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  • Location: Minneapolis, MN

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Accounting / Finance in Minneapolis, MN

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EVP/Chief Financial Officer
1
EVP/Chief Financial Officer
Minneapolis, MN
Jan 02, 2024

history of supporting working people, serving the long-term needs and economic well-being of its members, and is committed to local businesses and associations that support our communities! UBT seeks a progressive and strategic executive to be its next Executive Vice President/Chief Financial Officer (EVP).

Are you a strategically focused EVP? Do you enjoy turning financial data into actionable plans? Are you an experienced leader who coaches and develops others? If so, you may be just what we are looking for! The EVP will join UBT's executive team and be expected to contribute value by designing and implementing high-performance practices and tools, supporting the development of the

organization's strategic plan, goals, and objectives, and building and maintaining a robust and high-functioning staff. What you bring to the role: You are a strategic and futuristic thinker responsible for overseeing UBT's financial health and providing actionable insights the organization can use to make effective decisions, improve the bank's performance, and seize new opportunities.

Performance-driven and able to provide measurable results. Team-oriented and capable of consistently motivating people to take action and move beyond the expected. Strong knowledge of financial institution operational procedures and compliance. Strong knowledge of trust accounting and investment functions.

Thorough understanding of financial institution financial statements, performance metrics, and the impact of institutional processes and policies.

Proven experience evaluating processes and partnering with business leaders. Superior business acumen with the ability to customize and analyze potential and existing member needs and strategies to project future financial success. Models the desired culture and values of the UBT. Minimum ten years experience in a senior leadership role in a financial institution. Bachelor's degree in business administration, finance, accounting, or related field and professional certification (e. g. CFA, CPA, etc. ) required. Master's degree preferred.

Broad knowledge of bank or trust and board governance policies and procedures. Proven ability to achieve strategic objectives through subordinate managers and staff. Thorough knowledge of bank or trust products and services, features, and benefits. Must be located in or around Minneapolis, Minnesota, or willing to relocate. About Union Bank and Trust: Union Bank & Trust will provide Banking and Trust services both locally and nationally in a safe and sound manner by complying with all banking regulations and laws. The institution will provide a safe place for all employees to work and give back to the communities we serve while providing a fair return on our stockholder's investment.

We hold all employees and managers accountable for demonstrating the Values with customers and with one another. No one Value is more important than another; rather, they - together - represent who we are at UBT. Our Values are critical to our success - and that of our customers and the communities we serve: People, Passion, Performance, Quality, Innovation, and Integrity. #J-18808-Ljbffr

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Financial Analyst Generalist
1
Financial Analyst Generalist
Minneapolis, MN
Jan 02, 2024

support for clinical operations working cross-functionally to lead financial analysis, identifying optimal decisions and processes and consulting with clinic leadership on potential business impacts.

Strong communication and interpersonal skills along with proficiency with Excel and other data management tools are required for this position.

Boynton Health has an annual budget of $ 44 million dollars and provides a comprehensive healthcare approach to student health, with offerings such as physical therapy, urgent care, a gynecology clinic, primary care, therapy, psychiatry, dentistry, an on-site shop and vision clinic. The mission of Boynton is to improve the health and wellbeing

of University of Minnesota students and the campus community, and the clinic serves approximately 29,000 students and staff annually. Salary Range: $96,061-$115,000 depending upon qualifications and experience.

Detailed Job Responsibilities: Financial Analyst Clinical Operations (50%): Provides financial analysis and reporting to support clinical operations. Manage the annual budgeting and forecasting process. Develops and prepare routinized financial reporting analysis including trending analysis variance analysis, and identification of risk and opportunity areas for departments and divisions Performs data collection from multiple sources with integration into financial models to allow

for complex analysis, to assist faculty and administrators with recommendations for improvements.

Creates models for many purposes including: budget and forecasting, new business, physician productivity, workload allocation, opportunity cost, contract value, revenue maximization, compensation, operational efficiencies, payer reimbursement and business trending. Track clinical operations performance related to provider productivity, clinic visits, net patient revenue, staffing, dashboard indicators, and other measures identified within organizational planning and provide timely reporting to senior leadership related to results, trends, and variances to targets.

