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Full-time
bachelor degree, professional certificate
Posted 26d ago
~40 hrs/week
Responsibilities
The role provides critical support in financial reporting, analysis, budgeting, and forecasting to guide organizational decision-making. Key duties include preparing management reporting packages, maintaining the general ledger, and coordinating sales incentive payments.
Requirements
Candidates must have a bachelor's degree in accounting or finance and at least five years of experience in financial reporting and analysis. A CPA designation and experience in statutory accounting or regulated industries like healthcare and insurance are preferred.
Full job description
Job Title:
Senior Financial Analyst
Number of Positions:
1
Location:
Raleigh, NC
Location Specifics:
Hybrid Position
Description:
At Delta Dental of North Carolina, our mission is to improve the oral health and the overall well-being of the communities we serve. We believe that everyone – and we mean everyone – deserves a healthy smile. We are the fastest growing Delta Dental in the nation. Named as a Best Employer in North Carolina, we are proud of our diverse workforce and our commitment to the continued development and recognition of our associates.If you share our passion, come join our team and help us continue our growth trajectory
Primary Job Responsibilities:
To provide support to the company in the area of financial reporting and analysis, budgeting and forecasting, and all related areas. This position delivers insight that guides financial evaluation, maintains the general ledger and other critical financial records and provides insight to leadership across the organization to improve financial performance.
Creates monthly management reporting package with financial statements and supporting documentation and analysis. Prepares necessary documents for Board of Director and Finance Committee meetings and reporting to external partners.
Prepares monthly, quarterly, and annual journal entries and reconciliations as part of the financial close process.
Works with CFO on development of the annual budget and ongoing forecasts for departments.
Utilizes financial reporting systems for financial reporting, budgeting, and forecasting.
Utilizing system reports, analyzes, interprets, and communicates operating expense variances to management. Partners with department managers to contain costs and forecast expenses.
Compiles and supplies information to the tax department or external tax preparers for tax and regulatory reporting filings. Also prepares and/or provides information for various industry-related financial surveys (e.g., Delta Dental Plans Association).
Provides financial analysis and feedback to management for its evaluation of organizational performance and decision making.
Working with sales operations, sales and account management leadership and payroll, coordinates the sales incentive payment process to include preparing the reports and computations necessary for sales incentive payments.
Assists with the coordination, preparation, and submission of support documents for the annual independent audit, and responds to questions as necessary, as well as any other external financial audit that may arise (e.g., Department of Insurance)
Reviews large invoices, credit card reconciliations and other payment vouchers as necessary ensuring accuracy and investigating variances prior to payment.
Serves as a liaison between departments regarding accounting policies and procedures.
Responsibilities listed herein are performed for Delta Dental of North Carolina, the Delta Dental Foundation of North Carolina, and reports and analysis requested by the company’s sole corporate member, Renaissance Health Services Corporation, for that organizations consolidated reporting.
Performs other related duties as necessary or assigned.
#LI-Hybrid
Minimum Requirements:
Education and Experience:
Bachelor’s degree in accounting, finance or related field
Minimum of five years of experience with financial reporting and analysis
Statutory accounting experience preferred
A certified public accountant (CPA) designation is preferred
Will accept any suitable combination of education, training or experience
Other Skills/Abilities:
Advanced working knowledge of Microsoft Office products including Excel, Outlook, Word and PowerPoint
Strong analytical skills
Experience in insurance, healthcare or regulated industries preferred
Experience with budgeting, forecasting and financial reporting
Ability to communicate verbally and in writing with internal and external contacts as well as mid to senior level management
Ability to use independent judgement and to resolve complex problems
All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, pregnancy, age, ethnicity or national origin, genetic information, disability status, sex, sexual orientation, military status or any other classifications protected under federal, state or local law or ordinance
The largest not-for-profit dental and vision benefits provider in North Carolina.
Industry
Insurance
Company size
11-50 employees
Founded
1970
Headquarters
Raleigh, North Carolina
LinkedIn followers
1,897
Delta Dental of North Carolina is a not-for-profit dental and vision benefits provider whose mission is to improve the oral health and the overall well-being of the communities it serves. It offers benefit plans to employer groups and individuals with the broadest access to affordable dental care in North Carolina. With three out of every five dentists in North Carolina and four out of five dentists nationwide, Delta Dental has the largest network in the state and across America. Delta Dental of North Carolina is headquartered in Raleigh and also has offices in Charlotte and Greensboro.
Delta Dental of North Carolina supports education and research for the advancement of dental science through the Delta Dental Foundation, a nonprofit, charitable organization. The Foundation also helps promote oral health to the public through education and service activities, particularly for underserved and rural communities across North Carolina.
Delta Dental of North Carolina is a member of the Delta Dental Plans Association, America’s largest and most experienced dental benefits system. Together, the plans provide coverage to more than 62 million Americans and operate the nation’s largest network of participating dentists.
Offices: 4242 Six Forks Rd, Raleigh, North Carolina, US
Group Dental BenefitsVoluntary BenefitsIndividual Dental Benefitsand Dental Plans