Financial Planning Analysis Analyst Sr.

Shift: 8am-5pm Weekdays, Full-time

Location: Remote/work from home with strong preference for candidates residing within the UPH geographies of Iowa, Illinois, & Wisconsin. 

This position plays a key role in the hospital accounting and financial reporting functions.  This role helps ensure the integrity, accuracy and completeness of financial data and reporting within generally accepted accounting principles.  Manages the monthly closing process for UnityPoint Health at a market level.  Analyzes and reviews financial statements to ensure accurate and timely financial reporting.          

At UnityPoint Health, you matter. We’re proud to be recognized as a Top 150 Place to Work in Healthcare by Becker's Healthcare several years in a row for our commitment to our team members.  

Our competitive Total Rewards program offers benefits options that align with your needs and priorities, no matter what life stage you’re in.  Here are just a few:      

• Expect paid time off, parental leave, 401K matching and an employee recognition program.   

• Dental and health insurance, paid holidays, short and long-term disability and more. We even offer pet insurance for your four-legged family members.  

• Early access to earned wages with Daily Pay, tuition reimbursement to help further your career and adoption assistance to help you grow your family.   

With a collective goal to champion a culture of belonging where everyone feels valued and respected, we honor the ways people are unique and embrace what brings us together.   

And, we believe equipping you with support and development opportunities is a vital part of delivering an exceptional employment experience. 

Find a fulfilling career and make a difference with UnityPoint Health.

Accounting Functions – Center of Excellence

• Manages the monthly close process for UnityPoint Health Senior Markets.
• Prepare financial statements and other reports to summarize and interpret current and projected financial position.
• Ensures integrity of all financial information under US GAAP.
• Applies accounting and finance knowledge and expertise to help drive, influence and gain support to achieve overall strategic and financial initiatives.
• Operates as the subject matter expert in accounting matters related to the respective Senior Market.
• Represents the finance and accounting function in acquisition analysis and acquisition integration and supports the related audit work.
• Prepares technical accounting memos to support accounting positions as required.
• Manages monthly, quarterly & annual reporting, including the completion of financial statements and footnotes, management's discussion and analysis encompassing review of all new accounting matters and application of judgment.
• Prepares and/or reviews quarterly Market financial Board packets.
• Reviews documentation prepared by accounting team for monthly financial statement preparation (i.e. journal entries, account reconciliations, etc.).
• Drives process change and re-engineering to improve efficiencies in overall accounting, finance and business processes.
• Assists with research and documentation of proper accounting treatment for major transactions.
• Works heavily with leadership including Finance, Operations, Accounts Payable, Reimbursement and Business Development teams on complex matters to ensure the appropriate accounting and financial reporting impacts. Regular contact with the market finance business leaders.
• Collaborates with business partners to implement "better run" finance processes for finance activities especially as it relates to the execution of the shared service center.
• Supports the annual audit processes (internal and external), as well as supports the organization during regulatory audits and internal controls.
• Works with the Treasury team on any debt and equity related transactions from an accounting perspective.

Liaison with Market Finance Teams

• Consistent interaction with UnityPoint Health markets on managing monthly accounting functions and close process.
• Provides assistance to market leadership related to managing and communicating financial results.
• Supports preparation and review of market annual operating budgets.
• Interacts frequently with market finance leaders including site visits to assess compliance with corporate financial policies and the health & overall relevance of the local balance sheets and tracking of its various constituents.
• Ensures all deadlines and schedules are met on time.

Education: 

• Bachelor’s degree in Accounting or Finance.

Experience: 

• Minimum seven (7) years of accounting and/or finance experience.

• Previous hospital/healthcare accounting experience preferred.

Knowledge/Skills/Abilities:

• Knowledge of generally accepted accounting principles and financial statement presentation necessary to support accurate financial reporting

Other: 

• Use of usual and customary equipment used to perform essential functions of the position
• Occasional travel within the UPH geography

What are team member vaccine requirements?   

As part of keeping our communities safe and healthy, all team members must be vaccinated for influenza and Tdap, provide proof of immunity to MMR and varicella, and be tested for tuberculosis.  New hires must submit proof of vaccination or an approved exemption to begin work. If you have questions, please contact a recruiter or ask at any time during the interview process. UPH strongly recommends that all team members receive the updated COVID-19 vaccine, and at this time, UnityPoint Health – Meriter requires Covid-19 vaccination or an approved exemption.