Financial Transactions Analyst

3 weeks ago

New Haven, United States Yale New Haven Health Full time

Overview:
To be part of our organization, every employee should understand and share in the YNHHS Vision, support our Mission, and live our Values. These values - integrity, patient-centered, respect, accountability, and compassion - must guide what we do, as individuals and professionals, every day.

This position reports to the Manager, Accounts Payable in the Corporate Finance Department and is primarily responsible for implementing and administering the organization's transactional vendor payment strategies. This includes becoming the transactional subject matter expert in Accounts Payable for card programs, in-house and third-party ACH and remittance transactions, and check payment processes, with responsibility for driving payment industry best practices. The position will liaise and coordinate efforts with Accounts Payable staff, Corporate Supply Chain, Corporate Contracting, Treasury, and IT as well as our banking partners and vendors to realize organizational payment goals and provide management reporting and metrics to monitor progress and opportunities. Additionally, the position will provide accounting, financial, analytical, and developmental support in the preparation of routine financial transactions and sundry reports for various Yale New Haven Health System affiliates. Work in conjunction with Corporate Supply Chain, Corporate Contracting, and Treasury to assess and implement various revenue /cost savings initiatives.

EEO/AA/Disability/Veteran

Responsibilities:

  • 1. Identify and analyze new revenue sources through vendor history, payment terms, and relationships
  • 2. Analyze and identify any inherent health system risks in payment choices to vendors
  • 3. Partner with Treasury, Banks, IT, Purchasing, Accounting, and Accounts Payable to leverage ongoing participation of vendors in alternative payment options (i.e. single use card, ACH, Wires), by working closely with transaction teams (i.e., buyers, contracting, legal, IT) throughout the entire transaction process
  • 4. Participate in testing, verification, implementation, and support of new and existing Treasury Management products and services
  • 5. Overall, financial responsibility for an efficient operation of payment method related responsibilities in Accounts Payable including vendor and departmental relations
  • 6. Assists Accounts Payable and Accounting to maintain procedures, to ensure adherence to company guidelines including adherence to policy and audit requirements
  • 7. Work with the intercompany/accounting team to track and post intercompany transactions for earned rebate allocation for each applicable YNHHS entity
  • 8. Communication with Accounts Payable and treasury office to obtain invoice status and scheduled payment dates. Communicate with the Corporate Supply Chain on issues that require their attention to facilitate timely payment.
  • 9. Prepares period-based financial reporting and distributes to appropriate stakeholders
  • 10. Prepares and tracks key performance indicators, other metrics, and business or operational trend data to support dashboards and other management reporting tools
  • 11. Prepare timely, monthly reconciliations of AP-XGN accounts for all companies with supporting documentation and variance explanations to the manager of accounts payable and other key stakeholders.
  • 12. Identify improvements for existing processes and internal /external systems through collaboration with other departments
  • 13. Is the main contact person for YNHHS card program (s), and routinely manages and monitors the program to ensure payments are resolved timely
  • 14. Promote the Health System's philosophy of improved customer relations
  • 15. Works with the Internal Audit/Compliance department and YNHHS's preferred external audit firm in preparing reports for any audit testing
  • 16. Ensure monthly statements for card program are paid by due date.
  • 17. Review and process requests for AP disbursements (i.e., 3-way match, 2-way match service invoices) for assigned vendors, monthly vendor statement review of top vendors, monthly review of RNI, work closely with purchasing and receiving depts on discrepancies, etc.
  • 18. Exemplifies strong customer service skills when dealing with end users, employees, vendors, and any external parties doing business with YNHHS. Including but not limited to services provided as part of the pay-by-phone process for select vendors.
  • 19. Performs other duties as necessary as directed by manager and /or any member of the Sr. Leadership team to meet the demands of the department/organization


Qualifications:

EDUCATION

Associate degree in accounting or finance is required. With no degree will require 5 years? experience in a related field.

EXPERIENCE

With an Associate Degree, The position requires three to five (3-5) years of demonstrated experience, and understanding of financial operational procedures and processes, including financial statement preparation, accounts payable, and internal controls. Without an AS degree a minimum of 5 years? experience in a related field. A strong working knowledge of financial reporting functions is preferred. Demonstrated ability to coordinate and facilitate operational change in a complex environment with diverse agendas is required.

SPECIAL SKILLS

Experience with general accounting, financial reporting, and accounts payable. This position will coordinate activities and resources required in meeting tasks and objectives between multiple entities who have significant autonomous decision-making authority and the ability to effectively coordinate these resources is necessary to achieve deliverables. Effective written, listening, and oral communication skills are required. Must have strong interpersonal, problem-solving, and time-management skills. Demonstrates integrity and ethics in dealings with others (e.g. employs honesty, trust, and absence of hidden agendas; fulfills obligations /commitments, maintains presence and professionalism). Values and treats others with respect, fairness, and courtesy; value the ideas of others and capitalizes upon individual differences to create a work environment that better represents the goals, standards, and objectives of the department and the organization.

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