Financial Analysis Consultant

2 weeks ago

Livonia, Michigan, United States Trinity Health Full time


Employment Type:

Full time
Shift:

Day Shift


Position Overview:

Facilitates the organization, synthesis, evaluation, and communication of financial outcomes for Trinity Health (TH). Recognizes and executes enhancements in reporting mechanisms while offering expert accounting guidance. Engages in the coordination, synthesis, and examination of financial information and undertakes special initiatives under Management's guidance.

Provides expert consultation, leadership, and strategic direction in Financial Reporting, focusing on financial analysis, reporting, and systems utilized by Financial Reporting, including Hyperion Financial Management and Lucernex.

Acts as a vital consultative resource, cultivating, establishing, and managing relationships with Health Ministries, VPs, SVPs, other executive leaders, key stakeholders, and decision-makers.

Employs sophisticated decision-making techniques and extensive consulting expertise to plan, coordinate, and collaborate with the activities of others, integrating efforts that may be either similar or diverse in nature.


KEY RESPONSIBILITIES

Embraces, understands, and exemplifies the mission, vision, and values of Trinity Health in actions, practices, and decisions.

Serves as the primary financial consultant and intermediary between System Office Shared Service centers, Accounting, and the department for all financial reporting requirements.

Functions as a financial consultant and intermediary between System Office finance and Health Ministry organizations for monthly financial reporting, technical accounting expertise, budget consolidation, and various administrative initiatives.


Supervises the performance of Financial Reporting Senior analysts in month-end closing activities, including intercompany transactions, journal entry postings, report reviews, and the creation of presentation materials.

Collaborates with System Office accounting and Health Ministries to identify discrepancies in intercompany transactions and reconciles them accordingly.

Develops and documents intercompany policies and procedures, including training materials for Health Ministries and System Office Shared Services. Reviews and approves journal entries submitted by senior analysts.


Prepares quarterly reports such as financial statements and community benefit ministry reporting, including footnote disclosures and preparation of MD&A, as well as quarterly and annual debt covenant calculations.

Oversees and assists in the review of financial and statistical data for accuracy on a monthly basis.

Generates financial reports from the financial consolidation software and distributes them to executive management within System Office and the Health Ministries monthly.


Offers guidance and written summaries to senior management and governance regarding alternative accounting treatments under generally accepted accounting principles in the United States, identifying how potential and actual changes in accounting theories will impact financial reporting for Trinity Health and its Health Ministry Organizations.

Collaborates closely with Health Ministry CFOs and their teams in developing financial reporting policies, procedures, and activities.

Creates white papers to document technical accounting issues, including the review and documentation of new pronouncements under Generally Accepted Accounting Principles.

Designs training materials on various topics for Health Ministries and System Office Shared Services and presents these materials during Controller's calls and/or training webinars.

Topics may encompass technical GAAP pronouncements, Trinity Health's new or revised procedures, federal financial awards, philanthropy, and current issues in the healthcare sector.


Proactively identifies opportunities to enhance processes related to the financial reporting needs of the organization, aiming to increase the value of System Office Finance activities for System Office and Health Ministry colleagues.

Assists with the Single Audit (A-133) federal financial awards audit.

Collaborates with external auditors, monitors timelines and issues during audits, prepares consolidated financial statements, and is responsible for filing the data collection form with the Office of Management and Budget.

Maintains an understanding of and stays updated on federal award reporting requirements.

Assists Health Ministries in accurately and timely reporting federal financial awards in compliance with Federal Circular Single Audit (A-133) requirements.

Evaluates the operational performance of Health Ministries, reviews various reports to analyze variances, and collaborates with Health Ministries to understand discrepancies and take corrective actions before providing written summaries for senior management and governance.


Partners with System Office financial systems application administrators to provide financial expertise related to the ongoing maintenance, upgrades, and implementations of finance applications.


Delivers expert-level consultation, analysis, coordination, and assistance with project management tasks for special projects as directed by management, including system-related maintenance needs associated with software implementations, mergers, divestitures, and joint ventures.

Responsible for ensuring assigned tasks align with the project plan and prioritizing tasks to meet deadlines.

This individual is also responsible for managing risks and ensuring that key stakeholders are kept informed about project progress and expected outcomes.

Maintains a working knowledge of applicable Federal, State, and local laws/regulations; the Trinity Health Integrity and Compliance Program and Code of Conduct; as well as other policies and procedures to ensure adherence in a manner that reflects honest, ethical, and professional behavior.


MINIMUM QUALIFICATIONS


Must possess a comprehensive understanding of financial management typically acquired through the completion of a bachelor's degree in Accounting, Business Administration, or a related field, along with a minimum of five (5) to seven (7) years of progressively responsible finance and/or accounting experience.

CPA certification is required. Experience in the healthcare sector is preferred.

Proficient knowledge and understanding of financial management and reporting applications, as well as supported financial systems and processes.

Experience with Oracle financial software is highly preferred (PeopleSoft general ledger, Hyperion Financial Management, Essbase, Financial Data Quality Management, Data Relationship Manager).


Must exhibit strong analytical, quantitative, evaluative, and problem-solving skills, along with proficiency in the Microsoft product suite (MS Word, Excel, PowerPoint, Access, and Visio).

Strong analytical and quantitative skills.

Strong knowledge of technical accounting theory, US GAAP, internal controls, and financial reporting. Familiarity with healthcare finance terminology and concepts is preferred.

Ability to work under pressure and manage multiple assignments in a time-constrained environment.

Excellent written and verbal communication skills. Ability to facilitate communication between diverse groups. Ability to effectively identify, assess, and facilitate improvements and solutions while presenting advisory and persuasive recommendations.

Ability to develop appropriate methodologies for collecting, analyzing, and evaluating data. Strong personal computer skills.

Demonstrated ability to manage multiple, concurrently running mid-size to large projects with a system-wide scope of responsibility and impact.

Ability to influence results, garner support, and tactfully manage and maintain complex relationships with leaders, stakeholders, and decision-makers. Ability to read the subtle nuances of situations and react/plan accordingly.

Excellent project leadership, organization, integration, and execution skills and abilities.

Extensive experience in planning, formulating, and executing strategies, as well as the ability to define program, process, or business objectives and scope.

Demonstrated proficiency and expertise in identifying, evaluating, and articulating operational opportunities, business needs, and gaps.

Ability to work independently with minimal supervision of daily tasks.

Must be comfortable in a collaborative, shared leadership environment.


Must possess a personal presence characterized by honesty, integrity, and compassion, along with the ability to inspire and motivate others to promote the philosophy, mission, vision, goals, and values of Trinity Health.


PHYSICAL AND MENTAL REQUIREMENTS AND WORKING CONDITIONS

This position operates both remotely and in an office environment. Travel is minimal. The incumbent must be able to adapt to frequently changing work priorities.

Hourly Pay Range: $ $69.46

Our Commitment to Diversity and Inclusion

Trinity Health is one of the largest not-for-profit, Catholic healthcare systems in the nation.

Built on the foundation of our Mission and Core Values, we integrate diversity, equity, and inclusion in all that we do.

Our colleagues have different lived experiences, customs, abilities, and talents. Together, we become our best selves. A diverse and inclusive workforce provides the most accessible and equitable care for those we serve. Trinity Health is an Equal Opportunity Employer.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other status protected by law.

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