Senior Financial Analyst

Salary Range:  $88,570.00 to $142,600.00 USD

Would you like to have a career that makes a daily difference in people’s lives? Do you want to be part of a caring, respectful, diverse community? If you answered yes to these questions, keep reading!

HealthPoint is a community-based, community-supported and community-governed network of non-profit health centers dedicated to providing expert, high-quality care to all who need it, regardless of circumstances. Founded in 1971, we believe that the quality of your health care should not depend on how much money you make, what language you speak or what your health is, because everyone deserves great care.

Position Summary:

The Senior Financial Analyst serves as key financial partner by supporting current and strategic financial planning and providing financial and business acumen to a growing organization. The Senior Financial Analyst helps operational and senior leaders make informed financial decisions, provide insights into business operations performance, and drive cost structure and allocation improvements. Working closely with operational and financial leaders, the Senior Financial Analyst will help assess the impact of financial decisions, with special emphasis on the financial outcome of grant funded programs. They will guide key financial planning and analysis processes, including the financial elements of annual federal regulatory reporting.

Compensation is dependent on skills and experience.

Your contribution to the team includes:

• Coordinate the process and contribute to preparing the annual budget and quarterly forecasts in conjunction with the team of financial analysts.
• Analyze financial statements, including revenue and expense, balance sheet, and cash flow statements for operating units and the organization.
• Identify financial trends, opportunities, and areas for improvement through analysis and modeling.
• Compile and analyze pre-award grant budgets and analyze budget to actual results with fund development, program stakeholders, and the grants management team.
• Communicate through written narratives, visualizations, and conversation financial results to internal stakeholders, including senior leaders.
• Compile, interpret, and prepare data and analyses from a variety of data sources to present results and recommendations to senior leaders.
• Prepare ad hoc financial models incorporating a variety of data sources from disparate systems.
• Coordinate and prepare financial reporting components of annual regulatory reports to the Health Care Authority and Centers for Medicare and Medicaid Services.
• Administer the financial planning and analysis system and related internal controls.
• Maintain good attendance, is punctual and works full scheduled shift is a condition of employment.
• Demonstrate respectful, professional and appropriate behavior that supports a team-oriented work environment.
• Demonstrate a commitment to the mission, core values and goals of HealthPoint and its healthcare delivery including the ability to integrate values of justice, respect, compassion, excellence and stewardship into appropriate programs and services.
• Support developing a treasury management within the financial planning and analysis team.
• Support the implementation and maintenance of a new financial planning and analysis system, including supporting stakeholder adoption and use.
• Support the process to renew the organization’s annual risk management policies.
• Attend staff meetings, in-service meetings and participate in agency committees and task force activities as required.
• Other duties as assigned by supervisor.

Must have’s you’ll need to be successful:  

• Bachelor’s degree in Accounting or Finance, four (4) to six (6) years of relevant experience in financial analysis and budgeting, and two (2) years of experience working with grants or government contracts, or equivalent combination of education and experience. OR
• Master’s Degree in Finance, Accounting, Economics, or analytical field such as Statistics, Mathematics, or Data Science a plus. Two plus (2+) years’ experience working in a structured program such as public accounting in audit or consulting beneficial, as well as not-for-profit and healthcare industry experience.
• Demonstrated operating knowledge of financial planning systems and strong understanding of Generally Accepted Accounting Principles (GAAP), management accounting, economic concepts, and financial analyses required.
• Ability to read, analyze, and interpret common industry related journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write reports and articles for publication that conforms to prescribed style and format. Ability to effectively present information to top management, clients, external groups, and/or boards of directors.
• The ability to define problems, collects data, establishes facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instruction. Constructive thinking and alternative short-to long term solutions must be considered. Action plans must be developed and implemented.
• Knowledge of computer equipment and Microsoft suite required. Advanced knowledge in Excel and strong proficiency factoring and analyzing data from disparate systems.
• CPA, CFA, or CGMA certification not required but highly desirable.

Proof of vaccination for COVID-19 is required, prior to start.  HealthPoint does not accept the Johnson & Johnson COVID-19 vaccine as proof of vaccination.  If you have received the Johnson & Johnson vaccine, we ask that you provide documentation demonstrating proof of an alternate COVID vaccine or vaccine series. All new employees are also required to show proof of immunizations and/or immunity to MMR (measles, mumps, rubella), Varicella, annual Influenza and TB QuantiFERON Gold Titer. Additionally, if you work in a HealthPoint clinic, Tdap (within last 10 years) is required. Hepatitis B. is required for clinical employees with potential exposure to blood/blood products. All immunizations are a condition of employment. Upon hire, employees must provide proof of their immunizations and/or immune titer results prior to starting or no later than their fifth (5) business day of employment.

Where to gather your records:

• If you are providing immunizations from an electronic health record, please ensure that you obtain a copy of your full records rather than a screenshot. Each page of your records should include your first and last name, date of birth, and the name of the health system from which the records are pulled.
• If records do not show any data, please seek guidance from your provider for further assistance.
• If you are unable to provide proof as noted above, you can choose to have a lab titer drawn to check immunity or to be re-vaccinated. If you receive vaccination(s) or lab titers, you may obtain them through HealthPoint at no cost to you. This is a great opportunity to get your immunization record up to date at no additional expense.

HealthPoint is committed to offering all employees a competitive compensation package, including benefits and several other perks.

• Medical, Dental, and Vision for employees and their families/dependents
• HSA, FSA plans
• Life Insurance, AD&D and Disability Coverage 
• Employee Assistance Program 
• Wellness Program
• PTO Plan for full-time benefited and part-time benefited employees. 0-.99 years of service accrual of 5.23 hours per pay period. (pro-rated accruals for part-time benefited employees)
• Extended Illness Time Away of 40 hours (pro-rated for part-time benefited employees)
• 8 holidays and 3 floating holidays 
• Compassion Time Away up to 40 hours
• Opportunity Time Off (extended time off for staff to invest in themselves) up to 8 weeks
• Retirement Plan with Employer Match 
• Voluntary plans at a discount, such as life insurance, critical illness and accident insurance,  identity theft insurance, and pet insurance.  
• Development and Growth Opportunities

To learn more about HealthPoint, go to www.healthpointchc.org! #practiceyourpassion

It is the policy of HealthPoint to afford equal opportunity for employment to all individuals regardless of race, color, religion, sex (including pregnancy), age, national origin, marital status, military status, sexual orientation, because of sensory, physical, or mental disability, genetic information, gender identity or any other factor protected by local, state or federal law, and to prohibit harassment or retaliation based on any of these factors.