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Financial Planning Analyst
2 months ago
Position Type:
Full Time
Role Overview:
This role is pivotal in supporting audit functions, tax compliance, operational budgeting, month-end financial reporting, and conducting financial analysis along with special projects.
Work Schedule:
Monday - Friday | 8:00am - 5:00pm
Job Location:
Onsite - this position will NOT be remote
Key Responsibilities:
- Conduct comprehensive financial planning and analysis for designated entities.
- Monitor and evaluate financial data against established plans, forecasts, and budgets to identify trends and provide insights into financial performance.
Educational Requirements:
- Bachelor's Degree in Accounting is mandatory.
Certifications:
- CPA is preferred but not required.
Experience:
- A minimum of 7 years of relevant experience in financial systems is essential. Experience in budget preparation and analysis is highly desirable.
Skills and Competencies:
- Proficient in developing and utilizing PC-based spreadsheets.
- Strong communication skills to collaborate effectively within a team.
- Ability to analyze financial information, including variance and actual-to-budget assessments.
- Capable of making informed recommendations to leadership.
Essential Duties:
- Execute grant-related pre and post-award tasks, including revenue and expense analysis, financial accounting, reporting, and reconciliations.
- Assist departmental leaders in preparing and reviewing the annual operating budget, and guide new managers on the budget system.
- Review budget submissions for accuracy and reasonableness, participating in budget planning discussions.
- Analyze actual-to-budget financial comparisons monthly to pinpoint areas of concern and opportunities for enhancement in future budget cycles.
- Prepare and interpret intricate financial analyses and reports for System management.
- Compile and synthesize financial data for financial statement reviews and maintain accurate financial reports and deliverables.
- Conduct monthly reconciliations for general ledger accounts within established deadlines, resolving discrepancies with relevant personnel.
- Prepare and post journal entries according to set timelines.
- Undertake additional related duties and participate in special projects as assigned.
Decision-Making Authority:
- Exercise independent judgment in planning operational sequences and making minor decisions within a complex technical or professional domain.
Collaborative Relationships:
- Coordinate activities among peers (non-supervisory role).
- Lead team members in similar tasks (non-supervisory role).
- Engage directly with patients and/or customers.
- Interact with internal and/or external customers through various communication channels.
- Collaborate frequently with healthcare professionals and staff, including individuals at the Director level or above.
Additional Information:
This document outlines the essential functions of the position and the physical demands required to perform the job.
This compilation of essential functions and physical demands is not exhaustive and does not preclude the assignment of additional duties.
