Financial Analyst
Role Overview
Performs financial and business research and analysis, including forecasts and analysis of financial, accounts receivable, and clinical quality reports, records, and trends.
Develops and maintains spreadsheets and databases and conducts analytical projects.
Key Skills for This Role
Full Job Posting
About the organization
Lakeshore Bone & Joint Institute is a regional subspecialty orthopedic group serving northwest Indiana since 1968.
Its facilities are located in Chesterton, Crown Point, Michigan City, Portage, and Schererville.
Role overview
Performs financial and business research and analysis, including forecasts and analysis of financial, accounts receivable, and clinical quality reports, records, and trends.
Develops and maintains spreadsheets and databases and conducts analytical projects.
Essential responsibilities
- Advise management about expected outcomes and recommend improvements.
- Analyze financial, statistical, and industry benchmarking data.
- Develop or document business policies, conduct financial and business studies, and work with other departments on analyses.
- Prepare forecasts and analyze financial and business trends.
- Analyze reports and records to optimize financial outcomes under payor contracts; develop training materials and train providers and staff as needed.
- Maintain databases and reporting for internal and external benchmarking.
- Explain variances and recommend accounting treatment for reserves, assets, and expenditures.
- Independently investigate problems and document recommendations for management.
Qualifications
- Associate's degree in finance or a related field.
- At least two years of financial analysis, budgeting, and forecasting experience.
- At least two years of healthcare-setting experience; physician clinic experience preferred.
- Advanced knowledge of Excel, Word, and PowerPoint.
- Project management experience is a plus.
Work environment and physical requirements
- Work is performed in an office environment and involves frequent contact with patients, physicians, and other healthcare personnel.
- Work may be stressful and interruptive and may involve interaction with injured or sick patients.
- The role requires travel between Lakeshore Bone & Joint Institute facilities.
- The role may involve prolonged sitting or standing, shifts longer than eight hours, day or evening work, physical movements, and occasional lifting or moving of up to 50 pounds.
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