What Jobs are available for Financial Analysts in Atlanta?

**Overview**
Emory University is a leading research university that fosters excellence and attracts world-class talent to innovate today and prepare leaders for the future. We welcome candidates who can contribute to the excellence of our academic community.
**Description**
JOB DESCRIPTION:
+ Analyzes historical accounting data and other information to make projections which will aid management in short- and long-range financial planning.
+ Coordinates action necessary to correct account balances and maintain proper accounting controls and procedures. Assists in year-end audits and in ensuring the accuracy of accounting data.
+ Analyzes financial statements and prepares and analyzes financial reports to represent current and projected financial status.
+ Projects future trends and prepares long-range operational forecasts and cash flow analysis.
+ May assist in preparing, developing and monitoring budgets.
+ May perform indirect cost analysis.
+ Performs related responsibilities as required.
MINIMUM QUALIFICATIONS:
+ Bachelor's degree in accounting, business management, finance or a related field and two years of financial analysis or accounting experience, OR an equivalent combination of experience, education, and training.
NOTE: Position tasks are required to be performed in-person at an Emory University location; working remote is not an option. Emory reserves the right to change this status with notice toemployee.
**Additional Details**
Emory is an equal opportunity employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other characteristics protected by state or federal law. Emory University does not discriminate in admissions, educational programs, or employment, including recruitment, hiring, promotions, transfers, discipline, terminations, wage and salary administration, benefits, and training. Students, faculty, and staff are assured of participation in university programs and in the use of facilities without such discrimination. Emory University complies with Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veteran's Readjustment Assistance Act, and applicable executive orders, federal and state regulations regarding nondiscrimination, equal opportunity, and affirmative action (for protected veterans and individuals with disabilities). Inquiries regarding this policy should be directed to the Emory University Department of Equity and Civil Rights Compliance, 201 Dowman Drive, Administration Building, Atlanta, GA 30322. Telephone: (V) | (TDD).
Emory University is committed to ensuring equal access and providing reasonable accommodations to qualified individuals with disabilities upon request. To request this document in an alternate format or to seek a reasonable accommodation, please contact the Department of Accessibility Services at or call (Voice) | (TDD). We kindly ask that requests be made at least seven business days in advance to allow adequate time for coordination.
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Connect with us for general consideration!
**Division** _Exec.V.P. for Health Affairs_
**Campus Location** _Decatur, GA, 30033_
**Campus Location** _US-GA-Decatur_
**Department** _Winship Cancer Institute_
**Job Type** _Temporary Full-Time_
**Job Number** _ _
**Job Category** _Accounting and Finance_
**Schedule** _Other_
**Standard Hours** _40 Hours_
**Hourly Minimum** _USD $25.48/Hr._
**Hourly Midpoint** _USD $34.09/Hr._
Emory Healthcare is an Equal Employment Opportunity employer committed to providing equal opportunity in all of its employment practices and decisions. Emory Healthcare prohibits discrimination, harassment, and retaliation in employment based on race, color, religion, national origin, sex, sexual orientation, gender identity or expression, pregnancy, age (40 and over), disability, citizenship, genetic information, service in the uniformed services, veteran status or any other classification protected by applicable federal, state, or local law.

Our client is seeking a highly analytical and results-oriented Senior Financial Analyst to join their finance department on a fully remote basis. This role is crucial for providing strategic financial insights, supporting key business decisions, and driving financial planning and analysis. The ideal candidate will have a strong understanding of corporate finance, financial modeling, and reporting, with the ability to translate complex data into actionable recommendations. You will be responsible for budgeting, forecasting, variance analysis, and performance monitoring, collaborating with various departments to ensure financial objectives are met. This is a remote-first position, requiring excellent self-management, communication, and collaboration skills to succeed in a virtual environment.

