Advisor-Financial Management (North Region)

Indiana University Health is seeking individuals who embody excellence, compassion, teamwork, and purpose to join our team in a financial leadership role supporting the North Region.

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—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.

Analyzes complex financial data to drive operational improvement and provides subject-matter expertise in key financial areas. Accountable for accurate volume and expense planning in assigned areas to support regional leaders in achieving goals. Requires the ability to promote teamwork and develop team members without direct reports, leading through influence. Possesses advanced knowledge of principles and practices within a specialized financial field and participates in research to progress the field or practice area.

Leads planning and development of programs or projects within the specialization on a regular basis. Provides guidance, direction, and training to staff. May lead non-reporting staff and ensure buy-in for specific projects or share specialized expertise with other individuals. Has matrixed management responsibilities with financial analysts.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field required
• Master’s degree preferred (e.g., MBA, MHA, or MS Finance)
• CPA, CFA, or equivalent certification preferred
• 6–8 years of experience
• Strong knowledge of healthcare reimbursement, regulatory frameworks, and financial operations
• Knowledge of state and national regulatory agency guidelines and Generally Accepted Accounting Principles (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

Skills

• 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 with executive-level stakeholders
• Ability to influence decision-making and drive organizational change
• High level of integrity and professional judgment

About Indiana University Health

IU 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.