Operations Finance Analyst

Well Care Health • Advance, NC

1d • Onsite

About The Position

The Operations Finance Analyst (OFA) works under the supervision of the Accounting and Finance Manager. The Operations Finance Analyst (OFA) is committed to developing financial analysis of programs and projects, which incorporate knowledge and experience with financial reports, general ledgers, budgets, cost accounting, reimbursement/payment methods, etc. The position prepares analyses, reports, and presentations for the leadership team which are summarized and demonstrate the key findings or trends supported by available and developed data. The OFA will collect and validate data for scorecards and benchmarking. This position will develop month end close journal entries/analysis, budgeting, and cost center reviews. The duties and responsibilities of this position are technical in nature lending to both decision and project support. Performs other duties as assigned. PRIMARY JOB DUTIES Provides technical support for financial analyses as noted in the Job Summary. Demonstrates the ability to use time effectively and prioritize assigned duties. Effectively manages personal work schedule so that the agency operations are uninterrupted. Demonstrates positive interpersonal relations in dealing with all members of the organization. Effectively demonstrates the mission, vision and values of the agency on a daily basis. Maintains confidentiality. 1.0 100% QUALITY OF WORK: 1.1 40% Accounting, Decision Support and Analysis: Manages a variety of programmatic projects, business plans and cost/benefit analyses. The position will assist in developing models, processes, workflows, and solutions to a broad range of financial and health industry. Assists with annual budget development for all divisions of the company. Participates in month end close by preparing journal entries as needed and researching volume and financial variances to budget. Assists with financial reporting and presentation preparation for monthly operations meetings. Conducts research and collects data to help in continuous process improvement and improve division performance. Ensures high quality data is collected and data integrity is maintained. Designs reports on various projects Analyzes information using a variety of statistical methods looking for patterns in data. Utilizes cross-functional Well Care knowledge to help train and educate other analysts and internal stakeholders. 1.2 50% Financial Scorecards, Benchmarking Projects, and Metrics: Creates and improves forward-looking forecasting capabilities by streamlining financial data, and generating & analyzing month over month analysis, trend analysis, and staffing analysis in Workday and EMR Software. Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions. Analyze financial and operational performance of the company and its service lines. Ability to forecast Q end and Year end realistic financial estimations at any point by using current data and analysis. Facilitates knowledge transfer to Directors and Branch Managers on monthly financial reviews. Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions. Monitor fundamental economic, industrial, and corporate developments by analyzing information from financial publications and services, investment banking firms, government agencies, trade publications, company sources, or personal interviews. 1.3 10% Financial Health and Reporting: Creates, validates, and maintains financial scorecards measuring the revenue generating and cost saving initiatives. Researches and culls statistical information to determine any accidental financial harm within the company. Conceptualizes data and shares knowledge with the team through effective data output presentations. Develops repetitive and proper procedures for the use of database analytical tools while maintaining up-to-date databases to assist in streamlining financial reporting and analysis. Ensures Well Care Financials and supporting documentation contain auditable backup information and is filed in an appropriate and findable manner. ADDITIONAL REQUIREMENTS: In conjunction with the tasks listed above, the OFA will be required to demonstrate and manage the items below: 2.0 PRODUCTIVITY: Demonstrates the ability to use time effective and prioritize assigned duties Plans and prioritizes work activities for maximum productivity and efficiency. Initiates and completes work assignments in a self-directed manner with minimal need for constant supervision. Assures the completion of assignments within the scheduled time frame. Serves on committees and councils as assigned. 3.0 ATTENDANCE AND PUNCTUALITY Effectively manages personal work schedules so that agency operations are uninterrupted as demonstrated by: Provides proper notification of absences or tardiness. Takes action to prevent and/or minimize recurring absences or tardiness. Coordinates and schedules time off with other members of the team to ensure adequate staffing. Adjusts personal time schedule when requested to accommodate agency needs. Plans ahead so that personal requests for time off do not disrupt the workflow. 4.0 TEAMWORK, MISSIONS AND VALUES Demonstrates positive interpersonal relations in dealing with all members of the organization as demonstrated by: Communicates in a positive and productive manner. Demonstrates respect for team members. Manages stress and personal feelings without a negative impact on the team. Participates in community outreach activities that promote the goals and objectives of the agency. Responds to all employees and clients in a courteous, sensitive, and respectful manner. Maintains confidentiality in all areas in compliance with the agency’s HIPAA policies and procedures. Maintains strict confidentiality in all areas of accounting.

