Financial Analyst

Financial Analyst 

Department/Program: Finance 

Reports To: Director of Finance and Accounting 

Status: Salary Exempt 

Location: Hybrid 

POSITION SUMMARY  

The Financial Analyst is relied upon and is a critical team member ensuring the integrity of financial statements and supporting the ongoing accounting, financial and operational activities that help enable Fora Health to operate effectively and efficiently. This position requires: 

• Knowledge of accounting concepts, financial analysis techniques and an ability to explain these concepts and techniques to others 

• Proactivity and adaptability to the constant changes in the healthcare industry  

• Desire to learn and grow and seek opportunities for improvement 

• Self-motivation and self-direction resulting in both identifying issues or opportunities and solving or capitalizing on those opportunities 

• Collaboration and team participation with a positive attitude and strong work ethic 

• A data-driven mindset with curiosity to explore new tools and techniques for accessing and translating data efficiently and effectively  

ESSENTIAL JOB FUNCTIONS 

• Prepare journal entries, perform account reconciliations, and identify and resolve discrepencies 

• Review and provide backup for payroll processing and related activites 

• Review accounts payable entries for accure data entry including appropriate coding and approvals and in rare cases, provide AP back-up support 

• Administer the organization’s credit card program including the use of Concur for expense reporting 

• Reconcile daily cash activity and prepare weekly accounts payable dispursement schedule 

• Prepare monthly departmental financial analysis and and provide feedback and recommendations to department leadership 

• Support annual budget preparation including template preparation, financial modeling, program guidance, and recommendations 

• Create and update financial models for evaluating potential program or service changes 

• Support the key operational programs with ongoing analysis and modeling to help drive efficiencies and improve program growth and effectiveness 

• Coordinates and leads the annual external financial audit  

• Review and track vendor and grant agreements 

• Identifies and problem-solves issues as encountered using critical thinking, analytics and collaboration 

• Continuously improve existing processes to enable increased accuracy and efficiency 

• Other duties as assigned 

Acquires continually expanding skills in: 

• Understanding of program mix and the environment of recovery 

• Demonstrates the ability to work effectively with diverse cultures 

• Understands the relationship between revenue recognition and claim submission to assure complete, accurate, and timely billing information is provided to accounting for the preparation of financial statements 

• Establishes good working relationships and open communication with staff, clients, and funding sources 

• Works closely with Finance team and the rest of the organization to develop and maintain a working relationship that enhances the goals of revenue expansion, quality, and improved cash flow 

SUPERVISORY FUNCTIONS 

• No current supervisory function 

QUALIFICATIONS  

EDUCATION AND EXPERIENCE REQUIRED 

• Bachlors degree in accounting, finance, business administration, economics or related field 

• 2-3 years accounting and/or finance experience preferred 

• CMA or CPA preferred but not required  

• Strong analytical skills and ability to interpret financial data 

• Highly proficient in Microsoft Office products, particularly Excel (required) 

• Experience with financial software applications 

• Non-profit and/or healthcare accounting or finance experience preferred but not required 

• Keen problem solving skills with the ability to identify and solve problems with minimal support 

• Strong attention to detail and ability to meet deadlines 

• Ability and desire to translate complex financial concepts to individuals at all levels including finance and non-finance positions 

• Exceptional ability to work independently using project management skills 

• Personal qualities of integrity, credibility, and unwavering commitment to organization’s mission 

ABOUT FORA HEALTH

Looking for a meaningful career? At Fora Health, we employ a team of passionate, diverse and caring people who are committed to carrying out our mission to provide treatment, care and advocacy for all who are affected by substance use disorder. We are seeking dedicated individuals to join our experienced team of professionals in the fight to overcome the stigma of addiction and mental health. Come join one of Oregon’s largest and most reputable providers of substance use disorder and co-occurring mental health treatment for adults!

Fora Health is committed to providing a wide range of accessible, coordinated, and well-integrated services that benefit the community and support our clients to recover and to maintain recovery from addiction. To maintain an organizational culture which supports Fora's mission, each employee will, at a minimum:

1. Have knowledge of substance use disorders.
2. Recognize the importance of family, social networks, and community systems in the treatment and recovery process.
3. Respect the diversity and uniqueness of all people.
4. Recognize that a healthy work environment is maintained through the practice of mutual respect and healthy self-care.
5. Uphold the highest standard of customer service to clients, referents, and all community partners.

BENEFITS

• Kaiser medical insurance
• Comprehensive dental and vision insurance
• Employer-paid basic life and accidental death & dismemberment insurance
• Additional voluntary insurance (short-term disability insurance, supplemental group life insurance, accident & critical illness insurance, and pet insurance)
• Flexible Spending Account (FSA) for healthcare, dependent care and transportation costs
• 401K plan with Employer Matching up to 6%
• 4 weeks paid vacation, one floating holiday & sick leave
• 10 observed holidays, paid bereavement and paid jury duty days
• Flexible schedules
• Employee Assistance Program
• Discounted 24 Hour Fitness membership from $6.99/month
• One free employee meal on days worked at our Cherry Blossom location
• Online education tools for CEUs
• Critical shift compensation up to double hourly pay rate and shift premiums for certain positions
• Employee referral bonus
• Education grant program reimbursement for continuing education expenses after 90 days of employment
• Loan forgiveness for eligible medical and clinic positions
• Free parking at our two facilities

Employees may be eligible for education grants:

• National Health Service Corps (NHSC)
• NURSE Corps
• Public Service Loan Forgiveness (PSLF)

Fora Health is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Fora Health encourages applications from those who are in recovery. Please note that we require individuals in recovery to certify that they have at least six months of sobriety for non-patient facing positions or two years of continuous sobriety for patient-facing positions upon hire.

Fora Health is a second chance employer and complies with applicable laws regarding consideration of criminal background for employment purposes. Fora Health conducts a background check for all positions upon offer of employment. Government regulations, contractual requirements, or the duties of certain jobs may require us to take appropriate action to address prior criminal convictions.

Salary : $52,416 - $71,320