Program Financial Analyst

Job Description

Job Description

At TURN our mission is Improving Lives. Our organization embraces the tenets of client-centered care, and our core values People, Culture and Growth are at the forefront of everything we do. We hire exceptional individuals seeking meaningful opportunities in a purpose-driven environment.

JOB SUMMARY 

The Financial Analyst supports the fiscal health of behavioral health programs by preparing funder invoices, analyzing cost and production data, and ensuring compliance with contract and audit requirements. This role serves as a key liaison between Finance, Program Operations, and external funders.

RESPONSIBILITIES 

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. 

• Analyze cost and production data to communicate results to Program Managers and Vice Presidents.

• Recommend actions by analyzing and interpreting data and making comparative analyses; studying proposed changes in methods and production.

• Develop, review, and track all program budget information ensuring contract compliance.

• Responsible for preparing and processing adjusting journal entries when necessary.

• Create templates and spreadsheets as necessary to facilitate data collection and accurate data presentation.

• Produce monthly contract reimbursement claims for submission to contracting authority for payment of contract funds.

• Ensure readiness for fiscal audits and support timely, accurate responses.

• Respond to fiscal questions from program staff, Executive Management and contracting agency personnel.

• Develop and maintain effective liaison with assigned contract monitor and Division/Program personnel.

• Coordinate with MHS Cash Management and funding agency personnel to ensure proper posting of cash receipts and timely payment.

• Reconcile transactions by comparing and correcting data.

• Comply with all TURN and program rules, policies and procedures including HIPAA standards.

QUALIFICATIONS 

• Bachelor’s degree in Finance, Accounting, or a related field.

• Minimum of 3 years of financial analysis and/or accounting experience.

• Working knowledge of GAAP and the main elements and drivers of the income statement, balance sheet, and statement of cash flows.

• Experience with Accounting Information Systems, preferably Netsuite.

• Advanced proficiency in Microsoft Excel, including lookup functions, pivot tables, and macros.

• Advanced MS Windows-based operating system skills, including Office 365.

• Understanding of Revenue Cycle Management.

• Familiarity with government or grant-funded programs (e.g., Medi-Cal, MHSA, HUD) preferred.

• Excellent verbal and written communication skills.

• Ability to produce legible, clear, and concise written documentation.

• Ability to work independently, problem solve and effectively collaborate with a team.

• Ability to stay organized and manage various projects in a fast-paced environment.

PHYSICAL REQUIREMENTS

These physical demands represent what must be met to successfully perform the essential functions of this position. As mentioned above, reasonable accommodation may be made for qualified disabilities.

☒ Seeing ☒ Hearing ☒ Speaking

☒ Stooping/Bending ☒ Working in cramped spaces ☒ Moving around facility

☒ Moving between offices/clients ☒ Driving – light errands ☐ Climbing

☒ Lifting/carrying heavy items ☐ Driving – in the course of job duties ☐ Using hands/fingers

☐ Pushing/pulling/dragging items ☒ Standing for long periods ☒ Sitting for long periods

☐ Working outside/underground

OTHER DUTIES

This job description isn’t a comprehensive list of activities, duties or responsibilities required for this job. Duties, responsibilities, and activities may change at any time with or without notice.

TURN is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), gender, gender expression, gender identity, sexual orientation, marital status, medical condition, military or veteran status, national origin, race, religious creed, and sex (includes pregnancy, childbirth, breastfeeding, and related medical conditions).