Customer Service Specialist -Centralized Pt Scheduler

Job Summary:

• This Financial Analyst is the liaison between the IT department and Finance / Accounting working with the CIO and IT leaders to manage the IT budget.
• This role is responsible for the facilitation of the IT budget including preparation of the yearly operating and capital budgets, year over year financial tracking, monthly adherence to budget thresholds, purchase order creation and tracking, and researching variances.
• In addition, the financial analyst manages larger project budgets for the IT PMO and is responsible for financial tracking/reporting of projects operating and capital expenses.

Duties and Responsibilities:

• Completion of monthly financial analysis and reporting for IT leaders.
• Monitor and track all Purchase Orders, validating budgets, categorization of Capital vs. operating, PO consumptions, PO balance, and tracking/reporting of all active POs
• Verifying budget allocation and approvals for vendor payment.
• Ensure monthly accruals are in place working with Finance/AP.
• Monitor and track Project financial performance and develop routine financial reporting
• Proficient in data loading, data grooming, financial analysis and reporting using Excel formulas and functions such as Pivot table, etc.
• Work with project managers to evaluate project performance by proactively analyzing project financials, budgets, timeline, etc.
• Create and distribute biweekly/monthly, and daily financial reports to various management teams.
• Assist in monitoring, tracking, reporting, and reconciliation of the operating and capital expenses vs. allocated budget. This includes working to ensure the directives of the financial leadership team are understood and implemented by the organization’s direct operational managers.
• Monthly project analysis and support, including review and evaluation of monthly and year to date variances to the budget.
• Support IT project management office with ad-hoc requests, project coordination, process improvements, financial analytics, and support.
• Participate in the creation and developing financial reporting, including assisting management with providing project status reports, analytics, financial performance for support to senior management.
• Performs other ad hoc duties as assigned.

Education and Experience

• Bachelor’s degree in accounting, finance, or related field preferred or equivalent work experience.
• Three to five years of experience using healthcare finance and information systems.

Knowledge,

Skills and Abilities

:

• Ability to work independently with minimal supervision.
• Ability to manage financials for multiple projects concurrently.
• Strong continuous improvement skills and demonstrated application of methodologies such as Lean and Six Sigma.
• Highly organized and detail-oriented with superior analytical and problem-solving skills.
• Highly proficient in Microsoft Project and the Microsoft Office Suite (Word, Excel, PowerPoint, Visio).
• Strong business acumen, including organizational, marketplace and customer awareness and appreciation of the importance of business relationships.
• Excellent analytical and communication skills. Creative, self-confident, and flexible.
• Advanced skills in Microsoft;
  Excel, Outlook, and PowerPoint.
• Preferred knowledge/experience using Lawson/Infor, and Strata Jazz.