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head of finance

Tracera

<div>
 
 
 Head of Finance
 
 
 
 
 Location:
 
 Houston, TX (or Remote - US-based)
 
 
 
 Reports to:
 
 CEO
 
 
 
 
 
 
 About Tracera
 
 
 
 Tracera is a VC-backed technology company helping enterprises make better, data-driven decisions across sustainability, supply chain, and risk. As we scale, we are building a strong, disciplined financial foundation to support growth, accountability, and long-term impact.
 
 
 
 
 
 
 Role Overview
 
 
 
 We are seeking a Head of Finance to own Tracera&rsquo;s business finance, FP&amp;A, KPIs, and financial strategy, while overseeing and supervising our third-party accounting and bookkeeping partners. This role is ideal for a finance leader who thrives in fast-paced startup environments and is excited to drive strategic decision-making through data, modeling, and financial insight &mdash; without owning day-to-day bookkeeping execution.
 
 
 This role partners closely with the CEO and leadership team to bring clarity, rigor, and foresight to financial planning, performance management, and company-wide decision-making.
 
 
 
 
 
 
 Key Responsibilities
 
 
 
 
 Financial Leadership &amp; Ownership
 
 
 <ul>
 <li>
 Own Tracera&rsquo;s business finance, FP&amp;A, KPI framework, and financial planning
 </li>
 <li>
 Serve as the primary finance partner to the CEO and leadership team
 </li>
 <li>
 Supervise and manage third-party finance and accounting partners, ensuring accuracy, timeliness, and quality of reporting
 </li>
 <li>
 Build scalable financial processes and operating cadence to support growth
 </li>
 </ul>
 
 
 Business Finance, KPIs &amp; Performance Management
 
 (Core Focus of the Role)
 
 
 
 <ul>
 <li>
 Own and define company-wide financial and operational KPIs
 </li>
 <li>
 Build and maintain leadership dashboards, for example covering:
 </li>
 <li>
 Revenue, ARR, growth, and pipeline metrics
 </li>
 <li>
 Burn rate, runway, and cash utilization
 </li>
 <li>
 Gross margin, unit economics, and cost structure
 </li>
 <li>
 CAC, payback, sales efficiency, and GTM performance
 </li>
 <li>
 Partner with GTM, Product, and Operations leaders to:
 </li>
 <li>
 Track performance against plans
 </li>
 <li>
 Identify trends, risks, and opportunities
 </li>
 <li>
 Translate data into clear, actionable insights
 </li>
 <li>
 Establish a consistent monthly and quarterly performance review cadence
 </li>
 </ul>
 
 
 FP&amp;A &amp; Strategic Planning
 
 
 <ul>
 <li>
 Lead budgeting, forecasting, and reforecasting cycles
 </li>
 <li>
 Develop and maintain short- and long-term financial models
 </li>
 <li>
 Own scenario planning and sensitivity analysis to support strategic decisions
 </li>
 <li>
 Support leadership on:
 </li>
 <li>
 Hiring plans and headcount modeling
 </li>
 <li>
 Pricing and packaging decisions
 </li>
 <li>
 Investment prioritization and trade-offs
 </li>
 <li>
 Prepare financial narratives and materials for board and investor discussions
 </li>
 </ul>
 
 
 Oversight of Accounting &amp; Financial Operations
 
 
 <ul>
 <li>
 Oversee third-party accounting partners responsible for:
 </li>
 <li>
 Month-end and year-end close
 </li>
 <li>
 General ledger, reconciliations, and accruals
 </li>
 <li>
 AP/AR, payroll coordination, and expense management
 </li>
 <li>
 Review and validate financial outputs for accuracy and completeness
 </li>
 <li>
 Ensure GAAP compliance and appropriate internal controls through partner oversight
 </li>
 <li>
 Coordinate audits, tax filings, and external advisors
 
 
 as needed
 </li>
 </ul>
 
 
 &nbsp;
 
 
 
