Operations Finance Analyst

The Operations Finance Analyst (OFA) works under the supervision of the Accounting and Finance Manager. The Operations Finance Analyst (OFA) is committed to developing financial analysis of programs and projects, which incorporate knowledge and experience with financial reports, general ledgers, budgets, cost accounting, reimbursement/payment methods, etc.

The position prepares analyses, reports, and presentations for the leadership team which are summarized and demonstrate the key findings or trends supported by available and developed data. The OFA will collect and validate data for scorecards and benchmarking. This position will develop month end close journal entries/analysis, budgeting, and cost center reviews.

The duties and responsibilities of this position are technical in nature lending to both decision and project support. Performs other duties as assigned.

The Operations Finance Analyst (OFA) works under the supervision of the Accounting and Finance Manager. The Operations Finance Analyst (OFA) is committed to developing financial analysis of programs and projects, which incorporate knowledge and experience with financial reports, general ledgers, budgets, cost accounting, reimbursement/payment methods, etc.

The position prepares analyses, reports, and presentations for the leadership team which are summarized and demonstrate the key findings or trends supported by available and developed data. The OFA will collect and validate data for scorecards and benchmarking. This position will develop month end close journal entries/analysis, budgeting, and cost center reviews.

The duties and responsibilities of this position are technical in nature lending to both decision and project support. Performs other duties as assigned.

PRIMARY JOB DUTIES

• Provides technical support for financial analyses as noted in the Job Summary.
• Demonstrates the ability to use time effectively and prioritize assigned duties.
• Effectively manages personal work schedule so that the agency operations are uninterrupted.
• Demonstrates positive interpersonal relations in dealing with all members of the organization.
• Effectively demonstrates the mission, vision and values of the agency on a daily basis.
• Maintains confidentiality.

1.0 100% QUALITY OF WORK

1.1 40% Accounting, Decision Support and Analysis

• Manages a variety of programmatic projects, business plans and cost/benefit analyses. The position will assist in developing models, processes, workflows, and solutions to a broad range of financial and health industry.
• Assists with annual budget development for all divisions of the company.
• Participates in month end close by preparing journal entries as needed and researching volume and financial variances to budget. Assists with financial reporting and presentation preparation for monthly operations meetings.
• Conducts research and collects data to help in continuous process improvement and improve division performance.
• Ensures high quality data is collected and data integrity is maintained.
• Designs reports on various projects
• Analyzes information using a variety of statistical methods looking for patterns in data.
• Utilizes cross-functional Well Care knowledge to help train and educate other analysts and internal stakeholders.

1.2 50% Financial Scorecards, Benchmarking Projects, and Metrics

• Creates and improves forward-looking forecasting capabilities by streamlining financial data, and generating & analyzing month over month analysis, trend analysis, and staffing analysis in Workday and EMR Software.
• Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.
• Analyze financial and operational performance of the company and its service lines.
• Ability to forecast Q end and Year end realistic financial estimations at any point by using current data and analysis.
• Facilitates knowledge transfer to Directors and Branch Managers on monthly financial reviews.
• Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.
• Monitor fundamental economic, industrial, and corporate developments by analyzing information from financial publications and services, investment banking firms, government agencies, trade publications, company sources, or personal interviews.

1.3 10% Financial Health and Reporting

• Creates, validates, and maintains financial scorecards measuring the revenue generating and cost saving initiatives.
• Researches and culls statistical information to determine any accidental financial harm within the company.
• Conceptualizes data and shares knowledge with the team through effective data output presentations.
• Develops repetitive and proper procedures for the use of database analytical tools while maintaining up-to-date databases to assist in streamlining financial reporting and analysis.
• Ensures Well Care Financials and supporting documentation contain auditable backup information and is filed in an appropriate and findable manner.

ADDITIONAL REQUIREMENTS: In conjunction with the tasks listed above, the OFA will be required to demonstrate and manage the items below:

2.0 PRODUCTIVITY

Demonstrates the ability to use time effective and prioritize assigned duties

• Plans and prioritizes work activities for maximum productivity and efficiency.
• Initiates and completes work assignments in a self-directed manner with minimal need for constant supervision.
• Assures the completion of assignments within the scheduled time frame.
• Serves on committees and councils as assigned.

3.0 ATTENDANCE AND PUNCTUALITY

Effectively manages personal work schedules so that agency operations are uninterrupted as demonstrated by:

• Provides proper notification of absences or tardiness.
• Takes action to prevent and/or minimize recurring absences or tardiness.
• Coordinates and schedules time off with other members of the team to ensure adequate staffing.
• Adjusts personal time schedule when requested to accommodate agency needs.
• Plans ahead so that personal requests for time off do not disrupt the workflow.

4.0 TEAMWORK, MISSIONS AND VALUES

Demonstrates positive interpersonal relations in dealing with all members of the organization as demonstrated by:

• Communicates in a positive and productive manner.
• Demonstrates respect for team members.
• Manages stress and personal feelings without a negative impact on the team.
• Participates in community outreach activities that promote the goals and objectives of the agency.
• Responds to all employees and clients in a courteous, sensitive, and respectful manner.
• Maintains confidentiality in all areas in compliance with the agency’s HIPAA policies and procedures. Maintains strict confidentiality in all areas of accounting.

Job Specifications

Education: Bachelor's degree in Business Administration or related field, with a Concentration in accounting or finance preferred.

Licensure/Certifications: None.

Experience: Working knowledge of commonly used concepts, practices, and

Procedures used within the field of business analysis. 1-2 years

experience in the field or related area preferred.

Essent. Technical/Motor-skills: Working knowledge of Word, Excel, Windows, E-mail, and skills basic phone skills. Working knowledge of Workday

accounting software and Home Care Home Base Electronic Medical Records Software preferred.

Interpersonal Skills: Teamwork and communication skills essential. Demonstrates

positive interpersonal relations in dealing with all members of

the team.

Essent. Physical Requirements: Varied periods of sitting or standing, walking, lifting, and carrying files,

reaching stooping, long periods of data entry.

Essential Mental Abilities: Ability to concentrate frequent interruption, handle pressure of deadlines, good

judgement, ability to follow procedures, ability to work independently.

Essential Sensory Requirements: Visual acuity, touch, hearing.

Exposure to Hazards: Office environment, toner for office machines, high pitch of printers and Computers.

Other – Hours of Work: Minimum 40 hours week, 8 am – 5 pm, Monday through Friday. Evenings / weekends may be required during peak workloads or increase in volume.