Operations Finance Analyst II

The Operations Finance Analyst II (OFAII) works under the supervision of the Manager of Finance. The Operations Finance Analyst II (OFAII) is committed to developing financial analysis of programs and projects, which incorporate knowledge and experience with financial reports, general ledgers, budgets, cost accounting, reimbursement/payment methods, and ability to work with large datasets. The position prepares in-depth analyses, reports, and presentations for the leadership team supported by historical, current data and developed data. The OFAII will develop and evolve performance dashboards based on organizational projects and customer feedback and will develop insightful forecasting tools to enable management teams to make strategic decisions timely. This position will develop month end close journal entries/analysis, budgeting, and cost center reviews. The duties and responsibilities of this position are technical in nature lending to both decision and project support. Performs other duties as assigned.

PRIMARY JOB DUTIES

1.0       100%   QUALITY OF WORK:

1.1       40%     Accounting, Decision Support and Analysis:

• Manages a variety of programmatic projects, business plans and cost/benefit analyses. The position will develop models, processes, workflows, and solutions to a broad range of financial and health industry aspects.
• Participates in annual budget development for all divisions of the company integrating insightful historical trends, financial models, and industry information.
• Participates in month end close by preparing journal entries as needed and researching volume and financial variances to budget, and creates tools to automate journal entry creation, financial analysis and forecasting.
• Assists with financial reporting and presentation preparation for monthly operations meetings, annual audit requests, among other internal and external stakeholders’ requests.
• Conducts research, collects data and evolves reporting dashboards to improve division performance, understanding of clinical and financial metrics and variances to budgeted goals.
• Analyzes information using a variety of statistical methods and tools looking for patterns in data.
• Utilizes cross-functional Well Care knowledge to help train and educate other analysts and internal stakeholders.

1.2       50%     Financial Scorecards, Benchmarking Projects, and Metrics:

• Creates and improves forward-looking forecasting capabilities by streamlining financial data from Workday, EMR Software and industry trends.
  • Employs financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.
  • Conducts extensive research and analysis of the financial and operational performance of the company and its service lines.
  • Demonstrates ability to forecast detailed Month-end, Quarter end and Year end realistic financial estimations at any point by using current data and analysis.
  • Facilitates knowledge transfer to Directors and Branch Managers on monthly financial reviews by improving current reporting dashboards and data visualization tools.
• Informs investment decisions by analyzing financial information to forecast business, industry, or economic conditions.
• Monitors operational and financial performance as well as fundamental economic, industrial, and corporate developments by analyzing information from financial publications and services, investment banking firms, government agencies, trade publications, company sources, or personal interviews.

1.3       10%     Financial Health and Reporting:

• Develops insightful tools and forecasting tools to enable management teams to make strategic decisions timely.
• Reviews accuracy and proposes improvements for existing dashboards, reports and tools.
• Identifies business opportunities for process improvement, conceptualizes data and shares knowledge with the team through effective data output.
• Creates reporting solutions that enables managers to address issues, and creates, validates, and maintains detailed financial scorecards measuring the revenue generating and cost saving initiatives. Research and culls statistical information to determine any accidental financial harm within the company.
• Research technological advancements for data and financial analysis, data visualization and reporting.
• Develops repetitive and proper procedures for the use of database analytical tools while maintaining up-to-date databases to assist in streamlining financial reporting and analysis.
• Ensures high quality data is collected, and data integrity is maintained.
• Ensures Well Care Financials and supporting documentation contain auditable backup information and is filed in an appropriate and findable manner.

ADDITIONAL REQUIREMENTS: In conjunction with the tasks listed above, the OFA will be required to demonstrate and manage the items below:

2.0                   PRODUCTIVITY:

Demonstrates the ability to use time effective and prioritize assigned duties

• Plans and prioritizes work activities for maximum productivity and efficiency.
• Initiates and completes work assignments in a self-directed manner with minimal need for constant supervision.
• Assures the completion of assignments within the scheduled time frame.
• Serves on committees and councils as assigned.

3.0                   ATTENDANCE AND PUNCTUALITY

Effectively manages personal work schedules so that agency operations are uninterrupted as demonstrated by:

• Provides proper notification of absences or tardiness.
• Takes action to prevent and/or minimize recurring absences or tardiness.
• Coordinates and schedules time off with other members of the team to ensure adequate staffing.
• Adjusts personal time schedule when requested to accommodate agency needs.
• Plans ahead so that personal requests for time off do not disrupt the workflow.

4.0                   TEAMWORK, MISSIONS AND VALUES

Demonstrates positive interpersonal relations in dealing with all members of the organization as demonstrated by:

• Communicates in a positive and productive manner.
• Demonstrates respect for team members.
• Manages stress and personal feelings without a negative impact on the team.
• Participates in community outreach activities that promote the goals and objectives of the agency.
• Responds to all employees and clients in a courteous, sensitive, and respectful manner.
• Maintains confidentiality in all areas in compliance with the agency’s HIPAA policies and procedures. Maintains strict confidentiality in all areas of accounting.

JOB SPECIFICATIONS