Job Details

Financial Planning & Analysis Analyst III

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Job Summary

This individual contributor is primarily responsible for supporting financial planning, modeling, analysis, and forecasting. The role involves identifying and preparing reports on financial and budgeting trends, analyzing operational performance, and providing recommendations on financial activities and plans.

Essential Responsibilities

• Proactively develop self and build effective relationships by providing resources, information, advice, and expertise; influence others through technical explanations; mentor team members; respond to performance feedback; create development plans; adapt to change and feedback.
• Complete work by applying expertise to generate solutions; follow procedures and policies; leverage data and resources; collaborate cross-functionally; monitor priorities and deadlines; communicate progress; identify improvement opportunities; escalate issues as needed.
• Evaluate the business environment through financial assessments and generate reports summarizing data.
• Identify cost avoidance and recovery opportunities through costing activities.
• Assist in improving financial performance by analyzing trends, highlighting operational issues, and partnering with the business to address them.
• Support business modeling by developing models, analyzing risks, and creating scenarios and forecasts.
• Support reporting of financial data by analyzing trends, reviewing assets and liabilities, and utilizing system data.
• Assess business strategies and initiatives by researching financial impacts.
• Create budgets and forecasts under guidance, analyzing trends and coordinating with teams.
• Evaluate performance and financial health through complex analyses and variance assessments.
• Assist with internal and external audits by preparing schedules and reviewing results.
• Analyze operational and financial performance of field operations.
• Support financial statement analysis of business partners to assess viability and risks.
• Advise leaders on strategic fiscal matters by preparing reports and organizing review meetings.
• Participate in strategic financial planning through analytics and recommendations.

Minimum Qualifications

• Bachelor's degree in finance, business, or related field, and at least three (3) years of relevant Financial Planning & Analysis experience, or equivalent work experience in a related field.

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales
• Industry: Hospitals and Health Care