Job Details

Overview

IOA is on the forefront of revolutionary healthcare models, reshaping the way people can age in place. Our innovative models transform lives, enhance communities, and save healthcare systems millions of dollars. We strive to question the status quo and create new and more innovative ways to help aging adults and adults with disabilities maintain their quality of life. IOA offers multiple programs to aid seniors in maintaining health, well-being, independence and participation in the community, fulfilling our mission.

Reporting to IOA's Finance Manager, the Sr. Finance Business Partner will provide hands-on Finance support to various IOA business leaders including forecasting, budgeting and long-range business planning processes.

Other key duties and responsibilities include, but are not necessarily limited to:

• Conducting business performance variance analysis of actuals and forecasts compared to prior periods, forecasts, and budgets
• Creating financial models, collecting and evaluating data, analyzing results and making appropriate assumptions and recommendations; identifying areas for improvement and change based on financial modeling
• Providing financial analysis and advises appropriate solutions for issues
• Analyzing and evaluating cost/budget reports
• Preparing reporting schedules and delivering presentations to business leaders
• Energetic, forward thinking as well as creativity with the highest ethical standards
• Developing an understanding of critical business performance drivers
• Building relationships and working closely and collaboratively with Finance, Operations and business team daily
• Ensuring data quality and accuracy of management reporting
• Strong execution with ability to work in a fast pace and manage tight deadlines
• Proactively driving analysis on key trends and understanding business drivers behind the trends that are visible in the results
• Provide insight on business drivers that lead to recommended actions
• Bringing numbers to life
• Performing ad hoc financial modeling and analysis as needed

Qualifications

• Bachelor's degree or higher in Accounting, Economics, Finance or another quantitative discipline.
• 7+ years of relevant and progressive experience in financial planning, reporting and analysis
• Excellent analytical and problem-solving skills
• Excellent organizational and presentation skills, including the ability to communicate complex issues in a simple, logical, and brief manner
• Outstanding interpersonal, oral and written communication skills, including ability to present clear, understandable analyses and recommendations to senior management
• Ability to see 'big picture" strategic view as well as process details
• Advanced skills in Microsoft Excel (including financial modeling) and PowerPoint
• Experience using OfficeConnect/Hyperion or similar add on tools for excel
• Adaptive and NetSuite experience preferred
• Possessing strong critical thinking, collaboration and problem-solving competencies

Compensation

Range: $120,000 - $135,000/Annual

This amount is not necessarily reflective of actual compensation that may be earned, nor a promise of any specific pay for any specific employee, which is always dependent on actual experience, education and other factors. This range does not include any additional equity, benefits, or other non-monetary compensation which may be included.

Beware of Hiring Scams

• Institute on Aging will never request payment or sensitive personal information such as Social Security numbers during the hiring process.
• All official communication will come from a verified IOA email address.
• If you receive any suspicious communication or requests, report them to ...@ioaging.org.
• All legitimate job openings can be found on the Institute on Aging Careers Page.

We encourage you to learn more about IOA by visiting us here.

IOA reserves the right to adjust work hours or duties when appropriate.

Institute on Aging is an Equal Opportunity Employer. Institute on Aging is committed to cultivating a diverse and inclusive work environment and providing equal opportunities to all employees and job applicants without regard to age, race, religion, color, national origin, sex, sexual orientation, gender identity, genetic disposition, neuro-diversity, disability, veteran status or any other protected category under federal, state and local law.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.