Financial Coordinator
About The Position
The Financial Coordinator will play a critical role in supporting the budgeting, forecasting, capital planning, cost monitoring, and variance analysis for Medicare Advantage direct administrative expenses, ensuring alignment with financial goals and any related regulatory requirements. This position will also provide expert financial guidance through reporting, trend analysis, and collaboration with cross-functional teams. Oversees decision support oriented financial reporting for a division, customer or segment that may include linking financial information from various sources to provide meaningful financial reports or to assure appropriate data reconciliation. Financial data may include claims data, general ledger transaction activity, settlement activity, membership, billing and revenue activity, and audit findings. Prepares and publishes various financial reports and/or statements for management outside the department and/or parties’ external to the Company (e.g. auditors, customers, providers,). Identifies, based on information in financial reports, areas where additional analysis is needed and investigates these issues independently. May review financial information prepared by other financial staff members and customers for accuracy and completeness. Information may include budgets, business cases, impact studies, audit findings. Edits, corrects and revises as appropriate. Drafts policies and procedures for department and/or division to help assure clarity in department and/or divisional practices and adequate internal controls. Interfaces with various departments, senior management and individuals’ external to the Company. Represents leadership staff at meetings in their absence. Responsible for assignments that frequently involves strict deadlines. May have staff assigned to them as it relates to project work. Assists with special projects and any other duties or assignments as requested by management.
Requirements
- Relevant combination of education and experience may be considered in lieu of degree.
- Bachelor’s Degree in Accounting, Finance, Business Administration or related field or the equivalent in relevant coursework and experience.
- Six years’ experience in related field with extensive background in financial analysis and reporting (internal/ external).
- Experience in leading projects, coordinating efforts that involve other people and demonstrated leadership skills.
- Excellent verbal and written communication skills to effectively convey financial information to financial and non-financial individuals.
- Excellent analytical, organizational, and problem-solving skills, and the ability to identify and analyze accounting and business issues.
- Advanced Microsoft Office Suite and Access skills are required.
- Strong human relations, and decision-making skills required.
- Excellent project management and leadership skills required.
- General knowledge of Oracle Cloud / Fusion or similar general ledger system.
- Account reconciliation knowledge required.
- Preparation of journal entries experience preferred.
Nice To Haves
- CPA or master’s degree in Accounting, Finance or Business Administration preferred.
- Experience in healthcare or insurance industry is considered a plus.
- Knowledge of Medicare Advantage preferred.
- Knowledge of IkaSystems preferred.
Responsibilities
- Supporting the budgeting, forecasting, capital planning, cost monitoring, and variance analysis
- Providing expert financial guidance through reporting, trend analysis, and collaboration with cross-functional teams
- Overseeing decision support oriented financial reporting
- Preparing and publishing various financial reports and/or statements
- Identifying areas where additional analysis is needed and investigates these issues independently
- Reviewing financial information prepared by other financial staff members and customers for accuracy and completeness
- Drafting policies and procedures for department and/or division
- Interfacing with various departments, senior management and individuals’ external to the Company
- Representing leadership staff at meetings in their absence
- Assisting with special projects and any other duties or assignments as requested by management
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
