Senior Financial Analyst II - FP&A

Job Requirements

Position Summary

The Senior Financial Analyst II serves as a key member of the Finance team and is responsible for advanced financial planning and analysis, budgeting, forecasting, decision support, cost accounting support, productivity reporting, and operational performance analysis for hospital and health system operations. This position partners with clinical, operational, physician practice, and executive leadership to provide timely, accurate, and actionable financial insight that supports informed decision-making, strategic initiatives, and financial performance improvement.

This role functions with a high degree of independence and is expected to lead complex financial analyses, support annual operating and capital budget processes, maintain decision support and reporting tools, develop financial models, and communicate clearly with stakeholders regarding financial results, productivity, service line performance, reimbursement trends, and opportunities for improvement.

Minimum Requirements

• Bachelor’s degree in Accounting, Finance, Healthcare Administration, Business Administration, Economics, or related field required.
• Minimum of seven years of progressively responsible experience in accounting, finance, healthcare finance, FP&A, decision support, budgeting, cost accounting, or related financial analysis required.
• Advanced proficiency in Microsoft Excel, including financial modeling, pivot tables, complex formulas, and data analysis required.
• Working knowledge of Microsoft Office applications, including Word, Outlook, and PowerPoint required.
• Strong analytical, mathematical, problem-solving, communication, and organizational skills required.

Preferred Requirements

• Master’s degree in Accounting, Business Administration, Healthcare Administration, Finance, or related field preferred.
• Healthcare accounting, hospital finance, physician practice finance, decision support, budgeting, productivity, or cost accounting experience strongly preferred.
• Experience with Epic, Infor-Lawson ERP, Strata Decision Support, Strata Budgeting/Planning, cost accounting applications, Power BI, or similar financial reporting and analytics tools preferred.
• Power BI Data Analyst Associate, Strata Administrator, CPA, CMA, CHFP, or related certification preferred.

Core Job Responsibilities

• Prepare financial and statistical analyses to support hospital operations, physician practices, service lines, departments, and strategic initiatives.
• Support the annual operating, capital, and labor budget processes, including preparation of schedules, data validation, stakeholder support, and budget variance analysis.
• Develop forecasts, pro forma analyses, return-on-investment models, and financial projections for new programs, capital equipment, service expansion, and other business opportunities.
• Maintain and support decision support, cost accounting, budgeting, productivity, variance analysis, dashboard, and management reporting tools.
• Collect, validate, summarize, and interpret financial, clinical, operational, productivity, statistical, and reimbursement data from source systems.
• Prepare and review monthly financial schedules, dashboards, financial summaries, productivity reporting, variance analyses, and materials for close meetings, leadership reviews, and board presentations.
• Analyze service line profitability, patient volume trends, labor productivity, rate and volume variances, margin performance, accounts receivable trends, and other key financial indicators.
• Partner with department directors, managers, clinical leaders, and finance leadership to explain financial results and recommend opportunities for improved financial and operational performance.
• Participate in the development, improvement, and standardization of financial reporting processes, tools, dashboards, and analytical methodologies.
• Serve as a resource and subject matter expert for financial analysis, budgeting, decision support, productivity, variance analysis, cost accounting, and reporting tools.
• Support special projects, regulatory surveys, management reporting requests, and other financial analysis duties as assigned.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and /or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

LANGUAGE SKILLS

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and to respond to questions from groups of managers, employees, customers, and the public.

MATHEMATICAL / COMPUTER SKILLS

Ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

REASONING ABILITY

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Must be proficient in Microsoft Office applications (Word, Outlook, and PowerPoint). Must be an advanced Excel user.

Note that we have a career ladder within the Finance Division and the specific job grade will be determined by applicant’s placement on the career ladder categories.