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Financial Analyst in Jacksonville, FL at One Call

Date: 12/3/2018

Job Snapshot

Job Description

Financial Analyst

The Financial Analyst II, Sales, will provide prescriptive reporting and analysis to members of the Sales force by performing various functions such as analyzing referral & revenue trends, researching causation, and delivering timely, accurate and meaningful, actionable analysis and feedback.

  • Perform queries, format reports, interpret data, and provide on-point analysis focused on driving decisions

  • Analyze and report individual sales performance against previous year and most recent months, to identify opportunities for territory improvement

  • Analyze each sales region to determine sales growth potential by Carrier and Product

  • Work collaboratively with sales leadership to enhance the level of prescriptive analysis through consistent feedback, and meet with sales teams to ensure analysis and corrective measure suggestions are on-point.

  • Responsible for the production of weekly, monthly and ad hoc reporting that provides all sales teams with results that are easily understood and quickly identify opportunities for revenue improvement

  • Assist with improving and automating current reports, streamlining processes as new enterprise tools become available, and freeing time for higher levels of analytical studies of sales results

  • Provide consultative and technical support as required to Sales colleagues

  • Perform duties assigned by management

Bachelor’s Degree (B.A. or B.S.) in Accounting or Finance or equivalent combination of education and work experience.  Experience with reporting and analysis, interpreting data requests, and developing meaningful reports in multiple formats required. Healthcare industry experience desired but not required.

  • Advanced proficiency in all Microsoft Office applications.

  • Excellent problem solving abilities and critical thinking skills. 

  • Ability to meet strict deadlines and manage multiple priorities in a fast paced environment.

  • High energy, motivated, proactive self-starter.

  • Excellent organization skills.

  • Strong written and verbal communication skills.

  • Ability to build and maintain professional relationships.

  • Knowledge of OCCM products and services preferred

  • For roles located in office or home settings; this job is primarily sedentary and may involve repetitive motions; the employee is regularly required to sit, use hands and fingers, speak, and hear.

  • For roles located in the field; this job is primarily active; the employee is regularly mobile and must be able to utilize transportation (such as driving), sit, use hands and fingers, speak, and hear.

  • The employee is occasionally required to stand, walk, and lift objects (up to 10lbs weight; up to 4 ft. height).

  • Specific vision abilities required by this job include ability to see things from a close distance and ability to adjust focus.

  • The work environment utilizes florescent lighting; noise level is moderate.

  • The emotional demand of the job may cause undue stress from, but not limited to, moderate/heavy workload.

  • Reasonable accommodations will be individually assessed and possibly made to enable individuals with disabilities to perform the essential functions of the position.

  • Please be advised the job description is subject to change at any time.

Financial Analyst I

Intermediate professional role. Moderate skills with high level of proficiency. Works under general supervision with increased latitude for independent judgment. Identifies non-routine issues and routes/escalates to appropriate team member. Works on multiple concurrent projects of medium complexity. Is an active team member, contributes to complex projects to gain experience, shares ideas and suggests process improvements appropriate for level of experience. Consults with senior peers on semi-complex processes to learn through experience. Typically requires a minimum of 3 to 5 years professional experience in a finance role or related discipline.


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