The Senior Financial Analyst leads key financial processes, including forecasting, budgeting, and reporting, in collaboration with the Finance Director and cross-functional teams. This role drives the development of the Annual Operating Plan, integrates financial data from various systems, and provides strategic insights through financial analysis and reporting. Responsibilities include ensuring data accuracy, performing reconciliations, supporting business case development, and contributing to compliance activities such as Medicare cost reporting and year-end audits. The Senior Financial Analyst fosters collaboration across departments to improve financial processes and align financial strategies with organizational goals.

As a Senior Financial Analyst, you'll advance our life-saving work by performing the following job responsibilities:

Forecasting and Budgeting

• Collaborates with the Finance Director to lead and manage periodic forecasting and budgeting processes, ensuring accuracy, alignment with organizational goals, and timely completion.
• Leads the development and coordination of the Annual Operating Plan in collaboration with the Finance Director and leadership across the organization. Facilitates cross-departmental engagement, ensures alignment with strategic priorities, integrates input from key stakeholders, and delivers a comprehensive plan to guide organizational financial decision-making.
• Plays a key role in the selection, implementation, and optimization of a new planning tool, ensuring it meets organizational needs and enhances efficiency in budgeting, forecasting, and financial analysis processes.
• Ensures seamless integration and alignment of the forecasting tool with existing accounting and payroll structures. Establishes workflows and processes to maintain data consistency, accuracy, and compatibility across systems, enabling robust financial planning and reporting.

Reporting and Analysis

• Prepares comprehensive Monthly, Quarterly, and Annual financial reports, including Income Statements, Balance Sheets, Cash Flow statements, Cost Center performance, Salary/Payroll data, and other critical financial metrics.
• Leads the development of periodic financial analysis and commentary, providing actionable insights to support strategic decision-making.
• Ensures the accuracy and integrity of financial reports by integrating data from diverse sources, including the Electronic Medical Record System (EMR), accounting software, and the Organ & Tissue database. Establishes robust validation processes and quality controls to uphold high standards of reliability and consistency in financial reporting.

Strategic Analytics

• Tracks, reports, and analyzes key metric trends, developing and maintaining strategic scorecards to provide leadership with actionable insights into organizational performance and progress toward goals.
• Assists in the development of business cases by delivering financial modeling, in-depth analysis, and strategic insights to guide decision-making and evaluate potential opportunities.
• Provides expertise for ad-hoc analysis, delivering timely and accurate financial insights to address emerging questions and support critical initiatives.

Business Partnering

• Builds strong partnerships across assigned functions and departments, fostering collaboration to align financial strategies with organizational objectives.
• Collaborates cross-functionally to identify opportunities for improvement, streamline business and financial processes, and implement solutions that support the organization's strategic goals and operational efficiency.

Accounting and Financial Controls

• Performs monthly reconciliations for bank accounts and investment portfolios, ensuring accuracy and timely reporting.
• Provides general accounting support as needed, assisting with day-to-day functions to maintain smooth financial operations.
• Supports other financial processes including Medicare cost reporting, year-end audit, and other special projects, contributing to the overall financial health and regulatory compliance of the function.

QUALIFICATIONS 

•  Requires a combination of education and experience equivalent to 11 years of experience as a Finance Analyst with responsibilities executing forecasting, modeling, reporting and understanding of GAAP.
•  Bachelor's degree in finance or accounting, or MBA is preferred.
•  Demonstrated and proven proficiency in spreadsheets, databases and financial software applications.
•  Advanced computer proficiency with Power BI, Acumatica and Velixo, Microsoft Excel, cloud-based HRIS, experience preferred.
•  Must have demonstrated ability to drive results to improve processes and outcomes with the use of critical thinking, analytical skills, problem-solving capabilities.
•  Excellent communication and presentation skills
•  Must be an organized, detail oriented, self-directed, motivated and collaborative contributor with ability to function autonomously.
•  Demonstrated ability to foster, promote and sustain cross-departmental collaboration or cross team collaboration.
•  Demonstrated ability to build, maintain, motivate, influence, and achieve cooperation with both internal and external relationships.  

Please note that this role is hybrid on-site in Minneapolis, MN.

Projected offer range: $80-98k, based on relevant experience

Why Join LifeSource:

At LifeSource, we’re relentlessly pursuing a day where those in need of a life-saving or life-enhancing organ, eye or tissue transplant receive that gift. By joining the LifeSource team, you will have the chance to positively impact your neighbors in Minnesota, North Dakota, South Dakota and Wisconsin – maybe someone in your very own community.   

Since 1989, the LifeSource team has worked with our regions’ diverse communities to break down barriers to donation. Bringing a rich diversity of perspectives and experience to our organization at all levels strengthens our ability to serve our community and fulfill our mission. Our values embody how we engage in our work - accountability, adaptability, trust, growth mindset, and kindness. More information on our continued work toward diversity, equity, and inclusion can be found on our website.

We set our team up for success by providing comprehensive on-boarding, as well as on-going personal and career development. Team members are offered traditional benefits such as health, vision, dental, and life insurance, generous PTO, and 401k matching. We also support our team through non-traditional benefits such as tuition reimbursement, resiliency coaching, and HSA employer contributions.

LifeSource is committed to creating a diverse, inclusive and welcoming workplace with opportunities for all talent to thrive. We are an equal opportunity employer and strongly encourage BIPOC, LGBTQIA+, veterans, persons with disabilities, members of marginalized communities, and non-traditional applicants to apply.