Senior Investment Analyst performing investment analysis for public equity and fixed income for Advocate Health, Inc. Collaborating with investment teams and evaluating market conditions with a focus on strategic investment opportunities.
About the role
- Finance Operations Associate in Finance Operations Team processing transactions and analysis for Accounts Payable & Accounts Receivable. Supporting audit processes and improving reporting routines in Corporate Finance.
Responsibilities
- Transaction processing and analysis for Accounts Payable & Accounts Receivable
- Bank transaction processing and issue resolution
- Weekly & period end reconciliation and reporting on key ledger & bank accounts
- Maintenance of Time & Materials (timesheet system) business application
- Monitor integrity of transactions within Time & Material system and develop reporting processes
- Manage business passthrough charges process
- Credit card expenses reconciliation to Expensify
- Monthly & quarter end reporting and routines
- Support external and internal audit process
- Reporting routines from various applications that support Finance Function
- Continuous development and improvement of processes and reporting
- Ad-hoc projects and tasks as required
- Ability to cover Team members’ key tasks during absence & holiday
Requirements
- Strong MS skill set
- Team working skills with strong interpersonal skills
- Resourceful approach to resolving issues
- Ability to quickly absorb and transact complex information
- Understanding of effective communication principles
- Proactive attitude towards task management
- Desire to progress in work responsibilities
- Excellent attention to detail, high degree of accuracy and organisation
- Motivated to achieve deadlines and targets
- Decisive and assertive with problem resolution skills
- Proactive and confident in building relationships
- Enjoys working in a small interdependent team
- Strong interpersonal and communication skills
- Possess a questioning mind to challenge information and processes
- AAT or Finance qualification desirable
- Understanding of Accounting principles and controls
Benefits
- As well as a competitive salary
- Discretionary annual bonus
- Minimum 24 days of annual leave (with option to buy more)
- Excellent benefits package
- Flexible, hybrid working
- Life assurance
- Income protection
- Enhanced pension contributions
- Occupational maternity and paternity pay
- Company volunteering days
- Electric Vehicle (EV) leasing scheme
- Employee assistance programme with retail discounts and savings
- Generous employee referral scheme
- Regular sports and social events
- Free Cheltenham bus travel
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