Senior Financial Analyst - Long Range & Capital Planning

Overview

This role is for a Senior Financial Analyst specializing in Long Range and Capital Planning within a health system's central finance team. The position involves supporting long range financial planning and capital planning functions through financial modeling, forecasting, reporting, and collaboration with various operational and executive stakeholders.

FTE: 1.0
Shift: Day
Schedule: Monday to Friday

Responsibilities

• Coordinate the annual long range financial planning (LRFP) cycle by gathering assumptions from operational leaders and consolidating them into a system-wide forecast
• Provide modeling, reporting, and review of volume trends, payor mix shifts, labor and supply cost assumptions, and strategic growth initiatives
• Conduct scenario and sensitivity analyses to assess financial impacts of strategic alternatives, regulatory changes, reimbursement shifts, and macroeconomic factors
• Support rating agency presentations and Board reporting with financial projections and narratives, demonstrating strong understanding of balance sheets and cash flow statements
• Assist with the annual and multi-year capital planning process, including intake, prioritization scoring, and consolidation of capital requests
• Review and analyze project-level financial models for major capital investments, including ROI analysis, NPV/IRR calculations, payback period, and impact on system debt capacity
• Serve as system administrator for the capital planning tool, providing reporting and project forecasting

Requirements

• Bachelor's degree in Finance, Accounting, Business, or a related field
• Minimum of 5 years of progressive financial analysis or accounting experience, with at least 2 years preferred in a healthcare or hospital system environment
• Advanced Excel modeling skills
• Proficiency with financial planning and ERP systems (e.g., Axiom/Strata, Workday)
• Strong understanding of healthcare finance concepts such as payor mix, DRG reimbursement, net patient service revenue, and capital structure
• Experience building and maintaining long range financial models or multi-year forecasts
• Strong written and verbal communication skills with the ability to translate complex financial analysis into executive-level presentations

Preferred Qualifications

• Master's degree in Finance, Business Administration (MBA), or Health Administration (MHA/MHSA)
• Professional certifications such as CPA, CFA, or HFMA (FHFMA/CHFP)
• Experience with capital project management processes and tools
• Familiarity with data visualization tools like Power BI or Tableau
• Internal candidates not meeting minimum requirements may be considered

Compensation & Benefits

• Salary range: $94,889.60 - $136,572.80 USD, influenced by factors such as skill set, experience, certifications, and education
• Comprehensive benefits package including medical, dental, retirement plans, and paid time off

Location

Position is based in the Pacific Northwest region, offering a lifestyle with access to natural beauty, outdoor adventure, and strong community connections.