Assist in Preparing (input) in the annual People Soft budgeting. Revenue Cycle Financial Reporting (20%) Support revenue cycle management with AR valuation, charge analysis, fee schedule analysis, contract performance and other analysis as needed. Provide ongoing support for net patient revenue determination by service area and visit type for financial reporting and analysis. Perform ad-hoc reporting and analysis using UM Analytics, PNC and Dentrix applications. Work closely with the Finance Director and Revenue Cycle Manager to assist in managing reimbursement contracts, including analysis, validation and recommending improvements in the utilization of student fees.

Work closely with the Finance Director to oversee and develop provider compensation initiatives. Other Accounting Duties and Responsibilities as Assigned (30%): Process journal entries to record expense and fund transfers and balance sheet transactions accruing expenses or revenues. backss appropriateness of requested journal entries and work with finance staff to make corrections consistent with University or collegiate policy. Support Boynton's financial reporting and assist with both cash reporting and accrual based accounting of revenue and expenses as appropriate.

Enter capital asset receipts and update as necessary. Identify and resolve problems that arise throughout the purchasing process. Work with the Finance team, Boynton administrators, central administration and vendors to resolve issues. Create forms necessary to meet cluster, department and system needs. Complete and oversee through to payment all higher-cost contracts for professional services. Reconcile periodic procurement card charges against supporting documents provided by card holders. Collaborate closely with the University Peak Initiative to support transitioning purchasing tasks centrally when possible.

Some of these tasks may transition to Central Accounting per the University Peak Initiative. Remaining time will be increased in financial reporting and analysis responsibilities and functions. Qualifications Required Qualifications: BA/BS degree in business, finance or related field and at least 8 years of experience in finance or related position. Experience in a healthcare organization performing clinical analysis. Experience presenting, and ability to explain, complex financial information to clinical and administrative leadership.

Time management skills with demonstrated ability to be self-directed and meeting job responsibilities. Advanced to Expert experience with Excel including the development of data models, use of pivot tables, joining and consolidating data, charting data and formatting charts, and the use and creation of complex formulas. Preferred Qualifications: Experience with People Soft. Clinical analysis experience in an outpatient primary care setting. Excellent strategic decision making and communication skills, including the ability to manage multivariate problems. Experience with a healthcare practice management system within an electronic health records.

Contract management. Experience in developing compensation plans based on productivity. About the Department About Boynton Health, Finance Boynton Health is the on-campus student health care clinic at the University of Minnesota Twin Cities. Our mission is to create a healthy community by working with students, faculty, and staff to achieve physical, emotional, and social well-being. Boynton provides comprehensive high-quality health care, conducts community-based public health initiatives, and sponsors student-led health promotion in the areas of interactionual violence prevention, interactionual health, tobacco, alcohol, nutrition, and stress management.

Benefits Working at the University At the University of Minnesota, you'll find a flexible work environment and supportive colleagues who are interested in lifelong learning. We prioritize work-life balance, allowing you to invest in the future of your career and in your life outside of work. The University also offers a comprehensive benefits package that includes: Competitive wages, paid holidays, and generous time off Continuous learning opportunities through professional training and degree-seeking programs supported by the Low-cost medical, dental, and shop plans Healthcare and dependent care flexible spending accounts University HSA contributions Disability and employer-paid life insurance Employee wellbeing program Excellent retirement plans with employer contribution Public Service Loan Forgiveness (PSLF) Financial counseling services Employee Assistance Program with eight sessions of counseling at no cost with free or reduced rates in the Twin Cities metro area Please visit the for more information regarding benefits.

How To Apply Applications must be submitted online.

To be considered for this position, please click the Apply button and follow the instructions. You will have the opportunity to complete an online application for the position and attach a cover letter and resume. Additional documents may be attached after application by accessing your " My Job Applications" page and uploading documents in the " My Cover Letters and Attachments" section. To request an accommodation during the application process, please e-mail or call (612) 624-UOHR (8647). Diversity The University recognizes and values the importance of diversity and inclusion in enriching the employment experience of its employees and in supporting the academic mission.

