FP&A Senior Analyst

About the role

Reporting directly to the Associate Director, School of Medicine Finance and working closely with the Director, School of Medicine Finance, the FP&A Sr. Analyst serves as the Dean’s Office FP&A partner to multiple clinical departments of varying size and complexity. The position supports Financial Planning & Analysis services that enable clinical department leaders and SOM leadership to make timely decisions and achieve desired financial results.

Responsibilities

• Support the School of Medicine’s annual budgeting process, quarterly financial forecast, variance analysis, and special projects including financial systems transformations supporting UCI Medical Center
• Analyze actual versus plan reporting, explain underlying drivers, and track key clinical operational metrics
• Develop assumptions to model forward-looking financial reports and provide consulting and strategic support to SOM clinical departments and senior leadership with guidance from the Associate Director, School of Medicine Finance
• Advise on future performance, assess risks, and align resources with strategic goals through strategic planning analysis, trend analysis, scenario planning, and actionable insights
• Support school-wide analyses and essential aspects of SOM financial planning and reporting, including developing reports for campus, rolling forecasting, and long-range financial planning processes
• Support quarterly reporting that consolidates SOM financial performance and key performance indicators
• Lead projects of critical importance to SOM with substantial consequences for success or failure
• Analyze complex clinical operations with organization-wide impact, exercising judgment in selecting assumptions and following healthcare trends
• Serve as a subject matter expert on clinical departments’ financial performance and develop and recommend new metrics, reporting, and processes to improve decision support and process efficiencies

Requirements

• Solid understanding of financial modeling and forecasting techniques with demonstrated ability to build robust models to accurately predict future performance, develop scenarios, stress-test assumptions, and provide insights for strategic planning and decision-making
• Strong presentation skills with the ability to translate complex data into executive presentations
• Strong knowledge of GAAP or GASB, finance policies, practices, and systems
• Ability to identify, collect, and analyze information from multiple sources
• Expert ability to present complex finance-related information both verbally and in writing in a clear and concise manner
• Expert ability to use multiple spreadsheet and database software tools to synthesize and integrate highly complex financial analysis, fiscal management, and financial reports
• Expert interpersonal and consulting skills at all levels within the organization
• Expert service orientation, critical thinking skills, and attention to detail
• Expert ability to use organizational skills to multi-task in a high volume environment
• Ability to adapt to changing priorities
• Healthcare industry experience preferred
• CPA/MBA preferred with focus on Finance, Accounting, Business, Statistics or related field, or equivalent experience/training
• 10 years of experience with BA/BS or equivalent experience, or equivalent combination of education and experience
• 1 to 3 years in accounting, 3–5 years in FP&A
• Preferred CPA (inactive)