Requirements

• Bachelor's degree in Business Administration or related field, with a concentration in accounting or finance preferred.
• Working knowledge of commonly used concepts, practices, and procedures used within the field of business analysis.
• 1-2 years experience in the field or related area preferred.
• Working knowledge of Word, Excel, Windows, E-mail, and basic phone skills.
• Ability to concentrate with frequent interruptions.
• Ability to handle pressure of deadlines.
• Good judgment.
• Ability to follow procedures.
• Ability to work independently.
• Visual acuity.
• Sense of touch.
• Hearing.
• Maintain confidentiality in all areas of accounting.

Nice To Haves

• Working knowledge of Workday accounting software and Home Care Home Base Electronic Medical Records Software preferred.

Responsibilities

• Develop financial analysis of programs and projects, incorporating knowledge of financial reports, general ledgers, budgets, cost accounting, and reimbursement/payment methods.
• Prepare summarized analyses, reports, and presentations for the leadership team, highlighting key findings and trends supported by data.
• Collect and validate data for scorecards and benchmarking.
• Develop month-end close journal entries and analysis.
• Assist with budgeting and cost center reviews.
• Provide technical support for financial analyses.
• Manage programmatic projects, business plans, and cost/benefit analyses.
• Assist in developing models, processes, workflows, and solutions for financial and health industry challenges.
• Assist with annual budget development for all divisions.
• Participate in month-end close by preparing journal entries and researching variances.
• Assist with financial reporting and presentation preparation for monthly operations meetings.
• Conduct research and collect data for continuous process improvement and division performance enhancement.
• Ensure high-quality data collection and integrity.
• Design reports on various projects.
• Analyze information using statistical methods to identify patterns in data.
• Utilize cross-functional knowledge to train and educate other analysts and internal stakeholders.
• Create and improve forecasting capabilities by streamlining financial data and generating/analyzing month-over-month, trend, and staffing analysis.
• Employ financial models to develop solutions to financial problems or assess the impact of transactions.
• Analyze financial and operational performance of the company and its service lines.
• Forecast realistic financial estimations for quarter-end and year-end using current data.
• Facilitate knowledge transfer to Directors and Branch Managers on monthly financial reviews.
• Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.
• Monitor economic, industrial, and corporate developments by analyzing information from various sources.
• Create, validate, and maintain financial scorecards measuring revenue generation and cost-saving initiatives.
• Research and cull statistical information to identify potential financial harm within the company.
• Conceptualize data and share knowledge through effective data output presentations.
• Develop and maintain procedures for database analytical tools and up-to-date databases for financial reporting and analysis.
• Ensure Well Care Financials and supporting documentation are auditable and properly filed.
• Demonstrate ability to use time effectively and prioritize assigned duties.
• Plan and prioritize work activities for maximum productivity and efficiency.
• Initiate and complete work assignments in a self-directed manner with minimal supervision.
• Assure completion of assignments within the scheduled time frame.
• Serve on committees and councils as assigned.
• Effectively manage personal work schedules to ensure agency operations are uninterrupted.
• Provide proper notification of absences or tardiness.
• Take action to prevent or minimize recurring absences or tardiness.
• Coordinate and schedule time off with team members to ensure adequate staffing.
• Adjust personal time schedule when requested to accommodate agency needs.
• Plan ahead to prevent personal time off requests from disrupting workflow.
• Demonstrate positive interpersonal relations in dealing with all members of the organization.
• Communicate in a positive and productive manner.
• Demonstrate respect for team members.
• Manage stress and personal feelings without negatively impacting the team.
• Participate in community outreach activities that promote agency goals.
• Respond to all employees and clients courteously, sensitively, and respectfully.
• Maintain confidentiality in all areas, complying with HIPAA policies and procedures.
• Maintain strict confidentiality in all areas of accounting.

Benefits

• For over 38 years, our unwavering commitment to our patients and employees has driven our success, and we take pride in the legacy we’ve built together.
• As a family-owned and operated organization, we have brought together over 650 skilled and compassionate professionals dedicated to providing exceptional home health and hospice care to patients and families across the Carolinas.
• Our mission is straightforward and inspiring: Keeping our Communities Healthy, Happy, and at Home!
• In response to the growing healthcare needs in our region, we are looking for experienced healthcare professionals to join our expanding team.
• This is a unique and exciting career opportunity - the chance to make a significant impact.
• We’re honored to be recognized as one of the nation’s top home health providers, proudly achieving 5-star patient care ratings in nearly every area we serve—putting us in the top 5% of agencies nationwide.
• We invite you to explore our current job openings and find roles that resonate with your passions, skills, and goals.
• Our user-friendly website makes it easy to track your application progress and discover new job postings that could be a great fit.
• Thank you for considering joining the Well Care Health family—we can’t wait to welcome you aboard!

What This Job Offers

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