Financial Analyst

POSITION SUMMARY STATEMENT

• The Financial Analyst serves as a finance liaison for their assigned service
• line(s). To effectively fulfill their role, the Financial Analyst will be teamed
• with a Senior Financial Analyst and work with the service line leaders to
• identify their financial needs and opportunities. Examples of financial needs
• would include month end variance analysis, accounting system maintenance,
• analysis of growth opportunities and responding to other requests such as
• general analysis work, report generation, account hierarchy maintenance, and
• expense research. The Financial Analyst will help develop the service line’s
• financial knowledge base and will acquire and maintain knowledge of all systems
• and processes that impact financial data.

MINIMUM QUALIFICATIONS

• Education, Experience or Equivalent Combination:
• Bachelor’s degree in finance or accounting required.
• Other applicable degrees may be considered, determined by the leader.
• One year experience in finance, accounting, or business-related field
• Extensive experience in developing personal computer spreadsheets and

models.

• Knowledge, Skills, and Abilities:
• Strong PC system background with proven proficiency in utilizing

spreadsheets and relational database software.

PREFERRED QUALIFICATIONS

• Education, Experience or Equivalent Combination:
• MBA or CMA is a plus.
• Strongly prefer 1-3 years’ experience in financial analysis and/or

accounting, preferably in a healthcare setting.

• Previous experience utilizing Oracle.
• Knowledge, Skills, and Abilities:
• Experience in developing personal computer spreadsheets and models.
• Demonstrated communication and relationship building skills.
• Ability to interact effectively with the rest of the operational analysis

team.

• Balance independent thinking with team support
• Prioritize multiple projects.
• Understand accounting methodologies.
• Strong aptitude for systems and data analysis.

ESSENTIAL DUTIES

1. (35%) – Perform analyses:
2. Proforma, including capital profitability
3. Month end actual performance variance analysis
4. Ad hoc analysis at customer’s request
5. Data gathering and formatting/interpretation
6. (25%) – Support service lines and Finance about forecast process and

results.

1. (15%) – Provide follow up and resolutions to customer’s requests.

(Miscellaneous requests not included elsewhere)

1. (15%) – Perform other projects as assigned. May include decision support,

program excellence, process improvement projects, and surveys.

1. (10%) – Facilitate general ledger and subsystem structure changes, process

improvement and process problem identification and resolution.

1. (Always) – Facilitate customers in developing their financial knowledge.

• Job description rankings/percentages are intended to reflect normal averages

• over an extended period of time, and are subject to daily variances.  Quality
• and efficiency standards should at no time be compromised to meet the average
• expectations expressed above.  Job descriptions are subject to change to
• accommodate organization or department needs.

Additional Expectations

• Complies with safety instructions, observe safe work practices, provides

input on safety issues, and promotes a safe work environment.

• Maintains regular and timely attendance.
• Protects confidentiality.
• Demonstrates participation in and support of the organization's Corporate

• Integrity Program by participating in compliance-related education and
• training and complying with the organization's policies and procedures.

• Timely completion of all mandatory education and organizational requirements

(i.e., licensure/certification, Employee Health and Wellness requirements,

annual training, etc.)

• At HealthPartners we believe in the power of good – good deeds and good people
• working together. As part of our team, you’ll find an inclusive environment that
• encourages new ways of thinking, celebrates differences, and recognizes hard
• work.

• We’re a nonprofit, integrated health care organization, providing health
• insurance in six states and high-quality care at more than 90 locations,
• including hospitals and clinics in Minnesota and Wisconsin. We bring together
• research and education through HealthPartners Institute, training medical
• professionals across the region and conducting innovative research that improve
• lives around the world.

• At HealthPartners, everyone is welcome, included and valued. We’re working
• together to increase diversity and inclusion in our workplace, advance health
• equity in care and coverage, and partner with the community as advocates for
• change.

Benefits Designed to Support Your Total Health

• As a HealthPartners colleague, we’re committed to nurturing your diverse
• talents, valuing your dedication, and supporting your work-life balance. We
• offer a comprehensive range of benefits to support every aspect of your life,
• including health, time off, retirement planning, and continuous learning
• opportunities. Our goal is to help you thrive physically, mentally, emotionally,
• and financially, so you can continue delivering exceptional care.

• Join us in our mission to improve the health and well-being of our patients,
• members, and communities.

• We are an Equal Opportunity Employer and do not discriminate against any
• employee or applicant because of race, color, sex, age, national origin,
• religion, sexual orientation, gender identify, status as a veteran and basis of
• disability or any other federal, state or local protected class.