Dallas, Texas, United States
9 hours ago
Financial Advisor III

Are you a financial expert with a passion for healthcare? This hybrid role offers the opportunity to work 2 days a week in-office at our new downtown Dallas Administrative Building, with the potential to grow into a fully remote position.

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We’re seeking a seasoned financial analyst with at least 2 years of experience in healthcare and a strong understanding of financial standards within a medical group setting. If you’re ready to leverage your expertise in financial analysis to drive impactful decisions in the healthcare industry, Apply Today!

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Join us and take your career to the next level while making a meaningful difference in healthcare.

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JOB SUMMARY
The Financial Advisor III Prepares and analyzes financial statements and annual budgets. Prepares and evaluates monthly balance sheet, income statement, and changes in financial position/budget variance analyses. Consults and advises senior management on financial and operational issues impacting the strategic financial plans of the organization.

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ESSENTIAL FUNCTIONS OF THE ROLE

\n\nCoordinates, examines, investigates, and advises senior management on departmental/divisional/institutional financial variance reports\n\nStudies financial results and provides management with reports as required\nCoordinates and investigates opportunities to enhance revenue and/or reduce cost providing management with data to support findings\nAdvises senior management on issues related to the financial operations of various departments.\nMeets with senior management to review financial operation of various departments\nStrives to meet deadlines on special projects and studies as assigned\n\n\nPrepares, manages and examines financial information related to the end of month close cycle\n\nManages and prepares the month end journal preparation process for efficient and accurate closes.\nCoordinates the review process each month after close cycle for completeness and accuracy\nCommunicates timely information to the G/L coordinator for posting to books and records according to close schedule\nReviews month end data after close cycle for completeness\nExamines complex financial information to ensure financial reports have a high degree of integrity\nEvaluates month end process and recommends processes for improvement\n\n\nPrepares, monitors, and reports on fiscal year budget inline with operational and strategic parameter.\n\nPrepares and recommends effective budgets to cover the projected costs of staffing, equipment and supplies needed to maintain effective operations and financial viability\nAnticipates and forecasts revenue and reimbursement challenges and opportunities through analysis of cyclical and historical financial data\nPrepares a continuous long term financial plan inclusive of forthcoming strategic, organization, and operational changes\n\n\nPerforms and communicates moderate to complex study for external users of financial information\nProvides management appropriate financial study timely and efficiently\nOversees the research of complex lines of business for continued operations\nRecommends changes in financial operations that improves financial performance\nMaintains favorable working relations with external users of financial information\nReviews, studies, and communicates financial variances to appropriate stakeholders\n\n

KEY SUCCESS FACTORS

\n\n\n\nBS in Accounting or Finance preferred\nProficiency with MS Office applications\nProven leadership, management, data and communication abilities required\nAbility to work both autonomously and in collaborative, team-based environments\nStrong follow-through and execution of day-to-day tasks and responsibilities\nPrior experience with Kaufman Hall/Axiom budgeting software\nPrior work experience in a healthcare setting, and familiarity with outpatient KPIs and financial metrics highly preferred\n\n\n\n

BENEFITS

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Our competitive benefits package includes the following

\n\nImmediate eligibility for health and welfare benefits\n401(k) savings plan with dollar-for-dollar match up to 5%\nTuition Reimbursement\nPTO accrual beginning Day 1\n\n

Note: Benefits may vary based upon position type and/or level

QUALIFICATIONS

\n\n\n\tEDUCATION - Bachelor's\n\tEXPERIENCE - 4 Years of Experience\n
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