Advisor-Financial Expert (South Region)

Indiana University Health is seeking individuals who embody excellence, compassion, teamwork, and purpose to join our team in the role of Advisor - Financial Expert (South Region). Our leaders shape strategic initiatives, develop passionate teams, and work to improve health outcomes.

About the role

The Financial Expert Advisor provides financial guidance and subject-matter expertise to support decision-making within a healthcare organization. This role focuses on financial planning and performance improvement initiatives that deliver on plan. The advisor partners with executive leadership, clinical teams, and finance departments to enhance financial sustainability, optimize resource utilization, and ensure alignment with industry best practices.

Advises business units on financial performance and the impact of decisions, considering downstream outcomes. Uses expertise to address large-scale, cross-departmental problems affecting financial results. Partners with operational leadership within the region and other IU Health business units to identify growth and revenue opportunities unique to the region and facility. Creates executive-level reporting packages to communicate financial or other information on costs, prices, expenses, revenues, and various clinical and operational measures to make recommendations.

Analyzes diverse sets of data—including financial, operational, clinical, and economic—to support strategic and operational decisions. Serves as a trusted financial resource to operational leaders, providing financial reporting and analysis, expense management, operational improvement, and evaluation of growth opportunities. Combines strong relationships, analysis, and risk-conscious planning to ensure the unit's plan is realized.

Interfaces with both leadership and front-line team members to execute organizational development strategy and drive change initiatives. Partners with Assistant CFOs, CFOs, and leadership teams in the region to drive actions related to long-range financial planning and the annual budget process, including both operating and capital decisions. Leads planning and development of programs/projects within the specialization and provides guidance, direction, and training to staff. May lead non-reporting staff and share specialized expertise with other individuals. Has matrixed management responsibilities with financial analysts.

Responsibilities

• Provide financial guidance and subject-matter expertise to support decision-making in a healthcare organization.
• Partner with executive leadership, clinical teams, and finance departments to enhance financial sustainability and optimize resource utilization.
• Advise business units on financial performance and the broader impact of decisions.
• Address large-scale, cross-departmental financial challenges.
• Identify growth and revenue opportunities unique to the region and facility.
• Create executive-level reporting packages on costs, prices, expenses, revenues, and clinical/operational measures to inform recommendations.
• Analyze financial, operational, clinical, and economic data to support strategic and operational decisions.
• Serve as a trusted financial resource for operational leaders, providing financial reporting, expense management, and evaluation of growth opportunities.
• Drive organizational development and change initiatives across the unit.
• Partner with leadership to support long-range financial planning and the annual budget process, including operating and capital decisions.
• Lead planning and development of programs/projects within the specialization.
• Provide guidance, direction, and training to staff, including non-reporting team members.
• Ensure accurate volume and expense planning to support regional leaders in achieving goals.
• Promote teamwork and develop team members through influence, without direct reporting authority.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field (required).
• Master’s degree (preferred), such as MBA, MHA, or MS Finance.
• CPA, CFA, or equivalent certification (preferred).
• 6–8 years of relevant experience.
• Strong knowledge of healthcare reimbursement, regulatory frameworks, and financial operations.
• Knowledge of state and national regulatory agency guidelines and/or GAAP or other industry-standard guidelines.
• Experience successfully interacting with all levels of leadership.
• Experience implementing large-scale process improvement initiatives that drive measurable business results.
• Deep expertise in financial modeling, analysis, and forecasting.
• Strong understanding of healthcare economics and revenue cycle management.
• Excellent analytical and strategic thinking skills.
• Strong communication and presentation skills for executive-level stakeholders.
• Ability to influence decision-making and drive organizational change.
• High level of integrity and professional judgment.

About Indiana University Health

Indiana University Health is the largest health system in Indiana, with nearly 40,000 team members, 15 hospitals, and $8.64 billion in operating revenue. The system’s programs in cancer, cardiovascular, neuroscience, orthopedics, pediatrics, and transplants have received national recognition for quality patient care. IU Health, in partnership with the Indiana University School of Medicine, brings together highly skilled physicians, researchers, and educators to provide world-class care for children and adults and improve the health of patients and communities across Indiana.