Financial Planning & Analysis Manager

Augusta Health • Fishersville, VA

12h

About The Position

The Financial Planning & Analysis Manager owns Augusta Health’s financial planning and decision-support systems and supports the annual budget and forecasting process. The role provides financial, labor productivity, and benchmarking analysis across Augusta Health and Augusta Medical Group, and serves as the subject matter expert and system owner for budgeting and capital planning, labor productivity, benchmarking, and related financial platforms. The Manager ensures systems are accurately configured, maintained, reconciled, and used effectively, and translates complex analyses into actionable insights for directors, executives, and governance bodies.

Reporting to the Administrative Director of Finance & Corporate Controller, with a dotted-line relationship to the Senior Vice President & Chief Financial Officer, the Manager directly supports the CFO on strategic, executive, and Board-level analyses, including long-range financial planning, reimbursement and policy impact modeling, and enterprise margin improvement. The position leads a small team of financial analysts and supports budgeting, forecasts, productivity analysis, benchmarking, financial decision support, and executive reporting.

Augusta Health is an independent, nonprofit health system in Fishersville, Virginia, with inpatient and outpatient services, Augusta Medical Center, and Augusta Medical Group. The role contributes to a collaborative, patient-centered environment and supports organizational priorities through measurable performance and service excellence.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, Information Systems, or a related quantitative field.
• Five years of progressive experience in financial planning and analysis, budgeting, decision support, or financial analytics.
• Two years of supervisory, team lead, or project lead experience directing analysts’ work.
• Demonstrated experience administering or serving as a power user of an enterprise budgeting/planning (EPM) system, including data loads, structures, and reporting.
• Demonstrated experience building complex financial models, reconciliations, and analyses in Excel using large, multi-source datasets.
• Expert-level Microsoft Excel skills, including Power Query, Power Pivot, pivot tables, dynamic arrays, lookup functions, scenario modeling, and macros/VBA.
• Proficiency with business intelligence and reporting tools, such as Power BI, Meditech Data Repository (DR), and Business and Clinical Analytics (BCA).
• Strong systems aptitude, including the ability to configure, administer, troubleshoot, and maintain enterprise financial systems and their hierarchies, drivers, interfaces, security, and reporting.
• Strong understanding of hospital and physician practice finance, including statistics and volumes, revenue and deductions, labor, non-labor expense, and capital.
• Working knowledge of labor productivity and benchmarking methodologies, including unit-of-service selection, target-setting, and normalizing data for peer comparison.
• Exceptional data-validation and reconciliation rigor, including the ability to tie numbers across finance, payroll, operational, and clinical systems and explain variances clearly.
• Ability to translate complex analyses into concise narratives, visuals, and recommendations for directors, executives, and Board audiences.
• Ability to manage competing priorities and deadlines, including fast-turnaround executive requests.
• Leadership and coaching skills to develop analysts, build team capability, and establish standard work and documentation.
• Collaborative, service-oriented approach with operational, clinical, and finance leaders, and discretion in handling confidential information.
• Curiosity and a continuous-improvement mindset, including interest in automation and AI tools to streamline FP&A processes.
• Eligibility to work in the United States and meet Virginia state employment requirements.

Nice To Haves

• Master’s degree (MBA, MHA, MS in Finance, Accounting, Data Analytics, or a related field).
• Certified Public Accountant (CPA) or Certified Management Accountant (CMA).
• Certified Healthcare Financial Professional (CHFP) – HFMA.
• Certified Corporate FP&A Professional (FPAC) – AFP.
• Microsoft Office Specialist: Excel Expert, or equivalent demonstrated proficiency.
• Lean Six Sigma Green Belt or higher.
• Finance or decision-support experience in a hospital, health system, or physician group setting.
• Hands-on administration of Axiom/StrataJazz or a comparable healthcare EPM platform.
• Experience with labor productivity systems and external benchmarking, such as Strata or Vizient, including productivity target-setting and FTE budgeting.
• Experience supporting a financial or enterprise system implementation or conversion, such as budgeting, productivity, cost accounting, ERP, or EHR.
• Experience with cost accounting, service line profitability, or physician practice financial analysis.
• Prior experience in a hospital, healthcare system, or related service-oriented environment.
• Familiarity with Augusta Health’s systems, workflows, or organizational culture.
• SQL, Python, or R.