 
 Qualifications &amp; Experience
 
 
 <ul>
 <li>
 5&ndash;7+ years of experience in strategic finance, FP&amp;A, or business finance roles
 </li>
 <li>
 Strong experience in financial modeling, forecasting, KPIs, and performance analysis
 </li>
 <li>
 Prior experience working in a VC-backed startup or high-growth environment
 </li>
 <li>
 Experience overseeing or managing third-party accounting / finance providers
 </li>
 <li>
 Solid understanding of SaaS metrics and financial best practices
 </li>
 <li>
 Comfortable operating at both strategic and hands-on levels (analysis, models, dashboards)
 </li>
 <li>
 Highly collaborative, adaptable, and comfortable with ambiguity
 </li>
 <li>
 Strong communication skills with the ability to influence executive decision-making
 </li>
 </ul>
 
 
 
 
 
 Nice to Have
 
 
 <ul>
 <li>
 Prior experience scaling finance at an early-stage company
 </li>
 <li>
 Exposure to fundraising, board reporting, or investor relations
 </li>
 <li>
 SaaS or technology company background
 </li>
 <li>
 Experience evolving finance functions ahead of rapid growth
 </li>
 </ul>
 
 
 
 
 
 Why This Role
 
 
 <ul>
 <li>
 High visibility and ownership across the business
 </li>
 <li>
 Direct partnership with the CEO and leadership team
 </li>
 <li>
 Opportunity to shape Tracera&rsquo;s business finance, KPI framework, and planning discipline
 </li>
 <li>
 Strategic impact on company growth and execution
 </li>
 <li>
 Clear pathway into broader finance leadership as Tracera scales
 </li>
 </ul>
 
 
 
 
 If you&rsquo;re a collaborative, agile finance leader who enjoys building and scaling finance functions, owning KPIs, and driving business insight in a fast-paced, VC-backed startup environment, we&rsquo;d love to hear from you &mdash; please apply and join us at Tracera.
 
 
 
 
</div>

Head of Finance

ENGIE

<div></div><div><div><div><div><div><div>As our Senior FP&amp;A Analyst, you will focus on financial analysis, reporting, and budgeting for ENGIE North America's expanding renewables portfolio. You will collaborate closely with the Renewables + BESS Global Business Unit (RFGBU) Asset Management, Operations, Partnership teams, and our wholesale market-facing Global Energy Management Services team (GEMS) to gain a deep understanding of operational profitability drivers, risks, and liquidity management. Additionally, you will be a key member of ENGIE&rsquo;s finance team, ensuring accurate monthly and quarterly results for management, partnerships, and group reporting. In this role, you will participate in preparing monthly and quarterly business reviews for RFGBU Management and ENGIE Group Corporate reporting, highlighting business performance and evolution based on operational and project-specific drivers. Your tracking of key financial indicators will provide early warnings to management and actionable information to advance the RFGBU strategy. This position is based in Houston, TX, and reports to the RFGBU Director of FP&amp;A. 

<ul>
<li>Direct the development of annual budgets, re-forecasts, and medium-term business plans (MTP), collaborating with other Business divisions ensuring consistency with ENGIE and partners guidelines</li>
<li>Under the supervision of the VP FP&amp;A, prepare supporting materials</li>
<li>Ensure the Regional Services and more broadly the NorthAm budget and MTP data is accurately and timely loaded into reporting systems identifying</li>
<li>Implement efficiency and control enhancing process improvements</li>
<li>Manage the monthly Group reporting processes, including thorough management analysis of P&amp;L and Cash-Flow Statement components by portfolio</li>
<li>Lead or participate as the FP&amp;A expert in cross-functional projects, as needed, which may include IT tools, processes, strategic transactions, or other initiatives</li>
<li>Support VP Head of FP&amp;A on recurring transversal analysis (Cash Analysis, G&amp;A performance) or ad&rsquo;hoc transversal analysis</li></ul> 


