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 highly engaged in the system-wide capital process, including capital tracking and planning. The position supports financial planning and analytical functions such as the annual financial plan, month-end reporting and forecasting, capital planning and tracking, ad hoc analytical reporting, financial and executive reporting, reporting to TH partners, user support, and data management. Specific accountabilities vary with business needs and may cover different business units, financial line items, reports, and processes. The analyst gathers, interprets, and evaluates financial information and trends to support planning; designs management reports; and provides insights and recommendations for performance management. The role also reconciles and self-audits work products, maintains process documentation, supports decision-making through improved internal reporting and source-system knowledge, and works with stakeholders and cross-functional partners to produce complete, accurate deliverables. It requires familiarity with Mount Carmel Health System operations and the ability to relate operational and clinical activity to financial and statistical results.

Requirements

Bachelor's degree in Accounting or Finance.
Minimum of one year of professional-level work experience.
Strong analytical and problem-solving skills.
Good understanding of accounting standards, cost accounting, general ledger, budgeting, and analytical practices.
Strong proficiency in Microsoft Office applications, including advanced Excel capabilities, and analytical and reporting tools.
Ability to understand financial performance and operational drivers; create appropriate analytical reporting; research trends, variances, and root causes; and provide recommendations and action plans.
Ability to understand and interpret complex issues and processes, escalate issues appropriately, and apply knowledge across interconnected activities.
Detail-oriented and highly organized, with good data management and presentation skills.
Ability to explain technical financial terminology in terms understandable to leadership, colleagues, and external customers.
Ability to prioritize effectively in a fast-paced environment and manage 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.
Experience with Smartview/Freeform, OAC, Tableau, Business Objects, or similar analytical and reporting tools.

Responsibilities

Create and produce timely, accurate performance analytics across multiple segments and organizational levels.
Support financial planning and forecasting processes and 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 and tracking.
Support the annual financial plan, month-end reporting and forecasting, capital planning and tracking, ad hoc analysis, financial and executive reporting, TH partner reporting, user support, and data management.
Gather, interpret, and evaluate financial information and trends to support planning.
Design management reports and provide insights and recommendations to support performance management.
Perform assigned standard functions according to department schedules, with a focus on quality and timeliness.
Reconcile and self-audit work products to verify accuracy and functionality, and develop processes to correct deficiencies.
Relate Mount Carmel Health System operations, clinical functions, volume, charges and revenue, and expense drivers to financial and statistical results across timeframes.
Provide proactive analysis to anticipate trends, threats, and opportunities affecting organizational financial results.
Coordinate and improve internal reporting and knowledge of source systems to support management decisions and bottom-line performance.
Promote consistent data definitions, accuracy, and efficiency.
Clarify stakeholder needs, information sources, timelines, and presentation requirements through appropriate request intake.
Coordinate with cross-functional partners to ensure the quality and completeness of deliverables.
Ask 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 leaders from Mount Carmel Health System, Trinity Health, and related entities, while maintaining confidentiality when required.