Financial Analyst - Planning & Analysis F/T Day

About the role

Supports the coordination, preparation, and execution of financial planning (budget and forecast), data management, and analytics for the existing enterprise and new business ventures. Assists with the development and maintenance of the financial planning and capital planning systems. Assists with developing efficient processes for system utilization, designing standard reports, and providing support to end users. Responsible for compiling organization and industry data and providing actionable analyses to executives, service line leaders, clinical department heads, and entity leaders. Assists with data queries, designing standard reports, and providing support to end users.

Responsibilities

• Assists with the annual budgeting process, as well as interim forecasting process, for Prisma Health.
• Responsible for development and ongoing analyses of initiatives identified by business plans and other strategic initiatives for executives, service line leaders, clinical department heads, and entity leaders to assure compliance and achievement of goals.
• Coordinates the development and maintenance of reporting tools used for reporting standard key metrics, service line reporting, and strategic initiatives to monitor performance goals.
• Assists with the monthly financial analysis and reporting of results, including variance analysis vs budget/forecast and prior year.
• Ensures timely completion of analyses and reporting to internal/external stakeholders.
• Prepares benchmarking comparative data analyses as needed to support performance improvement, strategic planning, and other ad hoc projects.
• Able to independently solve problems or provide recommended solutions to management.
• Supports leadership with all other tasks as assigned.
• Prepares financial materials for executive leadership team.
• May prepare monthly variance analysis and narratives to executive leadership.
• Works closely with end users on how to query data and generate analyses.
• Performs other duties as assigned.

Requirements

• Education – Bachelor's degree in Accounting, Business or Finance
• Experience – Three (3) years of Accounting, Financial Analysis, Budgeting, or other Healthcare Financial Management experience.
• In Lieu Of – In lieu of the education and experience requirements noted above, a Bachelor’s degree can be in a discipline other than Finance, Business or Accounting if candidate has an MBA, MHA or CPA. MBA or MHA may be substituted for two (2) years of the minimum experience requirement. Additional consideration may be given for current enrollment in program with less than six months to completion.

Knowledge, Skills, And Abilities

• Ability to use Microsoft Office products, with advanced knowledge of Excel
• Proficient with EPSi, Strata or other financial management systems preferred
• Experience with budgeting process preferred
• Proficient with PowerPivot, PowerBI, Tableau, or other data analysis and visualization tools preferred