What You&rsquo;ll Bring
<ul>
<li>A Bachelor&rsquo;s degree in Accounting or Finance
</li><li>A minimum of five (5) years of experience in business financial analysis, financial reporting or accounting</li>
<li>Experience in energy markets and/or accounting knowledge would be a plus</li>
<li>Polished executive level written and verbal communication skills with a strong command of English</li>
<li>Proficiency in advanced Microsoft Excel, PowerPoint, SAP solutions (S4, SAC, BFC, Cartesis), and/or Power BI</li>
<li>Project management skills focused on meeting multiple deadlines with a high degree of accuracy</li>
<li>Cross-organizational coordination skills ensuring on-time delivery of results and presentations</li>
<li>Self-motivated desire to work in a time-sensitive environment with non-flexible deadlines, potentially outside of usual US business hours</li></ul> 


Additional Details
<ul>
<li>This role is eligible for our hybrid work policy requiring a minimum of 3 days at an ENGIE office</li>
<li>Must be willing and able to comply with all ENGIE ethics and safety policies</li></ul> 


Compensation

Salary Range: $77,100.00 to $118, 220.00 USD annually 


This represents the average expected pay range for a qualified candidate.

Actual offered salary may depend on geography, experience, industry knowledge, education, internal pay alignment, or other bona fide factors. 


ENGIE complies with all federal, state, and local minimum wage laws. Actual salary offered may vary depending on geography, experience, education, internal pay alignment, or other bona fide factors. 


In addition to base pay, this position is eligible for a competitive bonus / incentive plan. 


Your Talent Acquisition Partner can share more specific information regarding the benefits or the salary for the position based on the work location 


At ENGIE, we take your well-being seriously. Our comprehensive benefits package includes options for medical, dental, vision, life insurance, employer-paid short-term and long-term disability insurance, ESPP, generous paid time off including wellness days, holidays and leave programs. We also help you plan for retirement by offering a 401(k) Retirement Savings Plan with a company match. But that's not all &ndash; we're dedicated to the health and happiness of your entire family, offering supplemental benefits for full time employees that enhance emotional and physical well-being through all stages of life from family forming to caregiver benefits. Explore our benefits package to see how we can support you. Learn more. 


Why ENGIE?

ENGIE North America isn&rsquo;t just participating in the Zero-Carbon Transition, we&rsquo;re leading it! Join us as we develop energy that is renewable, efficient, and accessible to everyone.
<div>
At ENGIE, every talent has a role to play in the adventure of the century. Make a difference and enjoy a fulfilling professional experience. Take on exciting challenges and build a career path that reflects who you are.</div> 
<div></div>
<div>
Join us and be part of the adventure!</div> 


ENGIE is proud to be an equal opportunity workplace, and we are firmly committed to creating an inclusive workplace for all employees. We are committed to providing employees with a work environment free of discrimination and harassment. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. 


If you need assistance with this application or a reasonable accommodation due to a disability, you may contact us at ENGIENA-ENGIEHR@engie.com. This email address is reserved for individuals with disabilities in need of assistance and is not a means of inquiry regarding positions or application status. 


We are unable to sponsor or take over sponsorship of an employment visa for this role at any time. 


The safety of our employees is our number one priority. All employees at ENGIE have both a duty and the authority to STOP WORK if unsafe acts are observed. 

</div></div></div></div><div></div><div><div><div><div>Business Unit: T&amp;G
</div></div></div></div><div><div><div><div>Division: T&amp;G NORTHAM - Regional Hub
</div></div></div></div><div><div><div><div>Legal Entity: ENGIE North America Inc.
</div></div></div></div><div><div><div><div>Professional Experience: Skilled ( &gt;3 experience &lt;15 years)
</div></div></div></div><div><div><div><div>Education Level: Bachelor's Degree
</div></div></div></div><div><div><div><div>Company Name: ENGIE North America
</div></div></div></div><div><div><div>Why this matters to us
Our organisation is an equal opportunity employer and is committed to fostering a diverse and inclusive workplace. We offer reasonable accommodations upon request for individuals with disabilities.</div></div></div></div></div>

