Financial Analyst/Planner Specialist

2 weeks ago

Chicago, United States UI Health Full time
Responsibilities: Obtain preliminary data and begin analysis for appropriate classification, anticipate acquisitions and projects based on the capital budget, coordinate with budgeting for periodic capital report. Develop or use form(s) for tracking, classification, and database maintenance. Download from Banner or other systems the various accounts that would provide transactional data. Use of Fabweb will be required. Investigate and correct any anomalies. Investigate, explore and utilize resources to meet departmental needs and requirements to provide information and enhance existing reports. Coordinate activities of the various sections within the department and with non-departmental users as needed related to data. Coordinate interaction with Banner, Fabweb and other systems as it relates to obtaining data. Manage Hospital and Clinics compliance related to Property Accounting and Reporting which includes determining department Directors are following the University of Illinois Medical Center Management Policy and Procedures (EC regarding responsible custodianship of equipment. Coordinate with Materials Management, University Accounting or University Insurance when appropriate. Other reports are prepared, and analyses are performed on an ad hoc basis. Perform other related duties and participate in special projects as assigned.

Minimum Qualifications Required:

one or combination totaling four (4) years (48 months) from the categories below:

A. college coursework comparable to that in a field related to financial analysis/planning such as accounting, business administration, economics, finance, statistics, or a closely related field

30 semester hours equals one (1) year (12 months) Associate Degree (60 semester hours) equals eighteen (18) months 90-semester hours equals two (2) years (24 months) Bachelor’s Degree (120 semester hours) equals three (3) years (36 months) Master’s Degree equals four (4) years (48 months)

B. work experience in developing financial or economic analyses, research designs, strategic plans, or data models.

2.One (1) year (12 months) of professional level progressively responsible financial work experience.

Preferred Qualifications:

Prepare financial and statistical reports that are used for monthly financial closes. Monthly reports include but not limited to, patient revenue analysis, miscellaneous/other income, days cash on hand, Physician Transfer and Professional Services fees. Reports also include Quarterly receivable reports required by Illinois State Comptroller’s Office and annual GAAP (Interagency Net Receivable) reports. Prepare receivable and payable audit schedules which are part of prepared by auditee (PBA) reports provided to external auditors (Financial, Federal, State and Compliance) and other stakeholders.  Reconcile receivables of all Hospital general ledger accounts which requires coordinating and working with different departments in the University to resolve reconciling items. Manage monthly accrual process working with Directors of Hospital units. Reviews accruals and prepays submitted by Hospital units. Manage property accounting of all Hospital fixed assets. During the close, Cash, Revenue and A/R Reports are generated using Banner and Epic systems generated reports. Running reports on Professional services from the Banner and Eddie Systems and distributing them for further analysis used primarily by Cost Reimbursement professionals. Drawing information from Illinois Comptroller reports for use in Bank Reconciliations. Other responsibilities include preparing requisitions and submitting invoices for payment when necessary for lease or other purchases. Generating data for surveys. Familiarity with and practical knowledge of Microsoft Office modules of Word, Excel and Outlook for data processing methods and techniques involved in current computer systems. For preparing most of the analytical, statistical and financial reports, use of mainframe system (Banner) downloads and Excel for spreadsheet entry is necessary. Analytical skills are important, therefore being trained in accounting or a related field is important. Preparing ratios (using financial and statistical data) and noting trends or highlighting/investigating anomalies is key to the position. Learning and using a mainframe system (Banner) is important for running general ledger reports for ad-hoc financial activity. The employee must be able to prepare and enter journal entries (journal vouchers) to enter transactions.  Using the mainframe system for requisitions and accounts payable is important. Learning I-Buy will be beneficial as the procurement system is being migrated to the I-Buy system. Eddie and Document Direct have available reports that are then used for analyses. Knowing the contents, the ability to produce, and having the ability to recognize anomalies is important. Drawing information from the Illinois Controller website reports for use in Bank Reconciliations is required. Gathering data for audits on accruals, and other Prepared-by-Auditee schedules requires using Excel and pdf software.

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