Financial Analyst

MedAmerica • Sacramento, CA

8d • $69,520 - $86,900 • Remote

About The Position

Perform financial analysis to support each of Vituity’s practice lines and areas of growth including Emergency Medicine, Hospital Medicine, Anesthesia, Urgent Care, and other specialties as needed. Work within Vituity’s Oracle Financial environments, including NetSuite and Oracle EPM. Utilize knowledge of enterprise tools to create templates, conduct analysis, and run ad hoc reports. Analyze key operational and financial metrics necessary to prepare financial proposals for new business opportunities. Metrics cover all components driving Vituity’s business, including but not limited to: payer mix, staffing patterns, and provider compensation. Participate in the month-end close process. Use financial metrics to forecast site-level income statements and balance sheets to support the successful launch and ongoing financial oversight of new sites. Monitor year one and progress thereafter towards set financial targets and analyze budget discrepancies. Provide oversight of the quality and reliability of operational and financial metrics. Answer inquiries from clients and Vituity colleagues pertaining to data collected and methodology for financial proposals. Create and refine dashboards and models used to report financial performance. Build financial pro-formas used to assist stakeholders in making business decisions. Support company-wide Finance initiatives. Ensure data integrity and seamless sharing of financial models and reports across software platforms. Support the annual budgeting process by collaborating with physician leaders to develop individual and multi-site budgets. Maintain financial systems by entering data and ensuring data integrity. Collaborate with other FP&A team members on special projects and provide input on ways to optimize financial performance. Assist with the preparation and review of monthly Budget vs Actual (“BvA”) reports. Support annual enterprise planning as well as the 18-month quarterly forecast refresh process. Account for expected financial losses on the Investment Account tracking spreadsheet and update finance leaders of material changes. Collaborate with other FP&A team members on special projects and provide input on ways to optimize financial performance. Prioritize requests and develop, manage, and execute project plans within given deadlines. Identify project requirements and explore solutions that fit business and user goals under the company’s brand framework. Manage relationships with a variety of Vituity departments, client executives, vendors, etc. Keep stakeholders informed of the current status of projects in progress including scheduling.,

Requirements

• Bachelor’s degree with emphasis on mathematics, economics, finance or accounting fields of study required.
• Minimum one (1) year of work experience required in finance, accounting, economics or applied mathematics, with emphasis on financial analysis required.
• Demonstrated understanding of and experience in project management required.
• Strong analytical skills with the demonstrated ability to research, evaluate, and prioritize key financial and operational metrics, build financial models, and present findings clearly to stakeholders at all levels of the organization.
• Strong interpersonal skills required. Understands that stakeholders’ best interests are served through straightforward and seamless service delivery.
• Strong critical thinking skills.
• Must possess excellent written and oral communication skills in order to effectively communicate with a wide variety of audiences.
• Strong business acumen.
• Strong team collaboration skills at all levels of the organization.
• Ability to establish and manage multiple priorities while meeting business critical deadlines.
• Strong time management and organizational skills.
• Detail oriented, organized, and flexible individual able to perform multiple tasks with varying priorities under conditions requiring both speed and accuracy.
• Strong computer skills with proficiency in Microsoft Office Suite, including PowerPoint, Word, Excel, Outlook and Project.
• Experience with Microsoft Excel (Macros, Pivot Tables, etc.) and financial reporting systems.

Nice To Haves

• Experience working in the healthcare sector preferred.
• Experience in Finance or Accounting developing and interpreting finding from complex financial models preferred.
• Advanced skills in Microsoft Excel (Macros, Pivot Tables, etc.) preferred.
• Experience with Oracle Hyperion/EPBCS, Anaplan, Adaptive Insights, or other financial reporting systems preferred.
• Familiarity with Oracle NetSuite or other GL Accounting software systems preferred.
• Forward-thinking Financial Analyst with a passion for Artificial Intelligence and its application in business and financial forecasting and modeling preferred.

Responsibilities

• Perform financial analysis to support each of Vituity’s practice lines and areas of growth including Emergency Medicine, Hospital Medicine, Anesthesia, Urgent Care, and other specialties as needed.
• Work within Vituity’s Oracle Financial environments, including NetSuite and Oracle EPM. Utilize knowledge of enterprise tools to create templates, conduct analysis, and run ad hoc reports.
• Analyze key operational and financial metrics necessary to prepare financial proposals for new business opportunities. Metrics cover all components driving Vituity’s business, including but not limited to: payer mix, staffing patterns, and provider compensation.
• Participate in the month-end close process.
• Use financial metrics to forecast site-level income statements and balance sheets to support the successful launch and ongoing financial oversight of new sites. Monitor year one and progress thereafter towards set financial targets and analyze budget discrepancies.
• Provide oversight of the quality and reliability of operational and financial metrics.
• Answer inquiries from clients and Vituity colleagues pertaining to data collected and methodology for financial proposals.
• Create and refine dashboards and models used to report financial performance.
• Build financial pro-formas used to assist stakeholders in making business decisions.
• Support company-wide Finance initiatives.
• Ensure data integrity and seamless sharing of financial models and reports across software platforms.
• Support the annual budgeting process by collaborating with physician leaders to develop individual and multi-site budgets.
• Maintain financial systems by entering data and ensuring data integrity.
• Collaborate with other FP&A team members on special projects and provide input on ways to optimize financial performance.
• Assist with the preparation and review of monthly Budget vs Actual (“BvA”) reports.
• Support annual enterprise planning as well as the 18-month quarterly forecast refresh process.
• Account for expected financial losses on the Investment Account tracking spreadsheet and update finance leaders of material changes.
• Prioritize requests and develop, manage, and execute project plans within given deadlines.
• Identify project requirements and explore solutions that fit business and user goals under the company’s brand framework.
• Manage relationships with a variety of Vituity departments, client executives, vendors, etc.
• Keep stakeholders informed of the current status of projects in progress including scheduling.,
• Collaborate with other FP&A team members on special projects and provide input on ways to optimize financial performance.

Benefits

• Superior health plan options
• Dental, Vision, HSA/FSA, Life and AD&D coverage, and more
• Top Tier 401(k) retirement savings plans that offers a $1.20 match for every dollar up to 6%25 plus discretionary profit-sharing contributions (eligible January following 18 months of service)
• Generous paid time off starting 3-4 weeks’ annually
• Student Loan Refinancing Discounts
• Professional and Career Development Program
• EAP and travel assistance included
• Wellness program
• Purpose-driven culture focused on improving the lives of our patients, communities, and employees

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level