Financial Advisor 2
Job Summary
The Financial Advisor II is the key financial resource. Provides financial analysis to support the goals of Baylor Scott and White (BSWH). Provides complex financial analysis support to various entities both fully owned and joint ventures. Assists in the efficient and cost-effective operation of BSWH. Prepares the operating and capital budget(s) for assigned areas. Prepares the 5-year financial operating forecast to include statistics, payer mix, payments capital, etc. Prepares examination and presents and justifies findings, for any potential capital acquisitions, projects, new services, etc. Prepares, manages, and analyzes financial information related to the end of month close cycle, including root cause analysis and technical accounting research. Prepares, reviews, and reconciles various journal entries and performs accounting research. Supports the monthly accounting close process. Prepares, communicates, and justifies moderate to complex analysis for external users of financial information. Proactively uses technology to provide timely information to leadership. Performs and communicates timely reconciliation and invoicing to contracts. Performs accounting research and supports due diligence to contract requirements. Prepares, manages, and analyzes Management Reports as required/requested. Performs ad hoc requests in addition to daily/monthly responsibilities. Maintains professional growth by joining educational programs and organizations. Stays updated on current trends, practices, and developments. Performs other position appropriate duties as required in a competent, professional, and courteous manner.
Key Success Factors
- Preferred BS in Accounting or Finance
- Proficiency with MS Office applications including BIP
- Prior work experience in a healthcare setting, and familiarity with outpatient KPIs and financial metrics preferred
- Prior experience with Kaufman Hall/Axiom budgeting software preferred
- Proven leadership, data, and communication abilities required
- Strong follow-through and execution of day-to-day tasks and responsibilities
- Able to work both autonomously and in collaborative, team-based environments
- Able to learn complex accounting between fully owned and joint ventures
- Able to adapt and learn nuances that exist amongst various medical groups
- Open to performance feedback and willing to ask questions to obtain knowledge
Qualifications
- Education: Bachelor's
- Experience: 3 Years of Experience