Financial Planning & Analysis

Fair Haven Community Health Care•New Haven, CT

About The Position

The Financial Planning & Analysis (FP&A) Analyst is responsible for supporting the Director of Budgeting and Financial Operations with budgeting, analysis, forecasting, reconciliation, reporting, and support for special projects and ad hoc requests. The role is essential in ensuring compliance and providing timely and useful financial data and guidance to senior leadership to support decision making. Reporting to the Director, Budgeting & Financial Operations, the FP&A Analyst will support the Director with regular monthly financial planning, analysis and reporting to various constituents (internal and external) for federally qualified health center with a $60M budget. Typical duties include, but are not limited to: Support Director, Finance with the annual budget process for Fair Haven Community Health Clinic, Inc. (FHCHC). Engage colleagues and leads among various departments, forming workgroups across FHCHC to obtain input and build department- and site-specific budget Support creation of, and maintain monthly budget-to-actual analyses and forecasts. Develop tracking and forecasting reports to regularly present to department budget owners to ensure adherence to budget. Adhere to financial policies and month close timelines. Monitor and reconcile financial activity using multiple systems (e.g. Abila MIP, EHB, PMS). Provide preparation support as needed for monthly Finance Committee and Board of Directors meetings. Support the Director with the creation of financial models to provide timely ad hoc analysis, including pro forma modeling. Create and maintain department-wide calendar for Finance, to include key annual deliverable dates. Track and assist in preparing quarterly financial and compliance reporting requirements of New Market Tax Credit (NMTC) transaction to external CDEs and banks. Understand FHCHC’s grant universe (Federal, State and private), including grant cycles, funder agreements, restrictions and compliance with spend and reporting requirements. Partner with various grant leads and respective senior leadership (e.g. CFO, VP Data & Quality, CEO, etc.) to create grant budgets throughout the year per organization strategy and needs. Work with the Senior Manager of Accounting and Grants on progress and financial analysis and report reconciliation, including grant billing, drawdown and expense reports. Perform other financial-related tasks as required.

Requirements

Bachelor’s degree in Finance or related field
minimum of three years’ experience in financial reporting and analysis, budgeting and forecasting required
At least two years of experience with budgeting, revenue and expense tracking, compliance and reconciliation
competency with Office 365, with advanced knowledge in Excel, including modeling, pivot tables and vlookups also required
Three years in a financial support role
the ability to work independently with minimal supervision
prioritize tasks in a deadline driven environment
think out of the box and suggest recommendations for improvement
strong problem-solving and analytical skills with attention to detail
excellent interpersonal and communication skills with demonstrated proof of presenting to senior leaders
non-profit and healthcare experience

Nice To Haves

Master’s degree in Finance or related is preferred

Responsibilities

Support Director, Finance with the annual budget process for Fair Haven Community Health Clinic, Inc. (FHCHC). Engage colleagues and leads among various departments, forming workgroups across FHCHC to obtain input and build department- and site-specific budget
Support creation of, and maintain monthly budget-to-actual analyses and forecasts. Develop tracking and forecasting reports to regularly present to department budget owners to ensure adherence to budget.
Adhere to financial policies and month close timelines. Monitor and reconcile financial activity using multiple systems (e.g. Abila MIP, EHB, PMS).
Provide preparation support as needed for monthly Finance Committee and Board of Directors meetings.
Support the Director with the creation of financial models to provide timely ad hoc analysis, including pro forma modeling.
Create and maintain department-wide calendar for Finance, to include key annual deliverable dates. Track and assist in preparing quarterly financial and compliance reporting requirements of New Market Tax Credit (NMTC) transaction to external CDEs and banks.
Understand FHCHC’s grant universe (Federal, State and private), including grant cycles, funder agreements, restrictions and compliance with spend and reporting requirements.
Partner with various grant leads and respective senior leadership (e.g. CFO, VP Data & Quality, CEO, etc.) to create grant budgets throughout the year per organization strategy and needs.
Work with the Senior Manager of Accounting and Grants on progress and financial analysis and report reconciliation, including grant billing, drawdown and expense reports.
Perform other financial-related tasks as required.