Financial Analyst

Job Description

Job Description

Job Summary : We assist dental practices and their communities by providing them with industry proven, non-clinical business support services.

We are looking for professional staff that want to join a collaborative and motivated team that provides a host of support functions to an affiliated network of dentists and their teams.

Essential Responsibilities :

• Directly support the monthly and quarterly reporting cycle including the preparation and analysis of consolidated financial reports (IS, BS, Cash Flow), Board Reports & Presentations, Compliance, and Field Level reporting.
• Support the annual budget and interim financial & cash plan forecasting processes.
• Lead the distribution and interpretation of financials results with regional & office-level leadership providing thoughtful insight into operational trends.
• Maintain all financial reporting systems and support the implementation of new systems as needed.

Other Responsibilities :

• Support special projects, presentations, and analysis for Executive Leadership.
• Develop financial models (QoE) and flexible analytical frameworks for assessing financial and operational performance.
• Support departmental leaders in Revenue Cycle, Payor Contracting, and Accounting with ad hoc analysis.
• Identify and drive process improvement throughout the organization using effective project management and vendor relationships.

Education and Experience :

• College Degree in Accounting, Finance, Economics, or related fields.
• 3 to 5 years of experience in Corporate Finance, FP&A, Public Accounting, or Consulting.
• The ideal candidate would have background experience in Dental Support Organizations (DSO), Multi-State and Multi-Site Healthcare organizations.
• The ideal candidate is independent, curious, and solution-oriented.
• Current MBA, CPA, CFA Charter holder or candidate a plus.

Required Qualifications :

• Expert level Excel user that can develop, aggregate, and synthesize datasets into actionable data to drive decision making.
• Experience designing or using Business Intelligence (Power BI), CPM / Financial Reporting (Solver / BI360), and General Ledger systems (Microsoft Dynamics BC365).
• Excellent analytical / critical thinking skills coupled with the ability to discern and clearly communicate relevant facts and narrative.
• Team-oriented and collaborative with the flexibility to handle competing projects and deadlines.
• Ability to balance details with the strategic goals of the organization.

Competencies :

Decision Making : Ability to make decisions that are guided by general instructions and practices requiring some interpretation.

May make recommendations for solving problems of moderate complexity and importance.

Problem Solving : Ability to address problems that are varied, requiring analysis or interpretation of the situation using direct observation, knowledge and skills based on general precedents.

Independence of Action : Ability to follow precedents and procedures. May set priorities and organize work within general guidelines.

Seeks assistance when confronted with difficult and / or unpredictable situations. Work progress is monitored by supervisor / manager.

Written Communications : Ability to communicate clearly and effectively in written English with internal and external customers.

Oral Communications : Ability to comprehend and converse in English to communicate effectively with medical center staff, patients, families and external customers.

Knowledge : Ability to demonstrate full working knowledge of standard concepts, practices, procedures and policies with the ability to use them in varied situations.

Team Work : Ability to work collaboratively in small teams to improve the operations of immediate work group by offering ideas, identifying issues, and respecting team members.

Customer Service : Ability to provide a high level of customer service to patients, visitors, staff and external customers in a professional, service-oriented, respectful manner using skills in active listening and problem solving.

Ability to remain calm in stressful situations.

Physical Nature of the Job :

Sedentary work : Exerting up to 10 pounds of force occasionally in carrying, lifting, pushing, pulling objects. Sitting most of the time, with walking and standing required only occasionally