The University is committed to attracting and retaining employees with varying identities and backgrounds. The University of Minnesota provides equal access to and opportunity in its programs, facilities, and employment without regard to race, color, creed, religion, national origin, gender, age, marital status, disability, public assistance status, veteran status, interactionual orientation, gender identity, or gender expression. To learn more about diversity at the U: http: //diversity.

umn. edu. Employment Requirements Any offer of employment is contingent upon the successful completion of a background check. Our presumption is that prospective employees are eligible to work here. Criminal convictions do not automatically disqualify finalists from employment. About the U of M The University of Minnesota, Twin Cities (UMTC)The University of Minnesota, Twin Cities (UMTC), is among the largest public research universities in the country, offering undergraduate, graduate, and professional students a multitude of opportunities for study and research.

Located at the heart of one of the nation's most vibrant, diverse metropolitan communities, students on the campuses in Minneapolis and St. Paul benefit from extensive partnerships with world-renowned health centers, international corporations, government agencies, and arts, nonprofit, and public service organizations.

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Senior Financial Analyst
1
Senior Financial Analyst
Minneapolis, MN
Jan 02, 2024

At Ryan, we don't just build buildings - we build stories. Ryan Companies US, Inc. has an exciting opportunity for an Senior Financial Analyst to join our team in Minneapolis! This role will work with construction teams to analyze project revenue and net profit and prepare financial reporting to regional and sector leadership.

This position will report directly to the Regional Finance Manager and have regional and sector analytical and reporting responsibilities. Job Description Some things you can expect to do: Prepare, analyze, and present regional and sector monthly financial reporting Communicate monthly key highlights for management Track construction job variances to budget Review

regional department operating expenses and support regional leaders in re-forecasting Lead improvement initiatives in collaboration with the operational areas of the business Assist in coordinating annual budgeting process for supported region and/or sectors - Develop a deep understanding of the forecasting tools and current processes to make continuous improvements Complete monthly revenue and profit reconciliations Prepare ad hoc reports and analysis as necessary To be successful in this role, you must have a bachelor's degree in Accounting, Finance or business-related field of study and 3-5 years of financial analysis experience.

In addition, you must have a strong analytical mindset

and understanding of accounting principles with ability to work under pressure to complete and meet monthly reporting deadlines.

You will stand out if you have: Ability to work both independently and on a team Excellent communication skills and attention to detail - Advanced working knowledge of Excel Experience with analytical tools (Power BI, Tableau, etc. preferred), Hyperion/PBCS software, and Enterprise system (SAP, JD Edwards, etc. ) - Ability to quickly adapt to advancing technology Strong attention to detail Are you someone that is always looking for process improvements, efficiencies, and value-add opportunities? Do you enjoy analyzing financial data and presenting financial results to management?

If this describes you, we encourage you to apply today! Positions require verification of employment eligibility to work in the U. S. Must be authorized to work in the U. S. Certain positions and locations require Covid-19 vaccination, subject to reasonable accommodations for valid medical or sincerely held religious reasons. Medical, Dental and Vision Benefits Retirement and Savings Benefits Flexible Spending Accounts Life Insurance Educational Assistance Paid Time Off (PTO) Long-term Disability Ryan Foundation - charitable matching funds Paid Time for Volunteer Events EEO Policy and Reasonable Accomodation Notice Ryan Companies US, Inc.

is an equal opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. For information about your rights under Equal Employment Opportunity, -CLICK HERE. If we can help accommodate a disability during any portion of the application or hiring process, please email xyz X@.

Reasonable accommodations will be determined on a case-by-case basis. Please note: Our accommodation specialist is unable to provide application status updates. Ryan does not accept recruiting agency solicitations. #J-18808-Ljbffr

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Financial Analyst - I
1
Financial Analyst - I
Minneapolis, MN
Jan 03, 2024

---Adept at accurate reporting and information quality assurance---Strong communication and customer service skills Responsibilities: The Paycheck Protection Program Liquidity Facility (PPPLF) team at Client Bank of Minneapolis is organized under the Supervision, Regulation, and Credit Department.

