Financial Analyst- Des Moines, IA

VISION & MISSION
The Iowa Primary Care Association’s (Iowa PCA’s) vision is health equity for all.  Our mission is enhancing community health centers’ capacity to care. All employees of the Iowa PCA are expected to represent the company vision and mission.
PURPOSE OF POSITION
This position is responsible for understanding, maintaining, and enhancing the complex accounting process and supporting documentation for the financial reporting functions. The Financial Analyst will have an active role in monthly reporting and analysis, cash management, ad hoc reporting, budgeting, forecasting and projections in order to ensure all commitments are met and contribute toward our goal of delivering quality service to the Association, its affiliates and its members.
ESSENTIAL DUTIES AND RESPONSIBILITIES
The following duties are normal for this position.  These are not to be construed as exclusive or all inclusive.  Other duties may be required and assigned.

Finance and Accounting

  • Review worksheets, journal entries and reconciliations in support of monthly, quarterly and annual financial statements.
  • Assists in maintaining a chart of general ledger accounts to promote effective reporting and analysis by proposing new accounts, programs and/or funding sources for approval by the Director of Finance.
  • Review monthly financial reports prepared by Financial-Grant Accountant to program managers and directors of all departments.
  • Track assets, liabilities, expenses and revenues vs. budget, forecast and prior year and work with managers and directors to provide written analysis of material fluctuations.
  • Generate all reporting associated with designated awards.
  • Assist Director of Accounting in overseeing all financial, project/program and grants accounting; ensure that expenditures are consistently aligned with grant and program budgets throughout the grant/fund period.
  • Assemble financial reporting materials for government, corporate, and foundation grants with assistance from Financial-Grant Accountant as requisite training is completed and availability allows
  • Support program managers/directors with reporting associated with advanced and/or complex awards along with any reports that require restricted fund information as directed.
  • Support in addressing all financial needs and questions; maintaining budgets; providing oversight for projected balances, expenses and payroll; spending levels.
  • Assist with preparation of monthly Finance Committee package, including detailed financial statements, forecasts and analysis.
  • Assist with preparation of annual budget and required forecasts in a timely manner.
  • Partners with the Financial-Grant Accountant to assist in the annual audits and tax filing activities.
  • Responsible for streamlining, improving efficiency on internal finance processes.
  • Develops staff training on internal finance processes/procedures.

Special Projects and Analysis

  • Independently compile spreadsheets, tables, memoranda and/or presentations from information provided by the Director of Accounting, CFO or leadership team.
  • Develop, maintain and distribute as-hoc reports and financial models as needed.
  • Utilizes accounting, and budget software to develop, maintain and distribute financial models as needed.

Expected Values and Behaviors:
The person in this position will be expected to model our workplace values which are:

  • Collaborative – We are one team. Celebrate success together. Learn from failure together. Willing to embrace change and responsive to each other. We can and should depend on each other. Share your work and ask questions. Offer to help, offer to learn, and offer solutions to problems.
  • Accountable – We work for health centers and we work with each other. Tell the truth, keep your word, listen, and make it better. Expect excellence from yourself and others.
  • Respectful – Approach every interaction with thoughts of equity, inclusion, and humility. We are one organization, and we are many people. We understand our differences and are better for it. Welcome feedback of all kinds. We are all learning something.
  • Deliberate – Always understand the problem before trying to solve it. Nothing should be done without a purpose. Unite around common goals, visions, and strategies.
  • Proactive – We seek opportunities to learn and prepare for future challenges. Everyone is responsible, expected and empowered to prepare us for the future. Train and plan for what comes next and who comes after us.
  • Transformative – We empower systems change with a lens of excellent healthcare, health equity and compassion. Or health centers lead the way; we will clear the way. Adapt to changing circumstances and improve through adversity.
SUPERVISORY RESPONSIBILITIES
This position has no supervisory responsibilities.
QUALIFICATIONS 
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience:
  • Associate’s or bachelor’s degree in accounting or Finance
  • Minimum of 3 years’ experience in reporting and financial analysis.
  • Knowledge of standard accounting practices and procedures.
  • Demonstrated high proficiency with Microsoft Office, particularly with Microsoft Excel.
  • Strong organizational and communication skills.
  • Attention to detail and ensuring accuracy of data.
  • Ability to take direction and perform successfully both independently and as a team member.

Language Skills:
Ability to read and interpret documents, operating and procedure manuals.  Ability to write routine reports and correspondence.  Ability to speak effectively before groups of customers or employees of an organization. 

Mathematical Skills:
Ability to calculate figures and amounts such as discounts, interest, proportions, percentages, area, circumference, and volume.  Ability to apply concepts of basic algebra and geometry.

Reasoning Ability:
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.  Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Computer Skills:
To perform this job successfully, an individual should have knowledge of Microsoft Office programs, including spreadsheets, word processing, and databases.

Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential 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 regularly required to sit and talk or hear.  The employee is occasionally required to sit and use hands to finger, handle, or feel.  The employee must occasionally lift and/or move up to 10 pounds.  Specific vision abilities required by this job include close vision.

Work Environment:
The work environment characteristics described here are representative of those an employee encounter while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  Professional business office work setting. 

Additional Info

  • Specialty: Iowa Primary Care Association
  • Position Type: Full Time
  • Location: Des Moines

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