Key Responsibilities:

• Develop and maintain complex financial models for forecasting, budgeting, and long-range planning.
• Conduct in-depth variance analysis, identifying key drivers and providing actionable insights to senior management.
• Prepare monthly, quarterly, and annual financial reports, dashboards, and presentations for stakeholders.
• Support the annual budgeting process, working closely with department heads to establish financial targets.
• Analyze financial performance against budget and forecast, highlighting risks and opportunities.
• Perform ad-hoc financial analysis and modeling to support strategic initiatives and business case development.
• Monitor key performance indicators (KPIs) and provide regular updates on financial health.
• Identify opportunities for process improvements and efficiencies within the finance function.
• Ensure compliance with all relevant financial regulations and internal controls.
• Collaborate with accounting teams to ensure accurate and timely financial close processes.
• Communicate financial information clearly and concisely to non-finance stakeholders.

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• CFA or CPA designation is a strong plus.
• Minimum of 5 years of progressive experience in financial analysis, FP&A, or a related role.
• Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, and macros.
• Experience with financial planning software (e.g., Anaplan, Adaptive Insights) and ERP systems (e.g., SAP, Oracle).
• Strong understanding of accounting principles and financial reporting standards.
• Exceptional analytical, quantitative, and problem-solving skills.
• Excellent written and verbal communication skills, with the ability to articulate complex financial concepts to a diverse audience.
• Proven ability to manage multiple priorities, work independently, and meet tight deadlines in a remote setting.
• High level of integrity and attention to detail.
• Demonstrated success in collaborating effectively with remote teams.

This is an excellent opportunity for a motivated financial professional to make a significant impact while enjoying the flexibility of a fully remote role.

Our client, a prestigious financial institution in Atlanta, Georgia, US , is seeking a highly analytical and experienced Senior Financial Analyst to join their Investment Banking division. This role is critical in supporting deal execution and client advisory services across a range of financial transactions. You will be responsible for conducting in-depth financial analysis, valuation modeling, and preparing comprehensive presentations for clients and internal stakeholders. This includes developing complex financial models for mergers and acquisitions, corporate finance, and capital raising activities. The ideal candidate will possess a strong understanding of accounting principles, financial markets, and various valuation methodologies. Exceptional quantitative, analytical, and problem-solving skills are essential, along with the ability to work under pressure and meet tight deadlines. You will collaborate closely with M&A teams, sector specialists, and senior bankers to provide data-driven insights and strategic recommendations. Key responsibilities include market research, industry analysis, and due diligence support. This is an on-site position requiring dedication and a proactive approach to client service and deal completion. We are looking for a detail-oriented and highly motivated professional with a passion for finance and a proven ability to contribute to high-stakes transactions. Your expertise will be instrumental in supporting the firm's success and advising clients on critical strategic decisions.

Responsibilities:

• Develop and maintain complex financial models for M&A, LBOs, DCF, and other valuation purposes.
• Perform in-depth financial analysis, including ratio analysis, trend analysis, and scenario planning.
• Conduct industry and market research to support transaction origination and execution.
• Prepare high-quality client presentations, pitch books, and memorandums.
• Assist in the due diligence process for transactions, including financial statement analysis and quality of earnings assessments.
• Support senior bankers in client meetings and negotiations.
• Analyze company financial performance and identify key drivers and risks.
• Stay abreast of market trends, economic conditions, and regulatory changes impacting the financial industry.
• Collaborate effectively with deal teams across different product groups and sectors.
• Ensure accuracy and integrity of all financial analysis and reporting.

Qualifications:

• Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field. MBA or CFA designation is a plus.
• Minimum of 5 years of relevant experience in investment banking, corporate finance, transaction advisory services, or a related field.
• Strong proficiency in financial modeling, valuation techniques, and corporate finance concepts.
• Advanced Excel and PowerPoint skills are essential.
• Excellent analytical, quantitative, and problem-solving abilities.
• Ability to work independently and as part of a team in a demanding, fast-paced environment.
• Strong written and verbal communication skills.
• Detail-oriented with a high level of accuracy.
• Experience with financial databases such as Bloomberg, Refinitiv, or FactSet is preferred.

