Senior Financial Reporting Analyst

7 days ago

Industry, California, United States Heluna Health Full time $104,482 - $110,000 per year

Public Health Foundation Enterprises, Inc., dba Heluna Health is a non-profit 501(c)(3) agency dedicated to enabling population health initiatives to improve the overall well-being of our communities. Heluna Health strives to become the nation's leader in providing programs and support services to optimize population health. Heluna Health partners with academic researchers, government agencies, foundations, and private sponsors to offer a suite of services, including contracts and grants management; fiscal sponsorship (providing a financial 'home' for researchers, projects, and agencies); human resources support; accounting services; real estate/leasing and direct population health project leadership.

Reporting to the Financial Analyst Supervisor, the Senior Financial Reporting Analyst will be an integral part of the Finance team. The Senior Financial Reporting Analyst is responsible for preparing, analyzing, and ensuring the accuracy of financial statements and reports in compliance with GAAP and organizational policies.

The Senior Financial Reporting Analyst plays a key role in the month-end, quarter-end, and year-end close processes by performing financial variance analysis on balance sheet and statement of activities, identifying major drivers for revenue and expenses, and preparing various monthly and quarterly financial reports, including compliance reporting. The role also contributes to process improvements, system enhancements, and implementation of reporting best practices that strengthen accuracy and efficiency of financial reporting activities. The Senior Financial Reporting Analyst will provide financial insights to management and perform ad hoc projects as needed to support organizational goals and decision-making.

On an annual basis, the Senior Financial Reporting Analyst will also assist with the Organization's Single Audit and the preparation of IRS Form 990 by compiling and preparing necessary audit and tax schedules.

The salary range: $104,482.42 to $110,000.00 annually commensurate with experience.

Essential Functions

  • Prepare monthly, quarterly, and annual financial statements in accordance with GAAP
  • Ensure timely and accurate reporting of consolidated financial results, including balance sheet, statement of activities, and cash flow
  • Analyze variance in the balance sheet and statement of activities to identify key drivers
  • Prepare audit schedules, footnotes, disclosures, and tax return filings
  • Assist in preparing reports and presentations for senior management and Board of Directors
  • Prepare, file, and maintain compliance reporting, including census reporting, welfare exception forms, L-571 forms related to property taxes, business verification, annual state business and charitable registrations, and trademark filings as necessary
  • Perform ad hoc financial analysis and respond to inquiries on financial results

Job Qualifications

  • Strong financial and analytical mindset
  • Advance in Excel (pivot tables, v-lookups IF statements), Word, PowerPoint, Outlook
  • Proficiency in Oracle (Fusion) for all modules (especially the creation of ad hoc reports) within 90 days of full-time employment
  • Strong analytical skills and ability to resolve complex issues
  • Excellent written and verbal communication skills

Competency Statements

  • Detail-oriented – Ability to pay attention to details of a project or task
  • Accuracy – Ability to perform work accurately and thoroughly
  • Integrity – Ability to be truthful and trustworthy in the workplace, especially dealing with confidential data
  • Accountability - Ability to accept responsibility and account for his/her actions
  • Business acumen – Ability to grasp and understand business concepts and issues
  • Financial aptitude- Ability to understand and explain economic and accounting information including financial statements, budgets, forecasts, and modeling
  • Problem solving and analytical skills – Ability to strategically interpret data and resolve issues as they arise
  • Self-directed – Ability to assess workload, organize and prioritize tasks
  • Timeliness - Ability to plan and complete tasks within the required time limit
  • Communication skills – Ability to clearly express oneself both orally and in writing to various levels within the organization
  • Team player – Ability to work efficiently and effectively in a team environment, within the department and across all departments

Education/Experience

  • Bachelor's Degree (four-year college) in Accounting or Finance
  • CPA strongly preferred
  • A minimum of three years' experience in the area of financial reporting and analysis
  • Experience in a non-profit environment including government grants and contracts

Other Skills, Knowledge, and Abilities

  • Critical Thinking - Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret financial reports generated as part of regular job duties.
  • Ability to meet deadlines, multi-task, and work under pressure
  • Experience with CFR, Title 2, Subtitle A, Chapter II, §200 is desirable
  • In-depth understanding of GAAP
  • Knowledge of Oracle Fusion (Cloud) or similar ERP accounting software
  • A positive, high energy, self-motivated style is highly desirable
  • Customer service focus is required

Work Environment

General Office Setting, Indoors Temperature Controlled

EEOC Statement

It is the policy of Heluna Health to provide equal employment opportunities without regard to race, color, religion, sex, national origin, age, disability, marital status, veteran status, sexual orientation, genetic information, or any other protected characteristic under applicable law.

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