Overview
This role serves as a strategic financial advisor to operational, clinical, and executive leadership. The position partners with service line leaders, practice managers, physician leaders, and department directors to provide financial analysis, budgeting support, operational insight, and performance improvement recommendations. The goal is to help ensure financial sustainability while supporting organizational objectives related to quality, growth, access, and patient care.
Work Schedule
- Schedule: 20 hours a week, M–F during business hours
- Work Shift: Day (United States of America)
Responsibilities
Financial Planning & Analysis
- Lead annual budgeting, forecasting, and long-range financial planning processes.
- Develop financial models to support strategic initiatives and operational decisions.
- Prepare monthly financial reports and performance dashboards.
- Analyze variances between actual, budget, and forecasted results.
- Identify risks and opportunities impacting financial performance.
Business Partnership
- Serve as the primary finance liaison for assigned departments, clinics, service lines, or business units.
- Collaborate with operational and clinical leaders to evaluate financial performance and resource utilization.
- Translate complex financial data into actionable recommendations.
- Support leadership in achieving operational, productivity, and financial objectives.
Operational Performance Improvement
- Analyze staffing, labor productivity, volumes, reimbursement, and expense trends.
- Partner with leaders to identify cost reduction and revenue enhancement opportunities.
- Support development of corrective action plans to address unfavorable variances.
- Monitor performance against key performance indicators (KPIs).
Strategic & Decision Support
- Prepare business cases for new programs, services, providers, capital investments, and facility expansions.
- Conduct ROI, breakeven, and profitability analyses.
- Evaluate physician recruitment and compensation financial impacts.
- Support mergers, acquisitions, and strategic growth initiatives as needed.
Reporting & Analytics
-
Develop and maintain financial dashboards and management reports.
-
Conduct trend analysis, bridge analysis, and scenario modeling.
-
Ensure integrity and accuracy of financial data.
-
Present findings and recommendations to senior leadership.
-
Perform other duties as assigned.
-
Comply with all organizational policies, standards of work, and code of conduct.
Requirements
Education
- Bachelors Finance or Bachelors Accounting or Bachelors Other / Related Field or Masters Business Administration/Management-Preferred
License(s) & Certification(s)
All certifications are required upon hire unless otherwise stated.
- CPA - Cert Public Accountant-Preferred
- CHFP - Cert Healthcare Financial Prof-Preferred
Experience
- Minimum 5 years progressive finance FP&A, healthcare finance, or business analysis experience Required and
- Minimum 1 year experience within a health system, physician enterprise, ambulatory network, or hospital setting Preferred and
- Minimum 1 year experience in supporting operational leaders and executive decision-making Preferred
Skills
- Excel and Spreadsheet analysis (High)
- Strong financial modeling and analytical skills (High)
- Knowledge of healthcare reimbursement and provider productivity metrics (Medium)
- Excellent communication and presentation skills (Medium)
- Strong understanding of budgets, forecasting, and management reporting (High)
Preferred Qualifications
- CPA (preferred)
- CHFP (preferred)
- Experience supporting operational leaders and executive decision-making (preferred)
- Experience within a health system, physician enterprise, ambulatory network, or hospital setting (preferred)
Location