Our client, a leading financial institution renowned for its sophisticated risk management strategies, is seeking a highly analytical and detail-oriented Quantitative Analyst to join their dynamic team. This fully remote position offers a unique opportunity to leverage advanced statistical and mathematical modeling techniques to assess and mitigate financial risks across various asset classes. You will play a critical role in developing and implementing cutting-edge risk models, contributing to the firm's stability and strategic decision-making. This role is ideal for individuals who thrive in a challenging, intellectually stimulating environment and possess a deep understanding of financial markets and quantitative methods.

In this capacity, you will be responsible for designing, developing, testing, and validating complex quantitative models for credit risk, market risk, operational risk, and liquidity risk. Your work will involve extensive data analysis, programming (Python, R, C++), and the application of statistical inference and machine learning techniques. You will collaborate closely with portfolio managers, traders, risk managers, and IT professionals to ensure the effective implementation and interpretation of model outputs. Key responsibilities include identifying new risk factors, enhancing existing models, performing back-testing and stress testing, and preparing comprehensive reports for senior management and regulatory bodies. Strong communication skills are essential to translate complex analytical findings into actionable insights for non-technical stakeholders. A thorough understanding of financial derivatives, portfolio theory, and regulatory frameworks (e.g., Basel Accords) is highly beneficial.

This position is exclusively remote, allowing you to work from anywhere within designated regions, fostering flexibility and work-life balance. Candidates should possess a Master's or Ph.D. in a quantitative field such as Mathematics, Statistics, Physics, Economics, or Financial Engineering. Proven experience in building and implementing quantitative financial models is a must. Exceptional programming skills and proficiency in statistical software are required. If you are a visionary quantitative professional passionate about shaping the future of financial risk management through rigorous analysis and innovation, we invite you to join our esteemed firm from your remote location.

