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Financial Systems Analyst

Analyzes past and present financial data of organization and estimates future revenues and expenditures, applying principles of finance. Conducts and documents financial analysis projects. Assists organization with financial functions, such as assessing, auditing, planning, budgeting, taxes, consolidation, cost control, and project control. Evaluates and analyzes capital expenditures, depreciation, proposals, investment opportunities, rate of return, profit plans, operating records, financial statements, etc. : Analyzes records of present and past operations, trends and costs, estimated and realized revenues, administrative commitments, and obligations incurred to project future revenues and expenses. Documents revenues and expenditures expected and submits to management. Develops financial/accounting concepts for financial planning and control. Assists in preparation of special studies, analyses, and recommendations in areas such as budgets, forecasts, financial plans, governmental requirements, statistical reports, and business forecasts. Advises management on matters, such as effective use of resources and assumptions underlying budget forecasts. Interprets budgets to management. Conducts and may lead audits. May assist in financial analysis of legislative projects to develop capital improvement budget. May act as consultant to management on financial policies, procedures, and applications. May assist communities in developing budget and efficient use of funds. May provide functional and technical direction to other staff members.

Patient Financial Services Director

Plans and directs business office operations of the medical facility to ensure that revenue management functions meet customer and organizational requirements. Plans and directs business office operations to include such functions as admitting, patient registration, billing, collections, and insurance claims. Typically requires a college degree in business and related managerial experience.: Assists in coordinating and maintaining patient financial services programs to ensure compliance with current payments, rules, and regulations that impact the medical center and/or physician's billing and collections process. Monitors and ensures compliance with Medicare and Medicaid documentation guidelines. Monitors and evaluates current reimbursement/payment rules and ensures that legislative and regulatory changes impacting medical billing are anticipated and communicated to the clinical faculty, staff, and departmental billing personnel. Develops techniques for effective analyses of billing and collections efforts. Oversees resolution of third party denials and assists with reimbursement appeals and problems. Prepares financial reports and analyses to show progress or adverse trends and makes appropriate recommendations or conclusions. Assists in identification of new technologies that will improve departmental operations. Develops departmental strategies to meet cash projection formulas, reduce days in Accounts Receivable, and reduce denials. Ensures compliance with State and Federal law, compliance plans, HIPAA, and JCAHO guidelines. Prepares and manages the departmental budget. Hires, develops, and motivates a qualified Patient Financial Services staff. May provide assistance to physicians in determining appropriate use of codes for maximizing reimbursement of physician services.

Top Financial Officer

Directs and coordinates company's financial affairs according to financial principles and government regulations. Establishes major economic objectives and policies for the company. Directs and prepares financial analyses of operations for guidance of management. Typically reports to Chief Executive Officer or Chief Operations Officer and director level personnel report to this position.: Reports and recommends to top management or Board of Directors in regard to policies and programs. Plans and directs new operational procedures to obtain optimum efficiency and reduced costs. Establishes extensive line of credit. Directs receipt, disbursement, and expenditures of money or capital assets. Approves and signs documents effecting monetary transactions. Directs the activities concerned with safekeeping, control, and accounting for assets and securities. Directs preparation of budgets and financial forecasts. Analyzes division or department budget requests to identify areas in which reductions can be made, and allocates operating budget. Directs the preparation of reports that outline company's financial position in areas of income, expenses, and earnings based on past, present and future operations. Directs preparation of directives to division or department administrator outlining policy, program, or operating changes to be implemented. Promotes organization in financial markets to assure sources of capital.

Financial Top Officer

Associate Financial Analyst

Assists in compiling, analyzing and interpreting financial information for management decision-making. Assists organization with financial functions, such as assessing, auditing, planning, budgeting, taxes, consolidation, cost control, and project control. Analyzes past and present financial data of organization and estimates future revenues and expenditures, applying principles of finance. Assists in the compilation of the annual plan capital budget, monthly forecast capital expenditures updates, and the long-range plan capital expenditure projections. Analyzes capital expenditures, depreciation, proposals, investment opportunities, rate of return, profit plans, operating records, financial statements, etc. Analyzes the financial projections for monthly income estimate forecasts, annual and long-range plans, and special studies using integrated financial software.: Generates the monthly income estimate and operating reports including written commentary and analysis of variances. Performs other ad-hoc financial studies such as lease versus purchase, internal rate of return, etc. Assists in accounting for all assigned financial transactions in an effective and efficient manner by gathering, analyzing, classifying, and recording financial data. Summarizes financial data through the preparation of reports, schedules, statements, invoices, and filings, including rate filings. Analyzes accounts and financial results by developing an understanding of assigned financial and related business transaction flows, including supporting electronic data processing systems. Maintains accurate financial and accounting records which are in compliance with applicable company policies.

