporting, budgeting, forecasting, and financial planning efforts. The ideal candidate has 2-4 years of experience in financial analysis, with strong financial modeling skills and prior exposure to M&A activities.

Responsibilities
  • Assist in preparing and delivering financial reports and presentations to executive leadership and cross-functional departments to support informed decision-making.
  • Build and maintain complex financial models for business planning, forecasting, and investment analysis
  • Assist with the preparation of annual budgets, quarterly forecasts, and long-range planning
  • Analyze monthly financial results and performance trends; communicate key insights and variances to leadership
  • Support M&A activities through financial modeling, due diligence, and integration analysis
  • Develop management reports and dashboards to monitor financial KPIs and operational efficiency
  • Partner with accounting, operations, and executive leadership to support data-driven decision-making
  • Identify and implement process improvements to enhance reporting accuracy and forecasting efficiency
  • Assist with board and investor presentations as needed
Requirements
  • 2 - 4 years of experience in financial analysis, corporate finance, or FP&A
  • Advanced Excel skills required; experience with financial modeling and scenario analysis
  • Prior exposure to mergers & acquisitions or investment banking is a plus
  • Strong analytical and problem-solving skills with keen attention to detail
  • Excellent verbal and written communication abilities
  • Bachelor's degree in Finance, Accounting, Economics, or a related field required
  • Experience working with large datasets; familiarity with BI tools is a plus
  • Ability to thrive in a fast-paced, entrepreneurial environment
Benefits
  • Health
  • Dental
  • Vision
  • Company-Sponsored Life Insurance
  • 401K
  • Short and Long-term Disability
  • Paid Time Off
  • Commuter Benefits
Why Work With Us?
  • Make a meaningful impact in the nursing home community
  • Work in a collaborative, mission-driven environment
  • Enjoy work-life balance

Equal Opportunity Employer

MedElite is an equal-opportunity employer. We acknowledge and honor the fundamental value and dignity of all individuals. We pledge ourselves to crafting and maintaining an environment that respects diverse traditions, heritages, and experiences. MedElite is an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based on race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

The above-noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned but rather to give the applicant a general sense of the responsibilities and expectations of this position. As the nature of business demands change so, too, may the essential functions of the position.

Ready to Make a Difference?

Apply today and help us deliver compassionate, personalized care where it matters most.

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About the latest Financial analyst Jobs in Nassau County !

Associate Program Financial Analyst

11739 Great River, New York Advanced Acoustic Concepts

Posted 8 days ago

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Job Description

Advanced Acoustic Concepts, a wholly owned subsidiary of Thales USA, is a technical leader in the fields of sonar systems, sonar signal processing, acoustic training systems, and open architecture systems and software integration. The company focuses on emerging areas in the undersea warfare domain where the customer has identified mission-critical needs. For additional information about Advanced Acoustic Concepts, please visit our website at

Job Title : Associate Program Financial Analyst

Job Location : Great River, NY

Position Summary

Analyze, plan and understand the company's financial position, support, baseline planning, and actual cost verification, preparation of estimates at completion (EAC), variance analysis, workforce projections, revenue and profit forecasting. Provide general support to the Program Manager/Program Team with business and financial analysis as well as financial reports for Site Management.

Primary and Essential Accountabilities:
  • Understand the Annual Operating Plan (AOP) and the Strategic Guide Plan process and help prepare program bookings, revenue, operating profit, investment and cash flow data.
  • Understand how job costs are collected and billed on all contract types.
  • Ability to work on cross-functional teams.
  • Establish, develop and maintain effective business relationships with internal and external customers.
  • Support negotiations with the government, industry prime contractors and foreign customers.
  • Conduct analytical studies, monitor trends and interpret the results.
  • Support government compliance and audit activities.
  • Develop an understanding of the Standards of Conduct to include: conflicts of interests; improper practices; liability and fraud.
  • Develop an understanding of contract design and structure to include: FFP; CPIF; CPFF; CPAF; BOA; IDIQ; Foreign Military Sale (FMS); and International Direct Commercial Sale (DCS), and competitive and sole source procurements.
  • Ability to grasp generally accepted accounting principles and develop a working knowledge of the cost accounting standards (CAS) and IFRS
  • Supports proposal preparations including: bid/no-bid requirements; cost estimating; pricing; RFP review; risk mitigation; and negotiation.
  • Develop an understanding of the source selection evaluation process to include cost and price analysis, discussions, debriefings and protest.
  • Program and finance: Basis of Estimate (BOE) preparation; budget preparation, reporting and management; cost & variance analysis; Earned Value Management Systems (EVMS); Estimate at Completion (EAC);preparation/working capital; forecasting; contractual reporting (CDRL, EVM, cost and pricing, C/SSR); risk management; return on investment (ROI); audit preparation and management; and program review preparation
  • Support, communicate, reinforce and defend the mission, values and culture of the organization.
Secondary Accountabilities:
  • Maximize IT utilization through electronic commerce and ERP/Oracle implementation.
  • Emerging business operations knowledge to include: management principles; business development; HR; operations; finance; accounting; economics; and information technology.
  • Ability to interact effectively at all levels and across diverse cultures.
Basic Qualifications:
  • Bachelor's degree in business, finance, accounting or related field
  • MA/MS is highly desirable.
  • Developing knowledge of the FAR, DFAR, CAS & SOX
  • Ability to understand financial analysis principles and have financial analysis skills.
  • Strong computer skills (MS Office Suite, MS Project, Visio, Oracle, Pro Pricer)
Physical Requirements:
  • Lifting (up to 0-5 lbs.): up to 0-10% of time
  • Walking: up to 25-50% of time
  • Climbing, Bending, Standing, Stooping: up to 0-10% of time
  • Sitting: up to 50-75% of time
  • Travel: up to 0-10% of time


