Financial Analyst I

Mason Health; Shelton (WA); On-site; USD 57,000 - 81,000; Full time

Benefits offered by this job

Health insurance

Dental/Vision insurance

Mental health resources (EAP, Talkpace

Life insurance

Disability insurance

Retirement plan with 8% employer match

FSA

Tuition assistance

Student loan repayment programs

PTO 5 weeks + 2 with years of service

Referral program up to $7500

Job summary

Mason Health in Shelton, WA seeks a Financial Analyst I to perform financial analysis, planning and reporting for hospital and clinic operations. The role supports budgeting, forecasting and decision-making with data-driven insights.

The position is full-time, in-person, and involves an 8-hour day Monday through Friday. Exempt, hourly compensation ranges are provided based on experience.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field preferred.
• 2 years of experience in Accounting or Finance preferred.
• Healthcare financial analysis or budgeting experience preferred.
• Advanced knowledge of Microsoft Office, especially Excel & Access.

Responsibilities

• Extract, aggregate, and analyze data to provide key financial and operational metrics.
• Develop reports and reporting tools for diverse audiences.
• Collaborate with stakeholders to develop district-wide planning reports.
• Supports planning processes including budgeting and forecasting.

Skills

Business partnerships

Reporting

Independent work

Communication

Time management

Detail oriented

Education

Bachelor’s degree in Accounting/Finance

CFA (preferred)

Tools

Microsoft Excel

Microsoft Access

Job description

Financial Analyst I:

This 1.0 FTE/Full-Time In-Person position is scheduled to work an 8-HR day shift Monday to Friday.

Compensation:

Exempt, $41.34 /HR — $59.06 /HR. Placement within this range is based on years of applicable experience.

Benefits Include:

At Mason Health, we are committed to providing our employees with a comprehensive benefits package that supports both their professional growth and personal well-being. Whether you are a part-time or full-time member:

Health & Wellness Benefits:

• Medical, Dental & Vision Insurance – With employer paying premiums for full-time employees
• Mental Health & Wellness Resources – Access to our Employee Assistance Program (EAP), Talkspace, and the Calm App.
• Life Insurance
• Short & Long-Term Disability Insurance

Financial Benefits:

• Retirement/Deferred Compensation Plans – Mason Health contributes 8% of your compensation every pay period when you contribute at least 5%.
• Flexible Spending Account (FSA)
• Tuition Assistance Program
• Approved by the Health Resources and Services Administration (HRSA) for student loan repayment programs.

Time Off & Work-Life Balance:

• Generous Paid Time Off (PTO) – Accrue up to 8 hours of PTO every bi-weekly pay period, starting with 5 weeks of PTO and increasing to 7+ weeks after 3 years.

Exciting Incentive:

• Employee Referral Program – Earn up to $7,500 depending on the role.

Job Summary:

The Financial Analyst 1 performs and assists with financial analysis, planning and reporting of hospital and clinic operations to assist management in making sound business decisions. Maintains and assists in developing analysis tools and resources and participates in data governance in collaboration with Information Technology leaders and staff. Assists in preparing accurate and accountable annual budget and multi-year financial forecasts to support leadership planning activities and decision-making. Involved in all areas, including but not limited to: charge capture management, strategic pricing, business planning, validation/implementation of new products or services, long range financial planning, revenue and expense analysis, etc. Extracts, aggregates, validates, interprets, and presents financial and operational data from varied data sources. Assists in preparing financial reports for internal and external users, including but not limited to financial statements, government reporting requirements, benchmarking, cost reports, and audits.

Job Specific Duties & Responsibilities:

1. Extracts, aggregates, and analyzes data to provide internal and external customers with key financial and operational performance metrics.
2. Integrates data from a variety of sources to develop meaningful and accurate reports and reporting tools for a variety of audiences.
3. Collaborates with stakeholders to develop district-wide planning reports.
4. Supports planning processes, including target setting, communicating assumptions, budget preparation, and periodic special requests.
5. Prepares analyses using sensitivity analysis and other techniques, reviews variance analysis and account reconciliations, and identifies significant items requiring the attention of higher-level management.
6. Supports monthly, quarterly, and year-end District financial reporting requirements.
7. Interprets and communicates financial and operational analysis information for non-finance and non-operations professionals in a clear and concise manner to support decision-making that drives revenue and positive margin growth.
8. Other duties as assigned.

Required Education and Experience:

1. Bachelor’s degree in Accounting, Finance, or related field, preferred.
2. 2 years of experience in Accounting or Finance, preferred.
3. In lieu of a bachelor’s degree, candidates may be considered with a minimum of two (2) years of experience in finance and/or financial analysis in a healthcare setting, or five (5) years of progressively more responsible office support or billing/cash/collection experience.
4. Healthcare experience analyzing program financial viability, preferred.
5. Operational and capital budgeting experience, preferred.
6. Advanced knowledge of the Microsoft Office suite of analytical tools, including, but not limited to, Microsoft Excel & Access is required.

Required Licenses, Certifications and/or Registrations:

1. Chartered Financial Analyst (CFA), preferred.

Required Knowledge, Skills and Abilities:

1. Ability to build strong business partnerships.
2. Solid technical and reporting skills to assist the organization with rapid decision analytics.
3. Proven ability to work independently as well as in a strong team environment.
4. Excellent interpersonal, organizational, written, and verbal communication skills.
5. Proven ability to manage multiple projects, priorities and deadlines.
6. Comprehensive knowledge of Microsoft Office and hospital/clinic accounting systems.
7. Able to create, model and sustain a positive environment; effective collaboration, counseling, conflict resolution skills.
8. Knowledge and understanding of hospital billing, reimbursement, general ledger and cost accounting.
9. Knowledge and experience with payroll and accounts payable terms, systems and reporting.

Mason Health practices equal employment opportunity towards all workforce members and applicants for employment. Mason Health does not engage in or tolerate any discrimination in the workplace prohibited by applicable local, state, or federal law. Specifically, no workforce member will be discriminated against on the basis of their race, color, sex/gender (including pregnancy), sexual orientation, religion/creed, age, disability, marital or veteran status, national origin, genetic information, or any other characteristic protected by applicable state or federal law.