Function as the financial liaison between the Foundation and the accounting department. Knowledgeable in full cycle fund accounting, audits and tax return preparation as it relates to the Foundation. Function as the analyst over the Foundation expense process including reporting, analysis, sales tax filing and variances. Assist manager in preparing and analyzing financial reports.  Knowledgeable of Foundation operations and works as a financial resource for the Foundation staff. 


Essential Functions


Financial Analyst II


Operational Support

  • Cash/Accounts Receivable/Accounts Payable
    • Prepares HCS deposits
    • Prepares HCS sponsor invoicing
    • Analysis of Aging reports/collections
    • Prepares Quick Book financials for HCS Executive Director
    • Analysis/Research of purchase card (Pcard), check request, and expense report processes.
  • Prepares the Annual Annuity Statement
  • Participates in the annual operating budget and maintenance of budget throughout the year for both Hoag Hospital Foundation (HHF) and Hoag Charity Sports (HCS).
  • Prepares reports for Board and Committee meetings as needed for Finance Director.


Transfer Support

  • Processes scholarship expense reports
  • Analysis/Research for open transfer requests from hospital
  • Assists in preparing quarterly transfers
  • Process Transfer of Funds Request (TFR).


  • Perform other duties as assigned.


Education, Training and Experience



Financial Analyst II

  • Bachelor’s degree in Finance, Accounting or other related field or equivalent experience.
  • Minimum of 3-5 years’ experience as a financial analyst in healthcare, a hospital, or a foundation  


Skills or Other Qualifications



  • Lawson Accounting System experience  
  • Proficient in use of financial applications including spreadsheets, database and graphical programs
  • Project oriented, organized, have good written and oral communication skills
  • Working knowledge of Microsoft Office applications  


Preferred: N/A


License and Certifications


Required:  N/A

Preferred:  N/A