Financial Expert Senior Advisor

Indiana University-Bloomington•Indianapolis, IN

45d•Hybrid

About The Position

The Financial Expert Senior Advisor role describes a senior financial management position within a regional healthcare organization, focusing on matrixed responsibilities managed through a central analyst pool overseen by Finance Directors. The role involves advising business units on financial performance and broader downstream impacts of decisions, utilizing expertise to address large, cross-departmental issues affecting financial results. Key responsibilities include creating executive-level reports on costs, revenues, and operational metrics to inform senior leadership and boards, analyzing diverse data sets to support strategic and operational decisions, and participating in regional executive decision-making. The position collaborates closely with the President and regional leadership to establish strategic goals and policies, identifying growth and revenue opportunities by leveraging regional and facility-specific services. It promotes coordination between hospitals and physician groups to share best practices, improve operational performance, and foster innovation. The role also leads long-term financial planning, budgeting, and capital processes, combining relationship-building, analysis, and risk management to ensure plans are executed effectively. Additionally, the role involves engaging with leadership and frontline teams to implement organizational development strategies and change initiatives aimed at optimizing operations. It serves as a trusted financial resource, providing reporting, expense management, operational improvement advice, and growth evaluations. The position also requires performing data analytics, benchmarking, and maintaining accurate volume and expense forecasts to help regional leaders meet their goals.

Requirements

Bachelor's Degree is required. Degree in Accounting, Finance, or other business/healthcare related field is required.
Requires 10+ years of relevant experience.
Requires knowledge of state and national regulatory agency guidelines and/or a working knowledge of Generally Accepted Accounting Principles (GAAP) and/or other industry standard guidelines.
Requires experience successfully interacting with and influencing/inspiring all levels of leadership in fiscal stewardship, primarily senior level executives.
Requires experience implementing large scale process improvement initiatives that drive measurable business results.
Requires the ability to promote teamwork and develop team members without having direct reports - leading through influence.

Nice To Haves

MBA or Graduate level degree is preferred.

Responsibilities

Advising business units on financial performance and broader downstream impacts of decisions
Creating executive-level reports on costs, revenues, and operational metrics to inform senior leadership and boards
Analyzing diverse data sets to support strategic and operational decisions
Participating in regional executive decision-making
Collaborating closely with the President and regional leadership to establish strategic goals and policies
Identifying growth and revenue opportunities by leveraging regional and facility-specific services
Promoting coordination between hospitals and physician groups to share best practices, improve operational performance, and foster innovation
Leading long-term financial planning, budgeting, and capital processes
Engaging with leadership and frontline teams to implement organizational development strategies and change initiatives aimed at optimizing operations
Providing reporting, expense management, operational improvement advice, and growth evaluations
Performing data analytics, benchmarking, and maintaining accurate volume and expense forecasts