Intermediate Financial Planning Analyst

San Juan Regional Medical Center • Folsom, NJ

6d

About The Position

A career in Financial Planning will provide the opportunity to lead the annual operating budget process, track and report on performance relative to plan, and manage ongoing rolling forecast updates. This typically includes building and iterating on complex financial models covering all aspects of the business that will enable effective decision making regarding the company’s revenue growth strategy, cost structure, and capital expenditures. Additionally, it includes establishing, tracking and monitoring key operating metrics used to drive the business to greater efficiency as well as creating ad-hoc analyses to drive business strategy, improve efficiency and maximize ROI and helping drive finance discipline, fact-based decision-making, and financial visibility are all key facets to this group. This also includes preparing and presenting financial reports to the Board.
Roles within Financial Planning are responsible for delivering impactful business analysis and playing a key part in driving insightful business decisions and strategy. It also involves playing a key role in partnering with the business and informing leadership of actual and projected performance, as well as analyzing business trends, changes, and new initiatives.

Requirements

• It is expected that you will demonstrate good judgment in selecting methods and techniques for obtaining solutions.
• Ability to network with senior internal and external personnel in own area of expertise
• Proficient in most types of works within the group/project team and may act as a technical resource for less experience employees
• It is expected that you may present results in team meetings.
• You will receive little instruction on day-to-day work and receive general instructions on new assignments.
• May act as a mentor to junior staff.
• This is a role that contributes through own efforts and application of expertise, skills, or tasks.
• Bachelor’s degree with 2 years of relevant experience, or;
• Master’s degree with 0 years of relevant experience.
• Equivalent work experience may be considered in lieu of degree.

Responsibilities

• Independently planning and executing assigned tasks that support routine activities and project goals
• Helping select appropriate methods and techniques in performing tasks
• Collaborating with supervisory personnel to develop routine methods and demonstrating good level of understanding project goals and methods
• Recommending alternatives, identifying new methods and techniques and proactively seeking out senior personnel to discuss potential solutions to problems
• Participating in group meetings
• Presenting results of work, interpreting data, and drawing conclusions regarding presented material and nature of work
• Ability to leverage technical skills, including AI to automate data entry and reduce manual tasks.

Benefits

• Flexible vacation, Paid Time Off, and Sick Leave package
• Comprehensive Health, Dental, and Vision Insurance
• Short-term and Long-term Disability Insurance
• 401(k), with generous company match
• Employee Resource Groups to encourage employee engagement, nurture professional development, and foster an inclusive environment.

What This Job Offers

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