Financial Analyst III - Financial Planning

UNC Health Care SystemsMorrisville, NC
51d$36 - $51Hybrid

About The Position

Become part of an inclusive organization with over 40,000 teammates, whose mission is to improve the health and well-being of the unique communities we serve. Summary: Participates in the preparation of corporate budgets, financial statements, statistical reports, cost analyses and other financial information. Responsible for analytical studies, including reviewing budget requests and recommending changes to achieve goals and objectives.

Requirements

  • Master's degree or equivalent combination of related education and experience.
  • If a Master's degree: two (2) years of experience in financial planning or analysis.
  • If a Bachelor's degree: Six (6) years of experience in financial planning or analysis.
  • Research, retrieve and organize data to prepare reports and financial documentation, analyze and audit data.

Responsibilities

  • Maintain communication with assigned entity managers and administrative staff in the preparation and analysis of financial reports, to provide information and to resolve problems concerning variances from approved budget. Provide technical support to assigned entities regarding budgeting system and procedures.
  • Monitors and analyzes corporate budget expenditures and prepares reports and analysis on trends. Compiles budgetary and fiscal data received from assigned entities. Analyzes and evaluates entity budget requests to prepare budgetary documents, reports, and recommendations. Attends budget hearings and as needed presents fiscal data of assigned entities.
  • Prepares and coordinates distribution of financial reports and analysis for management and external agencies. May present reports to management or committees. Prepares charts and diagrams showing prior, current and projected expenditures to provide a basis for comparison and evaluation.
  • Prepares and maintains accurate accounting records to ensure compliance with state and federal regulatory agencies as well as GAAP, GASB, and FASB.
  • Utilizes various computer financial information systems in the preparation of complex analysis, evaluation and reports relating to assigned entities. Recommends operational procedures and ways to improve efficiency and/or effectiveness. Serves as a resource and mentor to junior financial team members.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service