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AI Summary
The Financial Analyst bridges operational finance, budgeting, and FP&A by evaluating complex financial data and developing data-driven insights. They are responsible for ledger reconciliations, budget modeling, and generating executive-level financial reports to support operational decision-making.
Please Note:-
- These positions can be remote
- Client required Health system/hospital experience
Executive Summary:
The Financial Analyst serves as a core hands-on resource bridging operational finance, budgeting, and financial planning and analysis (FP&A). This role is designed for a highly analytical professional capable of evaluating complex financial data, forecasting operational performance, and developing data-driven insights to support decision-making across academic, administrative, or clinical units.
Positioned in a hybrid operational finance and planning role, the Financial Analyst works directly with multi-dimensional data sets, ledger reconciliations, budget modeling, and system- level reporting. The ideal candidate combines strong technical mastery of financial systems and data tools with the communication skills required to translate financial metrics into actionable operational recommendations.
Key Responsibilities:
Operational Finance & General Ledger Analysis
- Perform monthly, quarterly, and annual financial variance analysis, evaluating actual results against budgeted, forecasted, and historical trends.
- Conduct hands-on general ledger review and cost-center tracking to ensure accuracy in transaction posting, account coding, and revenue/expense allocations.
- Support month-end close activities by analyzing operational metrics, preparing accrual inputs, and performing balance sheet/income statement reconciliations.
- Assist department managers and operational leaders with daily financial inquiries, purchasing approvals, and budget tracking.
Financial Planning, Budgeting & Forecasting
- Contribute directly to the annual operating and capital budget preparation processes across assigned departments or health system units.
- Build, maintain, and refine rolling financial forecasts, headcount models, and multi-year projection spreadsheets.
- Evaluate operational business cases, return-on-investment (ROI) proposals, and capital expenditure requests.
- Develop dynamic scenario models to assess the financial impact of operational changes, volume shifts, or policy adjustments.
Reporting, Business Intelligence & Automation
- Extract, clean, and model complex financial datasets from enterprise platforms using business intelligence and data visualization tools (e.g., Qlik, Power BI, Tableau).
- Generate routine and ad-hoc financial reporting packages, executive dashboards, and operational KPI scorecards.
- Identify opportunities to automate manual data collection, streamline spreadsheet workflows, and eliminate reporting defects.
Stakeholder Collaboration & Compliance
- Partner with non-financial operational managers, department chairs, and administrative leadership to explain financial performance and variance causes.
- Ensure all budgeting, reporting, and operational finance practices comply with university policies, state regulations, and U.S. GAAP/GASB standards.
- Support internal and external audit requests by gathering financial schedules, supporting documentation, and analytical commentary.
Systems, Analytics & Operational Tools
- Enterprise Systems: Hands-on proficiency using enterprise ERP systems, specificall Oracle PeopleSoft Financials (alongside familiarity with Workday Financials, Oracle Cloud, or SAP)—for transaction inquiries, ledger analysis, and journal processing
- FP&A & Budgeting Software: Direct experience working with financial planning tools—specifically Workday Adaptive Planning or Anaplan—for budget entry, forecast updates, and scenario modeling.
- Business Intelligence & Data Visualization: Experience utilizing reporting software such as Power BI, or Tableau to build analytical reports and visual dashboards.
- Advanced Spreadsheet Modeling: Mastery of Microsoft Excel (e.g., Advanced Formulas, XLOOKUP/INDEX-MATCH, Pivot Tables, Power Query, scenario managers, and financial modeling standards).
Requirements
Qualifications & Requirements
Must-Have Qualifications (Required)
- Education: Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a quantitative discipline.
- Experience: Minimum of 2–4 years of progressive experience in financial analysis, operational accounting, budgeting, or corporate/higher education FP&A.
- Minimum 2+ years of financial analysis experience specifically within a health system, hospital, or academic medical center environment.
- ERP today is Peoplesoft
- Client required Health system/hospital experience
- Analytical Capability: Advanced analytical and data-modeling skills, with a proven track record of synthesizing large, complex financial datasets into clear narrative reports.
- Technical Mastery: High proficiency in Microsoft Excel and hands-on experience using enterprise ERP and reporting systems.
- Communication Skills: Strong verbal and written communication skills, with the ability to explain complex financial concepts to non-financial operational partners.
Recommended Certifications & Professional Development
Good-to-Have / Industry Certifications
- Microsoft Certified: Power BI Data Analyst Associate or Excel Expert certification
Good-to-Have Qualifications (Preferred)
- Prior experience working within a higher education institution, academic medical center, healthcare system, or public sector agency.
- Practical familiarity with Workday Financials, Workday Adaptive Planning, or Business Intelligence
- Fundamental understanding of public sector accounting standards (GASB) and fund accounting principles.
- Familiarity with continuous process improvement (CPI) techniques (e.g., Lean, Root Cause Analysis) to streamline financial workflows.
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