Sr. Financial Analyst

Essential Functions

% TIME

Financial Data Analysis

Analyzes and updates cost accounting data; develops and reviews performance for transactions, new ventures, equipment and other programs; and responds to sites and corporate departments data inquiries to ensure accuracy and consistency of financial data.

5%

Financial Statement/Report Preparation

Assembles and posts information into financial software to create trial balance, balance sheet and income statements, and other financial reports.

5%

Capital Budget Coordination

Coordinates the Capital Allocation budgeting process by reviewing financial models and budget presentations and explanations in order to identify different sources to maximize profits, increase efficiency and allocate resources optimally.

5%

Forecast and Projection Preparation

Gathers historical data and performs an analytical review of financial data to develop forecasts and projections for the current year.

5%

Financial Audit Participation Participates in financial audits, researches auditor questions, and provides reconciliations and supporting schedules to resolve and prepare work papers for auditors.

5%

General Ledger Account Reconciliations

Performs detailed general ledger reconciliation on balance sheets and income accounts to ensure the accuracy of financial presentation.

5%

Financial Trend Analysis

Prepares and analyzes financial trend reports and provides recommendations to improve day-to-day financial operations of Franciscan Alliance departments.

5%

Month-End Financial Close

Prepares monthly financial reporting package for the company, providing detailed business explanations for variances against forecast, and budget in order to participate in month-end financial review discussions.

5%

Cost Accounting & Decision Support Improvements

Prepares, reviews, and presents financial projections and recast financial statements, provides variance analysis, researches financial irregularities and uses the analysis to develop recommendations to improve cost accounting/decision support activities.

5%

Financial Analysis

Provides financial presentation and analysis to management to support financial and operational planning, projections and budgeting process.

5%

Required for All Jobs

Performs other duties as assigned

Complies with all policies and standards

QUALIFICATIONS

Education

Education Level

Education Details

Required/
Preferred

Bachelor's Degree

Finance or Accounting

Required

Work Experience

Experience

Experience Details

Required/
Preferred

5 years

Accounting

Required

and

3 years

Healthcare field

Preferred

Licenses and Certifications

Licenses/Certifications

Licenses/Certification Details

Time Frame

Required/
Preferred

Certified Public Accountant (CPA) - State Licensing Board

Preferred

Competencies

Competency

Required

Financial Data Analysis Finance 2

Yes

General Ledger Account Reconciliations

Yes

Financial Statement/Report Preparation

Yes

Capital Budget Coordination Finance 1

Yes

Forecast and Projection Preparation

Yes

Financial Audit Participation

Yes

Financial Trend Analysis

Yes

Month-End Financial Close

Yes

Cost Accounting & Decision Support Improvements

Yes

Financial Analysis Finance 7

Yes