SENIOR FINANCIAL ANALYST II (OKLAHOMA CITY, OK)

ADVANCE YOUR CAREER WHILE SAVING LIVES

Our Blood Institute is seeking an experienced accounting and finance professional to serve as a key resource for accounting policy implementation, financial analysis, forecasting, budgeting, and organizational planning.

This role combines technical accounting expertise with financial planning and analysis (FP&A). You will analyze financial performance, identify trends and opportunities, support executive decision-making, and provide financial guidance that helps the organization improve revenue, manage costs, strengthen operations, and plan for the future.

The ideal candidate is a strategic financial leader who can move comfortably between detailed accounting analysis and high-level executive discussions with a CPA.

Location: Oklahoma City, OK

Pay: Competitive salary to begin at $85,000 or based on education and/or experience with a $500 bonus after 6 months and $1,000 bonus after 1 year!

Benefits: Health, dental, vision, life insurance, long term disability, 401(k), paid-time off, $5,000 annual tuition reimbursement, holiday pay, etc.

Days: Monday through Friday

Hours: 8:00 a.m. to 5:00 p.m. (may vary)

Position Objective

Serve as a key resource for accounting policy implementation, financial analysis, annual planning, forecasting, and quarterly variance analysis.

The position requires strong knowledge of GAAP and accounting standards, including:

• ASC 606 - Revenue Recognition

• ASC 842 - Lease Accounting

• CECL

• Other accounting standards applicable to the organization

The position will analyze financial statements, general ledger activity, operating results, productivity, manufacturing costs, and yields to identify trends, risks, cost-saving opportunities, and opportunities to improve revenue and organizational performance.

You will translate complex financial information into clear, actionable recommendations for executives and leadership.

• Lead the annual financial planning and budgeting process.

• Prepare monthly and annual forecasts and analyze actual results against forecast and plan.

• Manage monthly and quarterly budget variance processes using financial planning and budgeting software.

• Prepare and upload budgets for review and document significant revenue and expense variances.

• Develop financial models using benchmarking, historical performance, operational data, and process analysis.

• Establish and monitor key performance metrics, identify trends and gaps, and facilitate corrective actions.

• Analyze productivity, manufacturing costs, yields, and other operational drivers to provide actionable insights to the CFO and Corporate Controller.

• Identify cost-saving opportunities, communicate recommendations to executive leadership, and track progress toward planned reductions.

• Prepare monthly profitability reports and other financial and operational analyses.

• Prepare and interpret financial and statistical reports, charts, and executive-level financial summaries.

• Analyze financial results and forecasts and provide clear business and financial recommendations to leadership.

• Prepare monthly financial statements, including:

  • Comparative balance sheets

  • Revenue and expense statements

  • Statements of cash flow

  • Departmental expense statements

  • Financial and operational schedules

• Present financial information at executive and leadership meetings.

• Prepare financial reports for related-organization boards of directors.

• Develop annual operating budgets and support board-level financial planning and investment manager relationships.

• Monitor current and historical financial performance to help leadership understand future financial implications.

• Support the implementation of new accounting standards in coordination with external auditors and finance staff.

• Research, interpret, and apply accounting standards and GAAP to organizational transactions and financial reporting.

• Prepare financial information and audit schedules related to ASC 606, ASC 842, CECL, and other applicable accounting standards.

• Review accounting transactions and identify opportunities to strengthen internal controls.

• Analyze general ledger accounts and determine appropriate accounting treatment and journal entries.

• Investigate discrepancies and determine appropriate corrective actions.

• Prepare financial statements and IRS Form 990s for related organizations while ensuring compliance with applicable requirements.

• Assist with the annual financial audit, including audit work papers, adjusting entries, supporting schedules, and financial records.

• Coordinate year-end audit activities with the Controller, CFO, external auditors, and finance team.

• Partner with department leaders and directors to develop financial analyses and identify opportunities to reduce costs and improve efficiency.

• Provide financial guidance and recommendations to support organizational decision-making.

• Serve as a key financial resource for departments across the organization.

• Maintain strict confidentiality of financial information and investment decisions.

• Serve as a backup resource to the Corporate Controller and CFO on critical organizational responsibilities, including during extended absences.

• Serve as a backup signatory for checks, wire transfers, and payroll-related payments.

• Oversee end-user administration for budgeting and finance systems, ensuring appropriate security and access levels are maintained.

• Bachelor's and Master's degree in Accounting, Finance, or a related field.

• Active CPA license required.

• Minimum of five years of progressive accounting experience.

• Extensive knowledge of accounting methods used to maintain and analyze all classes of accounts within a computerized double-entry accrual accounting environment.

• Strong understanding and application of GAAP.

• Experience with technical accounting standards affecting the organization, including ASC 606, ASC 842, and CECL.

• Experience preparing tax returns, including IRS Form 990.

• Experience with automated financial planning and analysis software.

• Strong financial modeling, forecasting, budgeting, and variance-analysis skills.

• Experience preparing financial statements and supporting external audits.

• Ability to trace transactions from initial entry through final disposition and determine the appropriate accounting treatment.

• Ability to prepare and review journal entries and resolve accounting discrepancies.

• Advanced spreadsheet and financial analysis skills.

This is an opportunity to play a critical role in the organization's financial health and long-term success. Your analysis, insight, and recommendations will directly support executive decision-making, operational improvement, responsible financial management, and strategic planning.

If you're a CPA and experienced accounting professional who enjoys combining technical accounting expertise with financial strategy and business analysis, we'd like to hear from you.