FP and A Analyst Sr

DRB HOMES

<div>Position Title: Corporate VP Regional Finance 
Location: Rockville, MD or Dallas, TX or Houston, TX
Reports To: SVP Finance
Department: Corporate Accounting &amp; Finance
Direct Reports: 4-6
The Corporate VP &ndash; Regional Finance is a senior level financial management role with responsibility for the Division finance functions in support of the SVP-Finance &amp; CFO&rsquo;s enterprise-wide financial strategy and governance.
This position oversees the Division finance functions including budgeting, forecasting, asset management and financial analysis. Ensuring full compliance with corporate financial policies, controls, and standards. relating to financial matters. This hands-on role will work directly with the SVP-Finance, Area Presidents and Executive team to drive the Company&rsquo;s strategic financial management.
DUTIES AND RESPONSIBILITIES
Strategic &amp; Regional Leadership<ul><li>
Partner with Area/Division Presidents and Division Finance Leaders to establish strategic direction, maximize profitability, and improve return on capital across all divisions.</li><li>
Align divisional performance with corporate initiatives, strategic priorities, and financial standards.</li><li>
Serve as the primary financial advisor for Division Finance Leaders, driving risk management, financial governance, and operational excellence.</li><li>
Lead regional financial review meetings, facilitate performance discussions, and promote best practices across divisions.</li></ul>
Leadership &amp; Talent Development<ul><li>
Directly lead and mentor Division Finance Leaders</li><li>
Conduct recurring regional finance leadership meetings to align on best practices, strengthen financial governance, and ensure performance consistency across divisions.</li><li>
Build a high‑performance culture focused on accountability, partnership, continuous improvement, and operational excellence.</li></ul>
Financial Planning &amp; Analysis, Budgeting &amp; Forecasting<ul><li>
Provide oversight of the development, review, and refinement of the annual business plan and quarterly forecast updates for all divisions within the region.</li><li>
Ensure all plans reflect transparent assumptions, achievable targets, and accurate projections.</li><li>
Review division-level KPIs, operating metrics, and financial trends and collaborate with Division Finance Leaders to implement strategies to improve performance.</li><li>
Review and analyze monthly financial results, including variances versus plan, forecast shifts, margin drivers, cost pressures, and operational performance.</li><li>
Work with SVP &ndash; Finance and other Regional Finance leaders to drive process improvement&mdash;implementing standardized financial, operational, and reporting processes across divisions.</li><li>
Lead financial modeling and strategic assessment of new business opportunities.</li><li>
Support the financial integration efforts for newly acquired divisions or operations.</li></ul>
Land Acquisition, Feasibility &amp; Capital Management<ul><li>
Review land underwriting, feasibility studies, and land committee packages to ensure alignment with return thresholds and risk parameters.</li><li>
Final reviewer for land purchases and sales.</li><li>
Oversee the corporate review of land development budgets and schedules.</li><li>
Monitor cash flow, capital allocation, and return on assets across divisions.</li></ul>
Internal Controls, Compliance &amp; Reporting<ul><li>
Ensure adherence to corporate financial policies, controls, and standard operating procedures across all divisions.</li><li>
Support Corporate Accounting in the review and validation of financial statements to ensure accuracy, compliance, and reporting integrity.</li><li>
Provide analytical support for reporting cycles, including executive packages and board‑level materials.</li></ul>
QUALIFICATIONS
Education &amp; Experience<ul><li>
Bachelor&rsquo;s degree in Finance, Accounting, or related field required.</li><li>
MBA or CPA strongly preferred.</li><li>
15+ years of financial leadership experience in homebuilding, land development, or residential construction.</li><li>
Direct experience in leading the financial management of a large-scale homebuilding division and/or overseeing multiple homebuilding divisions on a regional basis.</li><li>
Background with public homebuilders or large‑scale private builders strongly beneficial.</li></ul>
Knowledge, Skills &amp; Abilities<ul><li>
Advanced proficiency in financial planning, forecasting, modeling, and capital analysis.</li><li>
Strong understanding of homebuilding operational drivers: land pipeline, construction cost management, pricing strategy, margin analysis, cycle times, and backlog trends.</li><li>
Excellent communication and executive‑level presentation skills.</li><li>
Demonstrated leadership, influencing ability, and relationship‑building skills across diverse teams.</li><li>
High degree of attention to detail, organization, and follow‑through.</li><li>
Proactive mindset with ability to manage multiple priorities in a fast‑paced environment.</li><li>
Proficiency in Microsoft Office Suite, especially Excel; experience with NewStar, Oracle EPM planning preferred.</li></ul>
Travel<ul><li>
Regional travel required.</li></ul>
WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing their essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function. The noise level in the work environment is usually moderate. Travel to various worksites or offsite venues may also be required, depending on assignment.
PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; climb stairs; balance; stoop; kneel; crouch or crawl; talk and hear. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. The employee is required to sit for extended periods of time while using computer graphics terminal, telephone, and other administrative tools.
.</div>

