Financial Analyst

Description

Financial Analyst DEPARTMENT : Finance Department ACCOUNTABILITY : Reports to Finance Manager

STATUS : Full-time-Hybrid, Exempt

JOB SUMMARY

The Financial Analyst supports the organization’s financial operations, with a primary focus on provider reimbursement, reconciliations, and financial reporting, while contributing to accounting activities, budgeting and forecasting, and other finance operations. The position coordinates provider reimbursement processing, reconciliations, financial reporting, and related financial data analysis. The role also assists with organizational finance activities, including requisitions, audits, month-end and year-end close, and routine accounting functions. Working closely with the Finance Manager, this position maintains accurate financial records, resolves discrepancies, helps strengthen financial processes and internal controls, and supports the effective stewardship of organizational resources.

DUTIES AND RESPONSIBILITIES

Essential Functions

· Coordinate the provider reimbursement process, ensuring accurate, complete, and timely processing from documentation through reconciliation and reporting.

· Reconcile provider reimbursement revenues and expenses, investigate discrepancies, and coordinate resolution with appropriate staff and providers.

· Maintain accurate reimbursement records and process financial transactions within the organization’s financial system.

· Prepare and maintain reimbursement, financial, and operational reports to support financial oversight, analysis, and decision-making.

· Process and support finance requisitions, ensuring appropriate documentation, timely processing, and accurate tracking.

· Support month-end and year-end close activities, including account reconciliations and preparation of supporting documentation.

· Support provider reimbursement budgeting and forecasting by monitoring activity, analyzing variances, and maintaining accurate projections.

· Support internal and external audits by gathering documentation, preparing schedules, researching transactions, and responding to information requests.

· Provide backup support for Accounting Clerk functions, including transaction processing, account reconciliations, and other routine accounting activities, as needed.

· Assist with identifying opportunities to improve financial and reimbursement processes, internal controls, accuracy, and efficiency.

· Support special projects, financial analysis, financial reporting, and other initiatives as assigned by the Finance Manager.

· Maintain confidentiality, accuracy, and integrity of financial information and records in accordance with organizational policies and applicable requirements.

Requirements

EDUCATION, EXPERIENCE AND SKILL REQUIREMENTS

Knowledge and Experience:

· Associate degree in Business Administration or a related field preferred; an equivalent combination of education and relevant work experience will be considered.

· At least two years of experience in accounting, finance, bookkeeping, reimbursement, or financial operations.

· Experience with financial reconciliations, transaction processing, and financial recordkeeping preferred.

· Experience supporting budgeting and forecasting, audits, or month-end and year-end close preferred.

· Nonprofit experience preferred, particularly in health, human services, or community-based organizations.

Skills:

· Knowledge of bookkeeping and basic accounting principles.

· Strong financial data management and recordkeeping skills, with exceptional accuracy and attention to detail.

· Strong analytical and quantitative skills, including the ability to reconcile financial information, analyze variances, and identify discrepancies.

· Proficiency with Microsoft Excel and financial/accounting software.

· Excellent written and verbal communication skills.

· Strong organizational, problem-solving, and time-management skills.

· Ability to prioritize multiple tasks, meet deadlines, and maintain confidentiality.

· Ability to work effectively independently and collaboratively.

Licensure and Certification

· Valid State Driver’s License

PHYSICAL AND MENTAL DEMANDS

The physical and mental demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the job, on a case-by-case basis.

· Ability to use a computer, telephone, mobile devices, and standard office equipment.

· Ability to read, enter, and accurately interpret financial and business information.

· Ability to communicate effectively verbally and in writing.

· Ability to sit, stand, walk, reach, bend, and perform repetitive hand and finger movements.

· Ability to occasionally lift, carry, push, or pull up to 25 pounds.

· Ability to follow written and verbal instructions, manage multiple priorities, meet deadlines, and solve routine problems.

· Ability to maintain accuracy, confidentiality, and attention to detail.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the job, on a case-by-case basis.

· This job operates in an office environment. This role routinely involves standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines

· Temperature ranges from normal indoor climate-controlled environments in buildings or vehicles, various outdoor conditions and temperature extremes encountered during off-site travel, and unpredictable indoor environmental conditions encountered during off-site travel, and unpredictable indoor environmental conditions encountered at off-site locations

· Noise level is quiet to moderate

The Legacy Link, Inc. is an Affirmative Action/Equal Opportunity Employer.