Financial Planning Specialist

7 days ago

Daytona Beach, Florida, United States Halifax Health Full time

Job Summary

Halifax Health is seeking a highly skilled Financial Coordinator to join our Finance Department. As a key member of our team, you will be responsible for maintaining, improving, and utilizing our budget system to develop and monitor the annual operating budget of the health system.

Key Responsibilities

  • Lead the preparation and coordination of the annual operating budget for the health system, including development of baseline budgets, revenue and statistical forecasts, expense budgets, payroll budget, depreciation/capital expenditures/ROIs, benefit costs, insurance costs, and net revenue/reimbursement assumptions.
  • Coordinate with other members of the finance and accounting teams to assist in the development of the operating budget and related assumptions, develop budget calendars/milestones, assign tasks/department assignments to other department team members, and develop budget presentations for internal and external meetings.
  • Prepare Income Statement, Balance Sheet, and Cash Flow for each entity, statistics budget assumptions, and assist/lead analysis of margin improvements.
  • Ensure the budget system (EPSi) is maintained and is accurate for GL, Payroll, and Budget information, data quality assurance/audits are established, monthly budget spread is created and is correct, and ability to create, generate, and distribute reports.
  • Prepare and coordinate budget variance reports, presentations, and other financial reports for management and administration on a recurring basis, including CEO monthly financial and budget information, quarterly/annual compliance financial statements, and development of financial presentations for internal and external parties.
  • Analyze budget projections and models for completeness, accuracy, and conformance with established procedures, regulations, and organizational objectives.
  • May assist with updating the long-range financial plan for the health system and lead or assist in the preparation of month-end and quarterly financial and statistical reports and reporting packets for outside agencies.
  • Assist in the development, deployment, and maintenance of financial tools to identify/assist in operational improvements, efficiencies, and to stay within budget parameters, may also lead budgeted margin improvement initiatives for the health system.
  • Serves as a liaison with operational managers on financial, budget, and accounting issues.
  • Maintain knowledge and understanding of the health system's operations and financial reporting structure and applies such knowledge in the performance of defined responsibilities.

Requirements

  • Formal Education: Bachelor's degree in finance, accounting, or business administration, Master's degree in business or health administration preferred.
  • Related Experience: Minimum of three years in finance or accounting, with budgeting experience desired, experience with Microsoft Office, Strata EPSi, Meditech, and other similar computer-based decision support systems, advanced experience with Microsoft Excel desired.
  • Skills and abilities: Knowledge of budgeting, benchmarking, and financial analysis, ability to handle large volume of diversified work and meet deadlines, excellent oral and written communication skills, ability to analyze and prepare financial schedules and reports, ability to prepare oral and written reports, work with general supervision and follow directions.

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