**"We enable greatness in people and organizations everywhere.** "
FranklinCovey (NYSE: FC) is the workplace of choice for _Achievers with Heart_ . We are one of the largest and most trusted leadership companies in the world, with directly owned and licensee partner offices in over 160 countries and territories. With more than 2,000 global associates, FranklinCovey transforms organizations by partnering with clients to build leaders, teams, and cultures that get breakthrough results through collective action. Our services and products are primarily delivered through our subscription offerings, which are comprised of the FranklinCovey All Access Pass, which is primarily sold through our Enterprise Division, and the _Leader_ _in Me_ membership, which is designed specifically for our Education Division. Enterprise clients include _Fortune 100_ ,? _Fortune 500_ , thousands of small and mid-sized businesses, and numerous government entities. FranklinCovey Education has shared our programs, books, and content with thousands of public and private primary, secondary, and post-secondary schools and institutions.
To learn more, visit franklincovey.com.
**Title:** Senior Financial Planning & Analysis (FP&A) Analyst
**Payroll Title:** Sr Financial Planning & Analysis Analyst
**Division & Department:** Enterprise Finance
**Status:** Full-Time Exempt
**Reports to:** Director, Financial Planning & Analysis (FP&A), Enterprise
**Location:** Remote - Anywhere in the contiguous United States
**Compensation:** Anticipated compensation for this position is a base salary of $105-130k* plus an 8% incentive target tied to Enterprise financial targets.
**Job Summary**
The Senior Analyst Financial Planning & Analysis (FP&A) will be a key member of the FP&A team reporting to the Director of FP&A, Enterprise and responsible for supporting financial planning, budgeting, forecasting, and analysis activities, with an additional focus on administering and analyzing sales and sales support compensation plans through CaptivateIQ. This role will involve working closely with Finance, Sales, Revenue Operations, and HR teams to ensure that sales incentive structures are aligned with company goals.
The ideal candidate will bring strong analytical and financial modeling skills, a solid understanding of finance principles, and hands-on experience managing and analyzing commission or sales compensation plans in a high-performance environment.
**Essential Job Functions**
+ **Budgeting and Forecasting**
+ Assist in the development and consolidation of annual budgets (Gross/Net Revenue, COS, SG&A, and EBITDA), ensuring alignment with strategic goals.
+ Drive monthly/quarterly forecasts budgets (same categories as above), highlighting risks and opportunities.
+ Monitor budget vs. actuals and update forecasts monthly.
+ **Financial Analysis and Reporting**
+ Prepare monthly, quarterly, and annual financial reports for senior management, including actuals vs budget/forecast, variance analysis, and forecast changes month over month.
+ Provide explanations for variances, including those related to sales compensation, and suggest actions to address discrepancies.
+ Identify and analyze key drivers impacting financial performance, including sales performance and compensation metrics, to identify trends, variances, and opportunities for improvement.
+ Develop and maintain reports, dashboards, and presentations to communicate financial and sales performance trends (KPI's) to key stakeholders and monitor performance.
+ **Sales & Sales Support Compensation Analysis and Administration**
+ Administer and analyze sales and sales support compensation plans, ensuring alignment with company objectives and driving sales performance.
+ Manage the commission calculation process through CaptivateIQ, ensuring all monthly, quarterly, and annual payouts are accurate, timely, and compliant with policy.
+ Collaborate with sales, finance, and Total Rewards leadership to review, adjust, and optimize commission plans based on performance data and market benchmarks.
+ Provide insights and recommendations on sales incentive structures and evaluate their impact on overall financial performance.
+ Maintain and continuously improve CaptivateIQ workflows, reporting, and integrations to increase accuracy, transparency, and scalability of the commission process.
+ **Financial Modeling**
+ Develop, maintain, and enhance financial models to support business planning, strategic initiatives, and enhance financial performance.
+ Perform scenario and sensitivity analyses to support decision-making.
+ Translate model outcomes into clear, actionable insights for business partners and executives.
+ **Ad-Hoc Analysis and Special Projects**
+ Support ad-hoc financial and sales compensation related analysis and projects, including cost-cutting initiatives and profitability assessments.
+ Partner with sales leadership on strategic projects to drive sales performance and incentive alignment.
+ **Continuous Improvement**
+ Serve as project lead for design and implementation of cloud-based FP&A forecasting tool for the business.
+ Maintain, identify and implement process improvements to enhance forecasting accuracy, compensation calculation accuracy, and reporting quality.
+ Assist in automation and streamlining financial reporting and compensation processes.
**Basic Qualifications**
+ Bachelor's or advanced degree in Finance and/or Accounting
+ 5+ years of experience in financial analysis and/or sales compensation analysis
**Preferred Skills & Experience**
+ 3+ years of experience in an FP&A function
+ Strong background with quantitative data analysis, with experience building and maintaining financial models
+ Advanced proficiency in Excel, PowerPoint
+ Strong analytical and problem-solving skills, with the ability to interpret complex data and provide actionable insights
+ Clear and concise written and verbal communication skills, with the ability to present complex information effectively
+ Strong interpersonal skills and the ability to work effectively with cross-functional teams
+ Exceptional attention to detail and commitment to producing high-quality, accurate work.
+ High sense of urgency, strong organizational skills, and the ability to manage multiple priorities under tight deadlines.
+ Solid understanding of GAAP accounting principles.
+ Proficiency with CRM tools (Salesforce preferred)
+ Experience with ERP systems (Microsoft Dynamics AX preferred)
+ Experience using data visualization tools (Domo preferred)
+ Experience with sales compensation tools (CaptivateIQ preferred)
+ Experience working in a SaaS business environment
+ Strong accounting knowledge and financial acumen
