Senior Financial Analyst

Job Summary:

Under the supervision of the CFO, the Senior Financial Analyst plays a key role in financial decision-making by supporting and executing financial analysis and planning processes. The Senior Financial Analyst works closely with senior leadership, programmatic leadership, the accounting team and the revenue cycle team to complete the job duties. The Senior Financial Analyst prepares budgetary and contractual reporting internal and external to the organization. In addition, the Senior Financial Analyst will assist with complex operational and monthly financial statement tasks of the Accounting Department, including regular forecasting of P/L and cash flow.

Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

Journey Mental Health Center upholds a strong commitment to Opportunities, Community, and Access (POCA) that guides our daily operations. We foster a caring community for all individuals to feel a sense of belonging. We prioritize delivering services that are centered around ensuring fairness and inclusivity for all. We are dedicated to demonstrating courage and initiative within our agency and community to actively dismantle structural oppression for all affected communities.

Duties/Responsibilities:

A. Financial Analysis and Reporting

• Develop and prepare revenue and cost analyses for forecasting and rate-setting.
• Create financial models based on analyses to support organizational decision making including P/L projections and cash flow projections
• Review and present financial reports and analyses to management and attend meetings as needed.

B. Contract Compliance and Reporting

• Read and understand contracts and reporting requirements.
• Ensure compliance with Uniform Grant Guidance WI DHS Audit Guide and Allowable Cost Policies.
• Ensure compliance with contractual and grant accounting. Work with Senior Accountant to ensure compliance with GAAP reporting.
• Complete and/or review required contract and financial reporting to county, state, and federal agencies.
• Complete and/or review required contract and financial reporting to other agencies and external parties.
• ‪ Prepare contract and grant proposals as needed.

C. Budgeting

• Preparation and review of internal operational and capital budget.
• Analyze budget variances for various accounts in multiple programs and report results regularly to CEO and Senior Leadership team
• Assist in monthly tracking and analysis of staffing and wages across cost centers. Based on the contracts, identify areas where staffing changes can be considered.

D. Accounting and Audit Functions

• Assist with complex operational and monthly financial statement tasks, including journal entries, allocations, reconciliations, and invoicing, as needed.
• Assist with audit work paper preparation.

E. Other

• Participate in the Center’s initiative toward cultural competence.
• Attend meetings as required.
• As determined by Supervisor, perform other necessary functions as needed.

Education and Experience:

Education/Licensure

ESSENTIAL

• BA or BS in Accounting with a minimum of five years analytical experience using complex financial system.

PREFERRED

• CMA/CHFP certification or eligible

Experience

ESSENTIAL

• Basic understanding of GAAP.
• Demonstrated strong computer skills including spreadsheets, database, word processing, and accounting software. Fluency with Excel spreadsheet software required.
• Advanced experience in spreadsheet report preparation, contract reporting and compliance monitoring, and analytical work.
• Demonstrated acumen in financial statement preparation, contract management, reporting and compliance monitoring, account reconciliation, analytical work, and audit work paper preparation.
• Ability to have meticulous attention to detail relative to financial analysis.
• Ability to work within tight timelines.
• Ability to communicate analysis and findings to management
• Commitment to Center’s cultural competence, recovery, and growth initiatives.
• Excellent organizational skills.
• Excellent communications skills, both verbal and written.

PREFERRED

• Experience in not-for-profit accounting and compliance issues.
• Experience in the healthcare industry.
• Experience with Great Plains Dynamics accounting software.

Physical Requirements:

• Requires sitting, standing, light lifting, bending, and reaching; and the ability to use and operate standard office equipment, including computer, calculator, phone, printer, cell phone, facsimile, etc.

Working Conditions

• May require evening or weekend hours depending on program needs.

Hiring Process:

• All potential candidates will need to successfully pass the Background Information Disclosure (BID) for entity employees and contractors. Wisconsin’s Caregivers Law requires background, and criminal checks are required by the Department of Health Services and Wis. Stat. 50.065(6)(c) and Wis. Admin Code § DHS 12.05(4)

Journey Mental Health Center provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.