Financial Planning & Analysis

Fair Haven Community Health Care; New Haven (CT); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Comprehensive Medical

Health Savings Account (HSA)

Vision and Dental Insurance

Short-Term & Long-Term Disability (Vol

Paid Life Insurance

Paid Holidays

Generous PTO

403(b) Employer Match

Job summary

Fair Haven Community Health Care (FHCHC) in New Haven, CT seeks an FP&A Analyst to support budgeting, forecasting, and financial analysis for senior leadership. You will help manage grants, NMTC reporting, and department budgets across FHCHC’s multi-site operations.

The role requires a finance or related degree with 3+ years’ experience in financial reporting, budgeting, and forecasting; advanced Excel skills; and comfort presenting to executives.

Qualifications

• Bachelor's degree in Finance or related field with at least 3 years of financial reporting, budgeting, and forecasting experience.
• At least two years of experience with budgeting, revenue and expense tracking, compliance, reconciliation, and advanced Excel (modeling, pivot tables, VLOOKUP) and Office 365.
• Ability to work independently, strong problem-solving and analytical skills, and experience presenting to senior leaders; nonprofit/healthcare experience preferred.

Responsibilities

• Support annual budgeting process with input from department leads.
• Maintain monthly budget-to-actual analyses and forecasts.
• Monitor and reconcile financial activity across Abila MIP, EHB, and PMS.
• Prepare materials for Finance Committee and Board meetings.
• Develop financial models for ad hoc analyses and pro forma scenarios.
• Maintain Finance department calendar with key deliverable dates.
• Assist in NMTC reporting and grant-related financial reporting.
• Collaborate with grant leads and senior leadership.

Skills

Financial analysis

Budgeting

Forecasting

Excel modeling

Pivot tables

VLOOKUP

Office 365

Education

Bachelor's degree in Finance or related field

Master's degree preferred

Tools

Office 365

Abila MIP

PMS

Job description

Fair Haven Community Health Care

For over 54 years, FHCHC has been an innovative and vibrant community health center, catering to multiple generations with over 165,000 office visits across 21 locations. Guided by a Board of Directors, most of whom are patients themselves, we take pride in being a healthcare leader dedicated to delivering high-quality, affordable medical and dental care to everyone, regardless of their insurance status or ability to pay. Our extensive range of primary and specialty care services, along with evidence-based programs, empowers patients to make informed choices about their health. As we expand our reach to underserved areas, our commitment to prioritizing patient needs remains unwavering. FHCHC's mission is to enhance the health and social well-being of the communities we serve through equitable, high-quality, and culturally responsive patient-centered care.

Job Purpose

The Financial Planning & Analysis (FP&A) Analyst is responsible for supporting the Director of Budgeting and Financial Operations with budgeting, analysis, forecasting, reconciliation, reporting, and support for special projects and ad hoc requests. The role is essential in ensuring compliance and providing timely and useful financial data and guidance to senior leadership to support decision making.

Duties and responsibilities

• Support Director, Finance with the annual budget process for Fair Haven Community Health Clinic, Inc. (FHCHC). Engage colleagues and leads among various departments, forming workgroups across FHCHC to obtain input and build department- and site-specific budget
• Support creation of, and maintain monthly budget-to-actual analyses and forecasts. Develop tracking and forecasting reports to regularly present to department budget owners to ensure adherence to budget
• Adhere to financial policies and month close timelines. Monitor and reconcile financial activity using multiple systems (e.g. Abila MIP, EHB, PMS)
• Provide preparation support as needed for monthly Finance Committee and Board of Directors meetings
• Support the Director with the creation of financial models to provide timely ad hoc analysis, including pro forma modeling
• Create and maintain department-wide calendar for Finance, to include key annual deliverable dates. Track and assist in preparing quarterly financial and compliance reporting requirements of New Market Tax Credit (NMTC) transaction to external CDEs and banks
• Understand FHCHC's grant universe (Federal, State and private), including grant cycles, funder agreements, restrictions and compliance with spend and reporting requirements
• Partner with various grant leads and respective senior leadership (e.g. CFO, VP Data & Quality, CEO, etc.) to create grant budgets throughout the year per organization strategy and needs
• Work with the Senior Manager of Accounting and Grants on progress and financial analysis and report reconciliation, including grant billing, drawdown and expense reports
• Perform other financial-related tasks as required

Qualifications

Bachelor's degree in Finance or related field and a minimum of three years’ experience in financial reporting and analysis, budgeting and forecasting required. (Master's degree in Finance or related is preferred).

At least two years of experience with budgeting, revenue and expense tracking, compliance and reconciliation and competency with Office 365, with advanced knowledge in Excel, including modeling, pivot tables and vlookups also required.

The ideal candidate will have: Three years in a financial support role; the ability to work independently with minimal supervision, prioritize tasks in a deadline driven environment, think out of the box and suggest recommendations for improvement; strong problem-solving and analytical skills with attention to detail; excellent interpersonal and communication skills with demonstrated proof of presenting to senior leaders and non-profit and healthcare experience.

Benefits

• Comprehensive Medical
• Health Savings Account (HSA)
• Vision and Dental Insurance
• Voluntary Benefits (Short-Term & Long-Term Disability)
• Paid Life Insurance
• Paid Holidays
• Generous Paid Time Off (PTO)
• 403(b) Retirement Plan with Employer Match

OUR CULTURE

At Fair Haven Community Health, our culture is at the heart of everything we do. We are committed to improving the health and well-being of the communities we serve through equitable, high-quality, patient-centered care that is culturally responsive.

American with Disabilities Requirements

External and internal applicants, as well as position incumbents who become disabled, must be able to perform the essential job specific functions (listed within each job specific responsibility) either unaided or with the assistance of a reasonable accommodation to be determined by the organization on a case by case basis.

Fair Haven Community Health Care is an Equal Opportunity Employer. FHCHC does not discriminate on the basis of race, religion, color, sex, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.