Financial Planning Analyst

Endeavor Health•Warrenville, IL

10d•$33 - $50•Onsite

About The Position

The Financial Planning Analyst builds relationships throughout Endeavor Health and provides budget, financial planning, and financial analysis support to clinical and operational teams. The role focuses on financial analysis, productivity tracking, budget analysis, and operational improvement initiatives. It supports and helps develop annual capital and operating budgets, uses financial systems for budgeting, reporting, financial statements, physician compensation, long-range planning, and analysis, and identifies opportunities for standardized reports and dashboards. The analyst supports leaders with analysis, recommendations, and ad hoc reporting. The position is full-time in Warrenville, Illinois, with a Monday–Friday schedule from 8:00 a.m. to 4:30 p.m. Travel is required as needed. The role requires a bachelor's degree and at least one year of relevant experience in financial analysis, cost accounting, budgeting, statistics, or a related area.

Requirements

Bachelor's degree required.
At least 1 year of previous financial analysis, cost accounting, budgeting, statistical, or related experience.
Proficiency with Microsoft Office Suite, especially Excel.
Proficiency with financial software packages and ability to learn new systems easily.
Strong problem-solving and analytical mindset.
Strong written, verbal communication, and presentation skills, including the ability to convey information clearly, concisely, and in a focused manner.

Nice To Haves

Desire to learn, grow, and seek increased responsibility.

Responsibilities

Distribute biweekly productivity data, verify data integrity, and meet with departments to explain results and discuss improvement opportunities.
Provide timely analysis of productivity and budget variances, and help management interpret financial information for operational and service decisions.
Build relationships across the organization and provide analysis and recommendations to support operational performance.
Partner with department leaders on improvement initiatives using financial information and analysis.
Support, train, and help develop annual capital and operating budgets, including baseline data entry, review of budget requests, consolidated summaries, presentations, and budget approval analyses.
Maintain knowledge of the budgeting process, explain variances, respond to inquiries, and ensure updates are tested and implemented correctly.
Liaise with operational managers on projects, cash flows, and related financial matters.
Assist with written and financial reports and analyses for management, physicians, committees, and external agencies.
Assist with post-project reviews as required by the Finance Committee or senior leadership.
As needed, assist with physician compensation activities, including plan modeling, incentive plans, fair market value reviews, and survey data submission and analysis.
Prepare presentations about analyses and projects for management and internal committee approval.
Analyze new and existing services and programs, capital investments, capital and operating leases, and other financial arrangements to measure financial impacts and alternatives.
Learn, use, and help implement financial systems; ensure reporting needs and functionality are incorporated and system information is accurate and timely.
Use databases to gather, sort, and extract data for tracking improvement initiatives.
Provide monthly budget and productivity variance reporting, work with departments to understand variances, and help develop action plans.
Distribute data to support the monthly financial close process and standardized reports to assess business performance; identify opportunities to create dashboards and reports.
Maintain budget, management reporting, and long-range financial planning systems.
Prepare ad hoc reports using financial, statistical, and patient-visit data, and provide technical guidance on using those data sources.
Provide clear, concise, user-friendly analytical information, understand its source and derivation, and handle sensitive information with confidentiality and sound judgment.
Promote innovation, efficiency, quality, customer service, and constructive change; take initiative, follow through on commitments, and maintain knowledge of relevant trends and developments.