Corporate VP Regional Finance

Quinnox Consultancy Services

Role- Onsite Delivery HeadLocation- Houston, TXJob Details-We are seeking a seasoned Senior IT Delivery Leader with 20+ years of experience to lead large-scale, multi-program delivery engagements across multiple client stakeholders. This role requires strong expertise in customer relationship management, strategic growth, P&amp;L ownership, and operational excellence.The ideal candidate will drive delivery governance, client satisfaction, revenue growth, and margin improvement while managing distributed global teams.Key Responsibilities1. Delivery &amp; Program Leadership2. Client &amp; Stakeholder Management3. Business Growth &amp; P&amp;L Ownership4. People Leadership5. Operational Excellence &amp; TransformationRequired Qualifications<ul><li>20+ years of IT industry experience.</li><li>Proven track record managing multi-million-dollar accounts.</li><li>Experience handling multiple concurrent programs and global teams.</li><li>Strong expertise in stakeholder management and executive communication.</li><li>Experience in digital transformation, cloud, data, or enterprise applications.</li><li>Demonstrated success in revenue growth and margin expansion.</li></ul>Preferred Qualifications<ul><li>Experience in industries such as Energy, Waste Management, Manufacturing, BFSI, or Distribution.</li><li>PMP / SAFe / ITIL certifications.</li><li>MBA or equivalent leadership training.</li></ul>If interested feel free to email your resume to dipas@quinnox.comJob Type: Full-timePay: $150,000.00 - $170,000.00 per yearWork Location: In person

Delivery Head

YO IT Consulting

<div>
 <ul>
 <li>
 Role Overview
 
 
 </li>
 </ul>
 Seeking experienced finance professionals to support a supervised fine-tuning (SFT) dataset development project in collaboration with a leading AI lab. Experts will contribute by creating and evaluating prompts and responses on topics across corporate finance, markets, accounting, and financial analysis. This is a high-impact opportunity to shape how advanced AI models understand and reason about complex financial concepts.
 
 
 <ul>
 <li>
 Key Responsibilities
 </li>
 <li>
 Author and refine finance-related prompts and expert-level responses across domains like valuation, risk, investment theory, and financial modeling
 </li>
 <li>
 Review and edit AI-generated outputs for accuracy, clarity, and alignment with professional standards
 </li>
 <li>
 Generate prompt variants to test model performance under different personas and instruction styles
 </li>
 <li>
 Identify edge-case scenarios or question types likely to challenge current AI systems
 </li>
 <li>
 Provide context-sensitive explanations suitable for both technical and non-technical audiences
 </li>
 <li>
 Ideal Qualifications
 </li>
 <li>
 Advanced degree in finance, economics, or accounting (e.g., PhD, MBA, or CFA charterholder)
 </li>
 <li>
 1+ years of experience in investment analysis, corporate finance, financial consulting, or academia
 </li>
 <li>
 Strong quantitative reasoning and financial writing skills
 </li>
 <li>
 Familiarity with LLM capabilities and limitations is a plus
 </li>
 <li>
 Experience in curriculum design, financial reporting, or technical instruction is valued
 </li>
 <li>
 More About the Opportunity
 </li>
 <li>
 Remote and asynchronous &mdash; set your own schedule
 </li>
 <li>
 Expected commitment: 10-20 hours/week
 </li>
 <li>
 Project duration: ~4+ months, with optional continuation
 </li>
 <li>
 Mix of structured review tasks and open-ended content development
 </li>
 <li>
 Compensation &amp; Contract Terms
 </li>
 <li>
 $70-80/hour for U.S.-based applicants; adjusted for other geographies
 </li>
 <li>
 Paid weekly via Stripe Connect
 </li>
 <li>
 You&rsquo;ll be classified as an independent contractor
 </li>
 <li>
 Application Process
 </li>
 <li>
 Submit your resume to get started
 </li>
 <li>
 Complete a short form outlining your finance expertise
 </li>
 </ul>
</div>