Benefits include medical, dental, and vision insurance, HSA, employee stock purchasing program, 401(k), paid time off, holiday pay, and more. Please visit for details.
*Actual offer may be outside of this range and will be determined by education, experience, knowledge, skills, and abilities, as well as geographic location, internal equity and alignment with market data.
Unless otherwise noted, applications will be accepted for a minimum of three (3) days from the initial published date on the FranklinCovey job board, but the posting may close at any time after the specified duration.
**Employer Information**
For an overview of our Interview Process, please visit is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Please visit for our full **Equal Employment Opportunity** policies and **Nondiscrimination Provision.**
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Note: Work location is on-site with the flexibility to work remotely, the primary location will be in-office for meetings, per Kaiser Permanente-s Authorized States Policy - Employees may be required to travel to a Kaiser Permanente or customer site. Residency is required in the primary location state: 9 Piedmont Center, 3495 Piedmont Rd., NE, Atlanta, Georgia 30305
Job Summary:
This individual contributor is primarily responsible for supporting financial planning, modeling, analysis, and forecasting, identifying and preparing reports on financial and budgeting trends, assisting in analysis of operational performance, and gathering and preparing recommendations on financial activities and plans.
Essential Responsibilities:
+ Pursues self-development and effective relationships with others by proactively providing resources, information, advice, and expertise with coworkers and customers; influencing others through technical explanations and examples; providing occasional mentoring to team members; listening and responding to, seeking, and addressing performance feedback; creating plans to capitalize on strengths and develop weaknesses; anticipating and responding to the needs of others; and adapting to and learning from change, difficulties, and feedback.
+ Completes work assignments by applying up-to-date expertise in subject area to generate creative solutions; ensuring all procedures and policies are followed; leveraging an understanding of data, and resources to support projects or initiatives; collaborating cross-functionally to solve business problems; identifying and monitoring priorities, deadlines, and expectations; communicating progress and information; identifying, recommending, and implementing ways to address improvement opportunities; and escalating issues or risks as appropriate.
+ Supports the evaluation of the business environment by conducting financial assessments (e.g., Situational, Strengths/Weaknesses/Opportunities/Threats, Opportunity-Based Strategic Planning, system value chain analysis); and generating reports summarizing business, financial, or economic data.
+ Completes costing activities by identifying cost avoidance and cost recovery opportunities.
+ Supports improving financial performance by identifying financial trends; using results of analyses; calling attention to operational issues that need to be addressed to improve performance; and partnering with the business to address operational performance issues.
+ Supports business modeling by developing best-practice models; analyzing risk alternatives; and developing what-if scenarios and forecasts using in-house models or software.
+ Supports reporting of region/business unit financial information by evaluating financial trends, data analysis reports, and forecasts of income and expense; reviewing assets, liabilities, revenues, and expenses; and using data/inputs from region/business unit systems to support analyses (e.g., membership and utilization reports, volume reporting, day sales inventory, analysis spreadsheets, investment schedules).
+ Supports assessment of the business vision, objectives, and strategic initiatives by conducting research to assess financial impact of strategies and initiatives.
+ Creates budgets and/or forecasts under the guidance of others in accordance with business strategic initiatives by analyzing budgeting trends; preparing budget and forecasting; and coordinating with others to develop department/regional budgets.
+ Evaluates performance/operations/ financial state by using and implementing templates (e.g., cash flow, RFA process, weekly unit case report) and computer applications; conducting complex financial analyses (e.g., operating cash flow analyses, pro forma P&L, line item walk forwards, volume building blocks, NPV, IRR, Discounted Cash Flow, statistical analyses, economic analyses); and completing complex variance analysis (e.g., volume, P&L line item, cost of goods, rate).
+ Supports internal and external audits by assisting with preparation of audit schedules and review of audit results.
+ Supports field operations by analyzing their operational/financial performance.
+ Supports Financial Statement Analysis of business partners (e.g., suppliers, customers, co-packers, acquisition targets) by using software systems (Internet, Bloomberg, and D&B), annual reports, and/or interviews; determining the financial status (viability) of business partners; and assessing risk implications.
+ Supports others in advising region/business unit leaders on strategic fiscal matters by preparing regular and special reports for both financial and statistical matters in order to facilitate financial management throughout the organization; and organizing regular meetings with leadership to review financial results for their areas.
+ Supports strategic financial planning by performing and evaluating financial, utilization, and benchmark analytics.
+ Supports strategic financial planning by gathering and preparing recommendations for financial plans, acquisition activity, financial requirements, and operating forecasts; and applying financial concepts for financial planning and control.
Minimum Qualifications:
+ Bachelors degree in finance, business, or related field and Minimum three (3) years Financial Planning & Analysis experience, or directly related business experience. Additional equivalent work experience in a directly related field may be substituted for the degree requirement.
Additional Requirements:
COMPANY: KAISER
TITLE: Financial Planning & Analysis, Analyst III
LOCATION: Atlanta, Georgia
REQNUMBER:
External hires must pass a background check/drug screen. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with Federal, state and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran, or disability status.

