Strategic Financial Analyst

As a Strategic Financial Analyst at Otterbein, you will focus on performing financial modeling to evaluate proposed projects, conduct in-depth market research in the senior living sector, and ensure compliance with regulatory reporting requirements. Your expertise will be critical in providing actionable insights that drive strategic planning and recommendations alongside fellow professionals.

To be eligible for the Strategic Financial Analyst position at Otterbein, you should hold a Bachelor’s degree in fields like Accounting, Business, or Finance, with a preference for those having a Master's degree or certifications like CPA or CGMA. Additionally, a minimum of 3 years of experience in creating financial models is required, along with proficiency in data analysis tools and excellent communication skills.

Otterbein is committed to maintaining compliance with industry regulations by ensuring timely and accurate preparation of regulatory reports. The Strategic Financial Analyst plays a vital role in staying current with changing regulations, coordinating with internal and external stakeholders to align with governing bodies, and supporting regulatory tasks like Medicare and Medicaid cost reports.

A Strategic Financial Analyst at Otterbein should be well-versed in data analysis tools like Excel, Power BI, and Tableau. Familiarity with project management tools, financial modeling software, and industry-specific platforms such as ESRI ArcGIS Business Analyst and NIC MAP Vision is highly beneficial for success in this role.

At Otterbein, the career growth opportunities for a Strategic Financial Analyst are robust. You can expect to enhance your skills through various projects and collaboration with senior leadership. There are also avenues for pursuing advanced certifications and expanding your expertise in specialized areas like market research and regulatory compliance.

When asked about financial modeling, emphasize your analytical skills. Discuss the methods you employ, such as creating scenarios for projections and how you incorporate data to assess feasibility. Provide examples of past models you've built, followed by how they influenced decision-making.

When discussing your market research experience, mention specific projects where you conducted comprehensive analyses to identify trends and opportunities. Talk about how your insights informed strategic planning, using quantifiable results to showcase your contributions.

Illustrate your organizational skills by outlining your project management techniques. Discuss using prioritization matrices or software to track progress and deadlines, making sure to highlight how effective time management contributes to the quality of your work.

Explain your approach to simplifying complex information, such as using clear visuals and straightforward language during presentations. Mention how you've previously tailored your communication style depending on the audience, ensuring clarity and engagement.

Demonstrate your proactive learning habits by discussing specific resources you follow, such as industry publications, workshops, or online courses. Mention your commitment to staying informed to ensure compliance and its positive impact on your decision-making.

Share a specific instance illustrating your collaborative skills. Highlight how you worked closely with professionals from various departments, what challenges you faced, and how you overcame them to achieve a common goal, reinforcing the importance of teamwork.

Identify key performance indicators that showcase financial health, like occupancy rates, revenue per resident, or cost ratios. Explain your reasoning, linking it to how these KPIs can impact strategic decisions and overall performance.

Discuss the tools you’re proficient in, such as Excel or Power BI, and provide examples of how you’ve utilized them to derive insights from financial data. Emphasize the importance of these tools in making data-driven decisions.

Outline your assessment process, including data collection, financial modeling, and risk analysis. Highlight your ability to draw conclusions from your assessment and communicate your findings effectively to stakeholders.

Share your motivations and experiences that drive your passion for this sector. Tie your interest in finance with the meaningful impact on the lives of seniors, showcasing how this position aligns with your career goals and personal values.