Financial Analyst
for each section heading. Use - for any list of duties/requirements/benefits. Use
for prose.
We need to preserve all substantive information, not invent or summarize away detail. Remove boilerplate like EEO etc. There's none.
We need to include sections only when posting has real specific content.
Thus sections: About the role (summary), Responsibilities (essential duties), Requirements (maybe competencies? but we have Qualifications section with competencies, education/experience, language skills, mathematical skills, reasoning ability, computer skills, certificates, other requirements, physical demands, work environment). Could split into Qualifications (education/experience) and Skills (computer, language, math). But we need to avoid thin sections. Perhaps combine into Qualifications (education/experience + competencies) and Skills (computer skills, language skills, mathematical skills). However we have many items; we could make separate sections: Qualifications (education/experience), Skills (computer, language, math), Requirements (maybe other requirements like background check, health screening). But the instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can use those exact headings if content exists.
Thus we need to decide what goes under each.
- About the role: summary paragraph.
- Responsibilities: essential duties list (bulleted).
- Requirements: maybe the "Other Requirements" (background check, drug screen, health exam, vaccines). Also physical demands? Might be considered requirements. But we could put physical demands under Requirements? However physical demands is more about job demands; could be part of Requirements. But we also have "Qualifications" heading for education/experience and competencies. "Skills" heading for computer skills, language skills, mathematical skills. "Pay" for wage range. "Schedule": none -> omit. "Benefits": none -> omit.
We must not create sections with filler like "not specified". So we only include those with content.
Thus we will output:
About the role
Under the general supervision of the Director of Finance or designee, the Financial Analyst performs financial analysis, reporting, and forecasting to support the organizations 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.
Responsibilities
- 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).
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.
Qualifications
- Bachelors 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.
- 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.
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.
- 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.
- 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.
- 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).
Pay
$2,692.30 - $2,968.27 bi-weekly
We must not include schedule or benefits.
Check for any duplicated lines: we have included all substantive info. Ensure we didn't include boilerplate like "The above statements are intended to describe the general nature..." That's boilerplate; we should remove. Also remove "Supervisory Responsibilities This job has no supervisory responsibilities." That's minor metadata; could be folded into a short p or drop. Since it's not essential, we can drop. Also remove "The employee is expected to be professional, punctual..." we already included in summary? Actually we included that in summary? We included some of that in summary? We included "The employee is expected to be professional, punctual, maintain regular attendance, cooperative, motivated, and organized at all times." That's from the summary after mission statement. We included it? In our summary we included up to "The employee is expected to be professional, punctual, maintain regular attendance, cooperative, motivated, and organized at all times." Yes we included that sentence after mission statement. Good.
We also included "It is the primary purpose of CHCCC..." etc. Good.
We removed "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." That's boilerplate; removed.
We also removed "Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions." repeated many times; we kept only where needed? We kept in Responsibilities? Actually we didn't include any reasonable accommodations statements; they are boilerplate; we can drop. The instructions say remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Reasonable accommodations is likely legal boilerplate; we should drop. We didn't include any.
Check we didn't inadvertently include any "Reasonable accommodations may be made..." in any section. We didn't.
Now ensure we didn't miss any substantive info: The "Physical Demands" and "Work Environment" sections we omitted; are they considered substantive? They describe physical demands and work environment. Could be considered Requirements? The instruction says we should include sections only when posting has real specific content. Physical demands and work environment are specific content. Should we include them? Possibly under Requirements or a separate section? But we only have predefined headings; we could put them under Requirements as well. However we already used Requirements for background check etc. We could add physical demands and work environment under Requirements as additional list items. That would preserve all substantive info. Let's do that.
Add to Requirements list:
- Physical demands: largely sedentary; regularly required to use hands to finger, handle, or feel; reach with hands and arms; talk or hear;
for prose. We need to preserve all substantive information, not invent or summarize away detail. Remove boilerplate like EEO etc. There's none. We need to include sections only when posting has real specific content. Thus sections: About the role (summary), Responsibilities (essential duties), Requirements (maybe competencies? but we have Qualifications section with competencies, education/experience, language skills, mathematical skills, reasoning ability, computer skills, certificates, other requirements, physical demands, work environment). Could split into Qualifications (education/experience) and Skills (computer, language, math). But we need to avoid thin sections. Perhaps combine into Qualifications (education/experience + competencies) and Skills (computer skills, language skills, mathematical skills). However we have many items; we could make separate sections: Qualifications (education/experience), Skills (computer, language, math), Requirements (maybe other requirements like background check, health screening). But the instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can use those exact headings if content exists. Thus we need to decide what goes under each. - About the role: summary paragraph. - Responsibilities: essential duties list (bulleted). - Requirements: maybe the "Other Requirements" (background check, drug screen, health exam, vaccines). Also physical demands? Might be considered requirements. But we could put physical demands under Requirements? However physical demands is more about job demands; could be part of Requirements. But we also have "Qualifications" heading for education/experience and competencies. "Skills" heading for computer skills, language skills, mathematical skills. "Pay" for wage range. "Schedule": none -> omit. "Benefits": none -> omit. We must not create sections with filler like "not specified". So we only include those with content. Thus we will output:
About the role
Under the general supervision of the Director of Finance or designee, the Financial Analyst performs financial analysis, reporting, and forecasting to support the organizations 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.
Responsibilities
- 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).
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.
Qualifications
- Bachelors 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.
- 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.
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.
- 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.
- 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.
- 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).
Pay
$2,692.30 - $2,968.27 bi-weekly
We must not include schedule or benefits. Check for any duplicated lines: we have included all substantive info. Ensure we didn't include boilerplate like "The above statements are intended to describe the general nature..." That's boilerplate; we should remove. Also remove "Supervisory Responsibilities This job has no supervisory responsibilities." That's minor metadata; could be folded into a short p or drop. Since it's not essential, we can drop. Also remove "The employee is expected to be professional, punctual..." we already included in summary? Actually we included that in summary? We included some of that in summary? We included "The employee is expected to be professional, punctual, maintain regular attendance, cooperative, motivated, and organized at all times." That's from the summary after mission statement. We included it? In our summary we included up to "The employee is expected to be professional, punctual, maintain regular attendance, cooperative, motivated, and organized at all times." Yes we included that sentence after mission statement. Good. We also included "It is the primary purpose of CHCCC..." etc. Good. We removed "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." That's boilerplate; removed. We also removed "Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions." repeated many times; we kept only where needed? We kept in Responsibilities? Actually we didn't include any reasonable accommodations statements; they are boilerplate; we can drop. The instructions say remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Reasonable accommodations is likely legal boilerplate; we should drop. We didn't include any. Check we didn't inadvertently include any "Reasonable accommodations may be made..." in any section. We didn't. Now ensure we didn't miss any substantive info: The "Physical Demands" and "Work Environment" sections we omitted; are they considered substantive? They describe physical demands and work environment. Could be considered Requirements? The instruction says we should include sections only when posting has real specific content. Physical demands and work environment are specific content. Should we include them? Possibly under Requirements or a separate section? But we only have predefined headings; we could put them under Requirements as well. However we already used Requirements for background check etc. We could add physical demands and work environment under Requirements as additional list items. That would preserve all substantive info. Let's do that. Add to Requirements list: - Physical demands: largely sedentary; regularly required to use hands to finger, handle, or feel; reach with hands and arms; talk or hear;