Job Summary:
This individual contributor is primarily responsible for supporting financial planning, modeling, analysis, and forecasting, assisting in financial assessment, preparing financial and other reports, and researching financial trends.
Essential Responsibilities:
+ Pursues self-development and effective relationships with others by sharing resources, information, and knowledge with coworkers and customers; listening, responding to, and seeking performance feedback; acknowledging strengths and weaknesses; assessing and responding to the needs of others; and adapting to and learning from change, difficulties, and feedback.
+ Completes work assignments by applying up-to-date knowledge in subject area to meet deadlines; following procedures and policies and applying data, and resources to support projects or initiatives; collaborating with others, often cross-functionally, to solve business problems; supporting the completion of priorities, deadlines, and expectations; communicating progress and information; identifying and recommending ways to address improvement opportunities when possible; and escalating issues or risks as appropriate.
+ Supports the evaluation of the business environment by assisting with financial assessment (e.g., Situational, Strengths/Weaknesses/Opportunities/Threats, Opportunity-Based Strategic Planning, system value chain analysis).
+ Supports internal and external audits by assisting with preparation of audit schedules and review of audit results.
+ Supports the creation of budgets and/or forecasts in accordance with business strategic initiatives by analyzing budgeting trends; conducting budget and forecasting; and providing information as requested to aid the development of department/regional budgets.
+ Supports others in advising region/business unit leaders on strategic fiscal matters by assisting with preparation of regular and special reports for both financial and statistical matters in order to facilitate financial management throughout the organization; and assisting with organizing regular meetings with leadership to review financial results for their areas.
+ Supports financial modeling by assisting with development of best-practice models; documenting risk alternatives; and assisting with the development of what-if scenarios and forecasts using in-house models or software.
+ Supports assessment of the business vision, objectives, and strategic initiatives by conducting research to assess financial impact of strategies and initiatives.
+ Supports costing activities by assisting with the identification of cost avoidance and cost recovery opportunities.
+ Evaluates performance/operations/financial state by using templates (e.g., cash flow, RFA process, weekly unit case report) and computer applications; conducting financial analyses (e.g., operating cash flow analyses, pro forma P&L, line item walk forwards, volume building blocks, NPV, IRR, Discounted Cash Flow, statistical analyses, economic analyses); and completing variance analysis (e.g., volume, P&L line item, cost of goods, rate).
+ Supports reporting of region/business unit financial information by preparing and evaluating financial trend information, data analysis reports, and forecasts of income and expense; recording assets, liabilities, revenues, and expenses; and collecting data/inputs from region/business unit systems to support analyses (e.g., membership and utilization reports, volume reporting, day sales inventory, analysis spreadsheets, investment schedules).
+ Supports field operations by assisting with analysis of their operational/financial performance.
+ Supports Financial Statement Analysis of business partners (e.g., suppliers, customers, co-packers, acquisition targets) by using software systems (Internet, Bloomberg, and D&B), annual reports, and/or interviews; and determining the financial status (viability) of business partners.
+ Supports improving financial performance by assisting with the identification of financial trends; running analyses and calling attention to operational issues that need to be addressed to improve performance.
+ Supports strategic financial planning by performing financial, utilization, and benchmark analytics.
+ Supports strategic financial planning by gathering recommendations for financial plans, acquisition activity, financial requirements, and operating forecasts; and assisting with development of financial concepts for financial planning and control.
Minimum Qualifications:
+ Bachelors degree in finance, business, or related field OR Minimum three (3) years financial planning and/or data analysis experience, or directly related business experience.
Additional Requirements:
COMPANY: KAISER
TITLE: Financial Planning Analysis Analyst II
LOCATION: Atlanta, Georgia
REQNUMBER:
External hires must pass a background check/drug screen. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with Federal, state and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran, or disability status.

