Sr Financial Analyst, Financial Planning %26 Analysis

A Brief Overview Senior‑level role responsible for financial planning, month‑end performance analysis, operational support, and advanced analytics. This position drives data‑informed decision‑making by partnering with leadership, developing financial models and dashboards, and providing insight into key business trends. The role requires strong analytical capabilities, technical proficiency (including Power BI and Copilot tools), and the ability to support ongoing process improvement in a complex healthcare environment. What You Will Do Financial Planning & Analysis Participate in monthly financial close activities, including preparing and presenting variance analysis. Develop and maintain financial models used for budgeting, forecasting, and labor planning. Serve as a core contributor to the annual operating and capital budget process Support operational leaders in reviewing department financials and identifying risks and opportunities. Complete monthly reconciliation of financial, statistical, and benchmarking data. Productivity, Benchmarking & Labor Analytics Manage productivity analysis tied to Vizient, Premier, and internal benchmarking tools. Support Workforce Control processes, including FTE tracking and labor variance reporting. Quantify and report labor initiative savings. Reporting, Data Visualization & Technology Enablement Build and maintain Power BI dashboards, Copilot-enabled reporting tools, and automated solutions. Develop standardized reports and analytics packages. Oversee data integrity across multiple platforms. Perform ad-hoc analysis. Community Benefit Support Community Benefit reporting with data consolidation and reconciliations. Prepare and present consolidated Community Benefit results to operational leaders, senior executives, board committees and external stakeholders. Training, Communication & Collaboration Partner with operational leaders to provide financial insight and recommend improvements. Collaborate cross-functionally with Finance, Operations, HR and IT. Present financial results clearly to leadership. Additional Responsibilities Performs other duties as assigned. Complies with all policies and standards. For specific duties and responsibilities, refer to documentation provided by the department during orientation. Must abide by all requirements to safely and securely maintain Protected Health Information (PHI) for our patients. Annual training, the UH Code of Conduct and UH policies and procedures are in place to address appropriate use of PHI in the workplace. A Brief Overview Senior‑level role responsible for financial planning, month‑end performance analysis, operational support, and advanced analytics. This position drives data‑informed decision‑making by partnering with leadership, developing financial models and dashboards, and providing insight into key business trends. The role requires strong analytical capabilities, technical proficiency (including Power BI and Copilot tools), and the ability to support ongoing process improvement in a complex healthcare environment. What You Will Do Financial Planning & Analysis Participate in monthly financial close activities, including preparing and presenting variance analysis. Develop and maintain financial models used for budgeting, forecasting, and labor planning. Serve as a core contributor to the annual operating and capital budget process Support operational leaders in reviewing department financials and identifying risks and opportunities. Complete monthly reconciliation of financial, statistical, and benchmarking data. Productivity, Benchmarking & Labor Analytics Manage productivity analysis tied to Vizient, Premier, and internal benchmarking tools. Support Workforce Control processes, including FTE tracking and labor variance reporting. Quantify and report labor initiative savings. Reporting, Data Visualization & Technology Enablement Build and maintain Power BI dashboards, Copilot-enabled reporting tools, and automated solutions. Develop standardized reports and analytics packages. Oversee data integrity across multiple platforms. Perform ad-hoc analysis. Community Benefit Support Community Benefit reporting with data consolidation and reconciliations. Prepare and present consolidated Community Benefit results to operational leaders, senior executives, board committees and external stakeholders. Training, Communication & Collaboration Partner with operational leaders to provide financial insight and recommend improvements. Collaborate cross-functionally with Finance, Operations, HR and IT. Present financial results clearly to leadership. Additional Responsibilities Performs