Financial Analyst

SUMMARY:  

Analyzes financial status by collecting, monitoring, and studying data. Provides easy to understand graphics of financial data for presentation. Hands on training on SQL and advanced excel and learning all facets of Accounting.

DUTIES AND RESPONSIBILITIES:

1. Prepares presentations of financial information for Physician Development Committee and Partnership
2. Prepare and distribute monthly revenue reports
3. Assist with monthly, quarterly, and annual financial reporting on a cash basis.
4. Assist in the annual budget process and ongoing budget management
5. Prepare and analyze financial statements to ensure accuracy and compliance.
6. Prepare analyses of financial variances with budget and prior-year
7. Support tax reporting and assist with partnership distributions.
8. Assist in audits, documentation, and compliance with regulatory standards.
9. Work closely with the accounting team to optimize financial processes.
10. Prepare and record asset, liability, revenue and expense entries into the general ledger.
11. Maintain and balance support schedules for asset and liability accounts.
12. Reconcile cash receipts on a daily basis.
13. Maintain accounting and accounting control procedures.
14. Provides additional detail on expenses reported in quarterly partnership settlement.
15. Provides support graphics for quarterly bonus calculation.

BACKGROUND REQUIREMENTS:

• Education, Experience Equivalent to:

• • Bachelor’s Degree in Accounting or equivalent
  • Will consider experienced and tenured Financial Analyst without Bachelor’s degree

• Skills and Abilities

1. Experience with ERP and accounting systems is helpful but we are willing to train a well-qualified candidate.
2. Proficient with Microsoft Excel, Power Point including advanced functions.
3. Good critical thinking and decision-making skills.
4. Ability to multi-task and also help improve internal processes
5. Excellent interpersonal skills including excellent customer service to co-workers.
6. Computer literate with the ability to learn new software application

• Physical Requirements

• • Continuous sitting.
  • Frequent use of computer (repetitive fine hand manipulation) and simple grasping of items.
  • Occasional bending and twisting of neck and back, standing and/or walking, lifting/carrying of items up to 25 lbs.