Financial Analyst

Primary Health SolutionsHamilton, OH
Onsite

About The Position

The Financial Analyst is responsible for analyzing and summarizing financial data from a variety of data sources to help provide financial insight to key members of the organization.

Requirements

  • Bachelor’s degree in finance or related field is required or equivalent combination of education and experience.
  • Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
  • Ability to write routine reports and correspondence.
  • Ability to speak effectively before groups internal or external.
  • Ability to solve practical problems and deal with a variety of variables in situations where only limited standardization exists.
  • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
  • Ability to use Microsoft Office Suite, particularly Excel, effectively.
  • Ability to learn the reporting function of the practice management system as well as the reporting function of the financial accounting software.

Responsibilities

  • Compile, organize, and analyze financial data from various data sources
  • Convert complex financial data into actionable financial insights
  • Run and create reports out of multiple data systems
  • Review financial information to ensure accuracy and implement procedures for correction if necessary
  • Communicate financial information to internal and external parties
  • Assist in the process of monthly financial reviews with operational directors and managers
  • Create ad hoc reports and analyses as requested
  • Share results and insights from various projects to members of the organization
  • Support regular financial analysis processes
  • Investigate financial data to find trends and patterns
  • Support yearly budgeting and quarterly forecasting processes
  • Research non-profits and the healthcare industry to gain understanding of financial trends
  • Perform other duties as assigned.
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