Sr. Financial Analyst

About the Role

The Enterprise Sr Financial Analyst provides advanced financial analysis, planning, and strategic decision support across the organization. This role leads enterprise-wide budgeting, forecasting, and long-range planning efforts while partnering with executive leadership and cross-functional stakeholders to align financial strategy with institutional priorities. The position applies complex financial modeling and analytical expertise to identify risks, opportunities, and performance trends that impact enterprise outcomes. The Enterprise Sr Financial Analyst also supports the optimization of financial processes and systems while ensuring the integrity and confidentiality of sensitive financial data.

Responsibilities

• Lead and support budgeting, forecasting, and long-range financial planning activities; perform ad-hoc analyses to inform business decisions and strategic initiatives.
• Serve as a key finance partner to executive leadership and cross-functional stakeholders, aligning enterprise financial objectives with operational and strategic priorities.
• Perform complex, enterprise-level financial and performance analyses to identify trends, risks, and opportunities, and develop actionable recommendations that support financial sustainability and growth.
• Drive continuous improvement of enterprise financial processes by identifying opportunities for standardization, automation, and optimization of financial systems and analytical tools.
• Ensure the accuracy, integrity, and governance of enterprise financial data, managing sensitive and confidential information with the highest level of discretion and professionalism.
• Translate complex data into concise language for non-financial stakeholders and senior management.
• Work with minimal oversight and exercise high decision-making authority.
• Adhere to timelines and deadlines; maintain confidentiality.
• Coordinate and assume other duties or special projects as assigned or directed.

Requirements

• Bachelor’s Degree in Finance, Accounting, or Business Administration (required).
• Master’s Degree (preferred).
• 5 years of progressive experience in financial analysis, with a proven track record of handling increased responsibility.
• Expert-level Excel and familiarity with ERP systems.

Values and Habits

• Put People First:
  • Create a safe environment where all colleagues feel supported and motivated to be their best at work.
  • Build belonging, empathy, and collaboration.
  • Assume positive intent and share your perspective thoughtfully.
  • Affirm and acknowledge the contributions and efforts of others.
• Do What's Right:
  • Focus on how we work most effectively to get the best results.
  • Clarify what’s most critical and why.
  • Align on expectations by translating priorities into agreed-upon accountabilities and outcomes.
  • Behave ethically and honestly in all interactions and business practices.
• Pursue Excellence:
  • Focus on learning and growth.
  • Explore new ways of working and stay curious by learning from others.
  • Try new ideas that support organizational priorities.
  • Acknowledge progress and insights that come from striving to improve.

Benefits

Jefferson offers a comprehensive package of benefits for full-time and part-time colleagues, including:

• Medical (including prescription), supplemental insurance, dental, and vision coverage.
• Life and AD&D insurance.
• Short- and long-term disability.
• Flexible spending accounts.
• Retirement plans.
• Tuition assistance and access to tuition discounts at Thomas Jefferson University after one year of full-time service or two years of part-time service.
• Voluntary benefits, providing access to group rates on insurance and discounts.

All colleagues, including those who work less than part-time (including per diem colleagues, adjunct faculty, and Jeff Temps), have access to medical (including prescription) insurance.

Schedule

Workday Day (United States of America)

Location

1101 Market, Philadelphia, Pennsylvania, United States of America

Nationally ranked, Jefferson is principally located in the greater Philadelphia region, Lehigh Valley, and Northeastern Pennsylvania, as well as southern New Jersey. Jefferson is reimagining health care and higher education to create unparalleled value, with more than 65,000 people dedicated to providing the highest-quality, compassionate clinical care for patients, preparing tomorrow's professional leaders, and advancing research.