PURPOSE OF THE JOB

Analyze and evaluate data in one or more specialty areas including, but not limited to business operations/processes, budgets, and financial systems. Tasks may include, preparing financial reports, researching and reconciling general ledger accounts, reviewing, improving and entering journal entries, technical report writing, monitoring budget, maintaining records, analyzing data, and developing budget forecasts. This role will require investment accounting experience for GAAP and STAT.

REQUIRED QUALIFICATIONS

Required Work Experience

• 0-2 years of experience in accounting or finance in the healthcare industry and/or equivalent accounting experience (Level 1)
• 2-5 years of experience in accounting or finance in the healthcare industry and/or equivalent accounting experience (Level 2)
• 5-7 years of experience in accounting or finance in the healthcare industry and/or equivalent accounting experience (Level 3)

Required Education

College Degree in Accounting (Including anticipated degree) or equivalent finance degree with accounting experience

Required Licenses

• N/A

Required Certifications

• N/A

PREFERRED QUALIFICATIONS

Preferred Work Experience

• NA

Preferred Education

• NA

Preferred Licenses

• NA

Preferred Certifications

• N/A

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES

• Performs analysis of data and application of applicable professional principles and standards.
• Applies knowledge of accounting functions or principles, general business practices, collection procedures, and/or applicable computer systems.
• Understanding of GAAP and STAT accounting principles.  This includes proper general ledger classification, auditable support and account reconciliation best practices.
• Demonstrates ability to research, investigate, analyze, reconcile, and evaluate data.
• Interacts frequently with internal and external customers using both verbal and written communication skills to discuss financial processes or issues.
• Works with both external and internal auditors on financial requests
• Implements and maintains internal financial controls and measures
• Has knowledge of state and federal laws, rules, and regulations.
• This position has an onsite expectation of 1 day per week and requires a full-time work schedule. Full-time is defined as working at least 40 hours per week, plus any additional hours as requested or as needed to meet business requirements.

Expectations by Level

Competency/Skill

Problem Solving

Level 1: Asks questions/ability to analyze data and identify issues

Level 2: Identifies issues and is able to resolve independently.  Actively seeks process improvements

Level 3: Identifies less obvious issues timely and lays out solid options to consider.  Actively seeks process improvements

Technical Skills

Level 1: Ability to learn and apply learned concepts. Learn and use business application as required for job

Level 2: Demonstrates good understanding of data and financial principles.   Proficient in Excel to create effective and efficient reports

Level 3: Can simplify complex processes and willing to re-engineer processes from scratch.  Able to consider appropriate use of software/tools for each job

Productivity

Level 1: Observes work hours, manages PTO and notifies manager of schedule changes.  Utilizes existing processes and methods for efficiency

Level 2: Begins to separate and combine tasks into an efficient workflow.  Finds ways to work smarter that produces the work in less time.

Level 3: Identifies material factors in the analysis.   Able to lead team on multiple projects/tasks effectively by communicating, planning and meeting goals set.

Accuracy

Level 1: Analyzes own work and checks for correctness.  Does not repeat errors

Level 2: Contributes by peer reviewing co-worker's work

Level 3: Finds new ways to improve accuracy.

Interpersonal Skills

Level 1: Respectful of others, builds credibility and rapport by responding timely to inquiries and admitting to mistakes.

Level 2: Does not become defensive when encountering resistance. Able to maintain composure under stress.

Level 3: Able to confidently lead team(s) on projects and provide feedback and training

Time Management

Level 1: Sets and meets reasonable deadlines. Gives ample notice to management regarding delays or help needed

Level 2: Able to plan projects and set priorities with some assistance from management

Level 3: Leads projects independently with minimal assistance.  Keeping management well informed

Initiative

Level1: Is proactive with little to no dead time

Level 2: Asks why we do things.  Interested in expanding current knowledge and makes recommendations beyond specific assignments

Level3: Looks for new ways to improve. Research beyond specific assignment.  Makes suggestions and implements new ways to improve.

Communication

Level 1: Communicates effectively with co-workers and other departments with little spelling and grammar errors

Level 2: Able to effectively summarize/present assigned projects with overview and status

Level 3: Able to summarize complex issues/projects. Provides meaningful answers to questions regarding work performed