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Financial Analyst \u002D Foundation Gift Administration

Houston Methodist

Houston, TX 77002
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Job Details

Work Shift: DAY

Work Week: M \ F

Job Summary

The Financial Analyst in the Foundation Gift Administration unit will collaborate with Foundation staff, Finance and philanthropic fund custodians across Houston Methodist (administrators, executives, and faculty) to directly support the fiscal management and monitoring of philanthropic gifts in accordance with donor intent and within institutional policies and procedures. Will perform regular revenue reconciliations against the institution's general ledger and revenue audits to ensure the accurate allocation of philanthropic donations across philanthropic accounts that support hospital and program annual operating budgets. Will be responsible for maintaining and analyzing data related to the Foundation's financial performance through the tracking and accounting of philanthropic donations in the Raiser's Edge database. This position will oversee the Foundation's portfolio of philanthropic commitments/pledges and deferred gifts, calculating net present values, producing and distributing pledge reminders to donors and ensuring adherence to IRS and CASE guidelines regarding the documenting, receipting and reporting of contributions. The Financial Analyst will compile and report information as requested by Financial Accounting, Internal Audit and management and update a monthly dashboard of key indicators and external benchmarks. Will work with Foundation staff and donors to resolve issues, expedite timely deposits and receipt of contributions, and facilitate securities and wire transfers of gifts. Daily activities will primarily involve tracking and receipting of philanthropic monies, gift/account monitoring, revenue audits, financial reporting and performing quality control functions.


o Provide personalized care and service by consistently demonstrating our I CARE values:
\ INTEGRITY: We are honest and ethical in all we say and do.
\ COMPASSION: We embrace the whole person including emotional, ethical, physical, and spiritual needs.
\ ACCOUNTABILITY: We hold ourselves accountable for all our actions.
\ RESPECT: We treat every individual as a person of worth, dignity, and value.
\ EXCELLENCE: We strive to be the best at what we do and a model for others to emulate.
o Focuses on patient/customer safety
o Delivers personalized service using HM Service Standards
o Provides for exceptional patient/customer experiences by following our Standards of Practice of always using Positive Language (AIDET, Managing Up, Key Words)
o Intentionally rounds with patients/customers to ensure their needs are being met
o Involves patients (customers) in shift/handoff reports by enabling their participation in their plan of care as applicable to the given job


PEOPLE \ 10 %
1. Interacts with all levels of personnel within the department, other institutional departments, as well as outside companies to resolve problems/errors or questions regarding basic accounting reconciliation items.

SERVICE \ 30 %
1. Assists department administrator and faculty members in managing the clinical/research departmental budget.
2. For Research: Assists in preparation of grant and contract budget proposals as needed. Assists in the oversight of departments\u0027 financial files for all grant and donor funding.
3. For Research: verifies all faculty, staff and research personnel are charged to the correct grant sources.

1. Reviews revenue projections, budget revisions, etc., for physician practice and/or academic department.

FINANCE \ 40 %
1. Support the development of auditing, reporting and contract modedling tools as needed for identification and analysis of rate and/or fee schedule auditing, financial performance and contract performance as well as modeling and analysis of potential opportunities.
2. Prepare and maintain revenue models.
3. Support administrator with compilation of information needed for organization profit and loss statements required by financial accounting.
4. Maintain monthly dashboard of key indicators and external benchmarks as defined by management.
5. For Physician Organization: Review contracts/calculate provider productivity bonuses/compensation models.

1. Maintains procedures and SOPs for reconciliation process.

This job description is not intended to be all inclusive' the employee will also perform other reasonably related business/job duties as assigned. Houston Methodist reserves the right to revise job duties and responsibilities as the need arises.


o Graduate of education program approved by the credentialing body for the required credential(s) indicated below in the Certificates, Licenses and Registrations section.

o BBA, BS or BA with a major in Accounting, or related degree is required.


o Minimum three years of financial analysis experience in health care environment.


o N/A


o Demonstrates the skills and competencies necessary to safely perform the assigned job, determined through on\going skills, competency assessments, and performance evaluations.

o Sufficient proficiency in speaking, reading, and writing the English language necessary to perform the essential functions of this job, especially with regard to activities impacting patient or employee safety or security.

o Ability to effectively communicate with patients, physicians, family members and co\workers in a manner consistent with a customer service focus and application of positive language principles.

Equal Employment Opportunity

Houston Methodist is an Equal Opportunity Employer.

Equal employment opportunity is a sound and just concept to which Houston Methodist is firmly bound. Houston Methodist will not engage in discrimination against or harassment of any person employed or seeking employment with Houston Methodist on the basis of race, color, religion, sex, sexual orientation, gender identity,national origin, age, disability, status as a protected veteran or other characteristics protected by law.

VEVRAA Federal Contractor €“ priority referral Protected Veterans requested.

Company Profile

Houston Methodist (HM) is one of the nation's leading health systems and academic medical centers. HM consists of 7 hospitals: Houston Methodist Hospital, its flagship academic hospital in the heart of the Texas Medical Center and six community hospitals throughout the greater Houston metropolitan area. HM also includes a research institute, a global business division, numerous physician practices and several free standing emergency rooms and outpatient facilities. Overall, HM employs over 20,000 employees. FORBES magazine has placed Houston Methodist on its annual list of Best Employers in 2016. Houston Methodistis supported by a wide variety of business functions that operate at the system level to help enable clinical departments to provide the best patient care and service in a spiritual environment.

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