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Sr. Finance Business Partner

Institute On AgingSan Francisco, CA
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Job Description

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. Rather than focusing on archaic outdated design, we strive to consistently question the "status-quo" and create new and more innovative ways to help aging adults and adults with disabilities maintain their quality of life. With over 23 programs, we offer multiple ways to aid seniors maintain their health, well-being, independence and participation in the community, fulfilling our mission.

Reporting to IOA's Finance Director, the Sr. Finance Business Partner will provide hands-on Finance support to various IOA business leaders including the forecasting, budgeting and long-range business planning processes. Other key duties and responsibilities include, but are not necessarily limited to:

  • Proactively lead analyses on key trends and understanding business drivers behind the trends
  • Build relationships working closely and collaboratively with Finance, Operations and business team daily
  • Curiosity, energized by understanding critical business performance drivers
  • Energetic, forward thinking as well as creativity with the highest ethical standards
  • Create financial models, collecting and evaluating data, analyzing results and making appropriate assumptions and recommendations; identifying areas for improvement and change based on financial modeling
  • Conduct business performance variance analysis of actuals and forecasts compared to prior periods, forecasts, and budgets
  • Analyze and evaluate cost/budget reports
  • Prepare communications, including reporting schedules and delivering presentations to business leaders
  • Ensure data quality and accuracy of management reporting
  • Strong execution with ability to work at a fast pace and manage tight deadlines
  • Bring numbers to life through context and narrative
  • Perform ad hoc financial modeling and analysis as needed

REQUIRED QUALIFICATIONS:

  • Bachelor's degree or higher in Accounting, Economics, Finance or another quantitative discipline, or demonstrated aptitude for quantitative work.
  • 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 Office Connect/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.

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.