The annual base salary range of this position is $45,000 - $60,000.

The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement for a new hire, promotion, or job transfer, and may be modified in the future. Actual base salary may vary depending on a variety of factors including relevant experience, education, specialized/key skills, certifications, departmental budgets, market demands, geographic location, and other relevant, job-related factors.

We offer a full spectrum of benefits including healthcare benefits, paid time off, holidays, tuition assistance, life insurance, short/long term disability and other insurance plans, subject to eligibility or requirements. Eligible employees may enroll in the Company's 401(k) retirement savings plan, which includes a matching percentage. This position is also eligible for a bonus plan in addition to the base pay range listed above.

AAC operates on a 9/80 compressed work schedule with core works of 80 hours in 9 days and every other Friday off.

Advanced Acoustic Concepts, LLC is committed to non-discrimination as applicable under federal and state laws. AAC is an E-Verify employer

Our Mission

Innovation Enabled, Mission Focused.

Core Values

The Company values the talent, experience and diversity of its employees and seeks to foster a culture that is open, honest, fair, and equitable. We strive to accomplish this through adherence to our core values of Integrity, Quality, Customer Focus, Innovation, and Diversity & Inclusion.

INTEGRITY: As a people of integrity, we firmly adhere to codes of conduct and ethical principles, and strive to do what is right. We value a culture of trust, honesty, and respect. We demand ethical thinking and conduct, whereby ethics and accountability always come first.

Quality: We set high standards of performance for ourselves and others to consistently deliver excellent products and services. We adhere to quality levels demanded by our customers and assume responsibility and accountability to achieve excellence.

CUSTOMER FOCUS: We work to create ongoing and mutually beneficial long-term relationships with customers based on trust. We go above and beyond to meet customer needs and strive to exceed their expectations.

INNOVATION: We believe in investing in innovation that makes a positive impact through our technology and products. We continue to foster an environment that rewards innovation and effective change.

RESPECTFUL WORKPLACE: We continually foster an environment that values different points of view and enables all employees to contribute to their full potential. We cooperate together as a respectful workforce serving our population.
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Senior Financial Analyst SJH

11714 Bethpage, New York Catholic Health Service

Posted 17 days ago

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Job Description

Overview

Catholic Health is one of Long Island's finest health and human services agencies. Our health system has over 16,000 employees, six acute care hospitals, three nursing homes, a home health service, hospice and a network of physician practices across the island.

At Catholic Health, our primary focus is the way we treat and serve our communities. We work collaboratively to provide compassionate care and utilize evidence based practice to improve outcomes - to every patient, every time.

We are committed to caring for Long Island. Be a part of our team of healthcare heroes and discover why Catholic Health was named Long Island's Top Workplace!

