Financial Analyst

About Avenue360 Health and Wellness

Avenue 360 is a FQHC that strives to provide high quality and caring service to promote healthy people and communities. Our 360-degree approach addresses medical needs and social and environmental challenges, like housing. Our compassionate care extends to those with and without insurance. We believe income must not determine the level of access to quality health care.

Providing comprehensive, high quality, and caring service is the core of what we do, whether medical, hospice care, engaging adult activities, and supportive housing programs. We strive to address the many social determinants of healthy living in Greater Houston.

Our Values PACT

• We take PRIDE in our work.
• We have a positive ATTITUDE.
• We are CURIOUS.
• We are COMMITTED.
• We are CARING and CUSTOMER-SERVICE oriented.
• We are a TEAM.
• We LEARN, GROW, and INNOVATE

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.