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 the subject area to meet deadlines. Follows procedures and policies and applies data and resources to support projects or initiatives. Collaborates with others, often cross-functionally, to solve business problems and supports the completion of priorities, deadlines, and expectations.
• Communicates progress and information, identifies and recommends ways to address improvement opportunities when possible, and escalates issues or risks as appropriate.
• Supports the evaluation of the business environment by assisting with financial assessment (e.g., Situational, Strengths/Weaknesses/Opportunities/Threats, Opportunity-Based Strategic Planning, system value chain analysis).
• Supports internal and external audits by assisting with the 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.
• Provides information as requested to aid the development of department/regional budgets.
• Advises region/business unit leaders on strategic fiscal matters by assisting with preparation of regular and special reports for both financial and statistical matters to facilitate financial management throughout the organization.
• Assists with organizing regular meetings with leadership to review financial results for their areas.
• Supports financial modeling by assisting with the development of best-practice models and documenting risk alternatives.
• Assists with the development of what-if scenarios and forecasts using in-house models or software.
• Conducts research to assess the financial impact of strategies and initiatives.
• Assists with the identification of cost avoidance and cost recovery opportunities.
• Evaluates performance/operations/financial state by using templates and computer applications. Conducts financial analyses and completes variance analysis.
• Prepares and evaluates financial trend information, data analysis reports, and forecasts of income and expense.
• Records assets, liabilities, revenues, and expenses, and collects data/inputs from region/business unit systems to support analyses.
• Assists with the analysis of operational/financial performance.
• Supports Financial Statement Analysis of business partners by using software systems and determining the financial status of business partners.
• Assists with the identification of financial trends and runs analyses to call attention to operational issues that need to be addressed to improve performance.
• Performs financial, utilization, and benchmark analytics to support strategic financial planning.
• 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 (e.g., Excel), including filtering data, creating pivot tables, and linking workbooks or spreadsheets.
• Two (2) years experience working with KP data sources or tools.