Sr Financial Analyst Char Found

This position requires the majority of the hours worked between 8:00 am and 5:00 pm and is mainly remote, though office space is available in Oak Brook.

Pay Range

Major Responsibilities:

• Prepare Journal Entries for Restricted Fund Transfers

  • Prepare journal entries (for review and release by Corporate Finance staff) for restricted fund transfers requested by fund administrators.
  • Monitor fund transfer requests to ensure compliance with Advocate Health Care and ACF policies/procedures and external rules/regulations.
  • Prepare journal entries after review of supporting documentation to determine restricted fund, amount of transfer, purpose, authorizing manager, and receiving site cost center.
  • Review the restricted fund transfer request to determine compliance with donor intent for the restricted fund identified to be used.
  • Document journal entries to satisfy sound accounting procedures and meet the requirements and standards of internal and external auditors.

  Support Monthly Reporting and Close Processes

  • Assist with ACF Finance’s monthly reporting, supporting ACF VP Finance’s responsibilities in the monthly and annual accounting close processes.
  • Download or key financial information into accounting work paper formats.
  • Prepare or review schedules and work papers for many parts of ACF’s financial statements including investment income, donation revenues, operating expenses, prepaid expenses, pledge balances, pledge reserves, stock gifts, etc.
  • Monthly, reconcile the pledge receivables, estate receivables and interest in trust receivables in Lawson General Ledger to Raisers Edge, by fund.

  Prepare Additional Draft Journal Entries

  • Prepare other draft journal entries (for review and release by Corporate Finance staff) to ensure the accurate and timely recording and reporting of ACF’s accounting activities.
  • Review accounting of restricted and unrestricted funds to discover and correct errors.
  • Prepare accurate, adequately supported and well‑referenced standard, adjusting, and recurring journal entries to ensure an accurate general ledger.
  • Prepare reconciliation worksheets and other analyses to identify and justify journal entries to the accounting records.
  • Implement the opening and closing of restricted funds.
  • Download Raisers Edge data and prepare journal entry for upload to Lawson.
  • Accrue all expenses for month‑end close.

  Provide Financial Analysis

  • Gather, analyze and review data for benchmarking ACF operations.
  • Complete benchmarking and other surveys for fund‑raising revenues and operating expenses.
  • Complete Site Team requests.
  • Meet with Internal Audit Team and provide documentation for testing and respond to all inquiries.
  • Review all Restricted Funds that have a balance less than 1000 dollars and no activity during the previous 12 months and implement action identified from review.

  Create Reports for ACF Staff and Fund Administrators

  • Obtain complex reports of fundraising activity from ACF’s donor database.
  • Review with fund administrators the accounting activity of funds and answer questions as to the sources and types of fund accounting activity.
  • Explain to fund administrators the procedures for requesting fund transfers and other aspects of fund administration policy/procedures.
  • Review with fund administrators the accounting activity of funds and answer questions on the sources and meaning of a fund’s accounting activity.
  • Send reports of funds activity to site managers, site financial staff, and system financial staff.

Minimum Job Requirements 

Education

Bachelor’s degree in finance, Accounting, Business, or related field.

Certification / Registration / License 

N/A

Experience

Minimum of 5 years of progressive experience in financial analysis or accounting, with demonstrated leadership or project management experience. 

Knowledge / Skills / Abilities 

• Advanced analytical, problem-solving, and organizational skills  
• Strong communication and presentation abilities  
• Proficiency in Microsoft Office and financial systems  
• Ability to work independently and as part of a team in a fast-paced environment  
• Detail-oriented, able to manage multiple priorities, and meet deadlines

Physical Requirements and Working Conditions

Office-based, with occasional travel 

Ability to handle confidential information and work under pressure 

Preferred Job Requirements 

Education

Master’s/CPA preferred 

Certification / Registration / License 

CPA, CMA, or CFP preferred

Experience  

Healthcare experience preferred

This job description indicates the general nature and level of work expected of the incumbent. It is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the incumbent. Incumbent may be required to perform other related duties.

Our Commitment to You:

Advocate Health offers a comprehensive suite of Total Rewards: benefits and well-being programs, competitive compensation, generous retirement offerings, programs that invest in your career development and so much more – so you can live fully at and away from work, including:

Compensation

• Base compensation listed within the listed pay range based on factors such as qualifications, skills, relevant experience, and/or training
• Premium pay such as shift, on call, and more based on a teammate's job
• Incentive pay for select positions
• Opportunity for annual increases based on performance

Benefits and more

• Paid Time Off programs
• Health and welfare benefits such as medical, dental, vision, life, and Short- and Long-Term Disability
• Flexible Spending Accounts for eligible health care and dependent care expenses
• Family benefits such as adoption assistance and paid parental leave
• Defined contribution retirement plans with employer match and other financial wellness programs
• Educational Assistance Program