Financial Planning Senior Analyst

TRILLIUM HEALTH RESOURCES•Remote in North Carolina, NC, US, NC

4h•$64,927 - $79,905•Remote

About The Position

Trillium Health Resources is seeking a Financial Planning Senior Analyst to join their Finance team. This role is responsible for monitoring, forecasting, and reporting activities to support the budgeting and financial planning process. The analyst will track expenditures, develop financial reports, and coordinate planning activities to aid in informed decision-making and maintain budget integrity. The position is based remotely within North Carolina.

Requirements

High School Diploma or GED and six (6) years’ experience with budgets, general ledgers, and accounting policies; OR Associate’s degree and four (4) years’ experience with budgets, general ledgers, and accounting policies; OR Bachelor’s degree and two (2) years’ experience with budgets, general ledgers, and accounting policies; OR Equivalent combination of education/experience.
Must have a valid driver’s license.
Must reside within North Carolina.
Must be able to travel within catchment as required.

Nice To Haves

Master’s degree or five (5) years’ equivalent experience with financial planning and analysis
Advanced Microsoft Excel skills
Experience with D365 Financial & Operations

Responsibilities

Coordinate the administration of multiple financial functions and/or a major fiscal unit; review and ensure appropriate internal controls over fiscal functions and activities.
Monitor and forecast administrative expenditures.
Upload budget information to the accounting software for reporting and tracking.
Support the development of the annual budget, the strategy and performance management program, and various organization-wide process improvement initiatives.
Monitor Trillium Health Resources' annual budget and ensure compliance with related regulations, standards, and policies, and approve and monitor the expenditure of funds.