United Health Centers of the San Joaquin Valley

  • Financial Analyst (Entry level Controller)

    Job Locations US-CA-Fresno-Corporate
    Posted Date 2 weeks ago(2/10/2020 11:47 AM)
    Job ID
    2019-1508
    # of Openings
    1
    Category
    Finance
  • Overview

    The Financial Analyst is responsible for creating and analyzing of reports relating to financial viability and or levels of activity for specified areas or functions. Analyzes financial status by collecting, monitoring, and studying data and recommending actions. Provide information to internal and external sources regarding clinical operations, productivity, and other services. This position reports directly to the CFO. The Financial Analyst performs various aspects of accounting within the Finance Department. Responsible for accuracy general ledger accounts, preparing journal entries and posting to the General Ledger, cash accounting including receipts reconciliation, and producing various accounting and financial reports for the executive team and Board of Directors. Assist the CFO with all the financial analysis and recommendations.

    Responsibilities

    Works closely with the CFO and Director of Finance and other members of the UHC management team to:

    • Develop and maintain financial/ operation statistics record keeping and reporting systems.
    • Determines cost of operations by establishing costs studies; collecting operational data.
    • Analyzes current and past financial data and performance
    • Identifies trends in financial performance and providing recommendations for improvement
    • Ensure that all general ledger accounts are reconciled to subsidiary records on a monthly basis.
    • Coordinates with other members of the finance team to review financial information and forecasts.
    • Work with program staff to prepare documentation for budgets for government contracts and other billable activities.
    • Manage financial statistics aspects of federal, state, and local government contracts and grants.
    • Oversee, in conjunction with independent auditor, preparation of annual audit.
    • Assists with annual audit.
    • Conduct internal financial audits.

    PERFORMANCE AREA 1:

    • Determines cost of operations by establishing costs studies; collecting operational data.
    • Identifies financial status by comparing and analyzing actual results with budget and forecasting.
    • Guides cost analysis process by establishing and enforcing policies and procedures.
    • Provide studies about trends and forecasts; explaining processes and techniques; recommending actions.
    • Improves financial status by analyzing results; monitoring variances; identifying trends; recommending actions to management.
    • Reconciles transactions by comparing and correcting data.
    • Maintains database by entering, verifying, and backing up data.
    • Recommends actions by analyzing and interpreting data and making comparative analyses; studying proposed changes in methods and materials.
    • Increases productivity by developing automated accounting applications; coordinating information requirements.
    • Protects operations by keeping financial information confidential.
    • Contributes to team effort by accomplishing related results as needed.
    • Supports the organization by helping to prepare profit and loss statements and monthly closing and cost accounting reports.
    • Compiles and analyzes financial information to prepare entries to accounts, such as general ledger accounts, and document business transactions.
    • Work to support the team by establishing, maintaining, and coordinating expected accounting and accounting control procedures.
    • Supports UHC by providing analysis and review of budgets and expenditures for local, state, federal, and private funding, contracts, and grants.
    • Monitors and reviews accounting and related system reports for accuracy and completeness.
    • Prepares and reviews budget, revenue, expense, payroll entries, invoices, and other accounting documents.
    • Analyzes revenue and expenditure trends and recommend appropriate budget levels to ensure expenditure control.
    • Works to resolve accounting discrepancies.
    • Supports the overall functions of the Finance department by recommending, developing, and maintaining financial databases, computer software systems and manual filing systems.
    • Oversees and/or completes the input and handling of financial data and reports for UHC's automated financial systems.
    • Supports the organization by interacting with internal and external auditors in completing audits.

    Qualifications

    EDUCATION:

    • This position requires a degree in accounting, business administration or related field.

    LICENSE/CERTIFICATION:

    • Possess a valid CA driver's license

    PRIOR EXPERIENCE:

    • Minimum 2 years of experience in a healthcare setting, preferably in an ambulatory care setting and/or minimum of five (5) years experience in accounting and finance, preferably with a non-profit organization.

    SKILLS:

    • Knowledge of or experience with Abila MIP accounting software
    • Knowledge of research techniques sufficient to collect and interpret data, descriptive statistics to analyze statistical data and prepare estimates.
    • Demonstrated Cost Accounting and Statistical Analysis.
    • Team player and customer-service oriented.
    • Intermediate to Advanced computer skills. Proficient with MS Office suite, specifically Excel and Word. Proficient with email.
    • Demonstrated Financial Planning and Strategy.
    • Strong verbal and written communication skills.
    • Positive professional insight.
    • Flexibility and dependability.
    • Demonstrated good problem-solving skills; sound judgment.
    • Understanding of modern office practices and procedures including email.
    • Attention to detail and excellent follow-through on work tasks. Work product is error-free.
    • Able to handle multiple tasks simultaneously.

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