Manager Financial Planning & Analysis

About the role

The Manager of Financial Planning & Analysis (FP&A) plays a critical role within the Corporate Finance Department at UNC Health. Reporting to the Director of Corporate Finance, this position oversees financial planning, budgeting, forecasting, management reporting, and service line financial analysis to support the organization's strategic and operational objectives.

Responsibilities

• Manages service line analytics across the Hospital and presents financial analysis to executive leadership.
• Identifies trends and opportunities for gaining competitive advantage in the marketplace.
• Supervises the service line and finance analysts and directs daily workflow.
• Completes the annual review process for supervised analysts.
• Oversees the preparation of the annual operating and capital budget, in coordination with the Director.
• Forecasts revenues and expenses and facilitates the evaluation/inclusion of proposed business plans in the operating and capital budgets.
• Led and manages the departmental budget trainings and serves as the point of contact to managers and directors during budget preparation.
• Conducts complex analysis on large data sets and develops regular and ad-hoc reports and for hospital leadership to assist in the decision-making process.
• Maintains the organization's financial forecast models and administers the financial reporting system.
• Serves as a liaison between the department and clinical service line teams, representing the resources of the Department and providing specialist knowledge in assigned area of expertise.

Requirements

• Bachelor's degree required. Master's degree or equivalent, MBA or MHA preferred.
• Minimum of six to eight years of experience in a related healthcare role, including four years of direct financial analysis experience.
• Advanced Excel, PowerPoint, and Access skills required. Ability to create dynamic models and complex analysis on large data sets.
• Experience with reporting tools such as Business Objects and financial and operational reporting systems preferred.
• Advanced understanding of cash flow modeling, NPV analysis, financial statement relationships, and capital planning and evaluation.
• Ability to forecast future operational volumes and revenues and expenses.

Qualifications

• Knowledge of healthcare finance, budgeting, financial reporting, and business planning.
• Exceptional analytical, leadership, and communication skills.