JOB SUMMARY

Prepares financial statements. Performs monthly balance sheet, income statement and changes in financial position/budget variance analyses. Consults and advises senior management on financial and operational issues impacting the strategic financial plans of the organization, working autonomously.

JOB SUMMARY - FINANCIAL ADVISOR III, SUPPLY CHAIN

The Financial Advisor III performs financial analysis for Baylor Scott & White (BSW) and the entities supported by Shared Services Supply Chain. Assists in the collection and analysis of data on new projects or services, capital acquisitions, budgets, and long-range strategic financial planning.

WORK MODEL

The Financial Advisor III position is HYBRID. 90/10 - One day in office per week and the other days working from home.

ESSENTIAL FUNCTIONS OF THE ROLE

• COORDINATES, EXAMINES, INVESTIGATES, AND ADVISES SENIOR MANAGEMENT ON DEPARTMENTAL/DIVISIONAL/INSTITUTIONAL FINANCIAL VARIANCE REPORTS. Studies financial results and provides management with reports as required. Coordinates and investigates opportunities to enhance revenue and/or reduce cost providing management with data to support findings. Advises senior management on issues related to the financial operations of various departments. Meets with senior management to review financial operation of various departments* Strives to meet deadlines on special projects and studies as assigned.
• PREPARES, MANAGES AND EXAMINES FINANCIAL INFORMATION RELATED TO THE END OF MONTH CLOSE CYCLE. Manages and prepares the month end journal preparation process for efficient and accurate closes. Coordinates the review process each month after close cycle for completeness and accuracy. Communicates timely information to the G/L coordinator for posting to books and records according to close schedule. Reviews month end data after close cycle for completeness. Examines complex financial information to ensure financial reports have a high degree of integrity. Evaluates month end process and recommends processes for improvement.
• CREATES AND EDUCATES STAFF ON ADVANCED INVISION REPORTS FOR INTERNAL FINANCIAL STUDIES Writes and revises moderately complex PS nVision reports prior to dissemination to leadership. Writes and disseminates PS nVision reports for financial study. Completes assigned report writing projects on time. Coordinates the preparation of financial reports in formats that are easy to read and understand. Understands data to establish reporting needs. Creates adhoc reports as requested .Responsible for the education of senior management on uses of financial reports.
• PERFORMS AND COMMUNICATES MODERATE TO COMPLEX STUDY FOR EXTERNAL USERS OF FINANCIAL INFORMATION. Provides management appropriate financial study timely and efficiently. Oversees the research of complex lines of business for continued operations. Recommends changes in financial operations that improves financial performance. Maintains favorable working relations with external users of financial information. Reviews, studies, and communicates financial variances to appropriate management official.
• DEVELOPS MULTIPLE SYSTEM COMPUTER BASED PROGRAMS FOR USE IN FINANCIAL AND OPERATIONAL REPORTING. Develops computer based programs that assist leadership in understanding the complexities of operational data. Enhances the financial reporting environment through efficient operating procedures. Provides timely and accurate reports using multiple data bases. Coordinates and oversees the collection of data from appropriate sources converting to easily understood 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.
• Ability to work independently
• Self starter
• Detail oriented

BENEFITS

Our competitive benefits package includes the following

• Immediate eligibility for health and welfare benefits
• 401(k) savings plan with dollar-for-dollar match up to 5%
• Tuition Reimbursement
• PTO accrual beginning Day 1

Note: Benefits may vary based upon position type and/or level

QUALIFICATIONS

• EDUCATION - Bachelor's
  • Degree must be obtained prior to employment
  • "In progress" degrees will not pass Onboarding requirements.
• EXPERIENCE - 4 Years of Experience