Avenue360 Health and Wellness
Financial Analyst
Houston, TX
Overview:
The Financial Analyst supports the finance department by providing financial planning, forecasting, and data analysis to enhance decision-making and ensure financial sustainability. This role collaborates with clinical, operational, and administrative teams to ensure accurate financial reporting and compliance with federal, state, and grant requirements
Duties and Responsibilities:
- Maintain general ledger by posting, verifying, reconciling transactions, and resolving discrepancies.
- Conduct monthly and quarterly account reconciliations to ensure accurate reporting.
- Develop and maintain financial models for budgeting, forecasting, and strategic planning.
- Analyze financial performance and trends to support operational and strategic decisions.
- Prepare monthly, quarterly, and annual financial reports for internal and external stakeholders.
- Assist with grant reporting and compliance, including tracking expenditures and preparing financial documentation.
- Collaborate with department heads to develop and manage annual budgets.
- Monitor and assess financial performance, identifying variances and recommending corrective actions.
- Support audits and ensure compliance with FQHC-specific financial regulations and reporting standards.
- Provide financial insights to support program development and expansion.
- Participate in cost analysis and efficiency improvement initiatives.
- Reconcile monthly accounts to ensure accurate reporting and ledger maintenance.
- Prepare monthly and annual adjusting entries involving balance sheet accounts and income statement accounts.
- Review, investigate, and correct errors and inconsistencies in financial entries, documents, and reports.
- Assist with preparing documents for grant reviews and Medicare cost report by preparing assigned schedules and other requested materials.
- Assist with the monthly and annual end closes.
- Assist Executive Vice President of Finance with financial reporting.
- Other functions as assigned by the Executive Vice President of Finance
Education, Licensure/Certification:
- Must have bachelor's degree in accounting or finance from accredited institution
Experience, Skills/Abilities Related Requirements:
- 2 to 3 years of experience in similar position
Continuing Education and Training Requirements:
- Participates in trainings required by the agency, funding source(s), and/or as required by licensure if applicable.