**Discover Your Career at Emory University**
Emory University is a leading research university that fosters excellence and attracts world-class talent to innovate today and prepare leaders for the future. We welcome candidates who can contribute to the diversity and excellence of our academic community.
**Description**
Reporting to the Associate Vice President of Financial Planning and Analysis, the Integrated Financial Planning Analyst II monitors and reports on the consolidated budget for senior management, members of the Board of Directors, and the University community.
KEY RESPONSIBILITIES:
+ Assists in planning the integrated financial plan and annual financial reports.
+ Interacts with budget officers throughout the University and senior level staff in the Finance Division.
+ Serves as a critical resource for the Controller's office as it relates to budget planning.
+ Conducts financial analysis and modeling of University operating results to support the integrated financial planning and decision-making process.
+ Prepares financial reports and presentations for senior management.
+ Develops and maintains financial data and provides analysis related to monitoring monthly recurring entries to flag irregularities, areas of concern, and key drivers.
+ Collaborates with various department budget managers and other stakeholders to conduct budget meetings reviewing operating results and key performance metrics to explain variances and implement cost savings opportunities.
+ Prepares quarterly forecasts for the University wide campus as well as provides key trend data and analysis to inform the development of the University wide campus budget and financial plan.
+ Handles sensitive financial data with discretion and manages individual tasks independently and reliably.
+ Performs ad-hoc complex financial analyses including the development of new project and operating perform as to support the Integrated Financial Planning & Analysis Department and members of the senior management team.
+ Assists in the development of off-cycle funding tracking and cumulative impacts on subsequent planning cycles.
+ May support the development of an enterprise financial plan which incorporates Emory Healthcare's annual operating plan to ensure the consolidated plan supports debt policy, cash flow from operations, and net asset growth required for fiscal sustainability.
+ Develops and documents processes and procedures, as well as job aids, to support the strategic direction of the integrated financial plan.
+ Provides advice and direction to campus budget officers concerning university-wide budget procedures and processes.
+ Leads special projects and initiatives.
+ Develops ad-hoc reports and performs related responsibilities as required.
MINIMUM QUALIFICATIONS:
+ A bachelor's degree in Finance, Accounting, Business Administration or a related field and three years of financial, data analysis, and subject matter knowledge OR six years of financial, data analysis and subject matter knowledge with a complex organization.
+ A related master's degree or financial professional certification (CPA, CMA, etc.) preferred.
+ Effective communication skills.
+ Preferred characteristics include financial acumen to review and analyze expenditures against budget plans; knowledge to review, compile and analyze reports; and an understanding of financial forecasting and resource planning.
NOTE: This role will be granted the opportunity to work from home regularly but must be able to commute to Emory University on a flexible weekly schedule based upon business needs. Schedule is based on agreed upon guidelines of department. This role requires residency in the state of GA. Emory reserves the right to change remote work status with notice to employee.
**Additional Details**
Emory is an equal opportunity employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other characteristics protected by state or federal law. Emory University does not discriminate in admissions, educational programs, or employment, including recruitment, hiring, promotions, transfers, discipline, terminations, wage and salary administration, benefits, and training. Students, faculty, and staff are assured of participation in university programs and in the use of facilities without such discrimination. Emory University complies with Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veteran's Readjustment Assistance Act, and applicable executive orders, federal and state regulations regarding nondiscrimination, equal opportunity, and affirmative action (for protected veterans and individuals with disabilities). Inquiries regarding this policy should be directed to the Emory University Department of Equity and Civil Rights Compliance, 201 Dowman Drive, Administration Building, Atlanta, GA 30322. Telephone: (V) | (TDD).
Emory University is committed to ensuring equal access and providing reasonable accommodations to qualified individuals with disabilities upon request. To request this document in an alternate format or to seek a reasonable accommodation, please contact the Department of Accessibility Services at or call (Voice) | (TDD). We kindly ask that requests be made at least seven business days in advance to allow adequate time for coordination.
**Connect With Us!**
Connect with us for general consideration!
**Job Number** _ _
**Job Type** _Regular Full-Time_
**Division** _Vice President For Finance_
**Department** _Integrated Financial Planning_
**Job Category** _Accounting and Finance_
**Campus Location (For Posting) : Location** _US-GA-Atlanta_
**_Location : Name_** _Emory Campus-Clifton Corridor_
**Remote Work Classification** _Hybrid Remote_
**Health and Safety Information** _Not Applicable_

