Analyst, Financial Planning & Analysis

Trinity Health•Columbus, OH

About The Position

The Analyst, Financial Planning & Analysis creates and produces timely, accurate performance analytics across multiple segments and organizational levels. The role supports financial planning and forecasting, develops modeling and decision-support data, identifies financial trends and opportunities, monitors variances and root causes, and recommends improvement actions. The analyst is also highly engaged in system-wide capital planning, tracking, and related processes. The position supports financial planning and analytical functions including the annual financial plan, month-end reporting and forecasting, capital planning and tracking, ad hoc analysis, financial and executive reporting, Trinity Health partner reporting, user support, and data management. Specific accountabilities vary according to business needs and may cover business units, financial line items, standard reports, and processes. The analyst gathers, interprets, and evaluates financial information and trends; designs management reports; and provides insights and recommendations to support performance management. The role performs assigned standard functions according to department schedules, emphasizing quality and timeliness, and conducts reconciliations and self-audits to verify work accuracy and functionality. It also supports decision-making through internal reporting and source-system knowledge, coordinates with stakeholders and cross-functional partners, maintains process documentation, and builds positive working relationships while protecting confidential information.

Requirements

Bachelor's degree in Accounting or Finance.
At least one year of professional-level work experience.
Strong analytical and problem-solving skills and a good understanding of accounting standards, cost accounting, the general ledger, budgeting, and analytical practices.
Strong proficiency with Microsoft Office applications, including advanced Excel capabilities, and analytical and reporting tools.
Ability to understand financial performance and operational drivers; create analytical reports; research trends, variances, and root causes; and provide recommendations and action plans.
Ability to interpret complex issues and processes, escalate issues appropriately, and apply knowledge across interconnected activities.
Strong attention to detail, organization, data management, and presentation skills.
Ability to translate technical financial terminology into language understandable to leadership, colleagues, and external customers.
Ability to prioritize effectively in a diverse, fast-paced environment while managing multiple projects simultaneously.
Ability to work independently with motivation and initiative, complete work accurately and on time, and seek direction and feedback as needed.
High level of trust and integrity when handling confidential issues and data.

Nice To Haves

CPA, CMA, or equivalent certification.
Healthcare experience.

Responsibilities

Create and produce timely, accurate performance analytics across multiple segments and organizational levels.
Support financial planning and forecasting processes, including the annual financial plan and month-end reporting and forecasting.
Develop modeling and decision-support data; identify financial trends and opportunities; monitor variances and root causes; and recommend improvement actions.
Participate in system-wide capital planning, tracking, and related processes.
Gather, interpret, and evaluate financial information and trends to support planning; design management reports and provide insights and recommendations for performance management.
Produce ad hoc analytical reporting and financial, executive, and Trinity Health partner reporting, and provide appropriate user support and data management.
Perform assigned standard functions according to department schedules, with a focus on quality and timeliness.
Reconcile data and self-audit work products to verify accuracy and functionality, and develop processes to correct deficiencies.
Apply knowledge of Mount Carmel Health System operations, clinical functions, volume, charges and revenue, and expense drivers to financial and statistical results across relevant timeframes.
Provide proactive analysis to anticipate trends, threats, and opportunities affecting organizational financial results and performance.
Coordinate and enhance internal reporting and knowledge of associated source systems to support management decision-making and improve bottom-line performance; promote consistent data definitions, accuracy, and efficiency.
Clarify stakeholder needs, information sources, timelines, and presentation requirements, and coordinate with cross-functional partners to deliver complete, high-quality work.
Raise informed questions, provide constructive feedback, and participate in problem-solving activities.
Participate in establishing team goals and help implement and monitor strategies to meet objectives.
Maintain accurate, current documentation of assigned processes and related policies and procedures.
Establish and maintain positive relationships with Mount Carmel Health System, Trinity Health, and related-entity leaders, maintaining confidentiality when required.