Financial Analyst I – Accounts Receivable

Posting Number: #1122

Position Title: Financial Analyst I - Accounts Receivable

Closing Date: Until Filled

Location: Oakland, CA (Remote)

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The Public Health Institute (PHI) is an independent, nonprofit organization dedicated to promoting health, well-being, and quality of life for people throughout California, across the nation and around the world. As one of the largest and most comprehensive public health organizations in the nation, we are at the forefront of research and innovations to improve the efficacy of public health statewide, nationally, and internationally.

Position Summary

Reporting to the Accounting Manger, the Financial Analyst I – Accounts Receivable is responsible for the timely and accurate maintenance of the AR module including cash receipts entry and payment application.  Assist the Accounting Manager with audit preparation related to cash receipts, and will communicate with central admin and program staff to resolve questions to ensure the accurate posting of cash receipts.

Essential Duties & Responsibilities

Accounts Receivable

  • Responsible for coding deposits to properly recognize revenue or apply to accounts receivable. Ensure transactions are processed accurately and timely.
  • Prepare and post AR Direct Journals for non-AR cash receipts.
  • Responsible for monitoring aging accounts receivable including following up with customers and resolving outstanding items.
  • Perform account reconciliations as needed and research and resolve payment discrepancies.
  • Maintain cash receipts files. File cash receipts batches each month.
  • Communicate and resolve discrepancies, errors and findings through the Grants & Contracts department and with program staff to ensure the accurate posting of cash receipts.

General Ledger

  • Prepare journal entries to post expenses that are recorded through AR direct journals.
  • Support the General Ledger team to reconcile AR and non-AR cash related balance sheet accounts.


  • Prepare Funder specific invoice templated when required.
  • Process Prepaid create AR for payment application.
  • Process debit and credit memos for invoices.
  • Responsible for preparing accurate and timely monthly milestone and cost reimbursement invoices to PHI funders.
  • Submit invoices to funder in timely fashion


  • As required, prepare audit work support schedules and assist during audit in functional areas.
  • Perform other duties as assigned.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.

  • Minimum 2 years of experience in Accounting, Finance or Business.
  • Experience in financial planning, reporting, and analysis.
  • Excellent in analyzing and reconciling financial data and generating financial reports.
  • Thorough knowledge of finance policies, practices, and systems.
  • Ability to gather, organize, and perform financial analysis assignments with limited supervision.
  • Ability to present information in a clear and concise manner both in writing and verbally.
  • Broad understanding of General Ledger account analysis.
  • Familiarity with ERP software (PeopleSoft and Lawson experience preferred).
  • Proficient in the use of Microsoft Office and common desktop/web applications.
  • Demonstrated initiative and problem-solving skills.
  • Excellent oral and written communication skills.
  • Ability to work as a member of team and to establish effective working relationships with coworkers and management.
  • Good computer skills, including Microsoft Word, Excel, Access, Outlook, and the Internet.
  • Some experience with federal audit and compliance requirements for non-profits preferred.
  • Experience using Resource Planning (ERP) software and PeopleSoft preferred.


  • Bachelor’s degree required, or substitute with four additional years of related experience.
  • Accounting, financial or related degree preferred.


EEO Statement

The Public Health Institute is committed to a policy that provides equal employment opportunities to all employees and applicants for employment without regard to race, color, sex, religion, national origin, ancestry, age, marital status, pregnancy, medical condition including genetic characteristics, physical or mental disability, veteran status, gender identification and expression, sexual orientation, and to make all employment decisions so as to further this principle of equal employment opportunity. To this end, the PHI will not discriminate against any employee or applicant for employment because of race, color, sex, religion, national origin, ancestry, age, marital status, pregnancy, medical condition including genetic characteristics, physical or mental disability, veteran status, gender identification and expression, sexual orientation, and will take affirmative action to ensure that applicants are offered employment and employees are treated during employment without regard to these characteristics.

For further information regarding Equal Employment Opportunity, copy and paste the following URL into your web browser:

ADA Statement:

The Public Health Institute is committed to providing access and reasonable accommodation in its services, programs, activities and employment for individuals with disabilities. To request disability accommodation in the application process, contact the Recruitment Team at least 48 hours in advance at


To apply for any position, you must create an account on the Public Health Institute’s job application site. After creating your account, you may search the open positions and apply for the specific position that interests you. Please note, mailed and emailed applications will not be accepted.

We’re so pleased the Public Health Institute is an organization you would like to work with. Do you have questions about this opportunity? If so, email our recruitment team at

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