Job Details

The Senior Financial Operations Analyst at St. Joseph Hospital plays a key role in supporting the Director of Financial Operations by providing financial analysis, operational reporting, capital and expense budget support, and system maintenance using Strata Performance Management. This role is a critical resource in driving performance improvement, financial accountability, and operational insight by working directly with hospital leadership, clinical and administrative departments, and corporate finance. The Analyst supports volume planning, budgeting, variance analysis, and system alignment initiatives to promote long-term financial stewardship and success.
Key Responsibilities:
  • Serve as the primary point of contact for department managers, assisting with interpretation of bi-weekly labor and monthly non-labor financial variances.
  • Act as a super-user and on-site resource for the Strata Performance Management system, providing system support and training to end users.
  • Coordinate and support bi-weekly Productivity and Position Control meetings, including preparation of agendas and relevant data.
  • Assist Corporate Finance with system configuration and maintenance in Strata, including updates to user access, department and account structures, and unit-of-service mappings.
  • Act as a liaison between hospital departments and Corporate Finance to ensure consistent application of performance management processes and reporting standards.
  • Support the month-end close process by reviewing accruals and collaborating with department managers to provide operational context.
  • Help end users resolve data integrity issues such as incorrectly coded invoices, employees, or purchase orders.
  • Oversee hospital department expense operating budgets, ensuring alignment with volume assumptions and promoting financial stewardship.
  • Maintain the Strata capital budget system to ensure projects are categorized within appropriate fiscal years, capital expenditures are properly coded, and funding sources are correctly applied.
  • Support the Director of Financial Operations and hospital leadership in identifying margin improvement opportunities, including use of decision support and costing analysis.
  • Contribute to the development of financial forecasts and budget models by preparing analyses and evaluating operational trends.
  • Participate in initiatives to continuously improve hospital financial operations and performance outcomes using data from Strata and other decision support tools.
  • Provide additional financial and operational support as assigned by the Director of Financial Operations or hospital leadership.
Skills, Knowledge, or Abilities:
  • Strong analytical and problem-solving abilities; experience with variance analysis and financial modeling.
  • Moderate to advanced proficiency in Microsoft Excel (v-lookups, pivot tables, index-match, etc.).
  • Experience with Strata Decision Technology strongly preferred.
  • Excellent interpersonal, communication, and organizational skills.
  • Ability to work independently and collaboratively across hospital departments and system-level teams.
Minimum Qualifications:

Education: Bachelor's Degree in Finance, Accounting, Healthcare Administration, or related field required.

Experience: 5-7 years of finance experience required, with 3-5 years in a healthcare setting preferred.

Posted Salary Range

USD $90,000.00 - USD $115,000.00 /Yr.

This range serves as a good faith estimate and actual pay will encompass a number of factors, including a candidate's qualifications, skills, competencies and experience. The salary range or rate listed does not include any bonuses/incentive, or other forms of compensation that may be applicable to this job and it does not include the value of benefits.

At Catholic Health, we believe in a people-first approach. In addition to the estimated base pay provided, Catholic Health offers generous benefits packages, generous tuition assistance, a defined benefit pension plan, and a culture that supports professional and educational growth.
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Employee Benefits Underwriter/Financial Analyst

11791 Syosset, New York World Insurance As

Posted 4 days ago

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Job Description

Summary

Paul Global Benefits (PGB) is now a part of World Insurance Associates. World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.

Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 210 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.

Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region.

Position Overview

  • This position will provide support and manage employee benefits for clients, with a focus on: Medical, Dental, Vision, Life, AD&D, Long-term Disability, Short-Term Disability, and Voluntary Benefits.

Essential Duties and Responsibilities

  • Responsible for the preparation of the RFPs and the analyzation of the marketing results
  • Designing, distributing, and evaluating responses to surveys and RFPs
  • Accountable for performing financial analysis, including benefits cost projection, plan design modelling alternatives, and creation of employee contribution recovery models
  • The ability to create benchmark data and trend analysis for clients
  • Work independently and make sound underwriting decisions based on financial results
  • Proactive financial monitoring and review for assigned cases
  • Create monthly financial reporting packages including detailed premium, claims, membership, commission, and cash reconciliation information
  • Create weekly, monthly and quarterly financial statements and/or projections
  • Assist in quarterly presentation to clients on financial performance of insurance programs
  • New Business Financial Evaluations, as needed by sales team
  • Provide timely, courteous and accurate response to all inquiries, conducting research when necessary and communicating results
  • Process all necessary paperwork by adhering to the department workflow and procedures

Qualifications

  • Bachelors Degree or the recognized equivalent in education and experience, required
  • 3+ years of underwriting experience
  • Strong communication skills and ability to translate complex financial concepts into customer friendly format
  • Proven ability to manage multiple projects simultaneously and produce quality deliverables on time
  • Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Outlook)
  • Able to work independently and enjoy a high degree of interaction with team members
  • Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives
  • Self-motivated and driven
  • Maintain a sense of urgency and ability to work with and meet deadlines
  • Demonstrates effective problem-solving abilities
  • Demonstrates excellent time management and prioritization skills
  • Attention to detail and commitment to a high level of accuracy
  • The ability to use discretion surrounding sensitive information
  • Ability to maintain a professional demeanor and positive attitude
  • Up to 25% travel will be required to our Syosset, NY office

Equal Employment Opportunity

At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

To Executive Search Firms and Staffing Agencies:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Worlds property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Worlds Human Resources Talent Department.

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