ACCOUNTING & OPERATIONS ANALYST

JOB SUMMARY

The Accounting & Operations Analyst is responsible for managing the day-to-day financial operations of the practice, including overseeing accounts receivable (AR), accounts payable (AP), payroll, and supporting financial analytics. This role will work closely with leadership to ensure accurate financial reporting, compliance with internal policies, and contribute to strategic decision-making as the practice expands.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

FINANCIAL OPERATIONS & REPORTING

• Oversee accounts payable (AP) and accounts receivable (AR) to ensure accurate and timely processing.
• Reconcile bank accounts and general ledger on a monthly basis, ensuring accuracy and completeness.
• Assist in the preparation of monthly, quarterly, and annual financial reports for management review.
• Process payroll and ensure compliance with tax regulations and internal policies.
• Coordinate with external accountants or auditors as needed during tax filings or audits.

ANALYTICS & REPORTING

• Utilize business intelligence platforms (e.g., Tableau, Power BI) to generate and maintain key financial and operational reports.
• Assist in developing performance dashboards to inform business decisions and monitor the financial health of the practice.
• Provide financial insights and recommendations to senior management based on data analysis.

ADMINISTRATIVE & OPERATIONAL SUPPORT

• Support day-to-day operations by providing financial guidance to various departments.
• Assist in budgeting and forecasting processes, collaborating with leadership on financial planning.
• Ensure the integrity and accuracy of the patient financial information within the practice’s systems.

CONTINUOUS IMPROVEMENT & COMPLIANCE

• Cross-train in related functions to improve business processes and enhance operational flexibility.
• Stay up to date with accounting best practices, tax regulations, and industry-specific financial standards.
• Assist with implementing process improvements to streamline accounting systems and reduce inefficiencies.

COMPETENCIES:

• Strong understanding of accounting principles, financial analysis, and reporting.
• Proficiency with accounting software (QuickBooks, Xero, or similar) and Microsoft Office (Excel required).
• Familiarity with data analytics tools such as Tableau or Power BI is a plus.
• Exceptional attention to detail, organizational skills, and ability to manage multiple tasks.
• Strong problem-solving skills and the ability to work independently and within a team.
• Excellent communication skills, with the ability to convey complex financial data to non-financial stakeholders.

SUPERVISORY RESPONSIBILITIES:

None

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an employee encounters while performing the essential job functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is occasionally exposed to work near moving mechanical parts and risk of vibration. The noise level in the work environment is usually moderate. Work is performed in an office environment with normal light, heat and air. 

PHYSICAL DEMANDS:

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

While performing the duties of this job, the employee is regularly required to stand, walk, sit, use hands, reach with arms and hands, and talk and hear. The employee is occasionally required to climb or balance, stoop, crouch, kneel, crawl. The employee must occasionally lift and/or move up to 25 pounds. 

TRAVEL REQUIRED:

None

PREFERRED EDUCATION AND EXPERIENCE:

High school diploma or GED is required

2 year college degree is preferred

2-3 years of experience working within a health care setting in which the primary responsibility was the completion of clerical, general office, patient accounting and reception oriented tasks.