Analyst Financial Planning and Reporting

JOB SUMMARY

The Analyst - Financial Planning and Reporting provides support to Finance Business Partner in analyzing financial data, preparing reports, and providing insights to support strategic decision-making.

S/he collaborates with cross-functional teams to assist in developing financial forecasts, budgets, and performance analysis to ensure accurate and timely reporting.

The role requires strong analytical skills, attention to detail, and a thorough understanding of financial principles in healthcare setting. The incumbent must maintain strict confidentiality regarding sensitive financial information and ensure compliance with relevant data protection regulations.

KEY ROLE ACCOUNTABILITIES

Financial Reporting:

• Assists in the preparation of financial statements, such as budget holders reports, Service profitability reports, Service line Volume, Financial KPI.
• Ensures the accuracy and compliance of financial reports with accounting standards and regulations.
• Assists in the analysis and interpretation of financial results.
• Prepares regular financial reports and supporting documentation.
• Ensures timely distribution of the monthly budget reports
• Data Analysis and Reconciliation:
• Conducts data analysis to identify trends, patterns, and discrepancies.
• Assists in the reconciliation of financial accounts and transactions.
• Assists in the review and verification of financial data to ensure accuracy.
• Financial Systems and Tools:
• Utilizes financial software and tools, such as ERP systems and spreadsheet applications (e.g., Microsoft Excel), to perform financial tasks efficiently.
• Assists in the maintenance and management of financial databases and systems.

General Accounting Support:

• Assists with day-to-day accounting tasks, such as preparing journal entries and maintaining budget in general ledger.
• Liaises with Financial Operations Team in making corrections to miscoded transactions
• Actions approved changes to budget in Oracle Fusion GL.
• Responsible for journals of monthly cross charging schedules as agreed.
• Responds to queries, suggestions and complaints at a high level when necessary.
• Supports month-end and year-end closing processes.
• Collaborates with cross-functional teams to gather financial information and resolve accounting issues.

Business Support:

• Meets with budget holders regularly to discuss financial position
• Makes decisions regarding high level complaints and makes recommendations for resolution where appropriate.
• Supports Budget holders for the production of the annual operating budget.

General:

• Deputizes for the Line Manager as appropriate
• Adheres to Clients standards as they appear in the Code of Conduct and Conflict of Interest policies
• Adheres to and promotes Clients Values
• In view of the evolving needs and opportunities within Client, this position may be required to perform other duties as assigned and reporting relationships may vary.

Education

• Bachelors Degree in accounting, commerce or Finance Professional certifications such as Certified Public Accountant (CPA) or Certified Management Accountant (CMA) can be advantageous.

Experience:

• 3+ years of experience in a similar or related role in a big organization Experience in an operational healthcare facility
• Strong analytical and problem-solving skills.

Job Specific Skills and Abilities:

• Demonstrated ability in the use of report writing systems.
• Demonstrated skills utilizing report writing tools.
• Organizational skills to manage multiple tasks and meet deadlines
• Strong analytical and problem-solving skills.
• Ability to work in a team and collaborate with colleagues
• Attention to detail and accuracy in financial data analysis and reporting
• Advanced skills with ERP Systems
• Proficiency with Microsoft Office suite
• Fluency in written and spoken English Experience with Oracle Fusion ERP system