Budget Specialist

Virginia Garcia Memorial Health Center; Hillsboro (OR); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health benefits

Professional development opportunities

Job summary

A health center in Oregon seeks a Budget Specialist to assist with budgeting services and accounting software administration. This role requires a BA/BS in accounting and two years of experience. The specialist will perform data entry in budgeting software, produce analysis reports, and assist with the financial planning process. Proficiency in Microsoft Office and experience with NetSuite are preferred. This is a full-time position emphasizing teamwork, ethical conduct, and confidentiality.

Qualifications

• Two years in accounting and budget preparation.
• Experience with accounting principles for complex analysis.
• Knowledge of healthcare reporting requirements.

Responsibilities

• Assist in budgeting activities for the Health Center and Foundation.
• Support the Director in the budget cycle coordination.
• Input revenue and expense data into management systems.

Skills

Team collaboration

Problem-solving initiative

Analytical skills

Interpersonal communication

Time management

Education

BA/BS in accounting

Tools

Microsoft Office Suite

Budgeting software

NetSuite

Job description

At Virginia Garcia Memorial Health Center, we honor all members of our community and acknowledge the dignity of each person we serve. Our purpose is to provide high quality, comprehensive primary health care to the communities of Washington and Yamhill counties with a special emphasis on migrant and seasonal farm workers and a view to removing barriers to health care. We strive to provide an environment that welcomes and values the people we employ and serve.

If you are unsure whether you meet all the required qualifications for this role but are interested and passionate about this potential position, we encourage you to apply.

Job Summary: Under the general direction of the Director of Finance Planning and Analysis, the Budget Specialist assists in budgeting services and accounting software system administration for the Health Center and Foundation. These activities include assisting with the data entry in the budgeting software, completing analysis reports of various projects, and assisting with business process modeling and research.

Essential Duties and Responsibilities:

General

• Assist with the Administration of the accounting and budgeting software including updates to employee access and on-going maintenance of operations reports within the system as needed.

Budgeting

• Assist with all budgeting activities related to the Health Center and Foundation.
• Support the Director of Finance Planning and Analysis in the coordination of the budget cycle and consolidation of budget submissions.
• Assist in the development, preparation, and maintenance of annual operating and capital budgets.
• Input detailed revenue and expense data into the budget management system to support accurate and up-to-date financial tracking.
• Assist the Director of Finance Planning and Analysis in the facilitation of the Financial Planning Committee meetings.
• Assist in the completion of all Finance/Budgeting forms required as part of the annual HRSA grant application.
• Assist in the Completion of all FTE related forms as part of the annual UDS and Medicare cost reporting.
• Assist users with logging in, navigating dashboards, entering data, and generating reports within the finance and budgeting software.
• Troubleshoot basic finance and budgeting software issues, such as data entry errors, missing fields, or system navigation problems.
• Train new hires or departmental staff on the budgeting system’s basic functions.
• Other duties as assigned

HIPAA Requirements

The Budget Specialist must handle protected information (PHI) in a manner consistent with the Health Insurance Portability and Accountability Act of 1996 (HIPAA). The Budget Specialist may be exposed to PHI in the course of his/her duties. All employees are required to read the content of PHI records only to the extent needed to redirect the information to the proper source or responsible party.

Knowledge, Skills and Abilities Required:

• Demonstrated ability to work effectively in a team environment.
• High degree of confidentiality, integrity and professionalism.
• Good organizational and time management skills.
• Demonstrate initiative and judgement in problem solving.
• Excellent interpersonal, oral and written communication skills.
• Proficient with Microsoft office suite (Word, Excel, Outlook, PowerPoint).
• Commitment and alignment to Virginia Garcia’s mission, vision and values.
• Demonstrated analytical skills that allow for interpretation of budgetary, financial, and related management information.
• Excellent writing skills sufficient to draft professional reports and correspondence that is clear and concise.
• Attention to detail with a high degree of accuracy.
• Ability to exercise good judgment and discretion, especially concerning sensitive or confidential personnel or organizational matters.
• Ability to use software tools to present data clearly and concisely.
• Valid driver’s license, reliable transportation, safe driving record and insurance coverage required.

Education and Experience Required:

• BA/BS in accounting field.
• Two years in accounting and budget preparation.
• Experience in, or knowledge of, accounting and accounting principles sufficient to assist in the preparation of complex and detailed financial and budgetary analysis and address a variety of funding/clinic/division issues or budgetary problems.
• Experience using spreadsheets, charting, and other software tools, such as Microsoft Office, accounting software and budgeting software.
• Experience preferred with NetSuite and NetSuite Planning and Budgeting preferred.
• Knowledge of specific healthcare reporting requirements, such as those for HRSA grant applications, UDS, and Medicare cost reporting, to accurately complete required forms, preferred.

Accountability

• Role model VG’s mission, vision, and shared values

Customer-Focus

• Listen to the voice of the customer and strive to delight them by exceeding their expectations

Teamwork

• If someone needs help, help them

Initiative

• Be innovative, apply fresh ideas, and continuously improve how you do your work

Confidentiality

• Maintain strict confidentiality and respect the privacy of others

Ethical

• Demonstrate integrity, honesty, and stewardship in all encounters at work

Respect

• Demonstrate consideration and appreciation for co-workers and patients

Communication

• Demonstrate the ability to convey thoughts and ideas as well as understand perspective of others

Physical Requirements:

• Sitting: up to 80%
• Reaching/stooping/bending: 5%
• Must be able to lift/carry up to 30 lbs. occasionally
• Computer usage: up to 80%
• Travel: up to 5%

Working Environment/Physical Hazards:

• Work in a well-lighted, ventilated environment

Equipment Used:

Office Equipment

• Computer – data entry and word processing
• Telephone, Fax, Copier, Scanner

Immunization

Staff members must meet immunization requirements as stated in VGMHC’s immunization policy and state and federal guidelines.

Job descriptions represent a general outline of the essential and major job duties, functions and qualifications required. They cannot be all-inclusive and comprehensive due to the dynamic nature of work performed to accomplish VGMHC’s Mission.

VGMHC is an Equal Opportunity Employer. No person is unlawfully excluded from consideration for employment because of race, color, religious creed, national origin, ancestry, sex, age, veteran status, marital status, or physical challenges. The policy applies not only to recruitment and hiring practices, but also includes fairness in placement, promotion, transfer, rate of pay, and termination.