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. 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, applying data and resources to support projects or initiatives. Collaborates with others, often cross-functionally, to solve business problems; supports the completion of priorities, deadlines, and expectations; communicates progress and information; identifies and recommends ways to address improvement opportunities; and escalates issues or risks as appropriate.
• 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/or forecasts in accordance with business strategic initiatives by analyzing budgeting trends and conducting budget and forecasting.
• Supports others in advising region/business unit leaders on strategic fiscal matters by assisting with preparation of regular and special reports for both financial and statistical matters. This facilitates financial management throughout the organization and assists with organizing regular meetings with leadership to review financial results.
• Supports financial modeling by assisting with the development of best-practice models, documenting risk alternatives, and assisting with the development of what-if scenarios and forecasts using in-house models or software.
• Supports assessment of the business vision, objectives, and strategic initiatives by conducting research to assess the financial impact of strategies and initiatives.
• Supports costing activities by assisting with the identification of cost avoidance and cost recovery opportunities.
• Evaluates performance, operations, and financial state by using templates and computer applications. Conducts financial analyses and completes variance analysis.
• Supports reporting of region/business unit financial information by preparing and evaluating financial trend information, data analysis reports, and forecasts of income and expense.
• Supports field operations by assisting with analysis of their operational and financial performance.
• Supports Financial Statement Analysis of business partners by using software systems, annual reports, and/or interviews to determine the financial status of business partners.
• Supports improving financial performance by assisting with the identification of financial trends and running analyses to address operational issues that need to be improved.
• Supports strategic financial planning by performing financial, utilization, and benchmark analytics.
• Gathers recommendations for financial plans, acquisition activity, financial requirements, and operating forecasts. Assists 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 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.