Manager, Financial Analysis & Reporting

For nearly 20 years, TheKey has helped clients achieve successful long-term aging at home with comprehensive, concierge-based care. Ensuring the dignity, safety, and independence of its clients, TheKey is committed to changing how the world lives and ages at home. Employee-teams get the training, resources, and support they need to deliver an exceptional care experience for clients and their families. Founded in Silicon Valley, TheKey has grown from a single location to service coverage throughout North America enabling clients to live life on their own terms, in their own homes.

Qualification:

To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. 

Essential Duties and Responsibilities:

• Manages a small team of direct reports to support the daily administration of liquidity management and BI Dashboarding. This manager will also support her/his team process to query and provide requested support in the periodic external audit process.
• Develops business intelligence solutions through knowledge of user needs, appropriate data repositories, business intelligence development best practices and innovative use of technologies and systems.
• Delivers ad hoc data and report requests, analyzes data needs for both users and projects, investigates and analyzes data discrepancies, and assists in migration and testing activities.
• Administers the analytics and reporting systems, monitors system performance, coordinates upgrades, tracks licenses, and creates and maintains user documentation.
• Directly and through the leading assigned team, this role provides user/system support services to OTC team and other stakeholders.
• Utilizes project management techniques for business intelligence projects and services.
• Responsible for configuration of Business Intelligence reports and dashboards to optimize the presentation of analytics, and solve BI platform server issues
• Share key discoveries from data findings with business leaders and partners, and provide BI training for users to drive better business outcomes
• Owns short-term cash forecasting and liquidity management processes through daily reporting and BI Dashboarding
• Develop, implement, maintain, and document standard procedures (SOPs)
• Trains direct reports and other staff on processes within the scope of ownership for this role
• Create training materials for BI Dashboards and Reports
• Performs other duties as assigned or required

Required Skills, Education and Certifications:

• Bachelor's Degree in computer science, statistics, business studies, or related field.
• 1-2 years of experience leading a team
• 3-5 years of proven experience with programming for data analysis.
• Firm understanding of systems and databases.
• Expert problem-solving and analytical skills.
• Strong communication skills.
• Ability to work in a fast-paced, deadline-driven environment.
• Collaborative mindset.

Optional Skills, Experience and Credentials:

• Basic knowledge of Python, SQL, SQL Server, Tableau & Power BI Dashboards
• Six Sigma training
• PMP certification
• Experience working in Order to Cash (OTC) role or another capacity within Finance department

Physical Requirements:

• Ability to lift and carry up to 10-15 pounds
• Ability to sit, stand and walk for prolonged periods of time throughout the work day
• Ability to use standard office equipment such as personal computer, laptop, telephone, photocopy machine, etc.

Benefits for full time employees

• Medical/Dental/Vision Insurance
• TouchCare VirtualCare
• Life Insurance
• Health Savings Account
• Flexible Spending Account
• 401(k) Matching
• Employee Assistance Program
• PTO Plan for Non-Exempt Employees
• Flexible PTO Plan for Exempt Employees
• Holidays and Floating Holidays
• Pet Insurance
   

TheKey is an equal opportunity employer. TheKey prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, or any other characteristic protected by law.

California Residents Only:

In accordance with Article 2 of the California Health and Safety Code - California Community Care Facilities Act, TheKey requires timely and accurate positive fingerprint identification of California based applicants as a condition of employment. If an applicant has been convicted of a non-exemptible crime, and in compliance with all applicable state and local laws, their conditional offer will be rescinded.

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