Clinical Documentation Specialist

Angels Care; Mansfield (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Generous PTO

Extensive training

Health, dental & vision benefits

401(k) matching

Internal promotion

Job summary

AngMar Management Services in Mansfield, TX is seeking a Financial Planning & Reporting Analyst to enhance our financial reporting and analysis functions. The role includes restructuring reporting metrics, supporting budget preparation, and improving data integrity across the organization.

The position requires a Finance or Accounting degree and 1–2 years of relevant experience with strong Excel skills; Sage Intacct or similar tools are a plus.

Qualifications

• Associate’s or Bachelor’s degree in Finance, Accounting, or related field required.
• Accounting experience a plus.
• Minimum of 1-2 years direct experience in a financial reporting/analysis role preferred.
• Sage Intacct, Velixo or HCHB experience a plus.
• Intermediate to Advanced Excel skills required. Proficient in all Microsoft Office applications including Excel, Word, Outlook, Teams.
• Must be able to read, write, and speak English fluently.
• Ability to sustain concentration and attention to detail for extended periods while managing multiple priorities.
• Ability to exercise independent judgment and make sound decisions with access to confidential financial information.
• Ability to work effectively under deadline pressure and manage stress associated with time-sensitive financial reporting.

Responsibilities

• Generate monthly executive management reporting packages, ensuring timely delivery under strict deadlines.
• Analyze Profit and Loss statements, comparing actual results against budgets to identify trends and variances.
• Participate in the annual budgeting process and multi-year forecasting, coordinating data collection and analysis with various departments.
• Identify opportunities to enhance efficiency in financial processes and reporting, streamlining data collection and presentation.
• Provide support for ad hoc budgeting, reporting, and analysis as required by senior management.
• Assists in monthly financial close process by preparing and submitting journal entries.
• Performs monthly account reconciliations and review of general ledger accounts and funds for accuracy.
• Perform and support process for month-end and annual closing procedures.
• Meet all process and reporting deadlines.
• Participate in department projects as assigned.
• Additional duties as assigned.

Skills

Excel proficiency

Attention to detail

Deadline-driven

English fluency

Financial reporting

Education

Associate’s or Bachelor’s degree in Finance/Accounting

Tools

Sage Intacct

Velixo

HCHB

Job description

Financial Planning & Reporting Analyst

AngMar Management Services

Mansfield, TX

AngMar Management Services is Now Hiring a Financial Planning & Reporting Analyst to join our growing team in Mansfield, TX.

AngMar Management Services is Nationally Recognized as a ‘Great Place to Work’!

What we offer:

• Generous Paid Time Off
  • The flexibility of our PTO plan allows you to set your own priorities & use it for any number of events in your life.
• Extensive Training
  • We encourage you to continue your professional development. Angels Care offers access to CEU portals at zero cost to you.
• Full Health, Dental & Vision Benefits (Available 1st Month)
  • We offer comprehensive & competitive medical and dental benefits. There are multiple options for you to choose from so you can select a plan that works best for you.
• Company Matched 401(k)
  • We care about your financial well being and help contribute & plan for your future retirement goals.
• Career Advancement
  • Angels Care has an ‘Internal Promotion’ first mentality. We want you to grow your career with us!

Job Overview

The FP&A Analyst role will assist with the enhancement of the existing financial reporting and analysis function as well as the restructure and reorganization of the company’s existing reporting metrics in a more structured, data base management format. The Financial Reporting Analyst will also assist with the budget preparation and variance analysis and will be performing certain accounting duties. The position also supports accounting operations and plays a key role in improving reporting structures, data integrity, and overall financial process efficiency across the organization.

Job Responsibilities

• Generate monthly executive management reporting packages, ensuring timely delivery under strict deadlines.
• Analyze Profit and Loss statements, comparing actual results against budgets to identify trends and variances.
• Participate in the annual budgeting process and multi-year forecasting, coordinating data collection and analysis with various departments.
• Identify opportunities to enhance efficiency in financial processes and reporting, streamlining data collection and presentation.
• Provide support for ad hoc budgeting, reporting, and analysis as required by senior management.
• Assists in monthly financial close process by preparing and submitting journal entries.
• Performs monthly account reconciliations and review of general ledger accounts and funds for accuracy.
• Perform and support process for month-end and annual closing procedures.
• Meet all process and reporting deadlines.
• Participate in department projects as assigned.
• Additional duties as assigned.

Job Qualifications

• Associate’s or Bachelor’s degree in Finance, Accounting, or related field required.
• Accounting experience a plus.
• Minimum of 1-2 years direct experience in a financial reporting/analysis role preferred.
• Sage Intacct, Velixo or HCHB experience a plus.
• Intermediate to Advanced Excel skills required. Proficient in all Microsoft Office applications including Excel, Word, Outlook, Teams.
• Must be able to read, write, and speak English fluently.
• Ability to sustain concentration and attention to detail for extended periods while managing multiple priorities.
• Ability to exercise independent judgment and make sound decisions with access to confidential financial information.
• Ability to work effectively under deadline pressure and manage stress associated with time-sensitive financial reporting.

We are an equal opportunity employer. All qualified applicants will receive consideration foret employmentwithout regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.