Pay Type: SalaryHiring Min Rate: $105,000.00 USD
Hiring Max Rate: $105,000.00 USD
Position SummaryThe Financial Planning and Analysis Analyst is responsible for the fiscal management of programs with third-party revenues (fee-for-service) and acts as a liaison between Finance and program operations. The FP&A Analyst is responsible for the following tasks:
- Building revenue models and budgets based on program operating assumptions
- Review, record and analyze monthly fee-for-service revenues in accounting system (FundEZ) and billing system based on billing subsystem data and reconcile balances to receivable as of month-end
- Review and ensure staff allocations are accurate in both Human Resources and Finance systems. Serve as liaison with operations when changes are needed.
- Review monthly budget comparison reports with program operations including the underlying operating drivers impacting results
- Develop forecasting models to evaluate projected results based on various leading program indicators and review findings with program operations.
- Present result of analysis to program management and executive officers
- Perform quarterly analysis of receivable balances against cash received
Minimum Qualifications- Bachelor's degree in accounting, finance or related field. Master's degree preferred
- Three to five years of general accounting experience
- Three years of financial planning, analysis and forecasting experience is a must
- Excellent interpersonal skills to engage with different stakeholders
- Excellent time-management skills
- Excellent/advanced proficiency in Microsoft Excel is a must
Preferred Qualifications- Accounting experience in a non-profit environment and working knowledge of fee-for-service revenue streams is a plus (Medicaid, Medicare, and third-party insurance)
- Working knowledge of FundEZ nonprofit accounting software is a plus
