We are seeking a Senior Lead Financial Analyst-Treasury to join a prominent healthcare system in Indianapolis. This role requires two days per week in the office, therefore, candidates must live within commuting distance of Indianapolis.

The Senior Lead Financial Analyst-Treasury is a key contributor within the Treasury Accounting team, responsible for supporting treasury accounting operations, financial reporting, financial analysis, compliance activities, and continuous process improvement initiatives. The Senior Lead Financial Analyst-Treasury role is responsible for preparing and analyzing financial reporting packages for both internal and external stakeholders, supporting audit activities, and partnering with Treasury, Finance, and Accounting teams to ensure accurate and timely financial information. The Senior Lead Financial Analyst-Treasury position also provides exposure to investment accounting, debt accounting, cash accounting, treasury operations, and financial reporting within a large and complex healthcare environment.

Success in this role requires a proactive, results-oriented mindset, strong organizational capabilities, and the ability to build and maintain collaborative relationships across all levels of the organization.

Resumes may be submitted directly or via email to hr@roisg.com.

Key Responsibilities:

• Prepare and maintain treasury-related financial reporting packages for internal and external stakeholders in accordance with Generally Accepted Accounting Principles (GAAP).
• Support accounting, analysis, and reporting activities related to investments, debt instruments, cash transactions, and treasury operations.
• Prepare and review journal entries, reconciliations, supporting schedules, and account analyses related to treasury accounting activities.
• Support external audit processes by providing requested documentation, analyses, explanations, and treasury-related reporting support.
• Perform financial and operational analyses to support organizational decision-making and strategic initiatives.
• Analyze complex financial and operational data sets to identify trends, variances, risks, and opportunities.
• Partner with Treasury, Finance, Accounting, and operational teams to ensure appropriate accounting treatment and accurate financial reporting.
• Participate in special projects and initiatives related to treasury accounting, investment accounting, financial reporting, automation, and process improvement.
• Identify and implement enhancements to reporting processes, procedures, controls, and automation efforts to improve efficiency and accuracy.
• Develop and maintain effective business relationships with internal stakeholders and external partners.
• Ensure the timely and accurate completion of assigned deliverables while managing multiple priorities and deadlines.

Required Qualifications:

• Bachelor's degree required.
• Minimum of 3 years of relevant experience in accounting, financial analysis, treasury accounting, financial reporting, or operational analysis.
• Strong analytical experience working with complex data sets.
• Experience supporting month-end close activities, account reconciliations, financial reporting, and financial analysis.
• Advanced proficiency in Microsoft Office applications, particularly Microsoft Excel.
• Demonstrated ability to manage multiple projects and priorities simultaneously.
• Strong problem-solving, organizational, and communication skills.
• Ability to work independently and collaboratively within a team environment.

Preferred Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Experience supporting treasury accounting activities, including investment accounting, debt accounting, cash accounting, banking transactions, treasury operations, or treasury reporting.
• Experience preparing financial reporting packages, supporting audits, and working within a GAAP-based accounting environment.
• Experience with investment portfolios, debt instruments, cash management activities, or complex financial reporting environments.
• Experience identifying and implementing process improvements, reporting enhancements, automation initiatives, or control improvements.
• Project management experience.
• Experience with relational databases.
• Financial modeling and operational modeling experience.
• Experience within healthcare or other large, complex organizations preferred.

Benefits:

This position offers competitive compensation with comprehensive health insurance coverage, including dental and vision. In addition, the organization offers a retirement plan with generous matching and life insurance coverage. Recognizing the need for work life balance, the company offers a comprehensive PTO package for their team members. Employees are eligible for other benefits including but not limited to short-term disability insurance, long-term disability insurance, flexible savings accounts, etc.

About ROI Search Group:

ROI Search Group is a staffing and executive search firm based near Indianapolis, IN, specializing in direct hire, contract, and contract-to-hire placements, along with executive and specialized searches. Our proven methodology allows us to attract top talent while supporting candidates in their career progression. By aligning with the priorities of both clients and candidates, we create long-term, successful partnerships. At ROI Search Group, we are dedicated to providing exceptional staffing and executive search solutions that drive organizational growth and career advancement. We take pride in our commitment to excellence, integrity, and building meaningful professional connections.