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Prepare and review monthly accrual and cash-basis financial statements, record journal entries for revenue, wages, and expenses, reconcile accounts and maintain supporting schedules, and ensure accuracy of departmental and physician-level P&L. Apply judgment to review balances, propose correcting entries, and support process improvements.

Provides high-level administrative and project support to an executive: manages complex schedules and travel, prepares reports and presentations, researches and drafts sensitive communications, coordinates meetings with external stakeholders, and maintains data and files for executive operations.

Senior financial analyst responsible for budgeting, forecasting, variance analysis, month-end ledger entries, balance sheet reconciliations, invoicing, and financial reporting. Works with auditors and presents analysis to senior leaders and the CFO. Supports pharmacy financial operations and improves accounting procedures.

Lead manager due diligence across asset classes, perform quantitative and qualitative analysis of portfolio construction and holdings, engage directly with investment managers, contribute to investment decision discussions and capital allocation, and participate actively in meetings with the Board to support long-term endowment and foundation investing.