Senior Financial Reporting Analyst

Description

Summary:

The Senior Financial Reporting Analyst is responsible for the gathering, analysis, assembly, presentation, and maintenance of data to be used in decision making, performance measurement, performance improvement, partnership reporting, and internal reporting.

Essential Duties and Responsibilities:

• FINANCIAL REPORTING: Responsible for developing, maintaining, and validating financial reports within the accounting system(s) to be used by internal and external stakeholders. This includes financial statements, key performance indicators, budget to actual analyses, volume and service line reports, etc. for distribution to partners, vendors, management, regulatory agencies, and other stakeholders.
• Responsible for the preparation and delivery of standardized monthly, quarterly and annual reports, including operational, marketing, and financial data. Creates reports and develops tools and processes to automate reports and deliverables.
• Responsible for maintaining the reporting functions within the accounting system(s), including creation of new entities, locations, accounts, reporting groups, etc., and ensuring the complete and accurate reflection of all dimensions in financial reports.
• Responsible for aligning reports to business objectives and key performance indicators. Collaborating with other business areas and leaders to identify reporting needs.
• BOARD DECKS: Responsible for sourcing, analyzing, and validating financial and operational data from multiple sources / systems to be aggregated and presented in Board-level reporting packages and presentations. Must be comfortable working with large and disparate data sets and systems to gather, validate, interpret, and report data in a clear and concise manner.
• Responsible for independently organizing schedule of reporting needs, Board meetings, etc. and managing successful completion of projects within prescribed deadlines.
• Uses advanced MS Powerpoint, Excel, and/or other data aggregation and visualization tools to increase efficiency, accuracy, and timeliness of reporting. This includes developing templates for graphs, charts, tables, etc. that can be updated quickly and accurately when data is available for reporting.
• Aggregates data from multiple data sources, including but not limited to various EMRs, the accounting system, payroll, purchasing, and quality/patient satisfaction sites; organizes the data into a presentable format consistent with Board-level quality in a timely manner.
• Strong customer-oriented attitude, eager to assist team members, colleagues, and senior management with reporting needs by providing accurate, complete, and organized data deliverables.
• Strong business acumen with financial reporting experience.
• Proven ability to manage complex projects to successful completion.
• Responsible for collaborating with other analytics and reporting colleagues, to develop, test and modify reports, spreadsheets and dashboards as assigned.
• Recognizes areas for internal improvement and assists in developing plans for implementation.
• Communicates clearly and is comfortable using both logic and creative thinking to solve diverse business problems.
• Ad-Hoc and various other tasks as assigned.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Competencies:

To perform the job successfully, an individual should demonstrate the following competencies:

• Technical Skills - Strives to continuously build knowledge and skills; shares expertise with others.
• Customer Service - Responds promptly to customer needs.
• Interpersonal Skills - Maintains confidentiality.
• Oral Communication - Responds well to questions; participates in meetings.
• Written Communication - Presents numerical data effectively.
• Teamwork - Balances team and individual responsibilities; contributes to building a positive team spirit.
• Quality Management - Demonstrates accuracy and thoroughness.
• Business Acumen - Understands business implications of decisions; displays orientation to profitability.
• Cost Consciousness - Works within approved budget; develops and implements cost saving measures; contributes to profits and revenue; conserves organizational resources.
• Diversity - Promotes a harassment-free environment.
• Ethics - Keeps commitments; works with integrity and ethically; upholds organizational values.
• Organizational Support - Follows policies and pr