National Association of Latino Healthcare Executives · 4 hours ago
Financial Planning & Analysis Analyst IV, Research
Portland, OR
Full-time
Onsite
Senior LevelThe National Association of Latino Healthcare Executives is seeking a Financial Planning & Analysis Analyst IV to conduct research and provide guidance on accounting standards and financial implications. This role involves developing policies, conducting financial assessments, and advising management on strategic fiscal matters.
Health CareHospitalMedical
Responsibilities
Practices self-development and promotes learning in others by proactively providing information, resources, advice, and expertise with coworkers and customers; building relationships with cross-functional stakeholders; influencing others through technical explanations and examples; adapting to competing demands and new responsibilities; listening and responding to, seeking, and addressing performance feedback; providing feedback to others; creating and executing plans to capitalize on strengths and develop weaknesses; supporting team collaboration; and adapting to and learning from change, difficulties, and feedback
Completes work assignments and supports business-specific projects by applying expertise in subject area; supporting the development of work plans to meet business priorities and deadlines; ensuring team follows all procedures and policies; coordinating resources to accomplish priorities and deadlines; collaborating cross-functionally to make effective business decisions; solving complex problems; escalating high priority issues or risks as appropriate; and recognizing and capitalizing on improvement opportunities
Evaluates complex business environment by conducting financial assessments (e.g., Situational, Strengths/Weaknesses/Opportunities/Threats, Opportunity-Based Strategic Planning, system value chain analysis); and interpreting reports summarizing business, financial, or economic data
Leads internal audit process, reviews audit results, and may engage with auditors to resolve material weaknesses, implement changes to internal controls and proactively assess high risk areas
Creates budgets and/or forecasts in accordance with business strategic initiatives by analyzing and interpreting budgeting trends; reviewing results of budget and forecasting; coordinating with others to develop department/regional budgets; and making recommendations
Advises region/business unit leaders on strategic fiscal matters by reviewing regular and special reports for both financial and statistical matters in order to facilitate financial management throughout the organization; participating in regular meetings with leadership to review financial results for their areas; and acting as an internal consultant to Kaiser Management team on reading and interpreting financial results, analyzing variances, and improving performance
Conducts financial modeling by developing best-practice and complex models; analyzing and optimizing risk alternatives; and developing, reviewing, and recommending what-if scenarios and forecasts using in-house models or software
Assesses the business vision, objectives, and strategic initiatives by conducting and/or reviewing research provided by others to assess financial impact of strategies and initiatives
Completes costing activities by identifying and suggesting cost avoidance and cost recovery opportunities
Evaluates performance/operations/financial state by using and implementing templates (e.g., cash flow, RFA process, weekly unit case report) and computer applications; reviewing and conducting complex financial analyses (e.g., operating cash flow analyses, pro forma P&L, line item walk forwards, volume building blocks, NPV, IRR, Discounted Cash Flow, statistical analyses, economic analyses); and reviewing and completing complex variance analysis (e.g., volume, P&L line item, cost of goods, rate)
Reports region/business unit financial information by evaluating and communicating financial trends, findings in data analysis reports, and forecasts of income and expense; reviewing and communicating assets, liabilities, revenues, and expenses; and using data/inputs from region/business unit systems to support analyses (e.g., membership and utilization reports, volume reporting, day sales inventory, analysis spreadsheets, investment schedules)
Supports field operations by analyzing and interpreting their operational/financial performance; and determining areas of improvement
Conducts Financial Statement Analysis of business partners (e.g., suppliers, customers, co-packers, acquisition targets) by reviewing information reported from software systems (Internet, Bloomberg, and D&B), annual reports, and/or interviews; making recommendations regarding the financial status (viability) of business partners; and assessing risk implications
Improves financial performance by analyzing financial trends; and in partnership with the business leaders, uses results of analysis and understanding of operations to identify actions that address operational performance issues
Informs strategic financial planning by performing and evaluating complex financial, utilization, and benchmark analytics
Assists with strategic financial planning by preparing recommendations for financial plans, acquisition activity, financial requirements, and operating forecasts; and developing and interpreting financial concepts for financial planning and control
Qualification
Required
Conduct extensive research regarding the impact of potential changes to accounting rules, standards, or regulations on financial statements
Advise management and stakeholders on the business implications of changes to accounting rules, standards, or regulations
Develop, implement, and communicate new policies and processes to comply with newly issued accounting or financial reporting standards
Provide accounting guidance to stakeholders to ensure conformity of proposed transactions with Generally Accepted Accounting Principles (GAAP), International Financial Reporting Standards (IFRS), and company policies and procedures
Ensure that relevant accounting standards are appropriately and consistently applied across the organization
Practice self-development and promote learning in others by proactively providing information, resources, advice, and expertise
Build relationships with cross-functional stakeholders and influence others through technical explanations and examples
Adapt to competing demands and new responsibilities, listen and respond to feedback, and provide feedback to others
Create and execute plans to capitalize on strengths and develop weaknesses
Support team collaboration and adapt to and learn from change, difficulties, and feedback
Complete work assignments and support business-specific projects by applying expertise in subject area
Support the development of work plans to meet business priorities and deadlines
Ensure team follows all procedures and policies and coordinate resources to accomplish priorities and deadlines
Collaborate cross-functionally to make effective business decisions and solve complex problems
Escalate high priority issues or risks as appropriate and recognize and capitalize on improvement opportunities
Evaluate complex business environment by conducting financial assessments and interpreting reports summarizing business, financial, or economic data
Lead internal audit process, review audit results, and engage with auditors to resolve material weaknesses
Create budgets and/or forecasts in accordance with business strategic initiatives
Advise region/business unit leaders on strategic fiscal matters by reviewing regular and special reports
Participate in regular meetings with leadership to review financial results for their areas
Act as an internal consultant to Kaiser Management team on reading and interpreting financial results
Conduct financial modeling by developing best-practice and complex models
Analyze and optimize risk alternatives and develop, review, and recommend what-if scenarios and forecasts
Assess the business vision, objectives, and strategic initiatives by conducting and/or reviewing research
Complete costing activities by identifying and suggesting cost avoidance and cost recovery opportunities
Evaluate performance/operations/financial state by using and implementing templates and computer applications
Review and conduct complex financial analyses and complete complex variance analysis
Report region/business unit financial information by evaluating and communicating financial trends
Support field operations by analyzing and interpreting their operational/financial performance
Conduct Financial Statement Analysis of business partners and make recommendations regarding financial status
Improve financial performance by analyzing financial trends and identifying actions that address operational performance issues
Inform strategic financial planning by performing and evaluating complex financial, utilization, and benchmark analytics
Assist with strategic financial planning by preparing recommendations for financial plans and developing financial concepts
Company
National Association of Latino Healthcare Executives
The National Association of Latino Healthcare Executives is a hospital and healthcare organization.
Founded in 2005
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jackie Sifuentes, MBA, LSSYB
Co-Founder La Mesa Emerging Leaders Mentorship Program for Early Careerists
Company data provided by crunchbase