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 and other 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. This involves listening, responding to, and seeking performance feedback; acknowledging strengths and weaknesses; assessing and responding to the needs of others; and adapting to and learning from change, difficulties, and feedback.
• Completes work assignments by applying up-to-date knowledge in the subject area to meet deadlines. This includes following procedures and policies, applying data and resources to support projects or initiatives, collaborating with others to solve business problems, and communicating progress and information.
• Supports the evaluation of the business environment by assisting with financial assessment, including Situational, Strengths/Weaknesses/Opportunities/Threats analysis and Opportunity-Based Strategic Planning.
• Supports internal and external audits by assisting with preparation of audit schedules and review of audit results.
• Supports the creation of budgets and/or 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 the financial impact of strategies and initiatives to support the 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 conducting financial analyses, including operating cash flow analyses and 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/financial performance to support field operations.
• Uses software systems and annual reports to support Financial Statement Analysis of business partners and determine their financial viability.
• 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 the 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 a minimum of three (3) years of financial planning and/or data analysis experience, or directly related business experience.

Preferred Qualifications:

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