Senior Budget and Financial Analyst

Summary

The Senior Budget/Financial Analyst is responsible for completing the annual budget process, overseeing the training of new analysts, maintaining the Budget Software System, and performing various tasks to ensure the efficient operation of the Finance department.

Essential Duties and Responsibilities

These duties and responsibilities described below represent the general tasks performed on a daily basis; other tasks may be assigned.

Budget

• Prepare all budget materials and coordinate with all levels of management for the timely completion of budget data

• Develop budget calendar

• Review and revise where needed all budget forms and instructions

• Coordinate instruction and the timely filing of budget data from departments

• Prepare department worksheets

• Prepare department budget input data, upload to Budgeting software, and verify accuracy of budget maintenance

• Compile budget for Administration and Authority review

• Maintain all budget data / systems

• Train department heads and others on the use of the budgeting system

Financial Analysis and Reporting

• Coordinate with the General Ledger Accountants on a monthly variance report summaries for review and distribution to department heads, senior leadership, and Authority Board members

• Perform ad hoc analyses as requested

• Provide month-end close support as directed

• Build and maintain the extended operating and capital forecasts for Chesapeake Regional Medical Center

• Work with business line leaders to perform business care analysis on major capital requests in accordance with policy

• Prepare reports for Capital Committee review

• Coordinate with the Senior General Ledger Accountant on the year-end external audit; ensure all paperwork is prepared on time and financial statements are prepared for review

• Act as primary backup to the Financial Systems Manager in regards to functionality and troubleshooting of the AP and GL applications

• Lead and train Financial Analyst in the duties relative to productivity and benchmarking

General Responsibilities

• Attend required hospital-wide orientations, meetings, and in-services

• Demonstrate a commitment to flexible work scheduling when necessary to ensure patient care

Supervisory Responsibilities

Reports to: Manager, Financial Systems

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

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

Education and Experience

Minimum Required Education: Bachelor’s Degree in Business Administration or Accounting

Experience: 5+ years’ accounting experience, preferably in a hospital setting, is required

Certificates, Licenses, Registrations

• Licensure as a Certified Public Accountant (CPA) in the Commonwealth of Virginia is preferred, but not required.