The PPPLF team extends credit to eligible financial institutions that originate Paycheck Protection Loans, taking the loans as collateral at face value. The Paycheck Protection Program (PPP) provides loans to small businesses so they can keep their workers on the payroll. This team is also responsible for processing repayments of the loans and ensuring advances and pledges are reconciled. We

have a Financial Analyst opening on the PPPLF team to help us with this important work. Reporting to the team's co-managers, you will process assigned aspects of PPPLF advances, pay downs and pay-offs.

You will also engage in communication with PPPLF borrowers and may be asked to perform business analyses, such as reviewing program participation documentation or requesting information about a PPPLF advance, backssing file submission trends, or following PPP developments. As a Financial Analyst, you must maintain an analytical thought process, have a strong attention to detail, and quickly adapt to changes in process. ---Accurately execute sequential PPPLF transactions in a deadline driven

environment in line with established procedures---Attentive and detailed orientated to absorb training and adjust to procedural changes as they occur---Accurately perform reconciliations to ensure PPPLF loans pledged match the advance amounts---Recognize, identify, and escalate issues through established channels as needed---Process assigned aspects of PPPLF pay down files from participants---Effectively communicate with stakeholders via email, phone, etc.

---Take direction and collaborate well with others, and ask for help from colleagues as needed Comments/Special Instructions Top 3 skills for the position: Organized, reliable, works well in a team environment. USC only.

Accounting / Finance In Minnesota

1
Chief Financial Officer
Forest Lake
Jan 02, 2024

team? Company Background and Description Founded in 1966, Wilson Tool Enterprises is a family-owned enterprise built upon a solid foundation of integrity, truthfulness, loyalty, fairness, and a reputation focused on delivering exceptional customer service, the most reliable and innovative products and solutions that help our customers be more successful, a committed and safe working environment that brings out the best in our people, and the goal of setting a positive example for future generations of shareholders.

Wilson Tool Enterprises is made up of a portfolio of diverse companies around the world. Our largest company, Wilson Tool International provides the most comprehensive line

of tooling systems and accessories for the Tableting, Stamping, Bending, and Punching industries.   We are known for our customized tooling solutions designed to help customers resolve their most challenging fabrication issues worldwide.

Wilson Tool products can be found in Africa, Asia-Pacific, Europe, the Middle East, North America and South America. We have currently diversified our enterprise portfolio with acquisitions in the fluid motion, lighting and golf industries. Wilson Venture Group™ focuses on continuing to enhance our organic enterprise growth through diverse, strategic, entrepreneurial, and innovative value-added acquisitions. We are seeking a highly passionate, committed,

and entrepreneurial leader who can honor our company’s strong financial foundation, while also leading it into the future.

This role will be part of the Wilson Tool Enterprise executive leadership team, located in Hugo Minnesota, and will have direct responsibility and oversight over the financial operations of our worldwide entities, lead the M&A process, and help set vision and strategy for the organization. To ensure the success of this role, you would be a high integrity, values-based leader, who has at least ten years of proven success in driving commercial success in a $200M-$500M global manufacturing company. You are highly strategic, resilient, decisive, and growth-oriented leader who excels at driving results through a supportive, collaborative and balanced leadership approach that brings out the best in people.

And, you have strong experience and business acumen related to manufacturing, M&A and treasury. Key Accountabilities Enterprise Executive team: Work with Executive Leadership Team to set strategy, drive revenue growth & maximize profits. Establish long & short-term enterprise strategic plans, aligned to shareholder goals. Responsible for executing the strategic plan, according to the business model of the organization. Ensure “Wilson Way” best practices are aligned enterprise wide.

Merger and Acquisitions: Identify key strategically aligned M&A opportunities Lead the M&A philosophy, strategy and process, through collaboration with the Executive Leadership team. Responsible for the following: sourcing of opportunities, relationship building, business justification, financial modeling, and due diligence. Oversee financial integration. Enterprise Finance: Oversee enterprise financial objectives and operations Work with the Corporate Controller providing direction on: month-end, Governor meeting preparation, tax & discretionary distributions, treasury, budgeting, annual business plan preparation, annual business valuation, year-end requirements, audits, business intelligence development, GAAP, expenditures and banking relationships.

