Financial Analyst - Workforce Planning & Analysis

Summary

Join Altera, a health IT solutions provider, as a Financial Analyst in Workforce Planning & Analysis. This remote role, preferably in the Eastern/Central time zone, involves meticulously tracking and analyzing internal movement data to create impactful reports. You will collaborate with Business Units, supporting informed decision-making for timely hiring and revenue generation. Data accuracy and proactive oversight are crucial for preventing delays and mitigating negative impacts on company growth. The position offers significant exposure across all business units and fosters professional growth within a 4500-person company.

Requirements

• Bachelor’s degree in finance, accounting or a related field, or equivalent years of experience
• 1-3 years of experience in a financial analyst role
• Strong analytical and problem-solving skills, with a mature and proactive approach to responsibilities
• Excellent communication and interpersonal skills, able to present financial information to technical and non-technical audiences at all levels
• Experience working in a fast-paced environment and managing multiple priorities
• Able to work independently and as part of a team, including working effectively and positively in a matrix environment
• Highly proficient in Microsoft Excel, with experience using various formulas and functions

Responsibilities

• Workforce Planning and Tracking : You will oversee the planning and tracking of Altera’s company-wide employee roster, including weekly and monthly processes to identify changes and discuss workforce strategies with business unit leaders.  This will also include assisting with tracking intra-company efforts between departments, to accurately align the P&L
• Workforce Forecasting : You will build monthly headcount & expense forecasts for the business units, through detailed reporting responsibilities and ongoing collaboration with business unit leadership
• Collaboration with FP&A team: You will work very closely with the Financial Planning & Analysis team to review monthly expense forecasts for their respective business units.  Also, you will discuss monthly variance analysis, workforce planning strategies, and company-wide initiatives
• Financial Reporting and Analysis : You will work jointly with BU leadership to prepare detailed monthly financial forecasts, including detailed headcount and related cost forecasting. In addition, you will prepare and present detailed monthly reporting packages to various levels of leadership inclusive of variance analysis, financial insights and other key performance metrics. You will conduct monthly business unit reviews with business unit leadership and executive management
• M onth-end Close : You will ensure the timely and accurate completion of month-end closing procedures, detailed variance analysis, and quarterly deliverables related to quarter and year-end audit procedures and demands
• Business Unit Support: You will develop strong partnerships with business unit leadership and provide them with the financial information and analysis they need to drive business-unit financial performance
• Ad hoc Analysis : You will respond to ad-hoc requests for financial data and analysis from various stakeholders, and you’ll consult to identify and implement areas for process improvements within finance and across their business units

Preferred Qualifications

• Experience with PowerBI preferred, but not required
• Experience with one or more ERPs (Microsoft F&O, Oracle, SAP, Great Plains, etc.) and financial reporting tools, i.e. Hyperion, TM1, One-Stream preferred
• Familiarity with Workday preferred

Benefits

$60,000 — $70,000 CAD