Sr Accounting Analyst - Financial Reporting and Tax

POSITION SUMMARY:

To be fully engaged in providing Quality/No Harm, Customer Service and Stewardship goals and objectives. Under the general supervision of the Accounting Supervisor/Corporate Accounting Manager, the Sr. Accounting Analyst provides superior quality, competitive value and outstanding service. The Sr. Accounting Analyst’s responsibilities include work that is varied and challenging in character, with responsibility for recommendations and decisions. The Sr. Accounting Analyst will support Health First leadership, across all levels, to communicate financial positions, provide recommendations, analyze complex financial transactions and apply generally accepted accounting principles (GAAP). Additionally the Sr. Accounting Analyst will support finance management in leading, mentoring and coaching Finance staff.

PRIMARY ACCOUNTABILITIES:

Quality/No Harm:

• Provide financial close leadership including:

1. Identify balance sheet anomalies, identify the correct course of action and consult relevant leadership.
2. Prepare high-risk balance sheet write-ups as assigned.
3. Approve non-standard journal entries within pre-defined approval limits.
4. Prepare and post journal entries with a high degree of complexity.
5. Provide guidance and advice to staff during the close process to ensure the close process is efficient and accurate.
6. Support the leadership by monitoring specific entities/transaction cycles during the close process to verify the close process is completed timely.

• Support Finance goals, reporting and control requirements which may include:

1. Review sales and use tax.
2. Prepare various tax returns including 990.
3. Review various tax returns including 990.
4. Prepare bank recons for entities with a high difficulty level.
5. Prepare high-risk account reconciliations as assigned.
6. Review account reconciliations.
7. Provide significant support/lead various financial audits.
8. Mentor and coach Finance staff on applicable reporting and control responsibilities Research applicable accounting and regulatory guidance for specific transactions and Accounting Standard Updates (ASUs).
9. Prepare/review statutory financial statements.

• Provide leadership and guidance to significant transaction cycles and processes:

1. Treasury Services
2. Fixed Assets
3. Lease Accounting
4. Intercompany Accounting
5. Debt Compliance
6. Tax Compliance
7. Statutory/Regulatory
8. Internal/Line of Business Reporting
9. External Reporting
10. Mentor and coach staff on areas of expertise

• Lead, develop and support ad hoc projects as assigned which may include:

1. Surveys
2. Information requests (business interruption, rating agency data, etc.)
3. Department leader project requests
4. Process improvement task forces
5. Other ad hoc requests

Stewardship:

▪ Participate in projects identifying financial savings, as assigned.

▪ Actively engage in streamlining processes and process improvements.

▪ Have a working knowledge of Lean concepts.

▪ Continuously seek to improve the department’s work quality, efficiency and technical

knowledge.

Customer Experience:

▪ Maintain a positive & respectful attitude towards colleagues as well as external

customers.

▪ Actively engage in team projects, team events and meetings.

▪ Consistently exhibit excellent teamwork skills.

▪ Reliably complete assignments by deadlines, with few exceptions.

▪ Provide clear communication to colleagues, respective leader(s) and senior management

both orally and written, when necessary.

▪ Consistently provide productive discussion, ideas and encouragement to foster teamwork

and collaboration on the team.

▪ Strive to foster a collaborative team and encourage others to excel

QUALIFICATIONS REQUIRED:

▪ BS degree in accounting, finance, or related field, from an accredited college or university required.

▪ Master degree desired.

▪ CPA licensure preferred

▪ Five plus accounting analysis experience preferred.

▪ Experience in the Healthcare industry preferred.

▪ Prior experience and knowledge in the use of software packages such as PeopleSoft Financials, Microsoft Excel, Word, Access, and Windows.

▪ Extensive knowledge of concepts, practices, and procedures of GAAP.

▪ Ability to work independently with minimal supervision.

▪ Enthusiasm and high level of job interest.

▪ Possess excellent analytical and problem solving skills.

▪ Possess computer abilities as well as oral and written communication skills.

▪ Demonstrates the ability to relate well with all customers and peers.

▪ Ability to prioritize and organize to maximize quality, value, and service.

▪ Possesses and applies fundamental accounting and financial concepts necessary to analyze the financial position of the organization.

▪ Remain current on all financial regulations and standards.

PHYSICAL DEMANDS:

▪ Able to sit and view computer screen for up to three hours at a time.

▪ Ability to occasionally stand; walk; use hands to handle or feel; and reach with hands and arms.

▪ Able to frequently lift and/or move up to 25 pounds.

▪ Specific vision abilities include close vision, depth perception, and ability to adjust focus.

MENTAL DEMANDS:

▪ Able to work in deadline driven environments.

▪ Able to prioritize and meet deadlines.

▪ Able to provide frequent updates on projects.

▪ Able to work in moderate noise level.

▪ Able to lead and collaborate in a team environment.

COMPETENCY ASSESSMENT/SKILLS CHECKLIST:

▪ Knowledge of policies and procedures.

▪ Must adhere to Health First policies and procedures including the I-CARE Values.

▪ Ability to assist with various projects on an as needed basis.

▪ Understanding of fundamental concepts to solve practical problems.

▪ Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule

form.

▪ Possess strong technical and professional skills.

▪ Possess strong organizational and communication skills.

▪ Multi-task oriented.

▪ Ability to work as part of a team

ABOUT HEALTH FIRST

At Health First, diversity and inclusion are essential for our continued growth and evolution. Working together, we strive to build and nurture a culture that recognizes, encourages, and respects the diverse voices of our associates. We know through experience that different ideas, perspectives, and backgrounds create a stronger and more collaborative work environment that delivers better results. As an organization, it fuels our innovation and connects us closer to our associates, customers, and the communities we serve.