Submission for the position: Financial Advisor III - (Job Number: 24007548)

JOB SUMMARY

Prepares and analyzes financial statements and annual budgets. Prepares and evaluates monthly balance sheet, income statement, and changes in financial position/budget variance analyses. Consults and advises senior management on financial and operational issues impacting the strategic financial plans of the organization.

ESSENTIAL FUNCTIONS OF THE ROLE

• Coordinates, examines, investigates, and advises senior management on departmental/divisional/institutional financial variance reports
  • Studies financial results and provides management with reports as required
  • Coordinates and investigates opportunities to enhance revenue and/or reduce cost providing management with data to support findings
  • Advises senior management on issues related to the financial operations of various departments.
  • Meets with senior management to review financial operation of various departments
  • Strives to meet deadlines on special projects and studies as assigned
• Prepares, manages and examines financial information related to the end of month close cycle
  • Manages and prepares the month end journal preparation process for efficient and accurate closes.
  • Coordinates the review process each month after close cycle for completeness and accuracy
  • Communicates timely information to the G/L coordinator for posting to books and records according to close schedule
  • Reviews month end data after close cycle for completeness
  • Examines complex financial information to ensure financial reports have a high degree of integrity
  • Evaluates month end process and recommends processes for improvement
• Prepares, monitors, and reports on fiscal year budget inline with operational and strategic parameter.
  • Prepares and recommends effective budgets to cover the projected costs of staffing, equipment and supplies needed to maintain effective operations and financial viability
  • Anticipates and forecasts revenue and reimbursement challenges and opportunities through analysis of cyclical and historical financial data
  • Prepares a continuous long term financial plan inclusive of forthcoming strategic, organization, and operational changes
• Performs and communicates moderate to complex study for external users of financial information
• Provides management appropriate financial study timely and efficiently
• Oversees the research of complex lines of business for continued operations
• Recommends changes in financial operations that improves financial performance
• Maintains favorable working relations with external users of financial information
• Reviews, studies, and communicates financial variances to appropriate stakeholders

KEY SUCCESS FACTORS

• BS in Accounting or Finance preferred
• Proficiency with MS Office applications
• Proven leadership, management, data and communication abilities required
• Ability to work both autonomously and in collaborative, team-based environments
• Strong follow-through and execution of day-to-day tasks and responsibilities
• Prior experience with Kaufman Hall/Axiom budgeting software
• Prior work experience in a healthcare setting, and familiarity with outpatient KPIs and financial metrics

BENEFITS - Our competitive benefits package includes the following

• Immediate eligibility for health and welfare benefits
• 401(k) savings plan with dollar-for-dollar match up to 5%
• Tuition Reimbursement
• PTO accrual beginning Day 1

Note: Benefits may vary based upon position type and/or level

QUALIFICATIONS

• EDUCATION - Bachelor's Degree
• EXPERIENCE - 4 years of experience