Financial Analyst II - Clinic Operations

Job Title: Financial Analyst II – Clinic Operations

Agency: Texas A&M University Health Science Center

Department: Dentistry Finance Centralized

Proposed Minimum Salary: $4,617.67 monthly

Job Location: Dallas, Texas

Job Type: Staff

The Financial Analyst II – Clinic Operations supports daily and monthly financial reconciliation processes for clinic operations. This position is responsible for reconciling bank activity, assisting with the reconciliation of Axium (EMR) to FAMIS (financial system), and ensuring accurate posting of revenue, refunds, and deposits. The role works collaboratively with third-party billing vendors and Clinical Affairs to resolve routine payment discrepancies and maintain accurate financial records.

Required Education and Experience

• Bachelor's degree or equivalent combination of education and experience
• Three years of related experience in accounting or finance

Preferred Qualifications

• Thorough understanding of generally accepted accounting principles and auditing standards
• Advanced proficiency in business applications, such as Microsoft Office suite
• Experience in data analysis and visualization to draw relevant conclusions
• Experience compiling statistical data and preparing a report
• Experience in recommending actions through analysis and studying proposed changes in processes

• Daily Revenue and Bank Reconciliation
  • Perform daily reconciliation of bank statements to internal deposit records
  • Verify and reconcile patient payments, insurance payments, credit card transactions, and electronic deposits
  • Ensure accurate and timely posting of revenue to FAMIS
  • Identify discrepancies in deposits, payment postings, or batch totals and escalate unresolved items
• Axium to FAMIS Reconciliation Support
  • Assist with monthly reconciliation of Axium revenue reports to FAMIS general ledger activity
  • Prepare supporting schedules for revenue, adjustments, refunds, and clearing accounts
  • Research posting variances between Axium and FAMIS and document findings
  • Maintain reconciliation documentation and summary pages for review by senior analysts or management
• Refunds and Credit Card Reconciliation
  • Reconcile refund activity to support documentation and system postings
  • Verify proper approval and processing of patient refunds
  • Reconcile credit card settlements to daily deposits and financial system postings
  • Track outstanding refund balances and report discrepancies
• Third-Party Billing and Clinical Affairs Coordination
  • Communicate with third-party billing vendors to obtain payment details, remittance information, and clarification on discrepancies
  • Coordinate with Clinical Affairs regarding patient payment corrections, adjustments, or posting issues
  • Provide requested payment documentation to support reconciliation and resolution efforts
  • Analyzes financial statements and prepares management reports for various constituents
  • Reviews service rate studies and determines if rates are reasonable and in compliance
• Compliance and Documentation
  • Follow established reconciliation checklists and internal control procedures
  • Maintain organized electronic documentation of reconciliation work papers
  • Ensure reconciliations are completed timely and in accordance with departmental deadlines
  • Escalate unresolved discrepancies or recurring issues to senior analysts
  • Research and analyze data in support of strategic goals
  • Prepares projections, analyzes variances, and reports findings
  • Develops and maintains statistical models to perform revenue and expense forecasting
  • Research budgeting, accounting, and departmental issues; analyzes data

We are a prestigious university with strong traditions, Core Values, and a community of caring and collaboration.

• Medical, prescription drug, dental, vision, life and AD&D, flexible spending accounts and long-term disability insurance with Texas A&M contributing to employee health and basic life premiums
• 12-15 days of annual paid holidays
• Up to eight hours of paid sick leave and at least eight hours of paid vacation each month
• Automatic enrollment in the Teacher Retirement System of Texas
• Health and Wellness:
  Free exercise programs and release time
• Professional Development:
  All employees have access to free Linked In Learning training, webinars, and limited financial support to attend conferences, workshops, and more
• Educational release time and tuition assistance for completing a degree while a Texas A&M employee
• Living Well program built by employees, for employees

Instructions to Applicants: Applications received by Texas A&M University must either have all job application data entered, or a resume attached. Failure to provide all job application data or a complete resume could result in an invalid submission and a rejected application. We encourage all applicants to upload a resume or use a Linked In profile to prepopulate the online application.

All positions are security-sensitive. Applicants are subject to a criminal history investigation, and employment is contingent upon the institution’s…