Work with Entity leaders to support the company’s initiatives through financial analyses, recommendations for their entities, budgeting, general accounting, cash management, inventory control, compliance standards and staffing needs. Participate and present at monthly board meetings, annual company meetings, and annual shareholder meetings. Enterprise Risk and Governance: Develop and oversee enterprise risk and governance mitigation and policies Maintain corporate governance documents in accordance with government regulations.

Including intercompany pricing policies Work with outside resources to oversee compliance in tax planning, auditing, real estate, and other assets. Partner with Management on legal matters as assigned. Additional Skills and Experience Proven track record, with at least 10 years of experience in executive leadership of international manufacturing finance and accounting, M&A, cost accounting, and risk/governance oversight, required. MBA, CPA, or CMA preferred; undergraduate degree in Business Administration or finance, required.

Demonstrated visionary/strategic leadership, strategic thinking, interpersonal, and negotiation skills, required. Ability to use communication tools such as “open door policy” to ensure open communication across all workgroup members Excellent professional references and high integrity, required. Experience leading within B2B, metal cutting and forming, manufacturing organizations, preferred Experience leading within global, non-union, family-owned, matrix organizations, preferred This opportunity offers A strongly positioned, family-oriented, company focused on growing long-term value.

A challenging and rewarding work environment. A competitive compensation package, including profit sharing and performance-based compensation. VALUES Understand and display the company values of WTE: “Can do” attitude, Innovative, Team player, Customer-focused WORK ENVIRONMENT AND SCHEDULE This position is on-site in Hugo, MN. Office and manufacturing environment. Domestic and International travel required – up to 15%. Full-time; core-business hours or determined by business need. DOE; Wilson Tool is an EEO/AA employer: women, minorities, the disabled, and veterans are encouraged to apply.

EEO is the Law: http: //www1. eeoc. gov/employers/upload/eeoc_self_print_poster. pdf Powered by Jazz HR

1
EVP/Chief Financial Officer
Minneapolis
Jan 02, 2024

history of supporting working people, serving the long-term needs and economic well-being of its members, and is committed to local businesses and associations that support our communities! UBT seeks a progressive and strategic executive to be its next Executive Vice President/Chief Financial Officer (EVP).

Are you a strategically focused EVP? Do you enjoy turning financial data into actionable plans? Are you an experienced leader who coaches and develops others? If so, you may be just what we are looking for! The EVP will join UBT's executive team and be expected to contribute value by designing and implementing high-performance practices and tools, supporting the development of the

organization's strategic plan, goals, and objectives, and building and maintaining a robust and high-functioning staff. What you bring to the role: You are a strategic and futuristic thinker responsible for overseeing UBT's financial health and providing actionable insights the organization can use to make effective decisions, improve the bank's performance, and seize new opportunities.

Performance-driven and able to provide measurable results. Team-oriented and capable of consistently motivating people to take action and move beyond the expected. Strong knowledge of financial institution operational procedures and compliance. Strong knowledge of trust accounting and investment functions.

Thorough understanding of financial institution financial statements, performance metrics, and the impact of institutional processes and policies.

Proven experience evaluating processes and partnering with business leaders. Superior business acumen with the ability to customize and analyze potential and existing member needs and strategies to project future financial success. Models the desired culture and values of the UBT. Minimum ten years experience in a senior leadership role in a financial institution. Bachelor's degree in business administration, finance, accounting, or related field and professional certification (e. g. CFA, CPA, etc. ) required. Master's degree preferred.

Broad knowledge of bank or trust and board governance policies and procedures. Proven ability to achieve strategic objectives through subordinate managers and staff. Thorough knowledge of bank or trust products and services, features, and benefits. Must be located in or around Minneapolis, Minnesota, or willing to relocate. About Union Bank and Trust: Union Bank & Trust will provide Banking and Trust services both locally and nationally in a safe and sound manner by complying with all banking regulations and laws. The institution will provide a safe place for all employees to work and give back to the communities we serve while providing a fair return on our stockholder's investment.

