Financial Analyst & Accounting Specialist

Think Whole Person Healthcare is looking for a dynamic individual to work in our finance department.

Position Details:

• Schedule: Full-time, 40 hours/week
• Shifts: Monday through Friday 8:00am - 5:00pm
• Work Location: Onsite position

Our Core Values:

In common mission, our teams work together with our patients at the center. We strive to continuously improve. We value one another’s diversity of talent, experience, and perspective. We each contribute to something bigger than ourselves while promoting integrity, belonging, and collaboration.

Job Summary:

The Financial Analyst & Accounting Specialist is a key member of the finance team responsible for both strategic financial analysis and day-to-day accounting operations. This hybrid role supports senior leadership in budgeting, forecasting, and decision-making while ensuring accurate execution of core accounting functions. The position involves preparing and analyzing financial reports, monitoring revenue and expense allocations, conducting ROI and investment evaluations, and serving as a liaison for physicians and external auditors. Additionally, the role oversees compliance with tax reporting requirements, manages monthly reconciliations, and provides actionable insights to drive organizational performance and efficiency.

Key Responsibilities:

• Assist senior leadership, directors, and managers in developing, reviewing, and monitoring annual budgets and other financial initiatives.
• Provider training in finance, process improvement, and operational best practice to various departments.
• Serve as the primary contact for physicians regarding all financial information related to their practices, including monthly and annual compensation calculation.
• Prepare monthly and quarterly financial reports, including variance analysis (budget vs. actual), prior-year comparisons, and updated forecasts.
• Monitor and ensure day-to-day accounting functions are reviewed.
• Prepare and submit periodic reporting, including monthly state and city sales tax returns, liaison with external audit and tax firms.
• Conduct Performa and ROI analyses to evaluate projects and investments, providing data-driven recommendations based on historical and projected financial performance.
• Prepare detailed analyses of financial and expense performance, including rate of return, depreciation, working capital, and investment metrics.

Essential Skills:

• Knowledge of Generally Accepted Accounting Practices (GAAP).
• Knowledge of
• Knowledge of HIPAA and health management information regulations.
• Skill in using a computer and a variety of software, including Microsoft Word, Excel, Access, and Outlook.
• Skill in communicating in a professional manner, both verbally and in writing.
• Skill in managing multiple priorities and delegating as needed.
• Ability to maintain confidentiality.
• Ability to convey professional demeanor and sound judgment.
• Ability to translate general administrative guidelines into specific action.
• Ability to work independently and in a team environment.
• Ability to build relationships and motivate teams.
• Ability to act as a good representative of the company.

Education and Experience:

Bachelor’s degree in finance or accounting required. Minimum 1year related experience required, with previous healthcare reporting preferred.

Think Whole Person Healthcare is an Equal Opportunity Employer.