Financial Planning Specialist

6 days ago


New Haven, Connecticut, United States Saint Francis Health System Full time
Job Summary

As a Financial Analyst II at Saint Francis Health System, you will play a critical role in supporting the financial planning and analysis functions for assigned entities. Your expertise will be utilized to monitor financial data against plans, forecasts, and budgets to identify trends and explain financial results.

Key Responsibilities
  • Perform grant-related pre and post-award functions, including revenue and expense analysis, financial accounting, reporting, and reconciliations.
  • Assist departmental leaders with preparation and review of annual operating budget and instruct new managers on the use of budget systems.
  • Review budget submissions for accuracy and reasonableness in accordance with budgetary assumptions and participate in budget planning meetings.
  • Review actual-to-budget financial comparison results on a monthly basis to identify areas of concern and opportunities for improvement in subsequent budget cycles.
  • Prepare and interpret complex financial analyses and reports used by System management.
  • Accurately compile and synthesize financial information for purposes of financial statement review and maintenance of accurate financial reports and deliverables.
  • Prepare monthly reconciliations for general ledger accounts based on established deadlines and resolve discrepancies with appropriate personnel.
  • Prepare and post journal entries based on established deadlines.
Requirements
  • Bachelor's Degree in Accounting required.
  • 5-7 years related experience in financial systems.
  • Experience with budget preparation and analysis preferred.
  • Ability to develop and utilize PC-based spreadsheets.
  • Ability to communicate effectively as an integral part of a team.
  • Ability to effectively review financial information, such as variance and actual-to-budget analyses.
  • Ability to effectively make recommendations to leadership.
Working Relationships

Coordinates activities of others (does not supervise). Leads others in same work performed (does not supervise). Works directly with patients and/or customers. Works with internal and/or external customers via telephone or face-to-face interaction. Works with other healthcare professionals and staff. Works frequently with individuals at Director level or above.

EOE Protected Veterans/Disability

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