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Financial Analyst III

4 months ago

Farmington, United States San Juan Regional Medical Center Full time
Love what you do; Love where you live

Collection, analysis and reporting of accurate and timely financial and operational data on an ongoing basis to facilitate Leadership decision making and assist with internal and external reporting requirements. Exhibits a service attitude and enthusiasm for the diverse and challenging workload in Financial Services. It is expected that anyone in this position will look for new and innovative ways to prepare and present the information needed. It takes more than just churning out numbers. We must fully understand the end-use of what we prepare. By thoughtfully considering the
needs of our "internal" as well as our "external" customers, we will be able to anticipate what is
required and improve our information and reports to enhance decision-making. If we succeed in this, we can add value to everything that we produce and create an environment that encourages teamwork.

Required Behaviors:
  • As you go about fulfilling this mission, your work habits and work relationships should embody SJRMC's values. These values are our culture, our identity as an organization. Sacred Trust, Personal Reverence, Thoughtful Anticipation, Team Accountability, and Creative Vitality ask more of us than merely completing some list of tasks. Our values ask for a deeper level of commitment, and what is asked of us we freely give because we believe in our mission.
Required Qualifications:
  • Master's degree in Business, Finance, or Accounting or a fulfillment of the requirement to be considered as a CPA candidate
  • A minimum of three (3) years' experience in accounting/Financial Analyst functions
  • Detail oriented with demonstrated analytical skills
  • Strong knowledge of Microsoft Office software
  • Advanced knowledge of Excel
  • Excellent oral, written, and organizational skills
  • Must have the personal integrity, flexibility, and the ability to work effectively with other personnel to accomplish the goals of the Finance division
  • Ability to work well independently and in a team
  • Thorough understanding of generally accepted accounting standards
  • Excellent knowledge and understanding of Workday ERP System Financial Module or prepared to learn the system independently within the first two month of employment to fully accommodate the work assignment
  • Excellent knowledge of presentation design techniques to prepare internal and external visual documents
Preferred Qualifications:
  • CPA License or approved to sit for CPA exams
Duties and Responsibilities:
  • Contribute or complete and file the reports to governmental or other stakeholders
  • Participate in, initiate, or lead the process improvement projects
  • Gain a deep understanding of the Workday ERP system and use it to innovate current processes to eliminate waste and increase understanding
  • Responsible for the accounting and records of all entity assets. Performs asset assignment, audits, inventory
  • Create training materials for financial processes for Finance Department and outside stakeholders
  • Maintain and examine personal time log data to identify and create efficiencies
  • Prepares all necessary periodic financial statements that are accurate, and complete on a timely basis
  • Prepares monthly financial dashboards that are accurate, timely and complete
  • Works with the Department Leadership to review the contractual and bad debt reserves on a periodic basis for appropriateness and for use in the organization's reserve calculation and for operating budget
  • Analyses and interprets information prepared or reported to provide internal leadership with information necessary to enhance decision making
  • Prepares selected journal entries for the general ledger and works with the CFO, Finance Department Manager and Financial Services team to close each accounting period and year in a timely manner
  • Maintains various balance sheet account detail on General Ledger and prepares monthly reports as back up as necessary
  • Prepares various reports for month end financial close as necessary
  • Assists CFO and Financial Services team with the preparation of the federal and state requirements for Not-for-Profit returns (e.g., Form 990, Community Benefit and others as assigned)
  • Acts as Financial Services team leader for the fixed asset inventory and fixed asset accounting projects. Coordinates with Finance Department Manager and Financial Services staff to coordinate the annual review of fixed assets in a timely, efficient, and effective manner.
  • Reconciles the annual fixed asset inventory to fixed asset subsidiary and General Ledger records
  • Prepares journal entries to record results of the physical inventory no later than the last month of each fiscal year
  • Works with the Finance Department Management on internal control projects
  • Assists with preparation of the annual budget
  • Serves as lead contact during financial audits with independent public accountants
  • Recommends and implements new or modified processes to provide complete and accurate financial and statistical reporting
  • Pursues process improvement to improve efficiency and effectiveness of systems and reports
  • In coordination with other Financial Services staff, gains an understanding of and can function as the backup for other Finance Department functions when necessary
  • Maintains confidentiality of all information handled
  • Provides a high level of customer service to all contacts in the organization
  • Each employee is responsible for implementing SJRMC's Service Standards into their daily work: Safety, Courtesy, Effectiveness, and Stewardship
  • Other duties as assigned
Physical Demands and Environmental Work Conditions:
  • Prolonged periods of sitting at a desk and working on a computer
  • Must be able to lift up to fifteen (15) pounds