SUMMARY:
The Financial Analyst provides analytic support for financial reports, trend analysis, and monitoring of financial data. Develops custom reports used in identifying issues, trends, patterns and relationships to be applied in financial and operational decisions. Assists in providing 340B financial analysis. Ensures 340B claims meet eligibility criteria. Assists in maximizing 340B revenue. This position reports to and is under the general direction of the Chief Financial Officer.
MINIMUM REQUIREMENTS
- BA degree in business/accounting/finance
- Minimum one year of experience required analyzing data and creating reports preferred.
- Minimum one year of experience navigating electronic health record data preferred
- Expert or very advanced Excel skills
- Excellent professional presentation and written communication skills
- Valid California Driver's License, proof of automobile insurance and personal transportation
SPECIFIC DUTIES
- Promotes the Mission, vision and values of the Organization
- Work Collaboratively with Director of Pharmacy
- Performs moderately complex statistical, cost, and financial analysis of data.
- Develop and update documents, processes, and procedures for daily operations and monthly financial reporting and tracking..
- Analyze and investigate trends in key indicators of financial performance
- Compare and analyze actual results with plans and forecasts
- Analyze and interpret data, making comparative analyses, studying proposed changes in methods and materials
- Improve financial status by analyzing results, monitoring variances, identifying trends, recommending actions
- Develop reports, proposals, and presentations
- Track, trends, and reports 340B pharmaceutical sales and purchases
- Audits for compliance with HRSA/OPA and other regulatory bodies relating to 340B claims
- Perform other related duties as assigned
PERFORMANCE REQUIREMENTS
Knowledge, Skills and Abilities
- Knowledge of statistical methods and methods of graphic presentation
- Knowledge of office practices, procedures and office equipment
- Ability to analyze facts and make sound recommendations
- Ability to express oneself clearly and concisely both orally and in writing
- Skill in identifying problems and recommending solutions
- Knowledge of office management techniques and principles
- Ability to post and make arithmetical computations rapidly and accurately
- Ability to work well under pressure and interact easily with fellow employees
- Ability to establish and maintain fiscal records and procedures
- Ability to understand and analyze comprehensive financial reports
- Ability to establish priorities and coordinate work activities
TYPICAL PHYSICAL DEMANDS
Must be able to reach above the shoulder level to work, must be able to bend, squat and sit, stand, stoop, crouch, reach, kneel, and twist/turn. Must have finger dexterity to operate keyboard. Involves sitting for long periods of time. Ability to lift up to 40 pounds. Must be able to hear staff on the phone and those who are served in-person, and speak clearly in order to communicate information to clients and staff. Must have vision that is adequate to read memos, a computer screen, personnel forms, and clinical and administrative documents.
TYPICAL WORKING CONDITIONS
Work is performed in the Finance Department offices. Involves frequent telephone contact with patients and staff. Work may be stressful at times. Interaction with others is constant and interruptive. Must be able to work overtime, nights, and weekends, if necessary.
EOE