Financial Planning and Analysis Analyst

Overview

Financial Planning Analysis Analyst

Days, Full-time

Location: Remote/work from home

Financial Analyst position assists with financial planning and budgeting processes to create plans and analyzes financial performance against those plans. This includes providing analytical consulting assistance to the administrative and managerial staff of the organization. This position is responsible to help improve financial and operational performance throughout the organization by identifying opportunities for performance improvement based on analysis of financial models. Position provides financial support for management, including but not limited to analysis of departments, financial statements, development of robust and actionable reports, and presentation of nformation used in decision making. Other duties include ad hoc operational and financial analysis for special projects, preparing financial forecasts and budgets, and researching and explaining financial performance.

UPH Additional Information

At UnityPoint Health, you matter. We’re proud to be recognized as a Top 150 Place to Work in Healthcare by Becker's Healthcare several years in a row for our commitment to our team members.  

Our competitive Total Rewards program offers benefits options that align with your needs and priorities, no matter what life stage you’re in.  Here are just a few:      

• Expect paid time off, parental leave, 401K matching and an employee recognition program.   

• Dental and health insurance, paid holidays, short and long-term disability and more. We even offer pet insurance for your four-legged family members.  

• Early access to earned wages with Daily Pay, tuition reimbursement to help further your career and adoption assistance to help you grow your family.   

With a collective goal to champion a culture of belonging where everyone feels valued and respected, we honor the ways people are unique and embrace what brings us together.  

And, we believe equipping you with support and development opportunities is a vital part of delivering an exceptional employment experience. 

Find a fulfilling career and make a difference with UnityPoint Health. 

Responsibilities

Financial Planning and Analysis

• Assists with financial planning and budgeting processes, including partnering with operationalleaders to create financial plans within targeted levels
• Analyzes financial statements and data and presents financial data using detailed reports and charts
• Analyzes operating results and works with leadership to understand key drivers of performance
• Researches and prepares variance analysis and explanations
• Assembles and summarizes data to build robust financial models and forecasts
• Using data as a guide, generates solutions to problems and independently makes decisions
• Presents findings to leadership and makes recommendations based on financial and business results
• Understands key business drivers and metrics and provides financial guidance based on analytical processes performed
• Supports the communication of relevant financial and operational information and trends byinitiating the development of actionable analysis as a basis in making management decisions
• Analyzes differences through benchmarking and process analysis
• Utilizes cost accounting to model future projections and identify areas for improvement
• Maintains a strong knowledge of financial technology systems and data sources to accurately and efficiently extract, manage, and utilize information in a meaningful manner
• Maintains a strong focus on process improvement opportunities to increase the efficiency and/or effectiveness of the process
• Performs other duties as requested by Finance leadership, including but not limited to the Director of Financial Planning & Management Reporting

Qualifications

Education: 

• Bachelor’s degree in Finance, Accounting, or related field

Experience: 

• Minimum two years work experience in financial planning, budgeting, analytics, and accounting related fields

Licenses/Certifications: 

• Valid driver’s license when driving any vehicle for work-related reasons.

Knowledge/Skills/Abilities:

• Strong verbal and written communication skills and the ability to understand and communicate concepts and recommendations
• Analytical and pragmatic headset
• Tenacity to problem solve and think critically, with the ability to look at a problem, provide solutions, and a strong inquisitiveness to always know more
• Strong independent decision-making capabilities
• Excellent business and financial acumen
• Detail oriented and strategically minded
• Strong relationship management skills
• Self-starter with the ability to work autonomously in a fast-paced, ever changing environment
• Ability to work on projects with multiple milestones and several customers
• Highly proficient in the use of Microsoft Office products, particularly Excel

Other: 

• Use of usual and customary equipment used to perform essential functions of the position
• Occasional travel within the UPH geography