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Senior Financial Analyst Hybrid

Senior Financial Analyst Hybrid

IHAAnn Arbor, MI
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POSITION DESCRIPTION :

Develops, interprets and implements complex financial and accounting concepts or techniques to support financial planning and control; Provides financial business development, analytical services and recommendations that influence sound business decisions, enable delivery of business objectives and guide long-term business planning choices within assigned IHA sites, divisions or at the organizational level.

ESSENTIAL JOB FUNCTIONS :

  • Interfaces primarily with any combination of the following : Finance team, Business Services, Practice Managers, Divisional Directors, Physicians, and Executive Leadership, acting as a strategic partner in defining and supporting strategy formulation and execution.
  • Provides finance and accounting expertise through effective financial planning, analysis and measurement versus objectives, along with providing insight into accounting processes and expertise with compliance matters.
  • Utilizes technical expertise in data mining and extraction using a variety of software tools; performs complex analysis of information obtained.
  • Prepares and monitors complex budgets and financial reports, performing complex project research and analysis; conducts special studies to analyze complex financial actions and prepares recommendations for policy, procedure, control or action.
  • Provides interpretation of financial policies, governmental legislation, accounting theory or customer financial regulations as needed to support financial business development.
  • Analyzes financial information to determine present and future financial performance.
  • Evaluates complex profit plans, operating records and financial statements; identifies trends, provides recommendations for areas of opportunity; identifies successful strategies.
  • Prepares studies, reports, and analyses in areas such as budgets, forecasts, financial plans, governmental requirements, statistical reports, cash flow projections and business forecasts.
  • Performs other duties as assigned.

ORGANIZATIONAL EXPECTATIONS :

  • Creates a positive, professional, service-oriented work environment by supporting the IHA CARES mission and core values statement.
  • Must be able to work effectively as a member of the finance team.
  • Successfully completes IHA's "The Customer" training and adheres to IHA's standard of promptly providing a high level of service and respect to internal or external customers.
  • Maintains knowledge of and complies with IHA standards, policies and procedures, including IHA's Employee Handbook.
  • Maintains knowledge of department services and in the use of all relevant office equipment, computer, and manual systems.
  • Maintains strict confidentiality in compliance with IHA guidelines.
  • Serves as a role model, by demonstrating exceptional ability and willingness to take on new and additional responsibilities. Embraces new ideas and respects cultural differences.
  • Uses resources efficiently.
  • Responsible for ongoing professional development – maintains appropriate licensure / certification and continuing education credentials, participates in available learning opportunities.

    • MEASURED BY :

    Performance that meets or exceeds IHA CARES Values expectation as outlined in IHA Performance Review document, relative to position.

    ESSENTIAL QUALIFICATIONS :

    EDUCATION : Bachelor's degree in Accounting or Finance; Master's Degree is preferred

    CREDENTIALS / LICENSURE : CPA is preferred

    MINIMUM EXPERIENCE : Three (3) years' financial analysis experience; experience in a health care organization is preferred

    POSITION REQUIREMENTS (ABILITIES & SKILLS) :

  • Thorough knowledge of finance and accounting principles, including Generally Accepted Accounting Principles (GAAP), Cost Accounting, and other general finance and business principles; understands organizational policies related to position responsibilities.
  • Ability to interpret and apply corporate financial policies, government legislation, and accounting theory.
  • Ability to serve as a catalyst in driving initiatives forward critical to achieving strategic objectives.
  • Proficient / knowledgeable in accounting and finance terminology.
  • Ability to oversee monthly financial close including writing and posting journal entries, maintenance of account analysis schedules and account reconciliation.
  • Ability to perform mathematical calculations, often with a moderate to high level of complexity, during the course of performing basic job duties.
  • Proficient in operating a standard desktop and Windows-based computer system, including but not limited to, accounting systems, email, e-learning, intranet, Microsoft Word and Excel, and computer navigation. Ability to use other software as required while performing the essential functions of the job.
  • Excellent communication skills in both written and verbal forms, including proper phone etiquette. Ability to speak before groups of people.
  • Ability to work collaboratively in a team-oriented environment; courteous and friendly demeanor.
  • Ability to work effectively with various levels of organizational members and diverse populations including IHA staff, providers, vendors, external customers and others as necessary.
  • Ability to cross-train in other areas of Finance in order to achieve smooth flow of all operations.
  • Good organizational and time management skills to effectively juggle multiple priorities and time constraints.
  • Ability to exercise sound judgment and problem-solving skills, specifically as it relates to resolving issues regarding physician compensation calculations.
  • Ability to handle payroll, accounting and organizational information in a confidential manner.
  • Successful completion of IHA competency-based program within introductory and training period.
  • Ability to travel to other office / practice sites and meeting and training locations.

    • MINIMUM PHYSICAL EXPECTATIONS :

  • Physical activity that often requires keyboarding and phone work.
  • Physical activity that often requires extensive time working on a computer and sitting.
  • Physical activity that sometimes requires walking, standing, bending, stooping, reaching, climbing, kneeling and / or twisting.
  • Physical activity that sometimes requires lifting, pushing and / or pulling over 20 lbs.
  • Specific vision abilities required include close vision, depth perception, peripheral vision and the ability to adjust and focus.
  • Manual dexterity sufficient to operate a keyboard, photocopier, telephone, calculator and other office equipment.
  • Must hear and speak well enough to conduct business over the telephone or face to face for long periods of time in English.

    • MINIMUM ENVIRONMENTAL EXPECTATIONS :

    This job operates in a typical office environment which involves frequent interruptions, changing priorities and significant interaction with people which can be stressful at times.

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    Senior Financial Analyst • Ann Arbor, MI