Financial Planning & Analysis Analyst IV (Medical Financial Operations)

This senior individual contributor position is responsible for serving as an experienced finance leader and operational consultant for a portfolio of medical center administrative, ancillary, inpatient, primary, and/or specialty care departments. This includes providing operational and financial reporting, analysis, and consultation in support of organizational strategic goals.

Responsibilities also include providing resource allocation support, including business case development, and collaborating with clinical department leadership to drive operational excellence through influence, analysis, interpretation, and data validation.

This position requires maintaining and leveraging an understanding of health care operations and the integrated health care model at the clinical level. This includes interpreting large volumes of complex data, providing detailed operational data to evaluate performance improvement initiatives, and conducting statistical analyses to drive data-driven decision-making.

Additionally, this position is responsible for leveraging a breadth of operational knowledge to assess and evaluate department operations and workflows. This includes identifying opportunities to optimize efficiencies regarding appointment supply and demand and developing and maintaining complex staffing models used for department and medical center operations.

• Promotes learning in others by proactively providing and/or developing information, resources, advice, and expertise with coworkers and members.
• Completes work assignments autonomously and supports business-specific projects by applying expertise in subject area and business knowledge to generate creative solutions.
• Evaluates complex business environments by conducting financial assessments and interpreting reports summarizing business, financial, or economic data.
• Leads internal audit processes, reviews audit results, and may engage with auditors to resolve material weaknesses.
• Creates budgets and/or forecasts in accordance with business strategic initiatives by analyzing and interpreting budgeting trends.
• Advises region/business unit leaders on strategic fiscal matters by reviewing regular and special reports for both financial and statistical matters.
• Conducts financial modeling by developing best-practice and complex models and analyzing risk alternatives.
• Assesses the business vision, objectives, and strategic initiatives by conducting and/or reviewing research provided by others.
• Completes costing activities by identifying and suggesting cost avoidance and cost recovery opportunities.
• Evaluates performance/operations/financial state by using and implementing templates and computer applications.
• Reports region/business unit financial information by evaluating and communicating financial trends and forecasts.
• Supports field operations by analyzing and interpreting their operational/financial performance.
• Conducts Financial Statement Analysis of business partners by reviewing information reported from software systems and making recommendations regarding financial status.
• Improves financial performance by analyzing financial trends and identifying actions that address operational performance issues.
• Informs strategic financial planning by performing and evaluating complex financial, utilization, and benchmark analytics.
• Assists with strategic financial planning by preparing recommendations for financial plans and operating forecasts.

• Minimum two (2) years finance experience managing a portfolio of departments, business lines, and/or functional/service areas.
• Bachelor's degree in finance, business, or related field and minimum six (6) years Financial Planning & Analysis experience, or directly related business experience.

• Two (2) years experience in a leadership role with or without direct reports.
• Master's degree in finance, business, or related field.
• Three (3) years finance experience working in a medical center or clinical setting.
• Three (3) years experience consulting or working directly with clinical health care leadership.
• Three (3) years experience working with advanced functions of spreadsheet software.
• Two (2) years project management experience.
• Three (3) years health care experience.
• Two (2) years experience developing business cases.
• Certified Public Accountant (CPA).