Finance Professional for Ai Training

Signal Energy Constructors

<div>Job Description &ndash; FP&amp;A Analyst (Entry-Level, 1-2 Years of Experience) 


Job Title: FP&amp;A Analyst (Entry-Level)

Location: Houston, TX | In-Office

Reports To: FP&amp;A Manager 


About the Role

We are looking for an entry-level FP&amp;A Analyst to join our growing finance team. This role is ideal for recent graduates, early-career professionals, or individuals transitioning from another function into FP&amp;A who want to develop a strong foundation in financial planning, reporting, and analysis within an EPC (Engineering, Procurement, and Construction) environment.

The FP&amp;A Analyst will be responsible for supporting budgeting, forecasting, variance analysis, and financial reporting while working closely with project teams, department heads, and senior finance leaders. This role provides an excellent opportunity to develop technical financial skills, business acumen, and cross-functional collaboration experience while gaining exposure to large-scale capital projects and strategic financial decision-making. Internal candidates looking to transition into FP&amp;A are highly encouraged to apply. 


Key Responsibilities 


1. Financial Planning &amp; Forecasting Support
<ul><li>Assist in the monthly, quarterly, and annual budgeting and forecasting processes.</li></ul>
<ul><li>Update financial models and reports with actual vs. forecasted data, ensuring accuracy.</li></ul>
<ul><li>Support long-term financial planning and scenario analysis to assess business impacts.</li></ul> 


2. Project Performance &amp; Cost Tracking
<ul><li>Work with project teams to track project costs, schedules, and financial impacts.</li></ul>
<ul><li>Assist in work-in-progress (WIP) tracking to help monitor project financial performance.</li></ul>
<ul><li>Conduct basic variance analysis, identifying trends and potential cost risks.</li></ul> 


3. Data Analysis &amp; Reporting
<ul><li>Create and maintain financial reports and dashboards to monitor key performance indicators (KPIs).</li></ul>
<ul><li>Use Excel, Power BI, and Tableau to develop visual financial insights for leadership.</li></ul>
<ul><li>Ensure that all reports are clear, concise, and well-structured for decision-making.</li></ul> 


4. Cross-Functional Collaboration
<ul><li>Work closely with project managers, finance, and operations to align project and departmental financials.</li></ul>
<ul><li>Support treasury, accounting, and other teams in analyzing financial data and trends.</li></ul>
<ul><li>Communicate findings in a professional, easy-to-understand format for non-finance stakeholders.</li></ul> 


5. Process Improvement &amp; Financial Systems
<ul><li>Assist in identifying opportunities for process automation and data standardization.</li></ul>
<ul><li>Support system integrations and enhancements in ERP and BI tools.</li></ul>
<ul><li>Help document best practices to improve forecasting, budgeting, and reporting accuracy.</li></ul> 


Key Competencies &amp; Skills Required

o Financial Analysis &amp; Reporting &ndash; Strong foundation in financial modeling, variance analysis, and reporting

o Excel &amp; Data Visualization &ndash; Advanced proficiency in Excel, Power BI, and Tableau.

o Attention to Detail &ndash; Ability to identify trends, errors, and opportunities in financial data.

o Technology &amp; Financial Systems &ndash; Exposure to ERP systems (SAP, Oracle), SQL, or BI tools is a plus.

o Cross-Functional Communication &ndash; Strong ability to collaborate across departments and present financial insights clearly.

o Analytical &amp; Problem-Solving Skills &ndash; Ability to break down complex financial information into actionable insights.

o Adaptability &amp; Willingness to Learn &ndash; Open to new challenges and eager to develop FP&amp;A expertise. 


