Financial Planning & Analysis Analyst

Fair Haven Community Health Care; New Haven (CT); On-site; USD 80,000 - 85,000; Full time

Benefits offered by this job

Major medical, dental and vision

Voluntary benefits

Paid Holidays

Paid Time Off

Tuition reimbursement

Job summary

Fair Haven Community Health Care in New Haven, CT, is seeking an FP&A Analyst to support budgeting, forecasting and monthly financial reporting for a $60M budget. You will partner with the Director of Budgeting & Financial Operations and senior leadership to develop department budgets, analyze variances and prepare pro forma models.

The role requires a BA in Finance with 3+ years in financial reporting, budgeting and forecasting, plus advanced Excel and Office 365 skills.

Qualifications

• Bachelor’s degree in Finance; minimum three years in financial reporting and analysis, budgeting and forecasting.
• Master’s degree in Finance or related field preferred.
• Advanced Excel skills with modeling, pivot tables and VLOOKUPs; Office 365 proficiency.

Responsibilities

• Support the Director with monthly financial planning, analyses and reporting.
• Assist in annual budget process and department/site budget ownership.
• Maintain monthly budget-to-actual analyses and forecasting reports.
• Monitor and reconcile financial activity using multiple systems (e.g. Abila MIP, EHB, PMS).
• Prepare materials for Finance Committee and Board meetings.
• Create financial models for ad hoc analysis and pro forma scenarios.
• Collaborate with leaders to develop budgets aligned with the organizational strategy.

Skills

Analytical thinking

Problem-solving

Independent work

Deadline-driven

Communication skills

Team collaboration

Education

Bachelor’s degree in Finance

Master’s degree in Finance or related (preferred)

Tools

Excel (Advanced)

Office 365

Abila MIP

EHB

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 and CFO 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

Reporting to the Director, Budgeting & Financial Operations, the FP&A Analyst will support the Director with regular monthly financial planning, analysis and reporting to various constituents (internal and external) for federally qualified health center with a $60M budget. Typical duties include, but are not limited to:

• 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 budgets.
• 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.
• Partner with various department leads and respective senior leadership (e.g. CFO, VP Data & Quality, CEO, etc.) to create budgets throughout the year per organization strategy and needs.
• 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.

Direct Reports

• None

What we offer

• Major medical, dental and vision
• Voluntary benefits (AFLAC plan, STD, LTD & Life Insurance)
• Paid Holidays
• Generous Paid Time Off (PTO)
• Tuition reimbursementAnd much more...

$alary:$ 80k-85k (commensurate with qualifications & experience)

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.