**Discover Your Career at Emory University**
Emory University is a leading research university that fosters excellence and attracts world-class talent to innovate today and prepare leaders for the future. We welcome candidates who can contribute to the diversity and excellence of our academic community.
**Description**
KEY RESPONSIBILITIES:
+ Reporting to the Associate Vice President of Financial Planning & Analysis, the Integrated Financial Planning Analyst I supports the University's Integrated Financial Planning (IFP) process as part of the annual budget and planning cycle.
+ Analyzes budgets and tracks variances to projections, ensuring deadlines are defined and communicated with the campus community.
+ Works closely with budget officers throughout the University to conduct business and data analysis to understand and explain financial trends.
+ Prepares and runs existing reports using Excel tools such as pivot tables, v-lookups, and charts.
+ Balances attention to detail with broader institutional context to support strategic financial planning.
+ Handles sensitive financial data with discretion and performs individual tasks independently and reliably.
+ Supports special projects using problem solving skills to facilitate the budget planning process.
+ Collaborates with various department budget managers and other stakeholders to conduct budget meetings reviewing operating results and key performance metrics to explain variances and implement cost savings opportunities.
+ Supports the preparation of quarterly forecasts for the University wide campus as well as provides key trend data and analysis to inform the development of the University wide campus budget and financial plan.
+ May support the development of an enterprise financial plan which incorporates Emory Healthcare's annual operating plan to ensure the consolidated plan supports debt policy, cash flow from operations, and net asset growth required for fiscal sustainability.
+ Documents processes and procedures, as well as job aids to support the strategic direction of the integrated financial plan.
+ Develops ad-hoc reports and performs related responsibilities as required
MINIMUM QUALIFICATIONS:
+ A bachelor's degree in Finance, Accounting, Business Administration or a related field and two years of financial, data analysis, and subject matter knowledge OR five years of financial, data analysis and subject matter knowledge with a complex organization.
+ A related financial professional certification (CPA, CMA, etc.) preferred.
+ Effective communication skills.
+ Preferred characteristics include financial acumen to review and analyze expenditures against budget plans; knowledge to compile and analyze reports; and an understanding of financial forecasting and resource planning.
NOTE: This role will be granted the opportunity to work from home regularly but must be able to commute to Emory University on a flexible weekly schedule based upon business needs. Schedule is based on agreed upon guidelines of department. This role requires residency in the state of GA. Emory reserves the right to change remote work status with notice to employee.
**Additional Details**
Emory is an equal opportunity employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other characteristics protected by state or federal law. Emory University does not discriminate in admissions, educational programs, or employment, including recruitment, hiring, promotions, transfers, discipline, terminations, wage and salary administration, benefits, and training. Students, faculty, and staff are assured of participation in university programs and in the use of facilities without such discrimination. Emory University complies with Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veteran's Readjustment Assistance Act, and applicable executive orders, federal and state regulations regarding nondiscrimination, equal opportunity, and affirmative action (for protected veterans and individuals with disabilities). Inquiries regarding this policy should be directed to the Emory University Department of Equity and Civil Rights Compliance, 201 Dowman Drive, Administration Building, Atlanta, GA 30322. Telephone: (V) | (TDD).
Emory University is committed to ensuring equal access and providing reasonable accommodations to qualified individuals with disabilities upon request. To request this document in an alternate format or to seek a reasonable accommodation, please contact the Department of Accessibility Services at or call (Voice) | (TDD). We kindly ask that requests be made at least seven business days in advance to allow adequate time for coordination.
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**Job Number** _ _
**Job Type** _Regular Full-Time_
**Division** _Vice President For Finance_
**Department** _Integrated Financial Planning_
**Job Category** _Accounting and Finance_
**Campus Location (For Posting) : Location** _US-GA-Atlanta_
**_Location : Name_** _Emory Campus-Clifton Corridor_
**Remote Work Classification** _Hybrid Remote_
**Health and Safety Information** _Not Applicable_