other duties as assigned. Complies with all policies and standards. For specific duties and responsibilities, refer to documentation provided by the department during orientation. Must abide by all requirements to safely and securely maintain Protected Health Information (PHI) for our patients. Annual training, the UH Code of Conduct and UH policies and procedures are in place to address appropriate use of PHI in the workplace. Education Qualifications Bachelor%27s Degree preferably in IT, accounting, business, or related field (Required) Master%27s Degree in Business (Preferred) Work Experience Required 5+ years of relevant financial analysis or FP&A experience. (Required) Strong proficiency in Microsoft Office, particularly Excel, and financial modeling. (Required) BI tool experience (Power BI or similar) Proven experience troubleshooting and resolving complex system issues, conducting root cause analysis, and implementing long-term solutions. Experience managing multiple projects and priorities in a fast-paced environment. Preferred Knowledge of HIPAA compliance and secure handling of PHI. Experience with healthcare benchmarking systems (Vizient, Premier). Experience supporting budgeting and forecasting. Strong understanding of healthcare finance and financial workflows. Experience with additional enterprise financial and reporting systems (e.g., payroll, HRIS, general ledger). Experience collaborating with cross-functional teams to improve product reliability, system integration, and workflow efficiency. Mentorship or leadership experience guiding junior staff or team members. Skills and Abilities Critical Thinking Skills Detail-oriented and organized, with good analytical and problem solving ability. Notable client service, communication, presentation and relationship building skills. Ability to function independently and as a team player in a fast-paced environment. Must have strong written and verbal communication skills. Oracle experience Physical Demands Standing - Occasionally Walking - Occasionally Sitting - Constantly Lifting - Rarely (up to 20 lbs) Carrying - Rarely (up to 20 lbs) Pushing - Rarely (up to 20 lbs) Pulling - Rarely (up to 20 lbs) Climbing - Rarely (up to 20 lbs) Balancing - Rarely Stooping - Rarely Kneeling - Rarely Crouching - Rarely Crawling - Rarely Reaching - Rarely Handling - Occasionally Grasping - Occasionally Feeling - Rarely Talking - Constantly Hearing - Constantly Repetitive Motions - Frequently Eye/Hand/Foot Coordination - Frequently Travel Requirements 10% Education Qualifications Bachelor%27s Degree preferably in IT, accounting, business, or related field (Required) Master%27s Degree in Business (Preferred) Work Experience Required 5+ years of relevant financial analysis or FP&A experience. (Required) Strong proficiency in Microsoft Office, particularly Excel, and financial modeling. (Required) BI tool experience (Power BI or similar) Proven experience troubleshooting and resolving complex system issues, conducting root cause analysis, and implementing long-term solutions. Experience managing multiple projects and priorities in a fast-paced environment. Preferred Knowledge of HIPAA compliance and secure handling of PHI. Experience with healthcare benchmarking systems (Vizient, Premier). Experience supporting budgeting and forecasting. Strong understanding of healthcare finance and financial workflows. Experience with additional enterprise financial and reporting systems (e.g., payroll, HRIS, general ledger). Experience collaborating with cross-functional teams to improve product reliability, system integration, and workflow efficiency. Mentorship or leadership experience guiding junior staff or team members. Skills and Abilities Critical Thinking Skills Detail-oriented and organized, with good analytical and problem solving ability. Notable client service, communication, presentation and relationship building skills. Ability to function independently and as a team player in a fast-paced environment. Must have strong written and verbal communication skills. Oracle experience Physical Demands Standing - Occasionally Walking - Occasionally Sitting - Constantly Lifting - Rarely (up to 20 lbs) Carrying - Rarely (up to 20 lbs) Pushing - Rarely (up to 20 lbs) Pulling - Rarely (up to 20 lbs) Climbing - Rarely (up to 20 lbs) Balancing - Rarely Stooping - Rarely Kneeling - Rarely Crouching - Rarely Crawling - Rarely Reaching - Rarely Handling - Occasionally Grasping - Occasionally Feeling - Rarely Talking - Constantly Hearing - Constantly Repetitive Motions - Frequently Eye/Hand/Foot Coordination - Frequently Travel Requirements 10%

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