Senior Financial Analyst, Health Forum

American Hospital Association•Chicago, IL

6d•$92,000 - $138,000•Hybrid

About The Position

The Senior Financial Analyst supports the American Hospital Association’s Health Forum entities, including both for-profit and nonprofit organizations, by helping drive smart, profitable, and strategically aligned growth. The role prepares and reviews financial statements in accordance with generally accepted accounting principles, supports budget planning and forecasting, conducts business reviews and analysis, and prepares ad hoc reports. It collaborates extensively across Health Forum business lines and other AHA business units. This position is based in Chicago and follows a flexible hybrid schedule of three days in the office and two days remotely. Compensation is commensurate with related experience, within a stated salary range of $92,000 to $138,000.

Requirements

Bachelor’s degree in business management, accounting, finance, or a related field.
At least 5 years of accounting and financial analysis experience.
Experience developing and implementing performance improvement strategies and plans.
Advanced knowledge of financial policies and accounting standards, including GAAP, budgeting, forecasting, and financial controls.
Familiarity with forecasting models and cost accounting principles.
Knowledge of financial operations in both nonprofit and for-profit organizations.
Advanced technical skills with CRM, database management, and marketing automation applications.
Advanced experience with financial software, including ERP/accounting software and other finance applications.
Advanced Microsoft Office Suite skills, including Outlook, Word, Excel, PowerPoint, and Teams, and ability to manage and maintain technology to improve workflows, data accuracy, and productivity.
Advanced Salesforce.com and database management skills.
Ability to project and deliver account-specific return on investment.
Ability to make sound decisions, think critically, and drive results in ambiguous, dynamic, or rapidly changing environments.
Ability to build relationships and collaborate with internal and external stakeholders using effective written and verbal communication.
Positive, professional, and solution-oriented approach when interacting with colleagues and stakeholders.
Ability to ensure accurate and timely deliverables, improve production and service delivery, and support efficient team operations.
Proven ability to budget, track expenses, and allocate resources to support functional or team objectives.
Ability to educate, guide, and mentor team members.
Willingness to learn new skills, take on additional tasks, and proactively support team objectives.

Nice To Haves

Master’s degree in accounting, finance, business management, business administration, or a related field.

Responsibilities

Review monthly financial reports, statements, and dashboards for assigned business units and departments, assessing performance against budgets and forecasts.
Analyze financial variances and provide guidance and recommendations through written reports and live discussions.
Prepare financial reports for Health Forum leaders.
Develop and standardize business reporting for data analysis and internal business reviews, supporting sales objectives, forecasts, and performance metrics.
Perform month-end general ledger accounting to support financial credibility.
Prepare monthly sales incentive reports.
Ensure Health Forum follows corporate accounting policies and procedures.
Collaborate with the AHA finance team on monthly account reconciliations, month-end close, and annual external audits.
Prepare monthly financial reporting for management review, including detailed reports on budget discrepancies.
Coordinate preparation of the annual budget, monthly forecasts, and year-end forecast.
Provide timely, clear, and complete communication and resolution of financial inquiries and requests from internal and external customers.
Assist with outstanding payables, general ledger reconciliations, and credit card transactions.
Provide staff and external vendors with banking and company information as needed.
Partner with sales and marketing teams to refine lead qualification processes and analyze and document campaign performance using reports and dashboards.
Ensure fulfillment and payment deadlines are met under contractual agreements and industry benchmarks; monitor aged accounts receivable and provide collections support as needed.
Perform other duties as assigned.