Financial Planning Analyst Sr

Overview

This role is for a Senior Financial Planning Analyst within the Financial Planning department. The position is responsible for hospital accounting and financial reporting functions, ensuring the integrity, accuracy, and completeness of financial data and reporting in accordance with generally accepted accounting principles (US GAAP).

The role also manages the monthly close process at a regional level and analyzes and reviews financial statements to support accurate and timely financial reporting.

Remote work is available, with eligibility based on where you reside.

Location

Remote — applicants must reside within the organization’s footprint of Iowa, Illinois, or Wisconsin.

Schedule

Monday–Friday, 8am–5pm

Responsibilities

Accounting Functions – Center of Excellence

• Manage the monthly close process for Senior Affiliates
• Prepare financial statements and other reports to summarize and interpret current and projected financial position
• Ensure integrity of all financial information under US GAAP
• Apply accounting and finance knowledge to support and influence strategic and financial initiatives
• Serve as the subject matter expert for accounting matters related to the respective Senior Affiliate
• Represent finance and accounting in acquisition analysis and acquisition integration, and support related audit work
• Prepare technical accounting memos to support accounting positions as required
• Manage quarterly and annual reporting, including completion of financial statements and footnotes, and management’s discussion and analysis (reviewing new accounting matters and applying judgment)
• Prepare regional Board packets
• Review documentation prepared by the accounting team for monthly financial statement preparation (e.g., journal entries, account reconciliations)
• Drive process change and re-engineering to improve efficiencies across accounting, finance, and business processes
• Assist with research and documentation of proper accounting treatment for major transactions
• Work closely with leadership (Finance, Operations, Counsel, and Business Development) on complex structures to ensure appropriate accounting and financial reporting impacts; includes regular contact with VP Finance/CFO and business leaders
• Collaborate with business partners to implement improved finance processes for finance activities, especially related to the execution of the shared service center
• Manage annual audit processes (internal and external), and support the organization during regulatory audits and internal controls, including managing relationships with the audit committee, internal/external audit, and key external agencies
• Support Directors of Hospital Accounting and Ambulatory Accounting on special projects
• Coordinate with the treasury team on debt and equity transactions from an accounting perspective, including managing the debt covenant process

Liaison with Regional Finance Teams

• Interact with affiliates to manage monthly accounting functions and the close process
• Support regional leadership in managing and communicating financial results
• Assist with preparation and review of regional annual operating budgets
• Interact frequently with regional finance leaders, including site visits to assess compliance with corporate financial policies and the health/relevance of local balance sheets and related constituents
• Ensure deadlines and schedules are met in accordance with regional Service Level Agreements

Qualifications

Education

• Required: Bachelor’s degree in Finance, Accounting, or related field
• Preferred: CPA or MBA

Experience

• Minimum seven (7) years of work experience in financial planning, budgeting, analytics, and accounting-related fields
• PowerBI and/or Tableau experience
• Experience in automation

Knowledge, Skills, & Abilities

• Knowledge of generally accepted accounting principles and financial statement presentation to support accurate financial reporting

Compensation & Benefits

This position includes participation in a competitive Total Rewards program, including:

• Paid time off, parental leave, 401K matching, and an employee recognition program
• Dental and health insurance, paid holidays, short- and long-term disability, and more
• Pet insurance
• Early access to earned wages with Daily Pay
• Tuition reimbursement
• Adoption assistance

Job Details

• FTE/Hours per pay period: 1.0
• Department: Financial Planning
• Shift: Monday–Friday, 8am–5pm
• Job ID: 186191