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Financial Advisor II Southwest Health Plans
- Baylor Scott & White Health (Madison, WI)
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About Us
Here at Baylor Scott & White Health we promote the well-being of all individuals, families, and communities. Baylor Scott and White is the largest not-for-profit healthcare system in Texas that empowers you to live well.
Our Core Values are:
+ We serve faithfully by doing what's right with a joyful heart.
+ We never settle by constantly striving for better.
+ We are in it together by supporting one another and those we serve.
+ We make an impact by taking initiative and delivering exceptional experience.
Benefits
Our benefits are designed to help you live well no matter where you are on your journey. For full details on coverage and eligibility, visit the Baylor Scott & White Benefits Hub to explore our offerings, which may include:
+ Eligibility on day 1 for all benefits
+ Dollar-for-dollar 401(k) match, up to 5%
+ Debt-free tuition assistance, offering access to many no-cost and low-cost degrees, certificates and more
+ Immediate access to time off benefits
At Baylor Scott & White Health, your well-being is our top priority.
Note: Benefits may vary based on position type and/or level
Job Summary
Prepares financial statements. Performs monthly balance sheet and income statement analyses. Analyzes changes in financial position and budget variance. Consults and advises senior management on complex financial and operational issues. These issues impact the strategic financial plans of the organization. Works with limited supervision of senior financial management.
Essential Functions of the Role
+ Examines, investigates, and advises senior management on institutional financial variance reports.
+ Evaluates financial results and provides management with reports as required.
+ Coordinates opportunities to enhance revenue and/or reduce cost providing management with data to support findings.
+ Advises senior management on issues related to the financial operations of various departments.
+ Meets with senior management to review financial operation of various departments.
+ Strives to meet deadlines on special projects and studies as assigned.
+ Prepares and coordinates the end of month close cycle.
+ Prepares the month end journal preparation process for efficient and accurate closes.
+ Coordinates the review process each month after close cycle for completeness and accuracy.
+ Understands moderately complex financial information to ensure financial reports have a high degree of integrity.
+ Evaluates month end process and recommends processes for improvement.
+ Creates and educates staff on advanced Invision reporting and study.
+ Writes and revises moderately complex PS Invision reports prior to dissemination to leadership.
+ Completes assigned report writing projects on time.
+ Coordinates the preparation of financial reports in formats that are easy to read and understand.
+ Creates moderately complex ad hoc reports as requested.
+ Assists with the education of senior management on uses of financial reports.
+ Performs moderately complex studies for external users of financial information.
+ Provides management appropriate complex financial studies timely and efficiently.
+ Recommends changes in financial operations that improve financial performance.
+ Maintains favorable working relations with external users of financial information.
+ Reviews variances prior to dissemination of complex financial reports.
+ Develops multiple system computer-based programs for use in financial and operational reporting.
+ Develops computer-based programs that assist leadership in understanding the complexities of operational data.
+ Enhances the financial reporting environment through efficient operating procedures.
+ Provides timely and accurate reports using multiple databases.
+ Coordinates the collection of data from appropriate sources converting to easily understood financial information.
+ Performs other position appropriate duties as required in a competent, professional and courteous manner.
Key Success Factors
+ Proficient with MS Office applications.
+ Proven leadership, management, research and communication abilities.
+ Must have sold financial analysis work experience.
Belonging Statement
We believe that all people should feel welcomed, valued and supported, and that our workforce should be reflective of the communities we serve.
QUALIFICATIONS
+ EDUCATION - Bachelor's or 4 years of work experience above the minimum qualification
+ EXPERIENCE - 5 Years of Experience
As a health care system committed to improving the health of those we serve, we are asking our employees to model the same behaviours that we promote to our patients. As of January 1, 2012, Baylor Scott & White Health no longer hires individuals who use nicotine products. We are an equal opportunity employer committed to ensuring a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
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