Experience &amp; Qualifications 


Education:
<ul><li>Bachelor&rsquo;s degree in Finance, Accounting, Economics, Business, Engineering or a related field.</li></ul> 


Experience (Preferred but Not Required):
<ul><li>1-2 years of experience in finance, accounting, data analysis, or a related field.</li></ul>
<ul><li>Open to candidates transitioning from operations, accounting, or other functions into FP&amp;A.</li></ul>
<ul><li>Internship or academic project experience in financial modeling, forecasting, or business analysis is a plus.</li></ul> 


Technical Skills:
<ul><li>Advanced Excel proficiency (complex financial formulas, data analysis).</li></ul>
<ul><li>Exposure to Power BI, Tableau, SQL, or Vista Viewpoint is a plus.</li></ul>
<ul><li>Understanding of basic GAAP financial principles and corporate finance concepts.</li></ul> 


Preferred Industry Experience:
<ul><li>Experience or coursework related to EPC, construction, capital projects, or infrastructure finance is beneficial but not required.</li></ul></div>

Financial Planning & Analysis Analyst

Avenue 360 Health and Wellness

<div>Overview:

The Financial Analyst supports the finance department by providing financial planning, forecasting, and data analysis to enhance decision-making and ensure financial sustainability. This role collaborates with clinical, operational, and administrative teams to ensure accurate financial reporting and compliance with federal, state, and grant requirements
 Duties and Responsibilities:
<ul>
<li>Maintain general ledger by posting, verifying, reconciling transactions, and resolving discrepancies.
</li><li>Conduct monthly and quarterly account reconciliations to ensure accurate reporting.
</li><li>Develop and maintain financial models for budgeting, forecasting, and strategic planning.
</li><li>Analyze financial performance and trends to support operational and strategic decisions.
</li><li>Prepare monthly, quarterly, and annual financial reports for internal and external stakeholders.
</li><li>Assist with grant reporting and compliance, including tracking expenditures and preparing financial documentation.
</li><li>Collaborate with department heads to develop and manage annual budgets.
</li><li>Monitor and assess financial performance, identifying variances and recommending corrective actions.
</li><li>Support audits and ensure compliance with FQHC-specific financial regulations and reporting standards.
</li><li>Provide financial insights to support program development and expansion.
</li><li>Participate in cost analysis and efficiency improvement initiatives.
</li><li>Reconcile monthly accounts to ensure accurate reporting and ledger maintenance.
</li><li>Prepare monthly and annual adjusting entries involving balance sheet accounts and income statement accounts.
</li></ul><ul><li>Review, investigate, and correct errors and inconsistencies in financial entries, documents, and reports.
</li></ul><ul><li>Assist with preparing documents for grant reviews and Medicare cost report by preparing assigned schedules and other requested materials.
</li></ul><ul><li>Assist with the monthly and annual end closes.
</li></ul><ul><li>Assist Executive Vice President of Finance with financial reporting.
</li></ul><ul><li>Other functions as assigned by the Executive Vice President of Finance</li>
</ul>
Education, Licensure/Certification:
<ul><li>Must have bachelor's degree in accounting or finance from accredited institution</li></ul>

Experience, Skills/Abilities Related Requirements:
<ul><li>
2 to 3 years of experience in similar position</li></ul>

Continuing Education and Training Requirements:
<ul><li>Participates in trainings required by the agency, funding source(s), and/or as required by licensure if applicable.</li></ul></div>

Financial Analyst

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