We hold all employees and managers accountable for demonstrating the Values with customers and with one another. No one Value is more important than another; rather, they - together - represent who we are at UBT. Our Values are critical to our success - and that of our customers and the communities we serve: People, Passion, Performance, Quality, Innovation, and Integrity. #J-18808-Ljbffr

1
Bookkeeper - Franchise Location
Bemidji
Jan 02, 2024

the flexibility and extra earnings you'll need to make your life uniquely yours. You'll also find career growth opportunities and may even apply for advancement. Day to day, you'll Post financial transactions into subsidiary books and general ledgers Reconcile and balance accounts Generate and analyze financial statements Prepare and process payroll Generate 1099s and W2s and calculate and prepare tax statements Communicate with clients, client suppliers, vendors and banking contacts Assist in client retention and client growth opportunities It would be even better if you also had.

Experience with Xero accounting software Bilingual candidates encouraged to apply! This office is an independently

owned and operated franchise office operating under an agreement with H&R Block. Franchisees make their own hiring decisions and any questions regarding employment at this office should be made directly to the franchisee.

What you'll bring to the team. High school diploma or equivalent National bookkeeping and payroll certifications from the National Bookkeeping Association, or the ability to successfully obtain certifications 1-3 years of bookkeeping experience Knowledge of bookkeeping practices and generally accepted accounting principles & procedures Ability to correctly interpret and apply complete instructions, policies and regulations Ability to treat confidential information with professionalism and discretion Analytical skills and an eye for details Strong organizational and time-management skills with the ability to multi-task and work independently

1
Relationship Banker - Phalen Financial Center -
Saint Paul
Jan 03, 2024

to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.

Join us! Job Description: This role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources such as mobile banking, online banking, or ATM.

This role also accurately and efficiently processes cash transactions for clients as needed. Relationship bankers have deep conversations with clients to gain in-depth knowledge of their financial and life priorities. A Relationship Banker (responsibilities): --- Executes the bank's risk culture and strives for operational excellence--- Builds relationships with individual clients to meet their financial needs--- Follows established processes and guidelines in daily activities

to do what is right for clients and the bank, adhering to all applicable laws and regulations--- Grows business knowledge and network by partnering with experts in small business, lending and investments--- Manages financial center traffic, appointments and outbound calls effectively--- Drives the client experience--- Manages cash responsibilities You're a person who (required skills): --- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.

--- Collaborates effectively to get things done, building and nurturing strong relationships. --- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.

--- Is confident in identifying solutions for new and existing clients based on their needs. --- Communicates effectively and confidently, and is comfortable engaging all clients. --- Has the ability to learn and adapt to new information and technology platforms. --- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). --- Applies strong critical thinking and problem-solving skills to meet clients' needs.

--- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. --- Efficiently manages your time and capacity. --- Focuses on results, while acting in the best interest of the client. --- Can be flexible to work weekends and/or extended hours as needed. You'll be more prepared if you have (desired skills): --- Experience in financial services and knowledge of financial services industry, products and solutions. --- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.

--- Six months of cash handling experience. --- Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. Skills Used in this Role: --- Customer Service--- Risk Management--- Consumer Products and Solutions--- Overcoming Objections--- Risk Management--- Cash Management--- Demonstrating Technology--- Relationship Management--- Active Listening--- Learning Agility--- Problem Solving--- Critical Thinking--- Multitasking Shift:1st shift (United States of America)Hours Per Week: 40

1
Assistant Property Controller
Bloomington
Jan 03, 2024

an Assistant Property Controller for CBRE Investment Accounting & Reporting Solutions, an exciting and growing environment. Contributors in this role assist in coordinating financial reporting and performing analytical review of property owner entities. What You'll Do: Produce financial reporting packages and other required financial information and analytics for property related entities, including work-papers for balance sheet general ledger accounts on a monthly or quarterly basis.

Work with client's auditors for interim and year end audits; draft annual audit report. Compile, analyze, and track financial data, performing detailed review of monthly reports. Prepare monthly bank reconciliations,

review cash balances, prepare capital calls or loan draws, prepare distribution waterfalls, manage cash security deposits, and ensure fees payable are accurately calculated and paid timely.

