U.S Accounting Specialist

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Prepare and review budgeted capital expenditure requests by calculating total spend and

depreciation and evaluating the appropriateness of each request.

• Run proforma analyses in Planful and assess the validity of unbudgeted capital expenditure requests.

• Validates financial statement packages, while investigating and resolving any discrepancies.

• Conduct thorough reviews of entity financials and manage reporting processes for business units.

• Review consolidated reporting and investigate items based on assigned lists to ensure accurate cost management.

• Prepare materials for board review, including the Monthly Operating Review (MOR) slide deck, ensuring data accuracy.

• Extract and save quarterly profit and loss reports and prepare and verify Annual Operating Plan (AOP) reports.

• Review the completeness of AR data, run AR roll-forward reports, and conduct thorough reviews of the reports to ensure accuracy.

• Extract and upload claims submitted records and generate comprehensive claim status reports for internal review.

• Prepares cash goal reporting and financial aging reporting for all entities

• Download and review Accounts Receivable (AR) data, coordinate with the Revenue Cycle

Management (RCM) team for resolutions and manage AR data templates.

• Build and tests budget forms

• Analyze automated cash reports and coordinate with RCM teams to resolve

• Calculate financial class aging, update the payor dictionary, and match AR financial class aging with roll-forward data.

• Responds to requests for ad hoc reports, extracts data, and prepares comprehensive analyses.

• Develop and maintain budget policies, build and test budget forms, and update assumptions as necessary.

• Assist in the preparation of annual budgets by reviewing submissions from Operations,

discussing budgets with Entity Executive Directors, and helping to finalize the annual budget.

• Build and conduct testing of budget re-forecast forms to ensure accuracy and reliability in financial forecasting.

• Evaluates appropriate of budget requests

• Develop budget projection templates, conduct testing for completeness, and ensure that

projections are accurate and comprehensive.

• Review and finalize annual budgets in collaboration with Entity Executive Directors.

• Prepare periodic financial forecasts, build and test budget re-forecast forms

• Conduct variance analysis against forecasts and budgets.

• Run proforma analyses for new services and assess their financial viability.

• Check and validate details for new accounts/locations, map and validate these

accounts/locations, and build and test reports within Planful to support financial analysis.

• Process shared services allocation by collecting and validating cost driver data and running allocation forms.

• Monitor and maintain Planful by setting up user profiles, support FP&A Manager in conducting user training, and validate account/location mappings

• Build and validate reports for the Monthly Operating Report

• Investigate and resolve data transformation issues and automate processes where possible.

• Create and update pro-forma for new, renewal, and relocation facility leases, salary model

changes, and revenue model changes, analyzing the financial impact of each.

• Prepare integrated financial analysis and reports to management on a timely and accurate basis, including trend identification

• Conduct financial and business-related analyses and research including the preparation of forecasts and/or analysis of trends

• Coordinate with other departments, locations, and divisions

• Performs technical analysis to determine present and future financial performance. Gathers, analyzes, prepares and summarizes recommendations for financial plans, trended future requirements and operating forecasts

• Cooperate with other departments in the preparation of analyses

• Develop and maintains spreadsheets and databases

• Participate financial analysis projects including the preparation of ad hoc reports; to include but not limited to; gathering of data, analysis, documentation of findings, and calculation of results and generation of reports for distribution

• Performs other duties, as assigned by FP&A Manager, to ensure the successful oper

REQUIRED EDUCATION AND/OR EXPERIENCE

• Bachelor's degree in Accounting, Finance, Business Administration, or related field

• Preferably CPA or equivalent certification

• With 3-5 years of related experience in financial planning & analysis, management reporting, budgeting & forecasting, and financial modelling.

• Proficiency in using Microsoft Office tools, particularly MS Excel and MS PowerPoint

• Preferably has hands-on experience with financial databases (e.g., Sage Intacct, DOMO,

Planful/Solver, etc.)

Job Types: Full-time, Permanent

Pay: Php75, Php83,000.00 per month

Benefits:

• Health insurance
• Opportunities for promotion
• Paid training
• Promotion to permanent employee

Application Question(s):

• Are you willing to be part of a Pioneer Team, work in BGC following U.S Business hours?

Experience:

• FP&A, Budgeting and Forecasting, financial modelling: 3 years (Preferred)
• U.S GAAP: 3 years (Preferred)

Work Location: In person