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Financial Analyst in Pleasanton, CA at TeamHealth

Date Posted: 8/19/2018

Job Snapshot

Job Description

JOB DESCRIPTION OVERVIEW:

This position works directly with executive and senior management to define, implement and execute reporting solutions across the organization. Primary responsibilities include preparation of financial and operational information for executive management; assist in the preparation of projections and budgets; develop and improve operational reporting tools; analyze and provide targeted results-oriented recommendations in conjunction with management and leadership.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Analyzes various financial reports and performance measures looking for trends and outliers
  • Prepares journal entries, schedules and reconciliations during monthly close process
  • Researches and reports variances in financial statements
  • Loads data into planning system to support projection and budget cycles
  • Processes monthly invoices according to contract billing covenants; assists with collections as necessary
  • Troubleshoots data and conducts analysis using critical thinking and advanced problem solving skills
  • Supports monthly and quarterly reporting for operations and executive management
  • Organizes reports and related documents, maintaining proper version control
  • Develop new reports for monthly distribution resulting from changes in business needs
  • Supports physician compensation processing as required
  • Complete special projects and other duties as assigned

 

Job Requirements

QUALIFICATIONS / EXPERIENCE:

  •  Bachelor’s Degree in management sciences, business or related field
  • Two - four years of experience in corporate or operational reporting/analysis or public accounting; proven skill accomplishments preparing and communicating models, trend analysis, operational metrics, etc., and making recommendations to leadership;
  • Advanced proficiency in Microsoft Excel (ability to create and work with pivot tables, write formulas, chart customization, v-lookups, etc.,)
  • Intermediate proficiency in Microsoft Word and PowerPoint
  • Experience with Hyperion, Essbase or other planning/reporting software preferred
  • Strong organizational and analytical skills
  • Ability to quickly learn new concepts and technical skills
  • Impeccable attention to detail when following set instructions and reviewing reports for accuracy
  • Experience in coordinating simultaneous assignments from various levels across the organization by assessing project deadlines, establishing work priorities, and coordinating work schedule
  • Demonstrated ability to communicate effectively (both orally and written)
  • Excellent interpersonal and customer service skills, professional demeanor
  • Ability to work well with others, and work with minimal direction/supervision
  • Ability to work under tight deadlines, prioritize work; handle stress and conflict
  • Resourcefulness, ingenuity, strong decision making and problem solving skills

 

SUPERVISORY RESPONSIBILITIES:

  • None

PHYSICAL / ENVIRONMENTAL DEMANDS:

  • Job performed in a well-lit, modern office setting
  • Occasional lifting (10 pounds or less)
  • Prolonged sitting
  • Prolonged work on a PC/computer
  • Occasional or periodic travel (<20%)
  • Periodic evening or weekend work when needed
  • Moderate stress

This position may require manual dexterity and/or frequent use of the computer, telephone, 10-key, calculator, office machines (copier, scanner, fax) and/or the ability to perform repetitive motions and/or meet production standards to comply with the essential functions. Also, may require physical and/or mental stamina to work overtime, additional hours beyond a regular schedule and/or more than five days per week.

DISCLAIMER:

Cooperative, positive, courteous and professional behavior and conduct is an essential function of every position. All employees must be able to work with others beyond giving and receiving instructions. This includes getting along with co-workers, peers and management without exhibiting behavior extremes. Job functions may require personal leadership skills such as conflict resolution, negotiating, instructing, persuading, speaking with others as well as responding appropriately to job performance feedback from the supervisor. Additionally, the information contained in this job description has been designated to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this position.

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