Financial Data Analyst

Description

Summary &   Objective

The Financial Data Analyst is a member of the Finance team responsible for leveraging data analytics and financial systems to   support budgeting, forecasting, and financial decision-making within a   healthcare organization. This role requires a strong analytical mindset,   expertise in financial data management, and proficiency in financial systems   to ensure accurate reporting and data-driven insights. The position works collaboratively with the   Vice President, Operational Excellence and other internal data analysts to   drive efficiency while designing and delivering reporting and business   intelligence solutions to Catholic Health Services. The primary responsibilities of the Financial   Data Analyst involve using Microsoft Excel, Power BI, SQL and other data   management tools to prepare, update and maintain reports and dashboards that   enable the organization to monitor performance and drive continuous   improvement. 

Knowledge & Experience Requirements

• Bachelor’s degree in finance, accounting, economics, data analytics, information systems, or a related field. 
• 3+ years of experience in financial data analysis, budgeting, or systems management, preferably within a healthcare        organization. 
• Advanced proficiency working with large data sets and        relational databases, ODBC, SQL, Power BI, and Excel (Pivot Tables,        Macros, Power Query).
• Strong understanding of budgeting, financial modeling, cost accounting, and variance analysis.
• Experience with ETL processes and database management  for financial reporting.
• Familiarity with machine learning or predictive analytics in financial forecasting is a plus.
• Strong analytical and problem-solving abilities with        a keen attention to detail.
• Excellent communication skills, with the ability to        translate complex data into actionable insights.
• Ability to work cross-functionally with finance, IT,        and operations teams.
• Self-starter with the ability to manage multiple        projects in a fast-paced healthcare environment.
• Ability        to speak, read, write and understand the English language required. 

Other Duties

· Perform   other duties as assigned.

Supervisory Responsibility

· No   direct reports. Works collaboratively   with other staff members.

Physical Requirements 

Must be able to        lift and/or move up to 25 pounds and occasionally lift and/or move up to        50 pounds, walk, climb stair or ladders, stand on feet for extended        periods of time, etc.

Works in office        environment with moderate to loud noise level.

Subject to        frequent interruptions.

Work schedule        may include working beyond typical schedule, including weekends and holidays.

Hand dexterity        required for data entry on keyboard, requiring finger dexterity and eye-hand coordination.

Disclaimer

The job description is not designed to cover or contain a   comprehensive listing of activities duties or responsibilities that are required   of the employee. Other duties,   responsibilities and activities may change or be assigned at any time with or   without notice.

EEOC Statement

CHS provides equal employment opportunities to all   employees and applicants for employment and prohibits discrimination and   harassment of any type without regard to race, color, religion, age, sex,   national origin, disability status, genetics, protected veteran status,   sexual orientation, gender identity or expression, or any other   characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of   employment, including recruiting, hiring, placement, promotion, termination,   layoff, recall, transfer, leaves of absence, compensation and training.

Acknowledgment 

I have read this position description and fully   understand the requirements set forth therein, and that my job performance   evaluation will be based on this job description. I further understand that   my employment is at-will and may be terminated at-will by myself or the   facility. 

Requirements

· Evaluates and analyzes capital expenditures, proposals, rate of   return, operating records, financial statements and other financial records.

· Develops and maintains dashboards with drilldown capabilities to   support leadership and operational decision making. 

· Coordinates with other members of the finance and leadership   team to review financial information.

· Extracts   data from various data sources and transforms it into standard formats. Cleanses data and diagnoses data-related issues such as mismatches, formatting of   values, and invalid characters; works with source-system owners to   resolve. 

· Maintains   data crosswalks to correct data issues and aggregate data to ensure   meaningful reporting. 

· Produces key routine (weekly / monthly / quarterly) and ad-hoc   data reporting and analysis for management and business units that facilitate   decision-making.

· Performs testing to evaluate the quality and integrity of all   reports and dashboards before publishing. Works with subject matter experts to understand the processes that   created the data well enough to recognize data integrity and reporting   issues.

· Maintains comprehensive process documentation for reports and   dashboards to ensure business continuity.

· Write reports, business correspondence, procedure manuals, and   technical documentation required.

· Supports end-users by conducting training sessions in MS Excel and   other data systems; provides additional support as needed. 

· Prepares accurate time estimates for projects and manages tasks   to meet deadlines.