Senior Analyst, Financial Planning & Analysis (Remote)

Overview

Full-time analyst role focused on creating timely, accurate performance analytics across multiple segments and organizational levels. Work supports financial planning and forecasting by developing modeling/decision-support data, identifying financial trends and opportunities, monitoring variances and root causes, and recommending improvement actions.

Responsibilities

• Lead analytical, consultative, and financial management functions across business processes, organizational segments, and consolidation points.
• Support timely and accurate financial planning and forecasting processes.
• Administer workforce analytic systems and support workforce analytics needs.
• Build proforma/scenario models to support planning and decision-making.
• Identify, manage, and communicate financial trends and opportunities in partnership with operational and finance leadership.
• Monitor month-end reporting, variance analysis, and forecasting activities; uncover opportunities and provide actionable insights to leadership.
• Gather, interpret, evaluate financial information and trends to drive financial planning and performance management.
• Understand deliverable timelines; set preparation schedules/workplans and coordinate with partners to ensure on-time, high-quality outputs.
• Perform data reconciliations/self-audits to verify accuracy and functionality; develop processes to address deficiencies.
• Apply working knowledge of health system operations, clinical functions, volume, charges/revenue, and expense drivers; correlate operational activity to financial and statistical results across timeframes (month, year-to-date, etc.).
• Conduct proactive analysis to improve financial performance by anticipating future trends, threats, and opportunities affecting organizational results.
• Lead expansion and enhancement of internal reporting by leveraging associated source systems; ensure consistent data definitions, accuracy, and efficiency.
• Manage request intake to clarify stakeholder needs, likely information sources, timelines, and presentation requirements.
• Coordinate with cross-functional partners to ensure completeness and quality of end products; use available tools/content effectively.
• Identify and implement improvements to processes, workflows, and data; lead continuous improvement and problem-solving projects.
• Maintain accurate, current documentation of assigned processes and related policies and procedures; review documentation, provide feedback, and coordinate cross-training.
• Establish and maintain positive relationships with leaders and related entities; maintain confidentiality when required.
• Provide finance education for operational leaders and other stakeholders; evaluate financial scenarios and department performance.
• Maintain expert-level knowledge of planning, reporting, and source systems; serve as subject matter expert and/or project manager.
• Participate in and foster continuous improvement across intradepartmental and interdepartmental activities.
• Support organizational integrity by raising questions and promptly reporting actual or potential wrongdoing.
• Perform other duties as assigned.

Requirements

• Experience with database management and SQL Server.
• Proficiency in Tableau, Business Objects, or similar BI/reporting tools.
• Strong analytical, data visualization, and financial modeling skills.
• Ability to manage large datasets and translate complex data into business insights.
• Experience automating reporting and improving data-driven decision processes.
• Demonstrated ability to interpret financial and statistical results; determine analytical needs; research trends and variances; determine root causes; communicate insights/recommendations.
• Advanced ability to interpret complex issues and processes; escalate issues appropriately; extrapolate knowledge across interconnected activities.
• Strong proficiency in MS Office applications, with advanced capabilities in Excel and PowerPoint, and experience using analytical and reporting tools (Smartview/Freeform, OAC, Tableau, SharePoint, Business Objects, etc.). Experience creating reports, database queries, and dashboards preferred.
• Expertise in project management and proven success managing large-scale projects through completion.
• Ability to prioritize effectively in a diverse, fast-paced environment while managing multiple projects simultaneously.
• Ability to work independently with high motivation and initiative; complete work on time and accurately with limited direction while keeping leadership informed.
• Ability to interpret and translate technical financial terminology into terms understandable to leadership, colleagues, and external customers.
• Detailed-oriented and highly organized, with strong data management and presentation skills.
• Ability to train analysts, provide guidance, review work products, and provide timely feedback.
• Demonstrated trust and integrity when handling confidential issues and data.

Preferred Qualifications

• Workday, UKG, Oracle Planning/Capital and/or Freeform experience.
• MBA, MHA, or other advanced preparation.
• CPA, CMA, or equivalent certification.

Education

• Bachelor’s degree in Accounting or Finance required.

Experience

• Minimum five years progressively challenging experience in accounting or finance.
• Experience in financial systems/databases and healthcare preferred.

Compensation & Benefits

• Not specified in the provided description.

Location

• Not specified in the provided description.

Equal Opportunity Employer

Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other status protected by federal, state, or local law.