Financial Analyst II
Listed on 2026-06-26
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Finance & Banking
Financial Analyst, Financial Reporting
Job Summary
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 EducationBachelor's Degree in Accounting, Finance, or related field.
Licensure, Registration and/or CertificationNone. CPA preferred.
Work ExperienceMinimum 2 years related experience.
Knowledge,Skills and Abilities
- 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.
- Assists departmental leaders with preparation and review of annual operating budget and instructs new managers on use of budget system.
- Reviews budget submissions for accuracy and reasonableness in accordance with budgetary assumptions and participates in budget planning meetings.
- Reviews actual-to-budget financial comparison results on a monthly basis in effort 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. Resolving all 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.
Working RelationshipsCoordinates 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.
Supplemental InformationThis 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.
Financial Services - Yale CampusLocation:
Tulsa, Oklahoma 74136
EOE Protected Veterans/Disability
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