Review lease abstracts and lease recurring charge set up. Prepare CAM calculation for income budgeting/billing estimates and annual true ups. What You'll Need: To perform this job successfully, an individual will need to perform each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Bachelor's degree in accounting

or finance and 5+ years accounting experience, or equivalent combination of education and experience required.

Requires experience in real estate accounting and analytics required, specifically working with industrial properties. Requires proven knowledge of financial terms and principles to include accounting methods: cash, accrual, fair value, and historical cost GAAP. Requires experience performing CAM reconciliations. Why CBRE? When you join CBRE you will have the support and resources of a global firm where an entrepreneurial mentality is encouraged. You'll realize your potential with exciting work, fast-paced assignments, an environment of constant learning and dedication to results!

To enable your success, we provide the best tools, training and leaders in the industry. Our culture is built on our RISE values and reflects the needs and perspectives of our clients and our people. Our work is guided by our North Star: Crafting the real estate solutions of tomorrow, so businesses and people thrive. Coming to work for CBRE, you will receive a comprehensive benefits package, 401k, and extraordinary perks such as career growth and longevity! CBRE is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, interaction, interactionual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.

We also provide reasonable accommodations, as needed, throughout the job application process. If you have a disability that inhibits your ability to apply for a position through our online application process, you may contact us via email at xyz X@ or via telephone at xyz X (U.

S. ) and xyz X (Canada). NOTE: Some, but not all, of our positions may have an additional requirement to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing. If you have questions about the requirement(s) for this position, please inform your Recruiter.

1
Financial Analyst Generalist
Minneapolis
Jan 02, 2024

support for clinical operations working cross-functionally to lead financial analysis, identifying optimal decisions and processes and consulting with clinic leadership on potential business impacts.

Strong communication and interpersonal skills along with proficiency with Excel and other data management tools are required for this position.

Boynton Health has an annual budget of $ 44 million dollars and provides a comprehensive healthcare approach to student health, with offerings such as physical therapy, urgent care, a gynecology clinic, primary care, therapy, psychiatry, dentistry, an on-site shop and vision clinic. The mission of Boynton is to improve the health and wellbeing

of University of Minnesota students and the campus community, and the clinic serves approximately 29,000 students and staff annually. Salary Range: $96,061-$115,000 depending upon qualifications and experience.

Detailed Job Responsibilities: Financial Analyst Clinical Operations (50%): Provides financial analysis and reporting to support clinical operations. Manage the annual budgeting and forecasting process. Develops and prepare routinized financial reporting analysis including trending analysis variance analysis, and identification of risk and opportunity areas for departments and divisions Performs data collection from multiple sources with integration into financial models to allow

for complex analysis, to assist faculty and administrators with recommendations for improvements.

Creates models for many purposes including: budget and forecasting, new business, physician productivity, workload allocation, opportunity cost, contract value, revenue maximization, compensation, operational efficiencies, payer reimbursement and business trending. Track clinical operations performance related to provider productivity, clinic visits, net patient revenue, staffing, dashboard indicators, and other measures identified within organizational planning and provide timely reporting to senior leadership related to results, trends, and variances to targets.

Assist in Preparing (input) in the annual People Soft budgeting. Revenue Cycle Financial Reporting (20%) Support revenue cycle management with AR valuation, charge analysis, fee schedule analysis, contract performance and other analysis as needed. Provide ongoing support for net patient revenue determination by service area and visit type for financial reporting and analysis. Perform ad-hoc reporting and analysis using UM Analytics, PNC and Dentrix applications. Work closely with the Finance Director and Revenue Cycle Manager to assist in managing reimbursement contracts, including analysis, validation and recommending improvements in the utilization of student fees.

Work closely with the Finance Director to oversee and develop provider compensation initiatives. Other Accounting Duties and Responsibilities as Assigned (30%): Process journal entries to record expense and fund transfers and balance sheet transactions accruing expenses or revenues. backss appropriateness of requested journal entries and work with finance staff to make corrections consistent with University or collegiate policy. Support Boynton's financial reporting and assist with both cash reporting and accrual based accounting of revenue and expenses as appropriate.

