The Financial Analyst will be responsible for proactively developing analysis and providing insights to key stakeholders in support of strategic lines of business. The role will provide analysis, reporting, and business decision support, working collaboratively with internal stakeholders to properly analyze and interpret financial results to achieve targets and agency strategic goals. The role will have responsibilities related month end close. The role will also lead the financial reporting for the Trillium Health Foundation.
Financial Management, Analysis & Decision Support
Develop financial reports for communicating financial performance of Agency service lines
Perform ad hoc research, analysis and reporting to support operational changes in the business, as needed
Trillium Health Foundation reporting
Responsible for the proper recording of cash receipts related to the Trillium Health Foundation
Work with development team to coordinate budgeting and reporting for fundraising events and reconciliation of Foundation related revenue
Develop and maintain financial policies and procedures related to revenue and expense recognition within the Foundation
Period Ended Financial Close Processes
Prepare balance sheet account reconciliations, ensuring all differences are resolved and reported in a systematic and timely manner
Verify the accuracy of accounting for all accrued expenses and verify the accuracy of amortization periods for all prepaid assets
Maintain detailed written explanations for all accounting estimates
Document accounting and reporting implications of significant or unusual transactions
Collaborate with the Accounts Payable team to perform month-end search for unrecorded liabilities
Ensure adequate segregation of duties and effective review and sign-off in month-end close process
Participate in finance financial close meetings
Annual Audit and Agency Filings / Disclosures
Support the draft of the annual financial statements, including all schedules and footnotes
Draft auditable 'reference aids' to support annual financial statements and footnotes
Complete annual financial statement disclosure checklists
Support the annual audit performed by the independent auditors, including the coordination and execution of the annual physical count for the pharmacy stores
Preparation of agency's annual AHCF cost report, MCVR report, Medicare cost report and UDS reporting. Support in the preparation of the annual 990.
Collaborate with Finance and Operations leadership on the preparation of “pre-launch” filings, including Certificate of Need filings with NYS and Change in Scope filings with HRSA
Miscellaneous
Requires the ability and commitment to respect and support inclusiveness and diversity including but not limited to individuals of different backgrounds, cultures, races, ages, sexual orientations, gender identities or expressions, experiences, opinions, etc.
Requires individual demonstration of commitment to the One Trillium behaviors and business impacts and modeling them in the organization
Responsible for maintaining confidentiality of all patient, client, employee, protected and proprietary information
Employees are accountable for meeting the performance standards of their departments and must participate as requested in compliance audits, process improvement and quality improvement plans
Other specific duties as assigned.
QualificationsBachelors’ degree in Business, Accounting or related field plus relevant accounting and financial planning and analysis experience. Experience in the healthcare/insurance industry is preferred. Intermediate to Advanced Microsoft Excel skills. Ability to work independently, read, analyze, and interpret financial reports and legal documents. Ability to effectively present information to senior management, auditors, regulatory agencies and members of the business community. Must be deadline-oriented, have strong financial reporting and analysis skills; have a proven track record of researching accounting matters, collaborating with, supervising and developing the skills of others. Demonstrated leadership and partnering skills, including success in influencing outside of direct reporting line.
