Under the general direction of the Chief Financial Officer, this position works to improve the operational and financial effectiveness of the organization. The Financial Analyst provides analytic support for financial reports, trend analysis, and monitoring of financial data for organizational. This position is responsible for assisting the CFO with minimizing financial risk by coordinating the Finance management system and processes. Develops custom reports used in identifying issues, trends, patterns and relationships to be applied in financial management. Assists in providing financial analysis and optimizing resource utilization. Provides leadership and training to CMC staff on data analytics and predictive analytics software. This position reports to and is under the general direction of the CFO.
Interprets and analyzes financial and statistical data, providing forecasting support
Prepare trend reports and projections based on financial data
Assists with development of new proposals including budget preparations, project specifications and estimates of capital investment requirements
Completes special analytical projects
Keeps immediate supervisor well-informed of activities, results of efforts, and problems identified.
Leads and assists in the implementation of technology initiatives necessary to achieve organizational goals.
Performs moderately complex statistical, cost, and financial analysis of data
Collaborates with other staff to effectively present insights based on financial activity which originates in other departments (such as Patient Billing, Pharmacy, Accounting, Purchasing) and ensure the accuracy of reports and related financial statements
Participates in formation of monthly financials and dashboards
Improve financial status by analyzing results, monitoring variances, identifying trends, recommending actions
Analyzes and investigates trends in key indicators of financial performance
Participate in the preparation of ad hoc internal reports
Play a key role in overseeing all aspects of the financial analytics and reporting, including - but not limited to - financial planning, analysis, accounting, and researching & resolving issues; Identify and develop strategies to optimize the financial administration process
Partner with team and program staff in the development of predictive analytics
Prepare financial reports and ensure timely submission as required by the funding agency
Responsible for partnering with team to ensure accurate, timely completion of accounting, financial analysis, and the monthly close process
May involve occasional day travel to clinic sites to conduct meetings
Demonstrate “super-user” proficiencies in use of Analytics software
Promotes the Vision, Mission, and Values of the Organization
Mentor and train staff as needed
Perform other departmental related duties as assigned
Master’s degree with 3 years of related experience or Bachelor’s degree with 5 years of related experience. Experience should be progressive and include exposure to finance planning, financial analysis and projections, preferably in a Health Care setting
Minimum 3 years of experience analyzing data and creating reports using report writing tools
Excellent professional presentation and written communication skills
Comfortable leading small projects with process improvement, and documenting workflows
Experience mentoring, coaching and training staff or coworkers
Computer proficiency at the advanced level in MS Excel and intermediate level for MS Word
Experience with MS Dynamics 2018 or higher preferred
Experience with Predictive Analytics software required, preference given to experience with Adaptive Insights
Valid California Driver's License, proof of automobile insurance and personal transportation
Knowledge, Skills and Abilities
Knowledge of Generally Accepted Accounting Principles (US GAAP)
Ability to prioritize work, meet deadlines, and produce quality results on time with attention to detail
Ability to build effective working relationships with colleagues, funders, and cross-functional teams. We are a “people-based” business, so this trait is paramount
Ability to express oneself clearly and concisely, both orally and in writing, with tact and discretion
Possess skills in developing financial forecasts and business unit reporting
Ability to work well under pressure and interact effectively with fellow employees
Listens skillfully and displays a willingness and ability to acknowledge the needs, expectations and values of others through the use of reflective listening and empathy conveyance. Responds to needs in ways that are helpful and beyond expectation.
Ability to communicate effectively by using welcoming words, proper tone of voice, appropriate body language, eye contact and smiling with every interaction.
Ability to provide excellent customer service that is reflective of a culture that values trust and respect.
Knowledge of community health clinics or other health environment
Knowledge of governmental and/or reporting practices
Knowledge of UDS and ICT-10 frameworks
Ability to prepare comprehensive financial reports
Recent MS Dynamics GP experience at intermediate level or above
TYPICAL PHYSICAL DEMANDS
May require sitting for long periods of time. Must be able to reach above the shoulder level to work, must be able to bend, squat and sit, stand, stoop, crouch, reach, kneel, and twist/turn to work. Must have finger dexterity to operate keyboard. Ability to lift up to 40 pounds. Must be able to hear staff on the phone and those who are served in-person, and speak clearly in order to communicate information to clients, funders and staff. Must have vision that is adequate to read memos, a computer screen, personnel forms, and clinical and administrative documents.
TYPICAL WORKING CONDITIONS
Work is performed in the Finance Department offices. Involves frequent telephone and email contact with staff. Work may be stressful at times. Interaction with others is constant and interruptive. Must be able to work overtime, nights, and weekends, if necessary.