This position is responsible for providing overall financial management support and technical assistance to the Manager of Budget and Forecasting. The principle role of this position will be to assist in the administration and preparation of the annual operating budgets and related reporting or SCL Health to include its Care Sites, joint ventures, physician networks, the System Services Center, and other affiliated entities. In this role the Sr. Financial Analyst will assist the Manager in coordinating the annual operating budget process and will demonstrate proficiency in using the system’s budgeting software (Budget Advisor) as a super-user. In addition to supporting the manager with the budgeting process, the Sr. Financial Analyst is responsible for other scheduled and ad-hoc changes and report requests.
Provide support to health care system constituents as part of the annual operating budget process. Monitor and provide oversight to the operating budget process and ensure data integrity with Budget Advisor.
Generate and distribute monthly departmental performance reports, including monthly budget variance reports and monthly flex budgets. Work collaboratively with Care Site and System associates to ensure accuracy in the monthly reports.
Assist finance, accounting and leadership teams with ad-hoc reporting from the budgeting system, as well as creation, maintenance and analysis of various other management reports.
When encountered, assist with highlighting and resolving integrity issues within existing data systems; manage and continually improve information tools.
Serve as a system-wide expert in Budget Advisor as a “super user” and be able to convey knowledge and training to other associates.
Assist in aggregating the budget rollup by site and compare to budget targets, keeping track of key issues, necessary adjustments and pending changes.
Other general financial management support as assigned (e.g., budget changes, forecasts and other financial analyses as needed, at times with minimal supervision).
Bachelor’s Degree from an accredited college or university in Business, Accounting, Economics, Statistics or related field.
Minimum of 5 years’ experience in finance/accounting; high proficiency in excel. Minimum of 3 years of experience in preparing budgets for health and human services organizations.
Ability to analyze financial data and prepare reports. Knowledge of generally accepted accounting principles and reporting requirements. Ability to understand and communicate, both orally and in writing, the policies, procedures and services of the department. Good interpersonal skills, ability to work collaboratively with diverse groups. Good prioritization skills, ability to form meaningful conclusions and present complex data in an understandable fashion.