Utah Partners For Health (UPFH), is seeking a Financial Analyst to join them in fulfilling their mission and passion to provide access to high quality healthcare to all people regardless of their ability to pay. The Financial Analyst will play a critical role in supporting the financial operations of UPFH. Working closely with the CFO this individual will provide financial analysis, accounting support, reporting, and forecasting to ensure the organization’s fiscal health, with a focus on budget management, regulatory compliance, and strategic financial planning. The role requires a strong understanding of healthcare financials, federal funding, and financial regulations specific to the FQHC environment.

Key Responsibilities

• Financial Reporting and Analysis
  • Develop, analyze and monitor financial metrics/ratios, trend analysis, and key performance indicators, along with projections
  • Create comparisons of actual results with forecasts & budgets to analyze and identify areas of strengths and weakness, identify trends, and provide actionable insights to management.
  • Assist in the preparation of reports required by federal and state regulatory agencies (Medicare Cost Reports, UDS Reporting, etc..), ensuring compliance with FQHC financial reporting guidelines.
• Accounting and Grant Administration
  • Daily receipt reconciliations to ensure financial software correctly reflects practice EHR amounts.
  • Perform monthly credit card and outside payment system reconciliations to financial software in preparation for bank reconciliations.
  • Departmental allocations, journal entries, grant and other scheduled accrual entries.
  • Assist HR with Semi Monthly payroll processing and annual W2 reconciliations
  • Create and maintain our annual Master Grant worksheet to track grant allocations, usage and compliance throughout the grant year.
  • Reconcile Balance Sheet accounts as assigned (PR liability, AR, etc)
• Budgeting and Forecasting
  • Work closely with Department Heads and CFO to create annual departmental budgets for use in the Annual Operating budget.
  • Support the development and monitoring of annual operating, grant related, and capital budgets.
  • Assist in forecasting financial performance based on historical data, industry trends, and operational changes.
  • Track expenditures, identify cost-saving opportunities, and assist departments in staying within budgetary constraints.
• Financial Systems and Data Management
  • Utilize financial software systems to track and report on financial data.
  • Ensure accuracy and timeliness of data entry and financial records.
  • Assist in the integration and optimization of financial software for better reporting and data analysis.
• Ad Hoc Financial Analysis
  • Provide financial analysis and projections for special projects, grants, and funding initiatives.
  • Develop financial models to support strategic decision-making by senior leadership.
  • Assist CFO with cost-benefit analysis of various programs and services, including patient care and administrative expenses.
  • Evaluate financial risks and opportunities related to new programs or partnerships.
  • Other Duties as assigned.

• Education:
  • Bachelor’s degree in accounting, Finance, Business Administration, or related field required.
• Experience:
  • Minimum of 1+ years of experience in accounting or financial analysis, preferably in a healthcare or non-profit setting.
  • Experience working with Federally Qualified Health Centers or similar healthcare organizations is strongly preferred.
• Skills & Competencies:
  • Strong knowledge of healthcare financials, including reimbursement models, cost reporting, and regulatory compliance.
  • Proficiency in financial software systems (e.g., QuickBooks, Microsoft Dynamics, or similar).
  • Advanced Excel skills, including pivot tables, Power Query, XLOOKUP, and the ability to create financial models from scratch.
  • Ability to work with and analyze large amounts of complex data, analyze complex and translate findings into clear, actionable recommendations.
  • Strong attention to detail and accuracy in financial reporting and analysis.
  • Excellent communication skills, with the ability to explain complex financial concepts to non-financial stakeholders.
• Personal Attributes:
  • Strong problem-solving and analytical thinking.
  • High level of integrity, accountability, and professionalism.
  • Ability to manage multiple deadlines and prioritize tasks.
  • Adaptability in a fast-paced and dynamic healthcare environment.
• Physical Requirements:
  • Ability to sit or stand for extended periods.
  • Ability to use a computer and other office equipment.
  • Travel between UPFH locations is required.

Interested candidates should submit a resume and cover letter detailing their qualifications and interest in the role. Please include specific experience related to healthcare financials, budgeting, and FQHC regulations.