Financial Advisor III
Baylor Scott & White Health
**About Us**
Here at Baylor Scott & White Health we promote the well-being of all individuals, families, and communities. Baylor Scott and White is the largest not-for-profit healthcare system in Texas that empowers you to live well.
Our Core Values are:
+ We serve faithfully by doing what's right with a joyful heart.
+ We never settle by constantly striving for better.
+ We are in it together by supporting one another and those we serve.
+ We make an impact by taking initiative and delivering exceptional experience.
**Job Summary**
As a Financial Advisor III you will be responsible for preparing financial statements, performing monthly balance sheet, income statement, and budget variance analyses. You will also consult and advise senior management on financial and operational issues and work autonomously on strategic financial plans of the organization.
What are we looking for:
+ Data Driven - Dive-in and pull data with the ability to recognize issues and determine how to fix them.
+ Technical Skills - Jump into and learn new systems. (Lawson and Kaufman Hall)
+ Communication - Working with and presenting to Senior Leadership, directors and leaders.
**Essential Functions of the Role**
+ Coordinates, examines, investigates, and advises senior management on financial variance reports. Studies financial results and provides management with reports as needed. Coordinates and investigates opportunities to enhance revenue or reduce costs, providing data to support findings. Advises senior management on financial operations issues of various departments. Meets with senior management to review financial operations of various departments. Strives to meet deadlines on special projects and studies as assigned.
+ Prepares, manages, and examines financial information for the end of month close cycle. Manages and prepares the month-end journal process for efficient and accurate closes. Coordinates the review process each month after the close cycle for completeness and accuracy. Communicates timely information to the G/L coordinator for posting to books and records according to the close schedule. Reviews month-end data after the close cycle for completeness. Examines complex financial information to ensure financial reports have high integrity. Evaluates the month-end process and recommends improvements.
+ Creates and educates staff on advanced InVision reports for internal financial studies. Writes and revises moderately complex PS nVision reports before sharing with leadership. Writes and shares PS nVision reports for financial study. Completes assigned report writing projects on time. Coordinates the preparation of financial reports in easy-to-read formats. Understands data to establish reporting needs. Creates adhoc reports as requested. Educates senior management on uses of financial reports.
+ Performs and communicates moderate to complex studies for external users of financial information. Provides management with appropriate financial studies timely and efficiently. Oversees research of complex business lines for continued operations. Recommends changes in financial operations to improve performance. Maintains favorable relations with external users of financial information. Reviews, studies, and communicates financial variances to appropriate management officials.
+ Develops computer programs for financial and operational reporting. Creates programs to help leadership understand complex operational data. Enhances financial reporting with efficient procedures. Provides timely and accurate reports using multiple databases. Coordinates data collection and converts it into clear financial information.
+ Performs other position appropriate duties as required in a competent, professional and courteous manner.
**Key Success Factors**
+ CPA certification preferred
+ Proficient with MS Office applications.
+ Proven leadership, management, data and communication abilities required.
**Benefits**
Our benefits are designed to help you live well no matter where you are on your journey. For full details on coverage and eligibility, visit the Baylor Scott & White Benefits Hub to explore our offerings, which may include:
+ Eligibility on day 1 for all benefits
+ Dollar-for-dollar 401(k) match, up to 5%
+ Debt-free tuition assistance, offering access to many no-cost and low-cost degrees, certificates and more
+ Immediate access to time off benefits
At Baylor Scott & White Health, your well-being is our top priority.
Note: Benefits may vary based on position type and/or level
**Belonging Statement**
We believe that all people should feel welcomed, valued and supported, and that our workforce should be reflective of the communities we serve.
**QUALIFICATIONS**
+ **EDUCATION** - Bachelor's
+ **EXPERIENCE** - 4 Years of Experience
As a health care system committed to improving the health of those we serve, we are asking our employees to model the same behaviours that we promote to our patients. As of January 1, 2012, Baylor Scott & White Health no longer hires individuals who use nicotine products. We are an equal opportunity employer committed to ensuring a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
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