Financial Analyst & Accounting Specialist

About This Role

This hybrid role involves both strategic financial analysis and day-to-day accounting operations within Think Whole Person Healthcare. It works closely with senior leadership on budgeting and forecasting, while also ensuring accurate execution of core accounting functions for physicians and external auditors.

Responsibilities

• Assist senior leadership, directors, and managers in developing, reviewing, and monitoring annual budgets and other financial initiatives
• Provide training in finance, process improvement, and operational best practice to various departments
• Serve as the primary contact for physicians regarding all financial information related to their practices, including monthly and annual compensation calculation
• Prepare monthly and quarterly financial reports, including variance analysis (budget vs. actual), prior-year comparisons, and updated forecasts
• Monitor and ensure day-to-day accounting functions are reviewed
• Prepare and submit periodic reporting, including monthly state and city sales tax returns, liaison with external audit and tax firms
• Conduct Performa and ROI analyses to evaluate projects and investments, providing data-driven recommendations based on historical and projected financial performance
• Prepare detailed analyses of financial and expense performance, including rate of return, depreciation, working capital, and investment metrics

Requirements

• Bachelor’s degree in finance or accounting
• Minimum 1 year related experience
• Knowledge of Generally Accepted Accounting Practices (GAAP)
• Knowledge of HIPAA and health management information regulations
• Skill in using Microsoft Word, Excel, Access, and Outlook

Qualifications

• Bachelor’s degree in finance or accounting
• Minimum 1 year related experience, with previous healthcare reporting preferred

Nice to Have

• Previous healthcare reporting experience

Skills

* Required skills