What are the responsibilities and job description for the Financial Analyst I position at Legacy Community Health?
Essential Duties & Functions
Upload data in financial reporting system per established timeline, including comparison to general ledger system.
Analyze data in our accounting, costing, financial budgeting & reporting systems and make recommendations of potential cost saving opportunities to management.
Assist with monthly budget to actual variance alerts process through financial reporting system.
Assist with preparation of governmental, private foundation, and general operating budgets.
Assist with preparation of financial models for forecasting and analysis by management.
Serve as liaison for questions or information requests, variance alerts, etc.
Assist with preparation for annual financial audit and other financial reviews, including those by funders.
Participate in various cross-training initiatives within department, functions including but not limited to general ledger, daily receipts, Balance Sheet reconciliations (including bank reconciliations), fixed assets, etc.
Keep abreast of changing state and federal laws, procedures and accounting practices, and makes recommendations for or implements changes in accordance with organizational policy.
Performs other duties as assigned.
Required Education, Certifications, Licenses, & Training
(minimum requirements) Bachelor’s degree Business/Accounting or related field required.
Required Knowledge, Skills, and/or Abilities (minimum requirements)
Knowledge of federal and state financial regulations and Legacy financial policies and procedures.
Ability to prepare financial reports.
Ability to gather data, compile information and prepare reports.
Skill in examining and re-engineering operations and procedures, formulating policy and developing and implementing new strategies and procedures.
Ability to develop, plan and implement short- and long-range goals.
Knowledge of business practices and procedures.
Legacy Community Health is a premium, Federally Qualified Health Center (FQHC) that provides comprehensive care to community members regardless of their ability to pay. Our goal is to treat the entire patient while improving their overall wellness and quality of life, in addition to providing free pregnancy tests, HIV/AIDS screening. At Legacy, we empower patients to lead better lives by promoting healthy behaviors and offering resources such as literacy classes, family planning services, and nutrition and weight management information.
Our roots began in 1981 as the Montrose Clinic, with specialization in HIV education, testing, and treatment. Since then, the agency has expanded to >50 clinics in Houston, one in Baytown, two in Beaumont, and one in Deer Park with extensive services that include: Adult primary care, HIV/AIDS care, pediatrics, OB/GYN and maternity, dental, vision and behavioral health. We also service students within KIPP and YES Prep schools. Legacy is committed to driving healthy change in our communities.
RequirementsExperience in financial reporting, analytics and advanced Excel skills preferredMinimum 0 to 2 years of experience that is directly related to the duties and responsibilities specified. Benefits
- Medical, Dental, and Vision insurance
- Long-Term Disability insurance
- Life insurance and AD&D
- 403(b) retirement plan
- Employee Assistance Plan
- Subsidized gym membership
- 24-hour travel assistance
- Paid Time Off
- PTO Exchange Program
- Company holidays (9 days 1 floating day)
- Bereavement Leave
- And more
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