Financial Analyst

Job Summary

The Financial Analyst will help our communities thrive by supporting clients in a variety of financial initiatives, working under the direction of the upper level Finance & Accounting personnel.

Every day, we support the health journey of patients by authentically living our core values: Purpose Driven, Relationships Matter, Serve Others First, and Inspire Creativity. If you love serving others and would like to make a material difference in an industry-transforming organization, then we invite you to apply to this role. We are recognized as one of the Top 100 Places to Work by The Dallas Morning News, nationally recognized as at Top Place to Work, and awarded as one of the fastest-growing privately held companies by SMU Cox.

Role and Responsibilities

• Works with all levels of Management at clients to collect data to support implementation of processes to improve client profitability.
• Collaborates with the finance and accounting team to provide analysis to clients based on historical performance, variance analysis, industry benchmarks and other key performance indicators.
• Completes fee schedule analysis to optimize client revenue.
• Produces production management reports and reviews revenue cycle key performance indicators.
• Assists in the collection of due diligence items for Mergers and Acquisitions.
• Assists in physician practice start-up forecasting and financial and accounting process implementation.
• Client support related to various practice management systems and accounting inquiries
• Ad hoc analysis to provide clients margin analysis, staffing models, budgeting and proforma modeling
• Ability to define problems and identify solutions; possess strong time management skills
• Developing and/or improving preliminary deliverables for client engagements
• Support team in producing quality reporting
• Support other team members when needed
• Ability to gain confidence of client personnel
• Have the ability to collect and organize data to draw valid conclusions with attention to detail.
• Able to collaborate and contribute as a strong team member, and have good communication skills, orally and in writing.
• Follow guidelines on engagement as established by other team members who are leading the project effort
• Monitor individual schedule, work priorities and tasks
• Plan and organize individual projects and responsibilities
• Track and record time spent on client projects

Qualifications and Requirements

• Bachelor's Degree required
• Intermediate knowledge of Excel & relational databases
• Minimum 1 year of related experience required

Preferred Skills

• Knowledge of Practice Management Systems