Financial Analyst

Community Health Centers of the Central Coast; Santa Maria (CA); On-site; USD 70,000 - 77,000; Full time

Job summary

Community Health Centers of the Central Coast is seeking a Financial Analyst to perform financial analysis, reporting, and forecasting to support planning and decision-making. The role gathers data from multiple sources, monitors performance against budgets, and prepares forecasts for leadership.

It also supports grant activities, including monitoring, reporting, and closeout. The analyst collaborates across departments to ensure compliance with budgets and standards, maintains HIPAA privacy,

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration or related discipline required.
• Minimum five (5) years as a financial analyst, preferably within an FQHC or ambulatory care setting.
• Demonstrated proficiency in PPS rates, managed care capitation, and UDS preferred.

Responsibilities

• Provide analytical, forecasting, reporting, and project support to senior management.
• Assist budget preparation using multiple data sources and variance analysis.
• Produce monthly, quarterly and annual financial and operating reports for leadership and stakeholders.
• Support grant-related activities including applications, modifications, monitoring, reporting, and closeout.
• Ensure compliance with budgetary requirements and organizational standards.

Skills

Analytical skills

Forecasting

Budgeting

Communication

Microsoft Office

Google Suite

Financial modeling

Education

Bachelor’s degree in Finance/Accounting/Business Administration

Tools

Excel

Financial modeling

Microsoft Office

Google Suite

Job description

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Wage Range that the Company Expects to Pay: $2,692.30 - $2,968.27 bi-weekly

SUMMARY

Under the general supervision of the Director of Finance or designee, the Financial Analyst performs financial analysis, reporting, and forecasting to support the organization’s financial planning and decision-making. The position collects, organizes, and analyzes financial and operational data from multiple sources; monitors financial performance against established plans and budgets; evaluates business performance and relevant market conditions; and prepares forecasts and periodic reports to support tactical and strategic decisions by leadership. The Financial Analyst also supports grant-related activities, including applications, modifications, financial monitoring, reporting, and closeout, and collaborates with internal departments and stakeholders on various financial initiatives and projects.

It is the primary purpose of CHCCC to provide the highest quality of total care possible to the patient population it serves. Such a level of quality depends ultimately on the staff's desire and ability to work together, individually, and as a team. The employee is expected to be professional, punctual, maintain regular attendance, cooperative, motivated, and organized at all times.

ESSENTIAL DUTIES AND RESPONSIBILITIES

include the following. Additional duties may be assigned with or without prior notice.

• Provides analytical, forecasting, reporting, and project support to senior management.


• Uses multiple and diverse resources, including key metrics, financial results, and variance reporting, to assist managers with budget preparation.


• Produces timely reports, including Provider Productivity compared to Budget Goals for review by the CFO, as well as additional reports used and reviewed by internal and external stakeholders.


• Interprets and analyzes policy and financial data to support informed decision-making and communicates findings to internal and external stakeholders.


• Monitors and manages department resources to ensure efficient operations and responsible stewardship of organizational assets.


• Build annual operating budgets, perform monthly budget-to-actual variance analysis, and forecast future cash flows for community clinic expansions.


• Evaluate and recommend payment rate adjustments and submit requests to external government agencies.


• Evaluates financial and operational information to ensure compliance with budgetary requirements and organizational standards.


• Collaborates with internal departments and external organizations to coordinate projects, resolve issues, and achieve organizational objectives.


• Leads the annual, quarterly, and monthly budgeting and forecasting processes through applicable system software.


• Conducts analysis to identify opportunities for performance improvement across the organization.


• Analyze patient accounts receivable, encounter volumes, sliding-fee scale impacts, and collections performance


• Produces monthly production reports from billing software and provides additional reporting as needed.


• Prepare schedules and reports for external government audits, Uniform Data System (UDS) clinical/financial reporting, and board of Directors reviews.


• Supports grant-related activities, including applications, modifications, financial monitoring, reporting, and closeout.


• Demonstrates professionalism and provides quality customer service using AIDET Standards.


• Ability to work with high volume of patients, internal/external customers, and deal with frequent changes, delay or unexpected events.


• Demonstrates adherence to and observes all safety policies and procedures.


• Maintains and adheres to HIPAA, employee confidentiality, and privileged communications (patient, employee, and corporation).

SUPERVISORY RESPONSIBILITIES

This job has no supervisory responsibilities.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

COMPETENCIES

Knowledge of business and management principles, including resource allocation and the coordination of people and organizational resources. Ability to interpret, analyze, and communicate policy, operational, and financial information to support informed decision-making. Ability to monitor and control resources and evaluate financial and operational information to ensure compliance with budgetary requirements and organizational standards. Ability to collaborate effectively with internal departments and external organizations to achieve project objectives. Strong time management and organizational skills, with the ability to prioritize responsibilities and meet established deadlines. Knowledge of restricted federal, state, and private foundation grants (such as Section 330 grants) to ensure compliance with cost allocation and maximum cost recovery.

EDUCATION and/or EXPERIENCE

Bachelor’s degree in Finance, Accounting, Business Administration or related discipline required. Minimum five (5) years as a financial analyst, preferably within an FQHC or ambulatory care setting. Demonstrated proficiency in PPS rates, managed care capitation, and UDS preferred.

LANGUAGE SKILLS

Ability to read, analyze, and interpret documents such as safety rules, operating and maintenance instructions, policy and procedure manuals. Ability to respond effectively to the most sensitive inquires or complaints. Ability to write routine reports and correspondence. Ability to speak effectively before groups of patients or employees of organization.

MATHEMATICAL SKILLS

Advanced business mathematic skills required. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. Ability to calculate figures and amounts such as discounts, interest, and commissions. Ability to apply concepts of Accounting and Finance.

REASONING ABILITY

Ability to apply sound judgment to interpret and carry out instructions in written or oral form. Ability to make appropriate job decisions following standard office policies and past precedents under limited supervision. Excellent analytical, independent decision-making, and problem solving skills. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Customarily and regularly uses discretion and independent judgment in performing the job.

COMPUTER SKILLS

Experience with word processing, spreadsheets, email, and keyboarding required. Microsoft Office and Google Suite skills required. Advanced proficiency in Excel, financial modeling, EHR, fund accounting platforms (e.g. MIP).

CERTIFICATES, LICENSES, REGISTRATIONS

None

OTHER REQUIREMENTS

Required to pass a criminal history background check and drug screen upon hire. Annual health examination; annual Tuberculosis skin test clearance or chest x-ray; proof of immunity to MMR, Varicella, and Hepatitis B; proof of Tdap vaccine; during current flu season, must provide proof of influenza vaccine or a signed declination form. If declined, a flu mask is mandatory during flu season. Health screening requirements are subject to change based on CDC recommendations and federal, state, and/or local public health ordinances.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This job is largely sedentary. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee frequently is required to sit. The employee is occasionally required to stand and walk for extended periods of time. The employee must regularly lift and/or move up to 10 pounds of supplies. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts. The employee is occasionally exposed to risk of electrical shock. The noise level in the work environment is moderate (i.e. office setting with computers, phones, and printers).

The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required of personnel so classified.