Financial Advisor 3

Baylor Scott & White Health; Rowlett (TX); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health benefits

401(k) match

Tuition reimbursement

PTO accrual beginning Day 1

Job summary

Baylor Scott & White Health is seeking a seasoned finance professional to prepare financial statements, run monthly close processes, and advise senior management on financial and operational issues.

You will lead variance analyses, support revenue optimization, and develop reporting from multiple data sources to drive strategic decisions across the organization. This role requires strong leadership, autonomous work on strategic plans, and superb communication with executives.

Qualifications

• Proven leadership, management, data and communication abilities.
• Strong analytical skills and ability to translate data into insights.
• Ability to partner with senior management and cross-functional teams.

Responsibilities

• Coordinate, examine, and advise senior management on financial variance reports.
• Prepare and manage month-end close processes and related journal entries.
• Create and educate staff on advanced InVision reports for internal studies.
• Develop financial studies for external users and recommend performance improvements.
• Develop finance and operational reporting programs from multiple databases.

Skills

Leadership

Data analysis

Communication

Education

Bachelor's

Tools

InVision

Job description

About Us

Here at Baylor Scott & White Health we promote the well-being of all individuals, families, and communities. Baylor Scott & White is the largest not-for-profit healthcare system in Texas that empowers you to live well.

Our Core Values are:

• We serve faithfully by doing what's right with a joyful heart.


• We never settle by constantly striving for better.


• We are in it together by supporting one another and those we serve.


• We make an impact by taking initiative and delivering exceptional experience.

Benefits

Our benefits are designed to help you live well no matter where you are on your journey. For full details on coverage and eligibility, visit the Baylor Scott & White Benefits Hub to explore our offerings, which may include:

• Immediate eligibility for health and welfare benefits


• 401(k) savings plan with dollar-for-dollar match up to 5%


• Tuition Reimbursement


• PTO accrual beginning Day 1

Note: Benefits may vary based upon position type and/or level.

Job Summary

• Prepares financial statements. Performs monthly finance sheet, income statement, and budget variance analyses. Consults and advises senior management on financial and operational issues. Works autonomously on strategic financial plans of the organization.

Essential Functions of the Role

• Coordinates, examines, investigates, and advises senior management on financial variance reports. Studies financial results and provides management with reports as needed. Coordinates and investigates opportunities to enhance revenue or reduce costs, providing data to help findings. Advises senior management on financial operations issues of various departments. Meets with senior management to review financial operations of various departments. Aims to meet deadlines on special projects and studies as assigned.


• Prepares, manages, and examines financial information for the end of month close cycle. Manages and prepares the month-end journal process for efficient and accurate closes. Coordinates the review process each month after the close cycle for completeness and accuracy. Communicates timely information to the G/L coordinator for posting to books and records according to the close schedule. Reviews month-end data after the close cycle for completeness. Examines complex financial information to ensure financial reports have high integrity. Evaluates the month-end process and recommend improvements.


• Creates and educates staff on advanced InVision reports for internal financial studies. Writes and revises moderately complex PS nVision reports before splitting with leadership. Writes and conveys PS nVision reports for financial study. Completes assigned report writing projects on time. Coordinates the preparation of financial reports in easy-to-read formats. Knows About data to establish reporting needs. Creates adhoc reports as requested. Educates senior management on uses of financial reports.


• Performs and communicates moderate to complex studies for external users of financial information. Provides management with appropriate financial studies timely and efficiently. Oversees research of complex business lines for continued operations. Recommends changes in financial operations to improve performance. Maintains favorable relations with external users of financial information. Reviews, studies, and communicates financial variances to appropriate management officials.


• Develops computer programs for financial and operational reporting. Creates programs to help leadership comprehend complex operational data. Enhances financial reporting with efficient procedures. Provides timely and accurate reports using multiple databases. Coordinates data collection and converts it into clear financial information.


• Performs other position appropriate duties as required in a competent, professional and courteous manner.

Key Success Factors

• Proficient with MS Office applications.


• Proven leadership, management, data and communication abilities required.

Belonging Statement

We believe that all people should feel welcomed, valued and supported.

QUALIFICATIONS

• EDUCATION - Bachelor's


• EXPERIENCE - 4 Years of Experience