Financial Analyst On-Site

The Financial Analyst supports Heritage Health’s financial performance, revenue cycle integration, financial reporting, planning, and decision‑making. This position serves as a key bridge between Finance, Revenue Cycle, and clinical operations. The role reconciles revenue and accounts receivable activity to the general ledger, supports month‑end close, prepares and analyzes financial information, develops reports and dashboards, assists with budgets and forecasts, and helps ensure the accuracy and integrity of financial data across multiple systems.

The position is expected to grow in scope as the analyst develops accounting, reporting, and systems expertise.

The Financial Analyst helps improve life by ensuring Heritage Health has accurate financial information and resources to support quality, accessible healthcare and make informed decisions that benefit our patients, employees, and communities.

Passionate

Purpose:

We’re committed to enhancing lives, every day.

Unmatched Support: We are committed to a fun and supportive team environment.

Balanced Lifestyle: No weekends or holidays, ensuring a healthy work‑life balance.

Collaborative Care: Work with a dedicated team to provide the best patient outcomes in the right settings.

Exceptional Rewards: Competitive pay, and benefits

• Health Insurance: 100% employer‑paid employee coverage for medical, dental, and vision plans for full‑time employees.
• Life Insurance: Employer‑paid for 1x annual salary (optional coverage available for additional cost).
• Disability Insurance: Short‑term disability insurance based on age & salary. 100% employer‑paid long‑term disability insurance.
• Retirement: 403(b) plan:
  Heritage Health matches up to 4% of employee contributions.
• Paid Time Off Benefits:
  • 120 hours PTO (Paid Time Off)
  • 56 hours EIB (Extended Illness Bank)
  • 80 hours Company Holidays (for full‑time employees)
• Employee Assistance Program (EAP): Enjoy free telehealth visits for healthcare, counseling, and health and wellness coaching for all employees and their immediate household members.

• Bachelor’s degree in Finance, Accounting, Business, or a related field; or 5–7 years of progressively responsible experience in revenue cycle management, financial analysis, or a related field.
• Experience in healthcare revenue cycle, coding, accounts receivable, financial analysis, accounting, data analysis, or related work preferred.
• Experience with healthcare EHR/practice management systems such as Greenway/Intergy, Athena, Dentrix, or similar systems preferred.
• Demonstrated ability to learn financial and accounting processes and work across operational and technical functions.

• Serve as a key Finance resource connecting revenue cycle activity, EHR/practice management systems, banking activity, and the general ledger.
• Reconcile revenue cycle and accounts receivable activity to financial records, including revenue, payments, deposits, and related general ledger activity; research and resolve variances, timing differences, unapplied activity, payer discrepancies, and other reconciliation issues.
• Prepare or support recurring revenue‑cycle and EHR‑related journal entries and maintain supporting schedules and documentation.
• Support reconciliation of deposits, bank transfers, clearing accounts, and related general ledger activity associated with patient and third‑party revenue.
• Partner with Revenue Cycle, Operations, IT, and Finance to improve system‑to‑finance workflows, data integrity, and documentation.

• Assist with month‑end close processes, financial reconciliations, journal entries,…