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Job Title: Senior Financial Analyst
Type of Company: My company owns and manages nursing homes up and down the East Coast.
Education: BS, Accounting, Bentley College •• MBA, Management, Bentley Graduate School of Business
Previous Experience: I was a budget and reimbursement analyst for a healthcare company, a job that evolved over time into more generalized financial analysis.
Job Tasks: I work as a financial analyst at a national healthcare company. I report directly to our regional vice-president of finance and to the controller. I also support three regional senior viceipresidents who are responsible for the daily operations of many nursing homes in our area and I have to travel back and forth a good deal. Every month I attend meetings with administrators, other consultants, auditors, marketing execs and housekeeping and laundry staffers at a host of different nursing homes.
My department is made up of 4 people. After the general ledger accountants close the monthly financials, it is my job to review their work and relay the information to the vice-presidents and others who need it. I am responsible for presenting the financials in a timely manner and in a way which others can easily understand. I have been part of the process of streamlining the information which gets disseminated this way.
I also am responsible for the annual budget and monthly forecast preparation. I conduct meetings with individuals to make a budget which can be presented to owners and clients. I also work with auditors during the yearly state and federal audits. A lot of information comes across my desk which has to be re-phrased and re-formatted.
Best and Worst Parts of the Job: The best part of my job is the flexibility it allows me. I have been with the company for 15 years and have earned a solid reputation among my peers and co-workers. My boss knows that I am a self-starter and feels confident giving me jobs to pursue.
The worst part of my job is the public speaking portion. As someone with an accounting background, I am not always comfortable speaking in front of others. Unfortunately, I have to attend many meetings and make presentations monthly.
Job Tips:
1. When you first venture out to be a financial analyst, you do not necessarily know what field you will like the best. Try them all. I have been in healthcare for 15 years and sometimes feel pigeonholed.
2. Flexibility is key. Every day I make a plan for the day and nine out of ten times something unforeseen reshapes the whole landscape.
3. Jobs are all about relationships. Do not burn bridges.
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