Financial Analyst

Summary

Jefferson Healthcare is a community-focused healthcare organization serving Port Townsend and surrounding communities on Washington's Olympic Peninsula. The Financial Analyst will analyze financial, operational, labor, and clinical information; support budgeting, forecasting, reporting, and financial modeling; and help leaders understand performance and make informed decisions. The role also focuses on improving reporting processes, validating data, and identifying trends, risks, and opportunities.

Responsibilities

• Developing, maintaining, and enhancing financial reports, dashboards, scorecards, and business intelligence tools
• Supporting annual operating and capital budgets
• Developing financial forecasts and supporting long-range financial planning
• Performing budget-to-actual variance analysis
• Identifying financial and operational trends, risks, and opportunities
• Analyzing gross and net patient revenue
• Understanding contractual adjustments, payors, reimbursement, and the operational drivers behind financial performance
• Preparing routine and ad hoc analyses for executive leadership, service-line leaders, and department managers
• Developing financial models supporting ROI, business planning, capital investments, and organizational growth
• Evaluating the financial performance of departments, service lines, strategic initiatives, and investments
• Supporting position control and labor productivity analysis
• Partnering directly with department leaders to explain financial results, expectations, key drivers, and opportunities
• Translating complex financial information into clear and actionable information for non-financial leaders
• Reconciling and validating financial and operational data
• Identifying inconsistencies or data-quality issues and tracing problems back to their source
• Working with data from multiple financial, operational, and business intelligence systems
• Maintaining consistent reporting definitions, assumptions, methodologies, and documentation
• Helping improve reporting accuracy and financial business processes
• Managing multiple priorities independently while recognizing what requires further investigation versus normal variance or noise

Skills

• **The strongest candidates will bring **at least three years of healthcare financial analysis experience** and already understand the fundamentals of hospital revenue, reimbursement, budgeting, forecasting, and operations.**
• Jefferson Healthcare expects travel to **Port Townsend, Washington, at least once annually for planned team building.**
• * **Bachelor's degree** in Finance, Accounting, Business Administration, Healthcare Administration, Economics, Statistics, or a related field
• * **Minimum three years of progressively responsible financial analysis experience in a healthcare environment**
• * Healthcare budgeting experience
• * Financial forecasting experience
• * Financial modeling experience
• * Variance analysis experience
• * Knowledge of healthcare financial operations and reimbursement methodologies
• * Understanding of gross and net patient revenue
• * Understanding of contractual adjustments and payors
• * Advanced Microsoft Excel skills
• * Experience with financial reporting and business intelligence applications
• * Strong reconciliation and data-validation abilities
• * Strong analytical, critical-thinking, and problem-solving skills
• * Ability to interpret complex financial, operational, and statistical data
• * Ability to communicate financial information clearly to both financial and non-financial audiences
• * Ability to organize and manage multiple projects and priorities
• * Strong attention to detail and accuracy
• * Ability to work with considerable independence
• * Strong written, verbal, and presentation skills
• * Ability to work successfully in a primarily remote environment while remaining engaged with the team
• The Financial Analyst will need to be highly self-directed while remaining responsive, collaborative, and actively engaged with the FP&A team and leaders across Jefferson Healthcare
• You should be comfortable: * Managing your own workload * Prioritizing competing requests * Communicating proactively * Asking for context when needed * Following issues through without extensive supervision * Building relationships with people you may primarily work with virtually
• **SQL proficiency is highly preferred.**
• * **Critical Access Hospital experience**
• * Rural or community healthcare
• * Medicare Cost Report
• * Position control
• * Labor productivity
• * Financial components of workforce management
• * Healthcare reimbursement methodologies
• * Infor / Infor CloudSuite
• * Strata / StrataJazz
• * Symplr Workforce or Outcomes Analytics
• * Tableau
• * Power BI
• * Epic
• * Other healthcare financial or business intelligence platforms
• * Certified Healthcare Financial Professional (**CHFP / HFMA**)
• * Certified Public Accountant (**CPA**)
• * Certified Management Accountant (**CMA**)
• * Comparable healthcare finance or accounting certification
• A master's degree in Business Administration, Healthcare Administration, Finance, Accounting, Statistics, or a related field is also preferred, but not required

Qualifications

Must Haves

• **The strongest candidates will bring **at least three years of healthcare financial analysis experience** and already understand the fundamentals of hospital revenue, reimbursement, budgeting, forecasting, and operations.**
• Jefferson Healthcare expects travel to **Port Townsend, Washington, at least once annually for planned team building.**
• * **Bachelor's degree** in Finance, Accounting, Business Administration, Healthcare Administration, Economics, Statistics, or a related field
• * **Minimum three years of progressively responsible financial analysis experience in a healthcare environment**
• * Healthcare budgeting experience
• * Financial forecasting experience
• * Financial modeling experience
• * Variance analysis experience
• * Knowledge of healthcare financial operations and reimbursement methodologies
• * Understanding of gross and net patient revenue
• * Understanding of contractual adjustments and payors
• * Advanced Microsoft Excel skills
• * Experience with financial reporting and business intelligence applications
• * Strong reconciliation and data-validation abilities
• * Strong analytical, critical-thinking, and problem-solving skills
• * Ability to interpret complex financial, operational, and statistical data
• * Ability to communicate financial information clearly to both financial and non-financial audiences
• * Ability to organize and manage multiple projects and priorities
• * Strong attention to detail and accuracy
• * Ability to work with considerable independence
• * Strong written, verbal, and presentation skills
• * Ability to work successfully in a primarily remote environment while remaining engaged with the team
• The Financial Analyst will need to be highly self-directed while remaining responsive, collaborative, and actively engaged with the FP&A team and leaders across Jefferson Healthcare
• You should be comfortable: * Managing your own workload * Prioritizing competing requests * Communicating proactively * Asking for context when needed * Following issues through without extensive supervision * Building relationships with people you may primarily work with virtually

Nice to Haves

• **SQL proficiency is highly preferred.**
• * **Critical Access Hospital experience**
• * Rural or community healthcare
• * Medicare Cost Report
• * Position control
• * Labor productivity
• * Financial components of workforce management
• * Healthcare reimbursement methodologies
• * Infor / Infor CloudSuite
• * Strata / StrataJazz
• * Symplr Workforce or Outcomes Analytics
• * Tableau
• * Power BI
• * Epic
• * Other healthcare financial or business intelligence platforms
• * Certified Healthcare Financial Professional (**CHFP / HFMA**)
• * Certified Public Accountant (**CPA**)
• * Certified Management Accountant (**CMA**)
• * Comparable healthcare finance or accounting certification
• A master's degree in Business Administration, Healthcare Administration, Finance, Accounting, Statistics, or a related field is also preferred, but not required

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Paid time off
• Primarily remote work arrangement
• Travel and lodging for the planned annual visit are covered