Description

Summary:

The Senior Financial Reporting Analyst is responsible for the gathering, analysis, assembly, presentation, and maintenance of data to be used in decision making, performance measurement, performance improvement, partnership reporting, and internal reporting.

Essential Duties and Responsibilities:

• FINANCIAL REPORTING: Responsible for developing, maintaining, and validating financial reports within the accounting system(s) to be used by internal and external stakeholders. This includes financial statements, key performance indicators, budget to actual analyses, volume and service line reports, etc. for distribution to partners, vendors, management, regulatory agencies, and other stakeholders.
• Responsible for the preparation and delivery of standardized monthly, quarterly and annual reports, including operational, marketing, and financial data. Creates reports and develops tools and processes to automate reports and deliverables.
• Responsible for maintaining the reporting functions within the accounting system(s), including creation of new entities, locations, accounts, reporting groups, etc., and ensuring the complete and accurate reflection of all dimensions in financial reports.
• Responsible for aligning reports to business objectives and key performance indicators. Collaborating with other business areas and leaders to identify reporting needs.
• BOARD DECKS: Responsible for sourcing, analyzing, and validating financial and operational data from multiple sources / systems to be aggregated and presented in Board-level reporting packages and presentations. Must be comfortable working with large and disparate data sets and systems to gather, validate, interpret, and report data in a clear and concise manner.
• Responsible for independently organizing schedule of reporting needs, Board meetings, etc. and managing successful completion of projects within prescribed deadlines.
• Uses advanced MS Powerpoint, Excel, and/or other data aggregation and visualization tools to increase efficiency, accuracy, and timeliness of reporting. This includes developing templates for graphs, charts, tables, etc. that can be updated quickly and accurately when data is available for reporting.
• Aggregates data from multiple data sources, including but not limited to various EMRs, the accounting system, payroll, purchasing, and quality/patient satisfaction sites; organizes the data into a presentable format consistent with Board-level quality in a timely manner.
• Strong customer-oriented attitude, eager to assist team members, colleagues, and senior management with reporting needs by providing accurate, complete, and organized data deliverables.
• Strong business acumen with financial reporting experience.
• Proven ability to manage complex projects to successful completion.
• Responsible for collaborating with other analytics and reporting colleagues, to develop, test and modify reports, spreadsheets and dashboards as assigned.
• Recognizes areas for internal improvement and assists in developing plans for implementation.
• Communicates clearly and is comfortable using both logic and creative thinking to solve diverse business problems.
• Ad-Hoc and various other tasks as assigned.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Competencies:

To perform the job successfully, an individual should demonstrate the following competencies:

• Technical Skills - Strives to continuously build knowledge and skills; shares expertise with others.
• Customer Service - Responds promptly to customer needs.
• Interpersonal Skills - Maintains confidentiality.
• Oral Communication - Responds well to questions; participates in meetings.
• Written Communication - Presents numerical data effectively.
• Teamwork - Balances team and individual responsibilities; contributes to building a positive team spirit.
• Quality Management - Demonstrates accuracy and thoroughness.
• Business Acumen - Understands business implications of decisions; displays orientation to profitability.
• Cost Consciousness - Works within approved budget; develops and implements cost saving measures; contributes to profits and revenue; conserves organizational resources.
• Diversity - Promotes a harassment-free environment.
• Ethics - Keeps commitments; works with integrity and ethically; upholds organizational values.
• Organizational Support - Follows policies and procedures.
• Judgment - Exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate people in decision-making process; makes timely decisions.
• Motivation - Sets and achieves challenging goals; demonstrates persistence and overcomes obstacles.
• Planning/Organizing - Prioritizes and plans work activities; uses time efficiently; organizes or schedules other people and their tasks.
• Professionalism - Reacts well under pressure; accepts responsibility for own actions; follows through on commitments.
• Quality - Monitors own work to ensure quality.
• Adaptability - Changes approach or method to best fit the situation; able to deal with frequent change, delays, or unexpected events.
• Dependability - Keeps commitments; commits to long hours of work when necessary to reach goals.

Requirements

Education and/or Experience bachelor’s degree in a technical field such as Accounting, Finance, Economics, or similar; 2 years’ experience in a financial reporting or public accounting capacity. Master’s degree preferred. Healthcare experience is a plus.

Language Skills Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, partners, and colleagues.

Reasoning Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Computer Skills To perform this job successfully, an individual should have knowledge of Microsoft Office products. Strong knowledge of data aggregation tools such as Excel and Tableau. Strong knowledge of programming language such as SQL, Python and/or Java. Proficient in relevant data management applications.

Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands to handle or feel; reach with hands and arms and talk or hear. The employee may be required to occasionally lift, push, or pull up to 50 pounds.

Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually quiet to moderate. The employee may be exposed to infectious or contagious diseases and a variety of electromechanical hazards.

The above job description is intended to describe the general nature and level of work being performed in the described position. This document is not intended to be an exhaustive list of all position duties and skills required of the individual classified in this position.