Budget, Financial Planning & Analysis Director

Tahoe Forest Health System • Truckee, CA

4d • Hybrid

About The Position

The Budget, Financial Planning and Analyst Director provides strategic leadership for the health system’s budgeting, financial planning and analysis, forecasting, cost accounting, productivity reporting, and decision-support functions. This role partners closely with executive, finance, clinical, operational, and department leaders to translate data and operational performance into actionable financial insights, support informed decision-making, and advance the organization’s long-term financial sustainability.

Requirements

• Bachelor's Degree in finance, accounting, economics, business administration, healthcare administration, or a related field and 5 or more years relevant experience
• Bachelor’s degree in finance, accounting, economics, business administration, healthcare administration, or a related field.
• Seven years of progressively responsible experience in financial planning and analysis, budgeting, forecasting, cost accounting, healthcare decision support, or related financial functions.
• Three years of management experience or significant financial leadership responsibility.
• Demonstrated experience leading enterprise-wide operating, capital, and workforce budgeting and forecasting processes.
• Advanced financial modeling, forecasting, scenario analysis, and analytical skills.
• Strong knowledge of healthcare reimbursement methodologies, labor productivity, cost accounting, and financial performance measurement.
• Experience working with large data sets, business intelligence tools, and enterprise financial reporting systems.
• Demonstrated ability to interpret complex financial and operational information and communicate findings and recommendations to executive and operational leaders.
• Healthcare finance or hospital experience.

Nice To Haves

• Experience supporting strategic planning, service-line profitability, business-case development, and healthcare decision-support functions.
• Experience with Axiom, Premier, Epic, Power BI, Microsoft Fabric, or similar financial and analytical platforms.
• Master’s degree in finance, accounting, business administration, healthcare administration, or a related field.
• CPA, CMA, FPAC, or comparable professional certification.
• Lean, Six Sigma, or other performance-improvement experience or certification.

Responsibilities

• Lead long-range financial planning, forecasting, scenario modeling, projections, and profit and- loss analysis.
• Lead the enterprise-wide annual operating, capital, and workforce budgeting processes, including budget governance, timelines, and assumptions.
• Develop and maintain rolling forecasts and multi-year financial plans aligned with organizational strategic priorities.
• Own monthly operating reviews, financial reporting, and variance analysis.
• Identify financial risks, performance trends, and opportunities for corrective action.
• Establish key financial and operational performance indicators and lead ongoing monitoring of organizational performance.
• Provide guidance regarding volume assumptions, inflationary pressures, and workforce cost management.
• Lead cost-accounting methodologies, allocations, maintenance, and service-line profitability analysis.
• Develop financial models for strategic initiatives, staffing proposals, capital requests, and new services.
• Lead business-case development, return-on-investment analysis, sensitivity analysis, and financial feasibility reviews.
• Oversee service line, physician practice, ambulatory, and departmental profitability analyses to support strategic decision-making.
• Evaluate other strategic opportunities through financial modeling and scenario analysis as applicable.
• Manage labor-productivity reporting, targets, and financial-impact analysis.
• Partner with operational leadership to establish productivity benchmarks, staffing standards, and workforce performance metrics.
• Monitor labor expense drivers including overtime, contract labor, agency staffing, and position control management.
• Develop workforce planning models to support organizational growth and labor optimization initiatives.
• Dotted line responsibility to the Controller for alignment with Finance and Accounting.
• Partner with Business Intelligence and Data Engineering to connect operational, clinical, workforce, and financial information.
• Partner with department leaders on annual budgets, financial performance, and corrective action plans.
• Supervise and develop financial analysts, cost-accounting staff, and other assigned team members.
• Build a high-performing team through coaching, mentoring, succession planning, and professional development.
• Prepare materials and presentations for executive leadership, committees, and governing boards.
• Lead development of financial planning methodologies, policies, standards, and procedures.
• Support organizational compliance with applicable accounting standards, healthcare regulations, and internal financial policies.
• Demonstrates System Values in performance and behavior.
• Complies with System policies and procedures.
• Other duties as may be assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Director