Financial Analyst

La Clinica Del Valle; Medford (OR); On-site; USD 70,000 - 90,000; Full time

Job summary

La Clinica Center for Learning and Innovation in Medford, OR is seeking a Finance Analyst to serve as a trusted financial partner within the organization. You will support budgeting, forecasting, cost management, financial analysis, and project funding, collaborating with internal teams to deliver insights and ensure regulatory compliance.

This onsite role focuses on driving financial efficiency, accurate reporting, and timely close processes, contributing to sustainable growth and operational

Qualifications

• Bachelor’s degree in business, accounting, finance, economics, or a related field, OR 3 years of proven experience in a financial setting.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint).
• Advanced proficiency with Excel, including financial models and large data sets.
• SQL databases for querying and managing financial data.
• Experience with financial forecasting, variance analysis, and data-driven decision-making.
• Familiarity with GAAP and federal/state regulatory requirements.
• Excellent presentation and communication skills.

Responsibilities

• Lead budgets and financial forecasts development and management.
• Update forecasts to reflect performance changes.
• Analyze budget variances and propose resolutions.
• Collaborate with department heads to align budgets with goals.
• Ensure accurate financial reporting and month-end/year-end close.
• Provide insights to support decision-making and strategic plans.
• Maintain internal controls and support audit processes.

Skills

Advanced Excel

SQL

Financial Modeling

GAAP Knowledge

Communication Skills

Education

Bachelor’s degree in business/finance/economics, or 3 years experience

Tools

Tableau

Power BI

Microsoft Excel

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Medford, OR, US

13 days ago Requisition ID: 2088

Finance Analyst

Full-Time | Exempt

La Clinica Center for Learning and Innovation

We’re committed to compassionate care for all. Our patients. Our employees. You.

At La Clinica, we love our patients and enthusiastically treat them with the same care, respect, and dignity that we would our friends, family, and neighbors because that's who they are. If this appeals to you, La Clinica might be the right place to build your career. We’re looking for the right team members to treat our patients with this level of care.

We extend our commitment to compassionate care to our employees as well. We invest in our employees' lives through competitive pay, comprehensive benefits packages, easy access to wellness, personal and professional development workshops, and a focus on healthy work-life harmony. Check out our careers page to learn more about why our employees love working at La Clinica

The Finance Analyst position serves as a trusted financial partner within the organization, providing essential support in budgeting, forecasting, cost management, financial analysis, and project funding. This position collaborates with internal teams to deliver accurate insights, develop strategic financial plans, and ensure regulatory compliance. The Finance Analyst drives financial efficiency, supports informed decision-making, and aligns financial strategies with the organization’s goals for sustainable growth and operational success.

This position will be fully onsite in Medford, OR.

Accountabilities Include (all focus areas)

• Lead the development and management of accurate budgets and financial forecasts.
• Update forecasts regularly to reflect changes in business or financial performance.
• Analyze budget variances and provide recommendations for resolution.
• Collaborate with department heads to ensure that budgets are aligned with organizational goals.
• Ensure accurate financial reporting by maintaining and analyzing financial data related to budget changes, expenditure tracking, and funding adjustments.
• Support month-end and year-end financial close processes to ensure accurate financial reconciliation and reporting.
• Communicate effectively with staff, leadership, and external partners regarding financial data, reporting, and project updates.
• Analyze financial data to provide accurate insights that support decision-making.
• Maintain accurate financial records and ensure compliance with internal controls, external regulations, and audit requirements.
• Prepare and present financial reports to key stakeholders in a clear and actionable manner.
• Stay updated with financial regulations, ensuring compliance with federal, state, and local funding requirements.
• Collaborate with internal teams to ensure financial processes align with organizational goals and strategies.
• Assist with month-end and year-end close processes, ensuring accurate financial reconciliation.
• Meet deadlines for financial reports, analysis, and project submissions, ensuring timeliness and accuracy.
• Ensure accurate maintenance of general ledger (GL) and revenue source accounts for effective tracking of expenditures.
• Support audit processes, ensuring financial data and documentation is compliant with external regulatory requirements.

Education and/or Experience

Required

• Bachelor’s degree in business, accounting, finance, economics, or a related field, OR 3 years of proven experience in a financial setting, OR a combination of education and experience in a financial setting.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint).
• Advanced proficiency with Excel, including creating financial models and analyzing large data sets.
• Proficiency with SQL databases for querying and managing financial data.
• Experience with financial forecasting, variance analysis, and data-driven decision-making.
• Proven knowledge of financial compliance standards (e.g., GAAP, IFRS) and federal/state regulatory requirements.
• Excellent presentation, reporting, and verbal/written communication skills, including the ability to explain complex financial data to non-financial stakeholders.
• Exceptional interpersonal communication, collaboration, and problem-solving skills, with the ability to promote reconciliation and achieve positive outcomes in challenging interactions.

Preferred

• Experience with membership financials, including enrollment, retention, and cost analysis.
• Proficiency in data visualization tools to create financial reporting(e.g., Tableau, Power BI, or similar).
• Skilled at using financial and accounting software for budgeting, forecasting, and reporting purposes.

Equity Statement

At La Clinica, we commit to engage everyone in a welcoming, respectful, and loving way and to maintain the dignity and value of all people above everything else. These standards align with our organization’s vision of absolute excellence, open-hearted community, and well-being for all.

La Clinica is a drug free work environment.

Equal Opportunity Employer.

La Clinica complies with the Americans with Disabilities Act.