Senior Financial Analyst, Health Forum

American Hospital Association•Chicago, IL

7d•$92,000 - $138,000•Hybrid

About The Position

The American Hospital Association (AHA) is seeking a Senior Financial Analyst to support the Health Forum (HF) entities, which include both for-profit and non-profit organizations. This role is crucial for driving smart, profitable, and strategically aligned growth through financial statement preparation and review according to GAAP, budget planning and forecasting, business review, insightful analysis, and ad-hoc reporting. The position requires extensive collaboration across business lines and other AHA business units. The AHA offers a flexible hybrid work schedule, with three days in the office and two days working remotely. This position is located in Chicago.

Requirements

Bachelor's Degree in Business Management, Accounting, Finance or related field Required
5+ years Accounting and financial analysis experience Required
Experience developing and implementing performance improvement strategies and plans Required
Advanced knowledge of financial policies and accounting standards, including but not limited to GAAP, budgeting, forecasting, and financial controls - Required
Familiarity with forecasting models and cost accounting principles - Required
Knowledge of financial operations for both non-profit and for-profit companies - Required
Advanced technical skills with CRM, database management and marketing automation applications - Required
Advanced financial software experience, including ERP/accounting software and other financial applications used by Finance - Required
Advanced Microsoft Office Suite skills (outlook, word, excel, powerpoint, teams) and the ability to manage and maintain technology to improve workflows, data accuracy and productivity - Required
Advanced Salesforce.com, database management - Required
Ability to project and deliver account-specific return on investment - Required
Ability to make sound decisions, think critically and drive results in ambiguous, dynamic or rapidly changing environments - Required
Ability to build relationships and collaborate with internal and external stakeholders, using effective written and verbal communication to align operations and support team success - Required
Demonstrates a positive, professional, and solution-oriented approach in interactions with colleagues and stakeholders - Required
Ensures complete, accurate, and timely deliverables, improves production and service delivery, and supports efficient team operations - Required
Proven ability to budget, track expenses, and allocate resources to support functional or team objectives - Required
Ability to educate, guide, and mentor team members to produce successful results through others - Required
Willingness to learn new skills, take on additional tasks, and proactively support team objectives - Required

Nice To Haves

Master's Degree in Accounting, Finance, Business Management, Business Administration or related field Preferred

Responsibilities

Review monthly financial reports, statements, and dashboards for assigned business unit(s) and individual department performance relative to budgets and forecast. Analyze variances and provide guidance and recommendations in both written reports and live discussion.
Prepare financial reports for HF leaders.
Develop and standardize business reporting for data analysis and internal business review that support sales objectives, forecast and performance metrics.
Perform month-end general ledger accounting to ensure financial credibility.
Prepare monthly sales incentives reports.
Ensure Health Forum adheres to all corporate accounting policies and procedures.
Collaborate with AHA finance team on monthly account reconciliations, month end closing process and annual external audits.
Prepare monthly financial reporting for management review, including detailed reports for budget discrepancies.
Coordinate preparation of annual budget, monthly forecasts, and year-end forecast.
Ensure high-quality service, timely resolution, and clear and complete communications on financial inquiries and requests with internal and external customers.
Assist with resolution of 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 team members to refine lead qualification process, analyze and document campaign performances with reporting and dashboards.
Ensure fulfillment/payment deadlines are met in accordance with contractual agreements, industry benchmarks and monitor aged accounts receivable (days in AR), providing collections support as needed.
Perform other duties as assigned.