Enter capital asset receipts and update as necessary. Identify and resolve problems that arise throughout the purchasing process. Work with the Finance team, Boynton administrators, central administration and vendors to resolve issues. Create forms necessary to meet cluster, department and system needs. Complete and oversee through to payment all higher-cost contracts for professional services. Reconcile periodic procurement card charges against supporting documents provided by card holders. Collaborate closely with the University Peak Initiative to support transitioning purchasing tasks centrally when possible.

Some of these tasks may transition to Central Accounting per the University Peak Initiative. Remaining time will be increased in financial reporting and analysis responsibilities and functions. Qualifications Required Qualifications: BA/BS degree in business, finance or related field and at least 8 years of experience in finance or related position. Experience in a healthcare organization performing clinical analysis. Experience presenting, and ability to explain, complex financial information to clinical and administrative leadership.

Time management skills with demonstrated ability to be self-directed and meeting job responsibilities. Advanced to Expert experience with Excel including the development of data models, use of pivot tables, joining and consolidating data, charting data and formatting charts, and the use and creation of complex formulas. Preferred Qualifications: Experience with People Soft. Clinical analysis experience in an outpatient primary care setting. Excellent strategic decision making and communication skills, including the ability to manage multivariate problems. Experience with a healthcare practice management system within an electronic health records.

Contract management. Experience in developing compensation plans based on productivity. About the Department About Boynton Health, Finance Boynton Health is the on-campus student health care clinic at the University of Minnesota Twin Cities. Our mission is to create a healthy community by working with students, faculty, and staff to achieve physical, emotional, and social well-being. Boynton provides comprehensive high-quality health care, conducts community-based public health initiatives, and sponsors student-led health promotion in the areas of interactionual violence prevention, interactionual health, tobacco, alcohol, nutrition, and stress management.

Benefits Working at the University At the University of Minnesota, you'll find a flexible work environment and supportive colleagues who are interested in lifelong learning. We prioritize work-life balance, allowing you to invest in the future of your career and in your life outside of work. The University also offers a comprehensive benefits package that includes: Competitive wages, paid holidays, and generous time off Continuous learning opportunities through professional training and degree-seeking programs supported by the Low-cost medical, dental, and shop plans Healthcare and dependent care flexible spending accounts University HSA contributions Disability and employer-paid life insurance Employee wellbeing program Excellent retirement plans with employer contribution Public Service Loan Forgiveness (PSLF) Financial counseling services Employee Assistance Program with eight sessions of counseling at no cost with free or reduced rates in the Twin Cities metro area Please visit the for more information regarding benefits.

How To Apply Applications must be submitted online.

To be considered for this position, please click the Apply button and follow the instructions. You will have the opportunity to complete an online application for the position and attach a cover letter and resume. Additional documents may be attached after application by accessing your " My Job Applications" page and uploading documents in the " My Cover Letters and Attachments" section. To request an accommodation during the application process, please e-mail or call (612) 624-UOHR (8647). Diversity The University recognizes and values the importance of diversity and inclusion in enriching the employment experience of its employees and in supporting the academic mission.

The University is committed to attracting and retaining employees with varying identities and backgrounds. The University of Minnesota provides equal access to and opportunity in its programs, facilities, and employment without regard to race, color, creed, religion, national origin, gender, age, marital status, disability, public assistance status, veteran status, interactionual orientation, gender identity, or gender expression. To learn more about diversity at the U: http: //diversity.

umn. edu. Employment Requirements Any offer of employment is contingent upon the successful completion of a background check. Our presumption is that prospective employees are eligible to work here. Criminal convictions do not automatically disqualify finalists from employment. About the U of M The University of Minnesota, Twin Cities (UMTC)The University of Minnesota, Twin Cities (UMTC), is among the largest public research universities in the country, offering undergraduate, graduate, and professional students a multitude of opportunities for study and research.

Located at the heart of one of the nation's most vibrant, diverse metropolitan communities, students on the campuses in Minneapolis and St. Paul benefit from extensive partnerships with world-renowned health centers, international corporations, government agencies, and arts, nonprofit, and public service organizations.