Financial Analyst II - Clinic Operations

Job Title

Agency

Texas A&M University Health Science Center

Department

Dentistry Finance Centralized

Proposed Minimum Salary

$4,617.67 monthly

Job Location

Dallas, Texas

Job Type

Staff

Job Description

Our Commitment

Texas A&M University is committed to enriching the learning and working environment by promoting a culture that respects all perspectives, talents & lived experiences. Embracing varying opinions and perspectives strengthens our core values which are: Respect, Excellence, Leadership, Loyalty, Integrity, and Selfless Service.

Who we are

A part of the Texas A&M University Health Science Center, Texas A&M College of Dentistry in Dallas was founded in 1905 and is a nationally recognized center for oral health sciences education, research, specialized patient care and continuing dental education. As one of the fastest-growing academic health centers in the nation, the Texas A&M University Health Science Center encompasses five colleges and numerous centers and institutes working together to improve health through transformative education, innovative research and team-based health care delivery.

What we want

The Financial Analyst II – Clinic Operations supports daily and monthly financial reconciliation processes for clinic operations. This position is responsible for reconciling bank activity, assisting with the reconciliation of Axium (EMR) to FAMIS (financial system), and ensuring accurate posting of revenue, refunds, and deposits. The role works collaboratively with third-party billing vendors and Clinical Affairs to resolve routine payment discrepancies and maintain accurate financial records.

What you need to know

Proposed Salary: $4,617.67 monthly

Work Schedule/Location: Located in Dallas, TX, this an on-site role with a typical schedule of Monday – Friday 8am to 5pm.

Cover Letter/Resume: A cover letter and resume will assist us in our review of your application materials. These can be uploaded on the application under CV/Resume.

Required Education and Experience

Bachelor's degree or equivalent combination of education and experience
Three years of related experience in accounting or finance.

Preferred Qualifications

Thorough understanding of generally accepted accounting principles and auditing standards.
Advanced proficiency in business applications, such as Microsoft Office suite
Experience in data analysis and visualization to draw relevant conclusions.
Experience compiling statistical data and preparing a report.
Experience in recommending actions through analysis and studying proposed changes in processes.

Responsibilities

Daily Revenue and Bank Reconciliation

Perform daily reconciliation of bank statements to internal deposit records.
Verify and reconcile patient payments, insurance payments, credit card transactions, and electronic deposits.
Ensure accurate and timely posting of revenue to FAMIS.
Identify discrepancies in deposits, payment postings, or batch totals and escalate unresolved items.

Axium to FAMIS Reconciliation Support

Assist with monthly reconciliation of Axium revenue reports to FAMIS general ledger activity.
Prepare supporting schedules for revenue, adjustments, refunds, and clearing accounts.
Research posting variances between Axium and FAMIS and document findings.
Maintain reconciliation documentation and summary pages for review by senior analysts or management.

Refunds and Credit Card Reconciliation

Reconcile refund activity to support documentation and system postings.
Verify proper approval and processing of patient refunds.
Reconcile credit card settlements to daily deposits and financial system postings.
Track outstanding refund balances and report discrepancies.

Third-Party Billing and Clinical Affairs Coordination

Communicate with third-party billing vendors to obtain payment details, remittance information, and clarification on discrepancies.
Coordinate with Clinical Affairs regarding patient payment corrections, adjustments, or posting issues.
Provide requested payment documentation to support reconciliation and resolution efforts.
Analyzes financial statements and prepares management reports for various constituents.
Reviews service rate studies and determines if rates are reasonable and in compliance.

Compliance and Documentation

Follow established reconciliation checklists and internal control procedures.
Maintain organized electronic documentation of reconciliation workpapers.
Ensure reconciliations are completed timely and in accordance with departmental deadlines.
Escalate unresolved discrepancies or recurring issues to senior analysts.
Research and analyze data in support of strategic goals
Prepares projections, analyzes variances, and reports findings
Develops and maintains statistical models to perform revenue and expense forecasting.
Research budgeting, accounting, and departmental issues; analyzes data.

Why Texas A&M University?

We are a prestigious university with strong traditions, Core Values, and a community of caring and collaboration.

Medical, prescription drug, dental, vision, life and AD&D, flexible spending accounts , and long-term disability insurance with Texas A&M contributing to employee health and basic life premiums
12-15 days of annual paid holidays
Up to eight hours of paid sick leave and at least eight hours of paid vacation each month
Automatic enrollment in the Teacher Retirement System of Texas
Health and Wellness: Free exercise programs and release time
Professional Development: All employees have access to free LinkedIn Learning training, webinars, and limited financial support to attend conferences, workshops, and more
Educational release time and tuition assistance for completing a degree while a Texas A&M employee
Living Well, a program at Texas A&M that has been built by employees, for employees

Instructions to Applicants: Applications received by Texas A&M University must either have all job application data entered, or a resume attached. Failure to provide all job application data or a complete resume could result in an invalid submission and a rejected application. We encourage all applicants to upload a resume or use a LinkedIn profile to prepopulate the online application.

All positions are security-sensitive. Applicants are subject to a criminal history investigation, and employment is contingent upon the institution’s verification of credentials and/or other information required by the institution’s procedures, including the completion of the criminal history check.

Equal Opportunity/Veterans/Disability Employer.

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