POSITION SUMMARY

The Budget Analyst supports a fast-moving organization by turning financial data into actionable insight. The position calls for independent judgment and strong analytical skills to build and improve reports, contribute to strategic planning, and equip leaders with tools for sound decision-making. Key responsibilities include managing the annual budgeting cycle for both operations and the grants function, producing monthly financial reporting, analyzing results to spot trends, and preparing pro forma models and budget forecasts. Success in this role depends on collaboration with leadership, Business Intelligence/Data and stakeholders across the organization with clear, effective communication and timely completion of deliverables.

EXPECTATIONS

Every Adelante Healthcare employee will strive to maximize their performance and contribution to Adelante Healthcare and the community we serve every day.  Employees are expected to work in a manner that demonstrates a commitment to quality, patient safety, employee engagement, innovation, and the highest standards of personal integrity, professionalism, and competence.

OUR CORE VALUES

• Inclusion
• Nurture
• Service
• Purposeful
• Integrity
• Resilient
• Engaged

Qualifications

ESSENTIAL SKILLS AND EXPERIENCE:

• Bachelor’s Degree in finance, accounting, or business administration, with at least four (4) years of related budget analyst experience, preferably in the healthcare industry  
• Excellent computer knowledge and advanced competence in Microsoft Excel. Experience with Sage Intacct (accounting software) and Martus (budget software), preferred.  Comparable software/systems, required.
• Must have experience in financial plan development under healthcare settings, including but not limit to pro forma financial statements, cost analysis, ROI projection, project budgeting, and cash flow forecast 
• Experience with medical/dental practice management system and EMR applications for statistical reporting, trending, and charting  
• Experience with creating and developing operational budgets 
• Detailed knowledge of financial statements and general GAAP requirements
• Experience with financial modeling   
• Good verbal and written communication skills 
• Excellent organizational and time management skills 
• Ability to set priorities to meet time sensitive project deadlines 
• Prioritization and multi-task skills are required
• Competency in working with people of various cultures
• Ability to perform a variety of assignments requiring considerable exercise of independent judgment
• Excellent critical thinking skills and solution-based approach to work.

POSITION REPONSIBILITIES

• Responsible for General ledger reconciliations, journal entry preparation, and verifying accuracy.   
• Prepare financial performance report to interpret clinical utilization, provider productivity, variance to budget, cost and benefits, and other performance metrics in collaboration with Business Intelligence/Data team members
• Prepare organizational and departmental financial statements based on solid understanding of payer mix, government reimbursement, third party billing, and revenue cycle management   
• Identify, develop, and implement new reporting needs.  
• Partner with stakeholders to provide ad-hoc reporting, training, and guidance on existing and new reporting.  
• Research, analyze, and present financial information combined with large sets of data including general ledger and clinical to assist stakeholder decision making  
• Prepare organizational and departmental financial statements based on solid understanding of payer mix, government reimbursement, third party billing, and revenue cycle management  
• Research, analyze, and present financial information combined with large sets of clinical data including encounter, claims, and patient data in order to communicate economic trend and current issues to executives, managers, clients, and other stakeholders 
• Identify and develop new reporting needs. 
• Partner with stakeholders to provide training and guidance on reports. 

NONESSENTIAL SKILLS AND EXPERIENCE:

• CPA, CMA, CHFP, similar certificate preferred but not required
• Master’s degree in Business, Accounting, Finance, or related field preferred but not required
• Demonstrated experience as an Advocate for Health Care or Human Rights

Additional Duties and Responsibilities

• Other duties as requested or assigned

Patient Centered Medical Home (PCMH) and Integrated Care Team (ICT)

All employees are responsible for promoting and participating in interdisciplinary communication and collaboration to enhance the delivery of quality across the health care system. Employees should maintain an environment which supports and engages patients and co-workers in a caring team-based model to promote wellness and improve health outcomes.

Adherence to Compliance and Code of Conduct

All employees are required to comply with Adelante Healthcare’s written standards, including its Compliance Program and Code of Conduct, policies and procedures and reporting of any conduct that potentially violates Adelante’s legal or compliance requirements. Such compliance will be an element considered as part of the regular performance evaluation.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical demands: While performing the duties of this job, the employee may be required to sit for long periods of time, is required to stand, walk, use hands to handle or feel objects, tools or controls; reach with hands and arms; climb steps/stairs; balance; stoop, kneel, crouch or crawl; talk or hear; smell; manage stress as it relates to essential job functions.  The employee must frequently lift and/or move up to 25 pounds without assistance and may occasionally be required to lift or move up to 50 pounds with assistance.  Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Work environment: While performing the duties of this job, the employee is exposed to weather conditions prevalent at the time when traveling to various clinic sites.  The noise level in the work environment is usually moderate. The employee may be subject to health hazards (contagious diseases, blood borne pathogens, etc.) when working in the clinic area.

  In any organization or job, changes take place over time. Although an effort will be made to keep job-related information current, this is not an all-inclusive list of job responsibilities.  Adelante Healthcare, Inc. reserves the right to revise or change job duties and responsibilities as the business need arises.  In compliance with EEOC 29 CFR part 1630, if the essential functions of this position cannot be performed in a satisfactory manner by the employee, further accommodations shall be made if it does not constitute undue hardships upon this organization.