Financial Planning & Analysis Manager

Provides overall financial planning and analysis for the organization. Implements and executes financial analysis and financial planning and forecasting activities of organization. Develops, implements, and refines tools and techniques for financial analysis within the business to ensure that the needs of the business are consistently met. Oversees the data collection, monitoring, analysis, and reporting of revenues and expenses of the business. Assists in developing the annual expense and capital expense budgets for the organization. Designs and refines processes and procedures, and carries out and monitors these activities. Analyzes monthly projected performance, with particular emphasis on sales volume and product or service profitability. Provides analytical inputs to projects run primarily by upper management. Forecasts and analyzes organization's promotional allowance spending.: Provides analytical and implementation support to the organization across the spectrum of financial, growth, and process-improvement opportunities. Develops appropriate productivity targets and metrics that drive achievement of the organization's financial targets. Executes and monitors processes for the timely and efficient preparation of the annual budget, the mid-year estimate, and the annual strategic plan. Provides accurate updates of financial forecasts (risk and opportunity analyses) for both profitability and cash flow. Prepares the monthly sales forecasts for the organization. Provides analytical support by developing and analyzing financial models as a basis for understanding and communicating the financial implications of perceived opportunities and problems in the organization. Coordinates and supports new and reformulated product or service costing, including gathering and evaluating data from Operations, Procurement, Distribution, Sales, and Marketing. Prepares pricing and profitability analysis for new and reformulated product or service proposals for the organization. Develops and carries out the ongoing analysis of monthly operating performance of the organization, with particular emphasis on sales volume and product or service profitability, and drafts monthly narrative commentary on financial results. Reads, analyzes, and interprets general business periodicals, professional journals, technical procedures, or governmental regulations. Writes reports, business correspondence, and procedure manuals.

Counselor Financial Aid

Interviews students applying for financial aid, such as loans, grants-in-aid, or scholarships, to determine eligibility for assistance in college or university. Confers with individuals and groups to disseminate information and answer questions relating to financial assistance available to students enrolled in college or university.: Interviews students to obtain information needed to determine eligibility for aid. Compares data on students' applications, such as proposed budget, family income, or transcript of grades, with eligibility requirements of assistance program. Determines amount of aid, considering such factors as funds available, extent of demand, and needs of students. Authorizes release of funds to students and prepares required records and reports. May assist in selection of candidates for financial awards or aid granted by specific department. May specialize in specific aid program.

Financial Specialist

Analyzes client's financial situations and helps client reduce and eliminate their debt through a debt management program and plan and save for retirement. Gathers client's budget information, financial obligations, and goals. Identifies and assesses client's financial problems and needs. Recommends and counsels client on financial options or solutions, using their knowledge of consumer debt, consumer loans, types of interest, investments, tax laws, and insurance.: Assists clients in identifying and planning to meet their short-and long-term financial goals. Helps clients with retirement and estate planning, funding the college educations of children, and general investment choices. Develops a comprehensive financial plan that identifies problem areas, makes recommendations for improvement, and selects appropriate investments compatible with the client's goals, attitude toward risk, and expectation or need for a return on the investment. Meets potential clients by giving seminars or lectures or through business and social contacts and/or by making sales calls and marketing financial services. Conducts face to face and telephone financial counseling sessions with clients, updating them on potential investments and adjusting their financial plan to any life changes, such as marriage, disability, or retirement. Assists a high number of clients by managing their financial plans, and may manage their financial products and services. May provide tax advice or sell life insurance. May specialize in areas such as retirement and estate planning or risk management.

Financial Clerk

Provides financial, administrative, and clerical services to organization or department. Reviews a variety of financial documents such as claim forms, vouchers, invoices, and purchase orders to determine eligibility for payment, to verify accuracy of payment made, and to verify all calculations and codes on documents, according to defined procedures and policies. Posts figures to appropriate accounts through a computer and verifies all data entered.: Maintains listing of accounts receivable and payable and updated vendor files. Maintains and checks financial accounts and records. Enters and retrieves information from a computer database or spreadsheet using software. Prepares correspondence, documents, records, and other written material in draft form. Reconciles all entries, both credits and debits. Prepares simple financial or statistical reports from data entered, including status of accounts, current balances, and cash received or paid. Receives cash payments, issues receipts, prepares checks for disbursement, deposits funds into appropriate accounts, prepares reconciliation of balances, and posts balance to appropriate ledgers. Contacts department managers, clients, vendors, etc., to obtain additional information if necessary. Provides routine information orally or in writing in response to inquires on financial records. Files and maintains all related records such as records related to processing of payrolls, invoices, vouchers, bills, and correspondence. Receives, balances, and audits payroll time records. Prints and distributes monthly financial reports. Maintains filing system for all financial documents. Ensures the confidentiality and security of all financial and employee files. Maintains ?knowledge of current office administration and bookkeeping procedures. Provides administrative support which may include maintaining inventory files, monitoring and ordering office supplies, preparing purchase orders, preparing travel and accommodation documents and travel advances for staff, and reviewing and verifying travel claims. Performs related clerical duties as required. Operates a personal computer, peripheral equipment, and other related office equipment.

Director Financial Aid & Placements

Directs scholarship, grant-in-aid, and loan programs to provide financial assistance to students in college or university: selects candidates and determines types and amounts of aid. Organizes and oversees student financial counseling activities. Coordinates activities with other departmental staff engaged in issuing or collecting student payments. May teach. May select financial aid candidates as members of committee and be designated chairperson, scholarship and loan committee.

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