This position assists with planning, developing, and coordinating the preparation of various financial and statistical analyses and reports in support of operational and clinical decision-making, and in response to agency requests. The Financial Analyst also assists with the development of the annual budget.
Assists in developing financial analyses and reports that include pro formas, variance analysis, statistical reports, cost analyses, and other financial information.
Queries various databases and financial systems to gather, analyze, and report on data.
Assists in the creation of financial pro formas, including deriving assumptions, researching issues, and creating financial models.
Supports Senior Financial Analysts in the development of various analyses on revenue, pricing, reimbursement, cost, margin, service utilization, and quality, at the direction of management.
Assists with the development of the annual budget. Prepares reports and other relevant data for distribution to department managers. Assists in the development of revenue, expense, and personnel budgets. Utilizes the budget system to input data and create reports.
Provides analytical and informational support related to budget to department managers throughout the organization. Provides requested information and researches problems concerning variances from approved budget.
Maintains the position control system, and ensures proper documentation of all changes. Provides informational support to managers, as needed.
Assists in the creation of dashboards for management team that include key operational and financial performance indicators.
Works with Senior Financial Analysts in analyzing data from a variety of internal and external data sources, and creating trending reports that include graphic presentations and statistical summaries for use in planning, as well as management and/or clinical decisions.
Applies appropriate statistical and validation tools to ensure data accuracy.
Prepares regular and ad hoc reports related to financial performance.
Assists with gathering data for various reports, grant applications, annual audits, surveys, and other special projects, in accordance with departmental procedures.
Assists in providing relevant financial data for projects, committees, program evaluations, and specialized requests, as required.
Works with staff, managers, directors, and officers to analyze variables, establish assumptions, explain variances, and develop analytical reports.
Emergency duty may be required of the incumbent that includes working in Red Cross shelters or to perform other emergency duties including, but not limited to, responses to threats or disasters, man-made or natural.
This job description reflects the general duties considered necessary to describe the principal functions of the job as identified and shall not be considered as a complete description of all the work requirements and expectations that may be inherent in the position. The omission of specific statements of duties does not exclude them from the position. Management of the Health Care District of Palm Beach County reserves the right to assign duties not listed herein as necessary to accomplish the goals of the organization.
Bachelor’s degree in Business Administration, Accounting, Finance, or related field required.
Must have a minimum of three (3) years of experience in Accounting or Finance, preferably in a health care related field. Three (3) years of work related experience in data manipulation and analysis also required. Must have a working knowledge of accounting/financial concepts, and experience with databases and report writing. Strong background in data extraction and analysis, and data management. Advanced Excel skills required. Working knowledge of other Microsoft Office applications.