Financial Analyst

Responsibilities

• Analyze information from Esperanza's accounting records, electronic health records, and other sources, and provide reports and recommendations to management.
• Budgeting, Financial Data & Reporting: Consolidate and analyze financial data (budget, financial statements, forecasts and revenue sources), taking into account company's goals and financial standing.
• Assemble and summarize data to structure sophisticated reports.
• Develop financial models, conduct benchmarking and process analysis.
• Track and determine financial status by analyzing actual results in comparison to budget and forecasts.
• Identify trends and recommend actions to senior management based on sound analysis.
• Analyze costs for each provider, including revenue per visit, annual visits, cost per slot, breakeven slots and cost of unbilled slots.
• Publish monthly provider productivity reports and other related reports.
• Prepare grant budgets, invoices, and reports.
• Monitor existing grants by comparing budget vs. actual expenditures, identifying potential grant underspending, and recommending solutions.
• 340B and PACE knowledge is a plus.

Requirements

• Bachelor's Degree in Finance, Accounting, or Economics.
• Proficiency in downloading and manipulating large data sets.
• Analytical and critical thinking skills.
• Able to anticipate problems and implement mitigation strategies.
• Excellent verbal and written communication skills.
• Open to feedback and mentoring.
• Self-motivated with ability to work independently and as part of a larger team.
• Ability to multitask and meet deadlines.
• Detailed conscious and organized.
• Excellent time management skills.
• One to two years of related experience, preferably in a non-profit or healthcare environment.
• Proficient in Microsoft Excel, Word, and Outlook.
• Knowledge in Microsoft Access, PowerPoint, Oracle/NetSuite, and Athena Health is a plus.