Responsibilities

• Support the annual operating budget process by preparing the budgeting system for each cycle and analyzing volume and statistic projections, FTE and labor models, non-labor expenses, and consolidated rollups.
• Assist department directors, service line leaders, and Augusta Medical Group Operations with budgeting-system use, data, and analytical questions.
• Support flex budgets, rolling forecasts, and year-end projections.
• Evaluate capital requests using ROI, payback, and total cost of ownership analyses in coordination with the PPMO.
• Support long-range financial planning and multi-year scenario modeling aligned with the strategic plan.
• Own and administer budgeting and planning systems, labor productivity systems, benchmarking tools, and related financial decision-support platforms.
• Maintain system hierarchies, cost center and account structures, drivers, data loads, interfaces, user security, and reporting; ensure data integrity and timely reconciliation to the general ledger, payroll, and source systems.
• Liaise with vendors and Information Technology on upgrades, enhancements, issue resolution, and implementations or conversions; recommend opportunities to optimize, integrate, or consolidate systems.
• Develop training, documentation, and standard work to help leaders use financial systems effectively and independently.
• Lead the labor productivity program, including selecting and maintaining units of service and productivity targets, and producing pay-period and monthly productivity reports for all departments.
• Provide FTE, position control, skill mix, and productivity analyses for the Labor Management Strategy Team and staffing decisions.
• Lead internal and external benchmarking of labor, cost, and operational metrics; reconcile methodological differences and identify opportunities to improve staffing standards and efficiency.
• Partner with Nursing and operational leaders on staffing analyses, such as hours per patient day, and support external reporting requirements relying on labor and volume data.
• Cross-train team members and document critical processes and systems to ensure continuity.
• Lead complex, ad hoc, and strategic financial analyses, including analyses of new programs and services, service line and physician practice performance, pro formas, and return on investment.
• Produce monthly variance analyses and commentary on volume, revenue, labor, and expense, identifying trends, risks, and opportunities.
• Develop and maintain dashboards, key performance indicators, and executive reporting, and expand self-service reporting for operational leaders.
• Quantify and track the financial impact of margin-improvement and performance-improvement initiatives.
• Automate recurring reports and analyses to reduce manual effort and improve timeliness and accuracy.
• Partner directly with the CFO on strategic analyses, executive presentations, and Finance Committee and Board materials.
• Partner with Reimbursement to model the financial impact of regulatory, reimbursement, and policy changes, including Medicaid supplemental payments, provider assessments, and federal legislation.
• Prepare budget, forecast, productivity, and benchmarking analyses and materials for the executive team, Finance Committee, and Board.
• Hire, develop, coach, and evaluate a small team of financial analysts; set priorities and ensure timely, accurate deliverables.
• Foster a team culture of accuracy, curiosity, service, and continuous improvement that reflects Augusta Health’s values.

Benefits

• Medical, dental, and vision coverage.
• Retirement savings plans and financial wellness support programs.
• Earned Wage Access Program for eligible team members.
• Paid time off.
• Flexible scheduling.
• Career development programs and advancement opportunities.
• Personalized onboarding with dedicated preceptors and ongoing educational support.
• Tuition reimbursement.
• Onsite childcare.
• Free onsite parking.
• 24/7-armed security.
• Health Fitness Reimbursement Program.
• Onsite credit union and pharmacy.
• Competitive pay with shift and weekend differentials.
• Employee discounts at the cafeteria, gift shop, pharmacy, and local entertainment venues.

What This Job Offers

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