Financial Planning Analyst IV

Presbyterian Healthcare Services

1d • Remote

About The Position

Develop, review, interpret, and analyze financial data for administration, management and external agencies. Assists with control and regulatory compliance functions; leads projects and operational improvement teams; responsible for annual budget and quarterly forecast preparation; and serves as a resource and educator for the Presbyterian Health Plan Finance Department.

Requirements

• Bachelors degree in finance, accounting or relevant field required.
• Four years of health care finance experience or equivalent work experience.
• Strong analytical skills/capabilities and good verbal and written communication skills.
• Strong working knowledge and experience with Microsoft Office products and other analytical tools.
• Demonstrates ability to function as a lead for tasks or projects while managing multiple tasks and meeting established deadlines.

Responsibilities

• Demonstrates good verbal and written communication skills, including the ability to interpret, prepare and present data and make recommendations at a level understood by intended audiences such as coworkers, staff, and management.
• Ability to work in a team environment, be flexible and adaptable to changes in assignments and the work environment, work independently, manage time efficiently and multi-task effectively.
• Ability to work well with people from different disciplines with varying degrees of business and technical experience and maintain good working relations.
• Acts as a data steward maintaining and ensuring data integrity of support systems, including performing audits, evaluations, reviews and lead discussions regarding proper use of that information.
• Demonstrates sound analytical problem solving, investigative and research ability as evidenced by experience in the identification, documentation and communication of requirements, opportunities, and solutions to problems accurately, effectively and efficiently.
• Provides a wide range of ad hoc analytical support to administration, management and external agencies regarding financial performance including design and development of data solutions for complex problems, cost saving initiatives and process improvement opportunities to meet organizational objectives.
• Leads financial planning, analysis and reporting functions for administrative departmental functions and/or client insurance Lines of Business.
• Financial Planning functions include key support for Long Range Financial Plan, in addition to responsibilities related to leading annual budgeting and quarterly reforecasting activities.
• Analysis and Reporting functions include month-to-date and year-to-date actual vs budget variance analysis including identification of trends and key performance drivers (leveraging both existing and ad-hoc reporting capabilities).
• Develops actionable analysis and proposes operational recommendations to management.
• Supports the Finance department in the improvement, development and maintenance of tools to perform operational and analytical tasks.
• Serves as a resource and educator to staff in related areas including system operation and functionality, data interpretation, Microsoft Office products, documentation and process improvement.
• Performs other functions as required including performing and receiving cross training.

Benefits

• All benefits-eligible Presbyterian employees receive a comprehensive benefits package that includes medical, dental, vision, short-term and long-term disability, group term life insurance and other optional voluntary benefits.
• Presbyterian's Employee Wellness rewards program is designed to provide you with engaging opportunities to enhance your health and activate your well-being.
• Earn gift cards and more by taking an active role in our personal well-being by participating in wellness activities like wellness challenges, webinar, preventive screening and more.

What This Job Offers

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