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Financial Planning Analyst

4 months ago

Houston, United States Allergy & Ent Assoc Full time
Job DescriptionJob DescriptionAllergy & ENT Associates is a growing practice with locations in Houston, Austin, Dallas, & California

We are looking for a Financial Planning Analyst to assist in further growth across the US

What can we offer you?

  • Competitive Salary
  • Daytime Hours
  • Weekends Off
  • Diverse Workforce
  • Corporate & On-The-Job training
  • Health Benefits
  • Retirement Plan
  • PTO/Holidays
  • Hybrid work schedule opportunities


Hours: 8am - 5pm

Monday - Friday

Central Office Location: 450 Gears Rd., Houston, Tx 77067

Position Summary

The ideal candidate for this position will be responsible for financial planning and analysis for Texas and California operations. Manage financial planning, budgeting, and forecasting. Create variance analysis reports and financial models. Leads real-time financial performance monitoring. Escalates any financial issues to management. Sets and tracks key performance indicators (KPIs), scorecards and objectives.

Essential Duties & Responsibilities

  • Manage, report and analyze all clinic operations, provider and departmental KPI’s, Scorecards and budgets for all Texas and California operations.
  • Prepare annual enterprise budget and monthly updates.
  • Prepare clinic, provider, and enterprise projections.
  • Analyze financial reporting from RCM and clinical operations.
  • Prepares, manages, and communicates weekly metrics, monthly results, quarterly and annual projections.
  • Performs and critiques economic evaluation justifications for capital expenditures and other investments.
  • Exercise of independent judgment and discretion in matters of significance.
  • Analyze complex financial information and reports to provide accurate and timely financial recommendations and solutions to the Senior management team.
  • Supporting Senior Management Team and Departments heads with in-depth analysis
  • Prepare presentations to Board of Directors and Senior Management Team
  • All other duties and special projects as assigned.

Qualifications

EDUCATION AND EXPERIENCE

  • Bachelor’s Degree in finance, accounting or related field.
  • At least 2 years of financial analysis experience.
  • Experience working with Phreesia, Ring Central analytics, NextGen and Power BI
  • Excellent written and oral communication skills.
  • Excellent analytical and abstract reasoning skills, plus excellent organization skills.
Knowledge, Skills, Abilities
  • Problem Solving – Ability to identify a problem and build effective solutions.
  • Safety and Confidentiality - Follows OSHA regulations and the safety guidelines of the Practice. Follows HIPAA policies and procedures. Respects and maintains patient confidentiality.
  • Organization — Uses time efficiently by prioritizing and planning work activities; is methodical and efficient in structuring tasks to be accomplished.
  • Professional Maturity — The ability to separate feelings from the real issues at hand. The ability to legitimately and objectively challenge the substance of our beliefs and biases of our observations.
  • Time Management — Managing one's own time and the time of others; the ability to shift back and forth between two or more activities or sources of information (such as speech, sounds, touch, or other sources).
  • Active Listening — Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
  • Interpersonal Communication — Writes and speaks effectively based on the psychological, relational, situation, environmental and cultural dynamics within the situation
  • Communication — The ability to write and speak effectively using appropriate convention based on the situation; actively listens to others, asks questions to verify understanding, and uses tact and consideration when delivering feedback to others.

Physical Demands

  • Physical Demands: Substantial movements (motion) of the wrist, hands, and/or fingers in a repetitive manner.

Work Environment

  • Well-lighted, heated and/or air-conditioned indoor clinic office setting with adequate ventilation; Moderate noise (examples: business office with computers and printers, light traffic) Typical schedule is Monday through Friday with regular working hours; travel to clinics may be required.