Senior Financial and Accounting Analyst

Camino Health Center•San Juan Capistrano, CA
•$100,000 - $130,000•Onsite

About The Position

The Senior Financial and Accounting Analyst combines business intelligence, financial and operational analysis, and senior accounting responsibilities within a Federally Qualified Health Center (FQHC). Approximately 60% of the role focuses on business intelligence, analytics, executive reporting, and planning, while approximately 40% supports accounting, financial reporting, and internal controls. Actual allocation may vary based on organizational priorities. The role integrates financial, clinical, operational, workforce, and revenue-cycle information to support executive decisions and organizational performance improvement. The position reports to the Controller and works closely with the CFO and executive leadership team. It collaborates with Finance, Operations, Clinical Services, Revenue Cycle, Human Resources, and Information Technology. The role operates in a professional office environment and may involve work at various health center locations and outreach sites as needed.

Requirements

  • Bachelor’s degree in Accounting, Finance, Business, or a related field.
  • 4–6+ years of relevant experience across accounting, financial analysis, and/or business intelligence.
  • Experience using financial reporting and data analysis tools.
  • Advanced Excel skills, including pivot tables, formulas, analysis, and financial modeling.
  • Working knowledge of month-end close, general ledger, reconciliations, GAAP reporting, budgeting, and forecasting.
  • Ability to develop dashboards and KPI reporting, apply business intelligence methods, and interpret multifaceted data sets.
  • Strong written, verbal, quantitative, and executive presentation skills; ability to communicate complex findings clearly and credibly.
  • Ability to collaborate with clinical, operational, revenue-cycle, finance, HR, and IT professionals.
  • Ability to manage multiple priorities and meet deadlines in a fast-paced environment, both independently and as part of a team.
  • Ability to work collaboratively with people of all ages, social, and ethnic backgrounds.
  • Ability to maintain confidentiality consistent with HIPAA and organizational requirements.
  • Able to work flexible hours and at various health center locations and outreach sites as needed.

Nice To Haves

  • MBA or other relevant advanced degree.
  • Experience in an FQHC or community health center.
  • Healthcare financial and operational analytics experience, including PPS and managed-care reporting, patient revenue cycle, and grant accounting.
  • Strong Power BI, SQL, and Blackbaud accounting system experience.
  • CPA or CMA certification.
  • Experience with enterprise finance/ERP applications such as Sage Intacct, NetSuite, Workday, Oracle, or similar.
  • Experience with Power BI and SQL or similar query tools.
  • Working knowledge of healthcare reimbursement, patient revenue cycle, grants, and FQHC reporting.

Responsibilities

  • Develop and maintain dashboards, scorecards, KPIs, and executive reporting using Power BI, Excel, SQL, or similar tools; automate reporting and improve data integrity.
  • Integrate and interpret financial, clinical, operational, EHR, general ledger, HRIS, and revenue-cycle data, and communicate actionable insights to leadership.
  • Analyze budget-to-actual results, prior-period trends, forecasts, benchmarks, patient volumes, provider productivity, payer mix, and revenue per visit.
  • Evaluate reimbursement, payer performance, PPS, managed care and value-based payment results, staffing, labor utilization, service-line margin, cost per visit, access, and efficiency.
  • Prepare and support UDS and HCAI reporting and provide ad hoc analytical and executive decision support.
  • Support annual budgets, forecasts, strategic scenario modeling, long-range financial planning, and financial sustainability analyses.
  • Prepare journal entries and accruals; perform subledger, accounts, and balance sheet reconciliations; and investigate discrepancies.
  • Support the monthly close and financial statement preparation, including non-patient revenue and accounts receivable reconciliations.
  • Support grant and restricted-fund accounting and reporting for internal and external stakeholders.
  • Maintain internal control processes and supporting documentation and support external audit and regulatory reporting requests.
  • Perform assigned work consistent with GAAP, organizational policies, and applicable regulations.
  • Treat information and data within the scope of the position with appropriate confidentiality and security.
  • Maintain patient, employee, financial, and organizational confidentiality consistent with HIPAA and organizational requirements.
  • Work collaboratively with people of all ages, social, and ethnic backgrounds; work independently and as part of a team; manage multiple priorities and deadlines in a fast-paced environment.
  • Communicate complicated financial and operational findings clearly and credibly, including through written, verbal, quantitative, and executive presentation skills.
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