Senior Financial Planning & Analysis Analyst (Healthcare Industry)

Job Summary

Responsibilities

• Build strong professional relationships by sharing expertise, mentoring, listening, and adapting to feedback.
• Apply financial and business knowledge to support strategic planning, budgeting, and operational performance improvement.
• Conduct complex financial analyses including forecasting, variance analysis, and scenario modeling.
• Identify cost-saving and revenue recovery opportunities.
• Evaluate operational and financial trends, highlighting performance issues to address with business partners.
• Partner cross-functionally to solve business problems and improve performance metrics.
• Develop and maintain financial models, analyze risk alternatives, and create "what-if" scenario forecasts.
• Prepare and review financial reports on assets, liabilities, revenues, and expenses.
• Support preparation and coordination of annual budgets and forecasts in line with strategic initiatives.
• Analyze financial impacts of business strategies, projects, and operational changes.
• Use tools such as Excel (pivot tables, macros, complex formulas), SQL, or SAS for data analysis.
• Support audits (internal and external) with schedule preparation and review of results.
• Analyze operational/financial performance of field operations.
• Conduct financial assessments on business partners and assess risk implications.
• Present regular and ad hoc financial and statistical reports, facilitating decision-making for leadership.
• Support strategic financial planning with utilization, benchmarking, and market analytics.
• Ensure compliance with policies and procedures throughout financial activities.

Qualifications

• Bachelor's degree in Finance, Business, Accounting, Economics, or related field.
• Minimum 3 years of Financial Planning & Analysis (FP&A) or directly related experience.
• Experience in budgeting, forecasting, variance analysis, and financial modeling.
• Proficiency with ERP systems (e.g., Oracle, SAP, NetSuite) and BI tools (e.g., Power BI, Tableau).
• Advanced Excel skills including pivot tables, macros, and complex formulas.
• Intermediate SQL and/or SAS coding skills preferred.
• Strong analytical, communication, and problem-solving skills.
• Healthcare industry experience preferred but not required.
• Preferred: Project management experience (1+ year).
• CPA, CFA, FMVA, or MBA.
• Public accounting or corporate finance background a plus.