Financial Planning & Analysis Analyst II

Job Summary:

This individual contributor is primarily responsible for supporting financial planning, modeling, analysis, and forecasting. This includes assisting in financial assessment, preparing financial reports, and researching financial trends.

Essential Responsibilities:

• Pursues self-development and effective relationships with others by sharing resources, information, and knowledge with coworkers and customers. Listens, responds to, and seeks performance feedback; acknowledges strengths and weaknesses; assesses and responds to the needs of others; and adapts to and learns from change, difficulties, and feedback.
• Completes work assignments by applying up-to-date knowledge in subject area to meet deadlines. Follows procedures and policies, applies data and resources to support projects or initiatives, collaborates with others to solve business problems, and communicates progress and information.
• Supports the evaluation of the business environment by assisting with financial assessment, including Situational, Strengths/Weaknesses/Opportunities/Threats, Opportunity-Based Strategic Planning, and system value chain analysis.
• Supports internal and external audits by assisting with preparation of audit schedules and review of audit results.
• Supports the creation of budgets and forecasts in accordance with business strategic initiatives by analyzing budgeting trends and conducting budget and forecasting.
• Assists region/business unit leaders on strategic fiscal matters by preparing regular and special reports for financial and statistical matters to facilitate financial management throughout the organization.
• Supports financial modeling by assisting with the development of best-practice models and documenting risk alternatives.
• Conducts research to assess financial impact of strategies and initiatives to support assessment of the business vision, objectives, and strategic initiatives.
• Assists with the identification of cost avoidance and cost recovery opportunities to support costing activities.
• Evaluates performance, operations, and financial state by using templates and computer applications, conducting financial analyses, and completing variance analysis.
• Prepares and evaluates financial trend information, data analysis reports, and forecasts of income and expense to support reporting of region/business unit financial information.
• Assists with analysis of operational and financial performance to support field operations.
• Uses software systems and annual reports to support Financial Statement Analysis of business partners and determine their financial status.
• Assists with the identification of financial trends and running analyses to improve financial performance.
• Performs financial, utilization, and benchmark analytics to support strategic financial planning.
• Gathers recommendations for financial plans, acquisition activity, financial requirements, and operating forecasts to assist with development of financial concepts for financial planning and control.

Knowledge, Skills and Abilities: (Core)

• Ambiguity/Uncertainty Management
• Attention to Detail
• Business Knowledge
• Communication
• Critical Thinking
• Cross-Group Collaboration
• Decision Making
• Dependability
• Diversity, Equity, and Inclusion Support
• Drives Results
• Facilitation Skills
• Health Care Industry
• Influencing Others
• Integrity
• Learning Agility
• Organizational Savvy
• Problem Solving
• Short- and Long-term Learning & Recall
• Teamwork
• Topic-Specific Communication

Minimum Qualifications:

• Bachelor's degree in finance, business, or related field OR minimum three (3) years financial planning and/or data analysis experience, or directly related business experience.

Preferred Qualifications:

• Two (2) years experience working with intermediate functions of spreadsheet software, including filtering data, creating pivot tables, and linking workbooks or spreadsheets.
• Two (2) years experience working with KP data sources or tools.