Senior Financial Reporting Analyst

 Public Health Foundation Enterprises, Inc., dba Heluna Health is a non-profit 501(c)(3) agency dedicated to enabling population health initiatives to improve the overall well-being of our communities.

Heluna Health strives to become the nation’s leader in providing programs and support services to optimize population health.

Heluna Health partners with academic researchers, government agencies, foundations, and private sponsors to offer a suite of services, including contracts and grants management; fiscal sponsorship (providing a financial ‘home’ for researchers, projects, and agencies); human resources support; accounting services; real estate/leasing and direct population health project leadership. 

Reporting to the Financial Analyst Supervisor, the Senior Financial Reporting Analyst will be an integral part of the Finance team.

The Senior Financial Reporting Analyst is responsible for preparing, analyzing, and ensuring the accuracy of financial statements and reports in compliance with GAAP and organizational policies.

The Senior Financial Reporting Analyst plays a key role in the month-end, quarter-end, and year-end close processes by performing financial variance analysis on balance sheet and statement of activities, identifying major drivers for revenue and expenses, and preparing various monthly and quarterly financial reports, including compliance reporting.

The role also contributes to process improvements, system enhancements, and implementation of reporting best practices that strengthen accuracy and efficiency of financial reporting activities.

The Senior Financial Reporting Analyst will provide financial insights to management and perform ad hoc projects as needed to support organizational goals and decision-making. 

On an annual basis, the Senior Financial Reporting Analyst will also assist with the Organization’s Single Audit and the preparation of IRS Form 990 by compiling and preparing necessary audit and tax schedules.

The salary range: $104,482.42 to $110,000.00 annually commensurate with experience. 

Essential Functions


* Prepare monthly, quarterly, and annual financial statements in accordance with GAAP


* Ensure timely and accurate reporting of consolidated financial results, including balance sheet, statement of activities, and cash flow


* Analyze variance in the balance sheet and statement of activities to identify key drivers


* Prepare audit schedules, footnotes, disclosures, and tax return filings


* Assist in preparing reports and presentations for senior management and Board of Directors


* Prepare, file, and maintain compliance reporting, including census reporting, welfare exception forms, L-571 forms related to property taxes, business verification, annual state business and charitable registrations, and trademark filings as necessary


* Perform ad hoc financial analysis and respond to inquiries on financial results 

Job Qualifications


* Strong financial an...