Financial Analyst

Job Description

Primary Accountability

The Financial Analyst is responsible for coordinating statutory reporting by developing the expertise to extract meaningful data from various financial and clinical systems analyzing financial plans, budgets, and reports.

Description of Primary Responsibilities

Responsible for preparing the annual operating and capital budgets.

• Coordinates activities for formulation, monitoring and presentation of budgets.
• Prepares budgets based on statistical studies and analysis of past and current years.
• Conducts follow-up analysis comparing projected budget analysis with actual performance.

Responsible for preparing documents and reports for federal, state and local government agencies.

• Prepares Uniform Data System (UDS) report for the Bureau of Primary Health Care and the Annual Utilization Report of Primary Care Clinics for the Office of Statewide Health Planning and Development (OSHPD.)
• Prepares cost reports and budget reports for DHCS, HRSA, Title X, and other Grant-related entities.
• Participates in the audit process as required by federal, state, or local agencies

Assists in the month-end and year-end close activities and reporting.

• Reviews journal entries.
• Analyzes account balance variances to assess accuracy of general ledger.
• Develops optimal methods for communicating financial information through the use of graphs, charts, and tables for month-end or year-end presentation.
• Prepares schedules and analysis for the annual financial audit.

Performs detailed analysis to assist with internal decision-making.

• Prepares cost reports, and cost-benefit analysis on various sites, departments or clinical specialties.
• Prepares profitability and feasibility studies to access new opportunities for the organization.
• Assembles and summarizes data, presents findings, and makes recommendations to Management.

Responsible for performing training and technical support to staff in the Finance Department.

Performs other duties as assigned.

Description of Primary Attributes

Professional & Technical Knowledge:

Possesses specific advanced knowledge skills, including written and verbal communications skills, computational, computer and technical skills, and mathematical knowledge acquired through the completion of a Bachelor's Degree program with a recognized major, and;

Two years of progressive responsible experience in finance analysis, business administration, general accounting, economic analysis, or related area preferred.

Technical Skills:

Ability to create highly complex documents in Microsoft Word, including linking multiple files and embedding objects linked to other documents.

Ability to use advanced functions of Microsoft Excel, such as to create and manage databases, including creating standardized reports, or link multiple worksheets and workbooks.

Ability to develop sophisticated presentations in Microsoft PowerPoint, including the use of embedded objects, transitions and other elements.

Licenses & Certifications: None required.

Communications Skills:

Job duties require the compilation and analysis of information prepared in effective written form, including correspondence, reports, articles or other documentation.

Duties require preparation and execution of presentations to large groups.

Physical Demands: The physical demands described here in this job description are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function.

While performing the duties of this position, the employee is regularly required to sit and use repetitive hand movement to type and grasp. The employee is frequently required to stand or walk; and occasionally lift and/or move up to 20 pounds.

Pay Scale:

Min Salary Rate: $71,552.23
Max Salary Rate: $114,483.56