Financial Analyst

Overview:

The Financial Analyst supports the finance department by providing financial planning, forecasting, and data analysis to enhance decision-making and ensure financial sustainability. This role collaborates with clinical, operational, and administrative teams to ensure accurate financial reporting and compliance with federal, state, and grant requirements

Duties and Responsibilities:

• Maintain general ledger by posting, verifying, reconciling transactions, and resolving discrepancies.
• Conduct monthly and quarterly account reconciliations to ensure accurate reporting.
• Develop and maintain financial models for budgeting, forecasting, and strategic planning.
• Analyze financial performance and trends to support operational and strategic decisions.
• Prepare monthly, quarterly, and annual financial reports for internal and external stakeholders.
• Assist with grant reporting and compliance, including tracking expenditures and preparing financial documentation.
• Collaborate with department heads to develop and manage annual budgets.
• Monitor and assess financial performance, identifying variances and recommending corrective actions.
• Support audits and ensure compliance with FQHC-specific financial regulations and reporting standards.
• Provide financial insights to support program development and expansion.
• Participate in cost analysis and efficiency improvement initiatives.
• Reconcile monthly accounts to ensure accurate reporting and ledger maintenance.
• Prepare monthly and annual adjusting entries involving balance sheet accounts and income statement accounts.

• Review, investigate, and correct errors and inconsistencies in financial entries, documents, and reports.

• Assist with preparing documents for grant reviews and Medicare cost report by preparing assigned schedules and other requested materials.

• Assist with the monthly and annual end closes.

• Assist Executive Vice President of Finance with financial reporting.

• Other functions as assigned by the Executive Vice President of Finance

Education, Licensure/Certification:

• Must have bachelor's degree in accounting or finance from accredited institution

Experience, Skills/Abilities Related Requirements:

• 2 to 3 years of experience in similar position

Continuing Education and Training Requirements:

• Participates in trainings required by the agency, funding source(s), and/or as required by licensure if applicable.