Financial Analyst in Palm Springs, Florida at PBACO Holding LLC

POSITION SUMMARY

The Financial Analyst supports the financial planning, analysis, and day-to-day accounting operations of Palm Beach Accountable Care Organization (PBACO). This role is well-suited for a recent college graduate eager to build a finance career within a dynamic healthcare organization. The Financial Analyst will assist with financial reporting and analysis, budgeting and forecasting, general ledger maintenance, accounts payable and receivable, and a variety of operational finance functions, including check processing and payroll support.

KEY RESPONSIBILITIES

Financial Analysis & Reporting

• Prepare internal financial reports and variance analyses comparing actual results to budget, forecast, and prior periods
• Assist with the development of annual budgets and periodic forecasts
• Track and report on key financial and operational metrics to support management decision-making
• Build and maintain Excel-based models, schedules, and analyses
• Analyze revenue, expense, and cash flow trends and summarize findings for Finance leadership
• Support ad hoc analysis, special finance projects, and process improvement initiatives as assigned

Accounting Operations

• Assist with general ledger maintenance, journal entries, and account reconciliations
• Support monthly, quarterly, and year-end close processes
• Process accounts payable invoices and ensure timely, accurate payments
• Assist with accounts receivable functions, including invoicing and collections follow-up
• Reconcile bank statements and prepare supporting schedules for financial statements
• Support audit preparation by organizing documentation and responding to auditor requests
• Maintain organized and accurate financial records in accordance with PBACO policies and applicable regulations

Treasury, Payroll & Operational Support

• Print, process, and distribute vendor and payroll checks in accordance with internal controls and approval workflows
• Maintain check logs and ensure proper filing and documentation of disbursements
• Assist in the preparation and reconciliation of payroll data prior to each pay cycle, including timesheet review, deduction verification, and coordination with HR to ensure accuracy and timely submission
• Coordinate with the Finance and HR teams on payroll-related inquiries and documentation
• Manage and organize digital and physical financial files
• Serve as a resource to staff for general finance and accounting questions and documentation needs

QUALIFICATIONS

Required

• Bachelor's degree in Finance, Accounting, or a closely related field (recent graduates encouraged to apply)
• Basic understanding of GAAP, general accounting principles, and financial statement analysis
• Proficiency in Microsoft Excel (formulas, pivot tables, lookups) and the broader Microsoft Office Suite
• Strong analytical and problem-solving skills, with the ability to interpret financial data and communicate findings clearly
• Strong attention to detail, organizational skills, and ability to manage multiple priorities
• Effective written and verbal communication skills
• Ability to handle sensitive and confidential financial information with discretion

Preferred

• Experience with NetSuite or other accounting/ERP software platforms
• Prior internship or coursework in finance, accounting, financial analysis, or a healthcare-related field