Lead Financial Analyst

Lead Financial Analyst

At Houston Methodist, the Lead Financial Analyst position is responsible for overseeing specialized functions as a regular part of their normal job responsibilities. This position serves as the liaison and primary point of contact between management and staff for routine matters. In addition to performing at a Sr Financial Analyst level the Lead Financial Analyst position may direct or regularly participate in special projects; collect, analyze, and report on data or metrics, requiring advanced skills in Excel. The Lead Financial Analyst may also hold other responsibilities of a similar nature and level. The Lead Financial Analyst position may include the following tasks: organize work schedules and delegate work assignments; assist in the implementation of quality improvement activities; assist in training, mentoring, and developing staff. The Lead Financial Analyst will lead project team meetings and support in implementing financial tools and systems to streamline financial reporting analysis. The Lead Financial Analyst position responsibilities include overseeing the daily work activities of the work unit/department staff, ensuring quality, productivity, functional excellence, and efficiency. This position leads staff while maintaining adequate staffing levels and budget compliance. The position contributes to staffing decisions such as hiring, coaching, and counseling employees on work related performance. This position assists in developing and implementing policies and procedures to ensure a safe and effective work environment. Other duties for the Lead position include participating in performance improvement activities, as well as providing support for department management to achieve operational goals.

Qualifications:

• Bachelor's Degree in finance, accounting, healthcare administration, business administration or related field
• Four years of financial, budget or cost accounting analysis experience is required; experience in a healthcare environment preferred
• Certified Financial Reporting Analyst (CFRA) or
• CPA - Certified Public Accountant - State Licensure or
• CHFP - Certified Healthcare Financial Professional (HFMA)

Skills and abilities:

• Demonstrates the skills and competencies necessary to safely perform the assigned job, determined through on-going skills, competency assessments, and performance evaluations
• Sufficient proficiency in speaking, reading, and writing the English language necessary to perform the essential functions of this job, especially with regard to activities impacting patient or employee safety or security
• Ability to effectively communicate with patients, physicians, family members and co-workers in a manner consistent with a customer service focus and application of positive language principles
• Advanced analytical thinking and creative problem solving and ability to define a variety of approaches to business problems
• Advanced knowledge of business process analysis, system requirements, data modeling and functional design
• Strong project management skills
• Strong statistical analysis and data reductions skills
• Proactively manages own career development. Completes My Development Plan (MDP)
• If assigned to Hospital: Familiarity with hospital patient data bases and relationship to other financial and non-financial systems preferred

Essential Functions:

• Serves as the team lead for designated finance department matters. Assists department management with staff requirements. Role-models skills, through peer-to-peer accountability, to optimize improvement of department score for turnover/retention/employee engagement. Serves as a role model and mentor to more junior team members. Supports training and onboarding of new team members.
• Serves as subject matter expert for the assigned entity(s) (Hospital, Physician Organization, Research Institute, Academic Institute, HM Foundation, MOB, for Clinical and Financial reporting systems.
• Interacts with all levels within the department, other institutional departments, and across the organization as well as outside companies to resolve problems/errors or questions regarding basic accounting reconciliation items or financial performance in a timely manner.

Company Profile:

Houston Methodist Hospital is recognized by U.S. News & World Report as the No. 1 hospital in Texas and one of America's "Best Hospitals." As a full-service, acute-care hospital located in the Texas Medical Center and the flagship hospital of Houston Methodist, it has evolved into one of the nation's largest nonprofit teaching hospitals and a leader in innovative medical research with a comprehensive residency program. Two of Houston Methodist's primary academic affiliates are among the nation's leading health care organizations: Weill Cornell Medicine and New York-Presbyterian Hospital. Houston Methodist also has affiliations with Texas A&M University and the University of Houston. Houston Methodist Hospital offers unparalleled care for thousands of patients from around the world.

Houston Methodist is an Equal Opportunity Employer.