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Tucson Medical Center · 14 hours ago

Accountant Senior - Investments

Tucson, AZ

Full-time

Onsite

Mid, Senior Level

4+ years exp

Tucson Medical Center is seeking a Senior Accountant for their Investments department. The role involves performing complex accounting processes, analyzing and reporting on investments, and ensuring compliance with GAAP and internal policies.

Health Care

Responsibilities

Performs complex accounting processes, creates budgets and pro formas for designated high volume/variable Tucson Medical Center and Affiliates (TMCH) areas

Responsible for analyzing and reporting the organizations investments with portfolio in accordance with GAAP, regulatory requirements and internal policy

Responsible for accurate accounting for investment transactions, supports financial audits and collaborate with Treasury and other finance teams as well as the external investment managers to maintain integrity and transparency of all investment activities

Evaluates processes and provides recommendations regarding internal control or process efficiency

Understands complex accounting issues and can make recommendations regarding correct Generally Accepted Accounting Principles (GAAP) treatment

Analyzes business operations and provides consultation for optimum system utilization

Works effectively with all levels within the organization; acts as a liaison with staff to assess their needs and provide information and support as needed

Advise and support team members to set priorities and utilize problem-solving techniques with minimal direction and appropriate collaboration

Analyzes, interprets, and reconciles financial data and compiles associated reporting

Perform monthly, quarterly, and annual accounting for all investment types, including equities, fixed income, alternative investments, money markets and other marketable securities

Prepare and record journal entries related to investment income, unrealized/realized gains and losses, fees and fair value adjustments

Analyzes, reconciles all investment accounts, custodial statements and related schedules with exceptional accuracy, and coordinates activity related to the balance sheet accounts and prepares documentation per policy

Prepares financial data and prepares reporting on current financial operations, ensures adherence to financial policies, and assists in implementation of significant organization development

Assists management with problem resolution, defining efficient and cost-effective ways to address issues as they arise, and assists in assessing requirements to meet goals and scheduled deadlines

Implements and modifies test plans for information technology systems including unit and system testing

Creates systems for and maintains record of investments

Develops and maintains proper documentation that supports internal and external reporting

Responsible for the development of processes, procedures, and preparation of data related, but not limited to the following: Oversees financial affairs for Tucson Medical Center and Affiliates (TMCH) including the preparation of financial reporting, and supporting documentation using actual performance, previous budgets, estimations of revenues and expenses, and other factors

Serves as consultant regarding TMCH financial affairs, development of operating policies and procedures, department needs/problems, financial system requirements

Serves as a resource to all TMCH financial statement users; performs high level analysis and troubleshooting functions as needed

Prepares monthly financial statements at either company or subsidiary level including trial balance preparation and organization of monthly journal entries

Prepares sufficient documentation and narratives for TMCH’s financial reporting

Meets with customers frequently and provides frequent written status updates to customers, team members, and department management

Prepares, identifies, analyzes, and resolves accounting issues including budget variance analysis on general budget issues, cost-benefit data analysis, statistical reports, and other fiscally related duties assigned

Analyzes and interprets TMCH operating results; makes specific recommendations profit improvements, adapts programs to changing needs, and maintains related documentation

Analyzes the monthly revenue and expense reports and prepares a statement of budget vs. actual variance

Utilizes current, or develops new, proper internal controls for assigned account categories in order to audit various accounting functions inside the department and across the company

Interacts with outside auditors, participates in occasional auditing projects, prepares audit schedules, and provides other required data when requested

Participates in testing and recording of financial transactions to assist in meeting Sarbanes-Oxley requirements

Collaborates and coordinates with TMCH in shared business processes as requested

Exhibits excellence in customer service through appropriate attitude and interaction with all patients, visitors, and staff

Understands systems interfacing between general ledger and investment reporting and can monitor interface to ensure accuracy of data

Performs related duties as assigned

Qualification

GAAPFinancial analysisBudgetingInvestment analysisAccounting softwareFinancial reportingProcess improvementProblem-solvingCommunicationTeam collaboration

Required

Bachelor's degree in Accounting or Finance

Four (4) - six (6) years accounting, investment analysis and/or auditing experience

Ability to create, interpret, and work with financial data that includes, but is not limited to: Prepares financial forecasts and budgets while meeting required deadlines

Understands an extensive variety of technical instructions in mathematical or diagram form, abstract and concrete variables, concepts such as fractions, percentages, ratios and proportions

Analyzes positive or negative variances against expected outcomes, applying mathematical operations to solve or analyze job-related situations

Prepare ROIs and detailed reports for presentation to management

Ability to define problems, draw valid conclusions, and present resolution utilizing, but not limited to the following: Establishing facts in response to inquiries or complaints from employees, patients, and/or their representatives

Collection and analysis of data needed to provide resolution

Present and utilize independent judgement in establishing the accuracy and reasonableness of information

Knowledge of and ability to improve processes and policy when determined necessary to include, but not limited to the following: Apply Generally Accepted Accounting Principles (GAAP) when preparing hospital financial data

Provide accurate assistance for all levels of management in analyzing financial performance related to hospital operations

Utilize appropriate project management practices and procedures as it relates to audit, monthly financial close and reporting, balance sheet reconciliation, intra- and inter- department process improvement

Display advanced skills including, but not limited to the following: Organizing tasks to provide a full range of financial analysis, budgeting and forecasting

Providing written and verbal communication to ensure complete understanding to stakeholders

Researching records and reports utilizing necessary TMCH resources, and when necessary have the ability to make reasonable estimates when actual data not available

Use of computer applications and systems to include: Word, EXCEL, Outlook and accounting software