Senior Financial Analyst

Recruiter
Pelitas
Location
Plano
Salary
Competitive
Posted
14 Sep 2020
Closes
22 Sep 2020
Contract type
Permanent
Hours
Full time
DescriptionPELITAS, the 2019 and 2020 Best in KLAS awarded leader in revenue cycle patient access technology solutions, provides industry–leading software and solutions to help healthcare providers increase patient loyalty, maximize revenue and reduce inefficiencies. The company's innovative platform iPAS (Integrated Patient Access Solution) is designed to enhance reimbursement and collection early on by increasing the quality of patient registrations, maximizing point of service payments, and using cloud–based technology to facilitate electronic collaboration between the patient, provider, and payer. With over 200 hospitals benefiting from its solutions, including large and small systems, academic medical centers, independents, and physician groups, PELITAS is uniquely positioned to increase cash and cultivate loyalty for all healthcare providers. Position DescriptionJOB TITLE: Senior Financial Analyst / FP Manager / Corporate Finance and Treasury Senior Analyst / Corporate Finance and Treasury Manager (flexible depending on experience)GENERAL SUMMARY OF DUTIES – This Senior Financial Analyst plays a key support role within PELITAS, reporting directly to the CFO. This individual will play an integral part in helping drive the financial activities and decision making that supports an aggressive growth strategy with key responsibilities in FP and Treasury.SUPERVISOR – Chief Financial OfficerDUTIES INCLUDE BUT ARE NOT LIMITED TO:FPAnalyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses, and capital expendituresPrepare executive level presentations summarizing monthly/quarterly operational and financial performance, including effectively communicating variances to budget and forecast.Help define financial and operational key performance indicators.Develop process for collecting data and monitoring key performance indicators, highlighting trends and analyzing causes of unexpected variance.Develop and implement dashboard reports.Work directly with outsourced Accounting and Finance team to manage the continued development of Budgeting, Financial Forecasting, Strategic Planning and Modeling tools.Collaborate with internal teams to develop regular forecasts and the annual budget.Ad–Hoc reporting and analysis.Correspondence with Clients to research and resolve invoicing and collections questions.Work with accounting team to prepare monthly/quarterly financial reports for internal and external consumption including lenders and private equity investors.Improve performance by evaluating processes to drive efficiencies and understand ROI in marketing programs, pricing, and new software solutions.Develop financial models and analyses to support strategic initiatives.Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes.Supporting Senior Management Team and Departments heads with in–depth analysis.Prepare presentations to Board of Directors and Senior Management Team.Engage with cross functional colleagues to execute against plans.TreasuryOversee banking functions as the main point of contact for banking matters such as the set up new accounts, bank fee management, etc.Address cash–related inquiries and requests from other departments.Identify, implement, and manage new processes related to cash receipt and disbursement efficiencies and improving month–end close, accounts receivable and payable, and general ledger processes.Monitor corporate debt balances, maintain interest schedules, and manage principal and interest payments.Monitor calculation of bank covenants and manage preparation of monthly and quarterly bank reporting packages.Assist with special projects (financial transactions, acquisition due diligence, etc.)Ad–Hoc reporting and analysis.KNOWLEDGE, SKILLS & ABILITIESAdvanced proficiency in reporting/analysis with Excel (pivots, lookups).Technical skills to include SQL database query expertise, data mining, and exposure to other business software applications, not required; however, a plus.Must have robust understanding of the three financial statements.Strong critical thinking skills, and experience actively conceptualizing, applying, analyzing, synthesizing, and/or evaluating information gathered and using this data to make recommendations to management.Demonstrated financial acumen and/or analytical experience delivering forecasting, budgeting, and variance analysis, and data interpretation of results.Outstanding project ownership and management skills, taking an initiative from inception to completion and working with cross–functional leaders.Exceptional verbal and written communication skills with ability to present financial information in both formats to all levels of management.Very strong organizational and time management skills–ability to work independently with limited supervision in a fast paced, multi–tasking environment to meet established timelines.Excellent problem–solving skills–ability to resolve issues effectively and efficiently.Strong MS Office skills (Excel, Word, PowerPoint and Outlook).Careful attention to detail is a must.Ability to maintain integrity and honesty at all times.Ability to work independently or as part of a team.EDUCATIONBA/BS Degree in Finance or Accounting. MBA a plusEXPERIENCE5+ years' experience in positions that require analysis, reporting financial results, forecasting, budgeting, variance analysis, and data interpretation of business impact and resultsThree or more years of financial, business, and/or operational analysis experienceExperience communicating and presenting to senior leadershipCERTIFICATE/LICENSE – CPA or CFA or similar certifications a plus

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