Financial Planning & Analysis Analyst III (Medical Financial Operations)

This individual contributor position is responsible for serving as a financial and operational consultant for a portfolio of medical center administrative, ancillary, inpatient, primary, and/or specialty care departments under the guidance of more senior staff.

This includes providing operational and financial reporting, analysis, and consultation in support of organizational strategic goals. It also involves 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 may include 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.

Finally, 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.

• Pursues effective relationships with others by proactively providing resources, information, advice, and expertise. Listens to, seeks, and addresses performance feedback; provides mentoring to team members.
• Completes work assignments autonomously by applying up-to-date expertise in the subject area to generate creative solutions. Collaborates cross-functionally to solve business problems and communicates progress and information.
• Supports the evaluation of the business environment by conducting financial assessments and generating reports summarizing business, financial, or economic data.
• Completes costing activities by identifying cost avoidance and cost recovery opportunities.
• Supports improving financial performance by identifying financial trends and addressing operational performance issues.
• Supports business modeling by developing best-practice models and analyzing risk alternatives.
• Supports reporting of financial information by evaluating financial trends and using data from business unit systems to support analyses.
• Supports assessment of the business vision, objectives, and strategic initiatives by conducting research to assess financial impact.
• Creates budgets and/or forecasts under the guidance of others by analyzing budgeting trends and coordinating with others to develop department/regional budgets.
• Evaluates performance/operations/financial state by conducting complex financial analyses and completing variance analysis.
• Supports internal and external audits by assisting with preparation of audit schedules and review of audit results.
• Supports field operations by analyzing their operational/financial performance.
• Supports Financial Statement Analysis of business partners by determining the financial status and assessing risk implications.
• Supports others in advising region/business unit leaders on strategic fiscal matters by preparing reports for financial management.
• Supports strategic financial planning by performing and evaluating financial, utilization, and benchmark analytics.
• Supports strategic financial planning by gathering and preparing recommendations for financial plans and operating forecasts.

• Bachelor's degree in finance, business, or related field and a minimum of three (3) years of Financial Planning & Analysis experience, or directly related business experience.

• One (1) year finance experience working in a medical center or clinical setting.
• One (1) year experience consulting or working directly with clinical health care leadership.
• One (1) year project management experience.
• Two (2) years experience working with advanced functions of spreadsheet software, including graphics and complex formulas.