Mid Level Financial Analyst Jobs in Rochester, NY

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Accounting & Financial Analyst

Summary

Description

Numbers with a purpose. That's what this role is about. As a Financial Accounting Analyst at Elm & Oak Health, your work directly supports our mission: improving access to and quality of healthcare for the communities we serve.. 
For over 50 years, Elm & Oak Health, a not-for-profit health care services organization, has been dedicated to improving the health and well-being of the individuals and families who count on us. We've built an outstanding reputation throughout our service area on compassion, empowerment, and teamwork - the same values behind our award-winning work culture.
Join our team and enjoy flexible work arrangements, competitive pay, superior benefits, and a supportive, inclusive culture, all while doing work that truly matters.

Accounting & Financial Analyst
Grade 308
This is a full time position, working from home, with 2x/month requirement to be in the office (Pittsford, NY).
The minimum and maximum annual salary that Elm & Oak Health believes in good faith to be accurate for this position at the time of this posting are $70,091-$90,117 In addition to your salary, Elm & Oak Health offers a comprehensive benefits package (all benefits are subject to eligibility requirements) and non-monetary perks. The company is fully committed to ensuring equal pay opportunities for equal work regardless of gender, race, or any other category protected by federal, state, and local pay equity laws.

POSITION SUMMARY

This position is responsible for performing core accounting functions and providing financial planning and analytical expertise to the Finance Department. Primary responsibilities include general ledger accounting, grant accounting and compliance reporting, budgeting, forecasting, and budget variance analysis. This role bridges day-to-day accounting operations with higher-level financial analysis to support organizational decision-making.
 

ESSENTIAL JOB DUTIES/FUNCTIONS

% of Time

Essential Function

50%

General Accounting

• Prepare and post general journal entries for monthly revenue, expenses, and accruals.
• Review and edit accounts payable batches for accuracy and proper coding.
• Perform account reconciliation and analysis in support of the year-end audit.
• Prepare and present the consolidated trial balance and general ledger to external auditors.
• Serve as backup to Payroll as needed.
• Serve as subject matter expert for Microsoft Dynamics 365 Business Central and Jet Reports (Excel add-in), including developing, maintaining, and producing financial reports for internal and external use.

Grant Accounting

• Record and maintain grant-related transactions in accordance with federal, state, and funder requirements.
• Voucher federal and state agencies for reimbursable grant expenditures and prepare and submit quarterly and annual grant compliance reports.
• Monitor grant budgets and expenditures to ensure spending aligns with award terms and reporting deadlines.
• Collaborate with external accountants to provide financial data and supporting documentation for the annual Consolidated Fiscal Report (CFR) preparation.

Budgeting, Forecasting, and Variance Analysis

• Lead the development of the annual consolidated budget as well as individual company budgets.
• Responsible for the monthly forecasting and projection process.
• Perform detailed budget variance analysis, identifying and interpreting variances between actual and budgeted results, and partner with department managers to explain findings and respond to budget-related questions.
• Utilize Excel, Microsoft Dynamics 365 Business Central, and Jet Reports for financial analysis and reporting.

10%

Contract Pricing and Ad-Hoc Reporting

• Assist with developing competitive pricing strategies for new and renewing contracts as assigned.

• Support senior and operational management with ad-hoc financial analysis and modeling as needed

Total must equal 100% - essential functions should be completed at least 10% of the time

OTHER FUNCTIONS AND RESPONSIBILITIES

• Collaborate effectively across functional departments to support organizational goals and project initiatives.
• Provide accurate and timely financial data and reports to senior management, internal departments, and funding agencies as requested.
• Performs other duties as assigned.

MINIMUM REQUIREMENTS/LICENSES/CERTIFICATIONS

• Bachelor's degree required; concentration in Accounting, Finance, or Business Administration preferred.
• A minimum of three to five years of experience in accounting or healthcare finance, with demonstrated strength in both accounting operations and financial analysis. 
• Advanced proficiency in Microsoft Excel, including financial modeling and reporting
• Working knowledge of Generally Accepted Accounting Principles (GAAP).
• Experience with grant accounting, compliance reporting, and funder requirements.

PHI MINIMUM NECESSARY USE: This staff position PHI access will be determined based on Minimum Necessary standards. The Minimum Necessary Grid can be found on the Human Resources and Compliance Web pages.

This job description is only a summary of the typical functions of the job, not an exhaustive or comprehensive list of all possible job responsibilities, tasks and duties. Additional responsibilities, tasks and duties may be assigned as necessary.

Elm & Oak Health is an Equal Opportunity Employer

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