Financial Analyst II

Overview

Full Time

Schedule:

Monday - Friday | 8:00am - 5:00pm

Financial Services - Yale Campus, Tulsa, Oklahoma 74136

Performs a broad range of financial planning and analysis for assigned entities. Monitors results of financial data against plans, forecasts and budgets to determine trends and explain financial results.

• Minimum Education: Bachelor s Degree in Accounting required.
• Licensure, Registration and/or Certification: None. CPA preferred.
• Work Experience: 5 - 7 years related experience in financial systems. Experience with budget preparation and analysis preferred.

• Ability to develop and utilize PC based spreadsheets.
• Ability to communicate effectively as an integral part of a team.
• Ability to effectively review financial information, such as variance and actual-to-budget analyses.
• Ability to effectively make recommendations to leadership.

• Perform grant-related pre and post-award functions, including revenue and expense analysis, financial accounting functions, reporting, and reconciliations.
• Assist departmental leaders with preparation and review of annual operating budget and instructs new managers on use of budget system.
• Review budget submissions for accuracy and reasonableness in accordance with budgetary assumptions and participate in budget planning meetings.
• Review actual-to-budget financial comparison results on a monthly basis to identify areas of concern and opportunities for improvement in subsequent budget cycles.
• Prepare and interpret complex financial analyses and reports used by System management.
• Accurately compile and synthesize financial information for purposes of financial statement review as well as maintenance of accurate financial reports and deliverables.
• Prepare monthly reconciliations for general ledger accounts based on established deadlines. Resolve discrepancies with appropriate personnel.
• Prepare and post journal entries based on established deadlines.
• Perform other related duties and participate in special projects as assigned.

Independent judgment in planning sequence of operations and making minor decisions in a complex technical or professional field.

• Coordinates activities of others (does not supervise). Leads others in same work performed (does not supervise).
• Works directly with patients and/or customers.
• Works with internal and/or external customers via telephone or face to face interaction.
• Works with other healthcare professionals and staff. Works frequently with individuals at Director level or above.

None.

This document generally describes the essential functions of the job and the physical demands required to perform the job. This compilation of essential functions and physical demands is not all inclusive nor does it prohibit the assignment of additional duties.

EOE Protected Veterans/Disability