Senior Financial Analyst

UMA is a nonprofit healthcare educational institution with a national presence. Headquartered in Tampa, Florida and founded in 1994, UMA offers content-rich, interactive online programs as well as hands-on training at our Clearwater, Florida campus. 

• Medical (including prescription), Dental, Vision (UMA subsidized)
• FSA/HSA (Depending on Medical Plan chosen)
• $50,000 Life Insurance (UMA paid)
• Additional Voluntary Life Insurance (Team Member paid)
• Employee Assistance Program – EAP (UMA paid)
• Long Term Disability (UMA paid)
• Short Term Disability (Team Member paid)
• Supplemental Insurance such as Critical Illness, Accident, and Hospital (Team Member Paid)
• Paid Time Off – 15 days accrued in year 1, 9 holidays, and 1 day of Volunteering Time Off
• 401k (eligible upon completion of 90 days of employment and must be at least 21 years of age)
• Pet Insurance
• Identity Theft Protection

Purpose of the Position:

The Senior Financial Analyst must have superior organization and communication skills, while maintaining strong attention to detail in a fast-paced environment.  The ideal candidate will have a strong background in developing complex financial models, conducting in-depth financial analysis and providing insights to senior leadership.  In this role, you will oversee various financial reporting activities to support short-term and long-term strategic plans and operating budgets with the ability to pivot to priority assignments as needed.  You will help others understand our revenue and expenses and be a trusted advisor to internal and external stakeholders.

Primary Duties and Responsibilities

• Revenue reporting and analysis
• Work with and enhance FP&A revenue model capabilities with respect to forecasting and budget to actual analysis
• Track and report on KPIs (Revenue per student, cost per student, revenue by program) assist in development of related dashboards
• Communicate findings, highlights and trends to senior leadership
• Identify process improvement opportunities and lead projects, which may include establishing objectives, documentation, creating timelines, digital tool recommendation, and automation of manual activities
• Oversee Monthly Reporting & Forecast activities
• Manage regular forecast updates to revenue and cost models.  Produce rest-of-year analysis, multi-year forecasts and high-level P&L commentary
• Provide verbal and written commentary to revenue variances to budget and unplanned expenditures
• Partner with procurement team to review all contract requests, working directly with business leaders on items incremental to budget, conducting ROI analysis as needed
• Partner with accounting team to support month end close deliverables
• Provide guidance on run rate impact of variances, actions to mitigate adverse variances and reporting on rest of year budget
• Manage, review and validate all contributions of other team members to the forecast, reporting and close activities.
• Research budget-related and other various financial inquiries from senior leadership
• Prepare ad hoc analysis and reconciliations (revenue, expenses, labor)
• Make recommendations to improve accuracy & formulate adjusting journal entries as needed
• Manage transactional mappings to support more insightful reporting and variance analysis
• Assist with budget creation and operational planning activities during year-end
• Quarterly rolling forecasts and/or reforecast
• Help streamline current operational and budget-related processes
• Work with revenue model to incorporate marketing budget
• Analysis of major internal and external metrics that will be used as benchmarks against which our operating companies are measured
• Demonstrates knowledge of and carefully follows all applicable federal and state compliance requirements and regulations including those prescribed by the Department of Education, accrediting agencies, CIE, and internal UMA policies and procedures.
• Effectively communicates compliance requirements to students and other staff as appropriate and quickly escalates any compliance concerns to the Compliance department

Education/Experience

• Bachelor’s degree in accounting/finance/economics or MBA (preferred)
• 5+ years in financial planning & analysis, or related corporate finance/accounting field (required)
• Demonstrated critical problem solving skills and strong attention to detail (required)
• Experience with Revenue reporting & analysis within the Education industry with student populations (preferred)
• Exceptional knowledge of Excel including advanced functions, excellent formatting and presentation skills (required), experience working with complex revenue models (preferred)
• Ability to synthesize large amounts of data into summarized form appropriate for senior management use (required)
• Strong communication skills, specifically an ability/willingness to communicate effectively with senior management (required).
• Demonstrated ability to learn new systems (required), prior experience using Great Plains, Anaplan, PowerBI, SQL, or other data analysis tools (preferred)

OUR VALUES

Our institutional values are shaped and validated by our team members. They describe how we strive to operate and are the standards of behavior we look to embody. 

ACT WITH INTEGRITY

We operate honestly and ethically in an industry-compliant fashion. We are fair and trustworthy in our interactions with all we serve. Our team members, at all levels, lead by example and strive to do the right thing for our students and for each other. We are disciplined professionals who strive to be straightforward and dependable.

CHAMPION STUDENT OUTCOMES

We live by a strong commitment to our students and are passionate about preparing them for meaningful careers. We are deeply dedicated to ensuring students’ educational and career success. We excel at building our students’ confidence and empowering them to reach their full potential.

COMMIT TO TEAM MEMBER SUCCESS

We are committed to our team members’ success and to each other’s success. We strive to create an environment that attracts and retains the best talent while offering continuous learning, professional development and career growth opportunities. We recognize and reward our team members for their contributions to the organization and to our students.

PURSUE RESULTS WITH PURPOSE

We pursue results with a sense of urgency and purpose. We take responsibility for achieving ambitious, measurable results and hold each other accountable. We think strategically and critically, greet new ideas and challenges openly, and look for innovative solutions to challenges.

HAVE FUN. BUILD ENERGY

Enjoying what we do is central to achieving our goals. Building energy, having fun, being optimistic and creating a positive working environment are all critical to our success and that of our students. We strive to be inspired and to inspire others. We consistently show appreciation and celebrate our successes, both large and small.

WORK AS ONE

We believe that diverse, inclusive teams produce breakthrough results. We strive to build and maintain positive relationships with colleagues from all types of backgrounds by showing respect and humility when interacting with each other and resolving conflicts in a constructive manner. By working together, we win together - as one - ensuring that the goals of the company are the focal point of our efforts.

UMA will NEVER ask you to send money or ask you to provide bank account information in order for you to get reimbursed for tools to work. If you have been contacted by someone claiming to be from UMA about a job posting, you can always verify the position at https://workatuma.com/