Job Summary:
The Senior Financial and Accounting Analyst combines business intelligence, financial and operational analysis, and senior accounting responsibilities onsite within a Federally Qualified Health Center (FQHC). Approximately 60% of the role focuses on business intelligence, analytics, executive reporting, and planning; the other 40% supports accounting, financial reporting, and internal controls. The onsite role integrates financial, clinical, operational, workforce, and revenue-cycle information to support executive decisions and organizational performance improvement.
This is an onsite position and reports to the Controller and works closely with the CFO and executive leadership team; collaborates with Finance, Operations, Clinical Services, Revenue Cycle, Human Resources, and Information Technology.
Essential Functions:
The approximate distribution of duties is 60% business intelligence/analytics and 40% accounting/reporting. Actual time allocation may vary based on organizational priorities.
EF1 — Business Intelligence, FQHC Analytics and Financial Planning
• Develop and maintain Power BI, Excel, SQL, or similar dashboards, scorecards, KPIs, and executive reporting; automate reporting and improve data integrity.
• Integrate and interpret financial, clinical, operational, EHR, general ledger, HRIS, and revenue-cycle data; communicate actionable insights to leadership.
• Analyze budget-to-actual results, prior-period trends, forecasts, benchmarks, patient volumes, provider productivity, payer mix, and revenue per visit.
• Evaluate reimbursement, payer performance, PPS, managed care and value-based payment results, staffing, labor utilization, service-line margin, cost per visit, access and efficiency.
• Prepare and support UDS and HCAI reporting; provide ad hoc analytical and executive decision support.
• Support annual budgets, forecasts, strategic scenario modeling, long-range financial planning and financial sustainability analyses.
EF2 — Accounting, Financial Reporting and Controls
• Prepare journal entries and accruals; perform subledger, accounts, and balance sheet reconciliations and investigate discrepancies.
• Support the monthly close and financial statement preparation, including non-patient revenue and accounts receivable reconciliations.
• Support grant and restricted-fund accounting and reporting for internal and external stakeholders.
• Maintain internal control processes and supporting documentation; support external audit and regulatory reporting requests.
• Perform assigned work consistent with GAAP, organizational policies, and applicable regulations.
Knowledge / Skills / Abilities:
- Work collaboratively with people of all ages, social, and ethnic backgrounds
- Work independently and as part of a team
- Excellent time management and ability to manage multiple priorities and meet deadlines
- Ability to work in a fast paced environment
- Strong written, verbal, quantitative, and executive presentation skills
- Advanced Excel skills, including pivot tables, formulas, analysis, and financial modeling
- Ability to communicate complicated financial and operational findings clearly and credibly
- Ability to collaborate with clinical, operational, revenue-cycle, finance, HR, and IT professionals
- Working knowledge of month-end close, general ledger, reconciliations, GAAP reporting, budgeting, and forecasting
- Maintains patient, employee, financial, and organizational confidentiality consistent with HIPAA and organizational requirements
- Ability to develop dashboards and KPI reporting, apply business intelligence methods, and interpret multifaceted data sets
- Proficiency with financial reporting tools; experience with Power BI and SQL or similar query tools preferred
- Working knowledge of healthcare reimbursement, patient revenue cycle, grants, and FQHC reporting is desirable
- Working knowledge of enterprise finance/ERP applications (e.g., Sage Intacct, NetSuite, Workday, Oracle, or similar)
Information Management:
- Treats all information and data within the scope of the position with appropriate confidentiality and security
Minimum Position Qualifications:
- Education:
Bachelor’s degree in Accounting, Finance, Business, or a related field.
- Experience / Training:
4–6+ years of relevant experience across accounting, financial analysis, and/or business intelligence; experience using financial reporting and data analysis tools.
Preferred Position Qualifications:
- Education:
MBA or other relevant advanced degree.
- Experience / Training:
Experience in an FQHC or community health center; healthcare financial/operational analytics, PPS and managed-care reporting, patient revenue cycle and grant accounting; strong Power BI, SQL and Blackbaud accounting system experience.
- License / Certification:
CPA or CMA.
Additional Requirements:
- Able to work onsite
- Able to work flexible hours
- Able to work at various health center locations and outreach sites as needed
Environmental Conditions:
- This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Position involves sitting for extended periods of time while working at a computer. Positions in this job family typically work in an office setting but may be assigned more physical duties such as transporting office supplies and equipment.
Skills Required
- Bachelor's degree in Accounting, Finance, Business, or a related field
- 4–6+ years of relevant experience across accounting, financial analysis, and/or business intelligence
- Advanced Microsoft Excel skills, including pivot tables, formulas, analysis, and financial modeling
- Working knowledge of month-end close, general ledger, reconciliations, GAAP reporting, budgeting, and forecasting
- Ability to develop dashboards and KPI reporting, apply business intelligence methods, and interpret multifaceted data sets
- Strong written, verbal, quantitative, and executive presentation skills
- Ability to maintain confidentiality consistent with HIPAA and organizational requirements
- Ability to work onsite, flexible hours, and at various health center locations and outreach sites as needed
- Experience using financial reporting and data analysis tools
- Experience with Power BI and SQL or similar query tools
- Working knowledge of healthcare reimbursement, patient revenue cycle, grants, and FQHC reporting
- Working knowledge of enterprise finance or ERP applications such as Sage Intacct, NetSuite, Workday, or Oracle
- Experience in an FQHC or community health center
- Experience with PPS and managed-care reporting, patient revenue cycle, and grant accounting
- Strong Power BI, SQL, and Blackbaud accounting system experience
- MBA or other relevant advanced degree
- CPA or CMA certification
What We Do
Camino Health Center is a nonprofit community health center serving uninsured and underinsured residents of south Orange County, California. It provides affordable primary care, integrating medical services with behavioral health, dental care, WIC and optometry. Its mission is to offer compassionate, quality care and improve well-being for people in need. The center serves the area through locations in Lake Forest, San Clemente and San Juan Capistrano.
