Senior Analyst, Budgeting and Financial Planning
About The Position
National Jewish Health is seeking a strategic and analytically minded Senior Analyst, Budgeting and Planning to support financial planning and decision-making across the organization. This role partners with leaders throughout the institution to develop budgets, evaluate performance and provide data-driven insights that help advance organizational goals and operational excellence. This role offers the opportunity to work closely with senior leaders and key stakeholders, influencing strategic decisions that support the organization's mission, drive operational excellence and enable continued investment in groundbreaking research and patient care. The Senior Financial Analyst position helps to ensure optimal financial and operating efficiency throughout the institution. This position develops budgets, analyzes operational data, and works with organizational leaders to achieve financial and operational goals.
Requirements
- Bachelor’s degree in business, analytics, finance, or related field required.
- A minimum of 3 years of experience in a finance or analytics.
- Advanced knowledge of Microsoft Excel.
Nice To Haves
- Master’s degree preferred.
- Experience with business intelligence tools (Tableau, Power BI, Qlik) and SQL preferred.
- Prior healthcare experience preferred.
Responsibilities
- Develops and analyzes departmental and organizational budgets
- Monitors financial performance and prepares variance analyses
- Creates financial and operational reports for leadership
- Partners with executives and managers on planning and business initiatives
- Presents data-driven recommendations to support decision-making
- Reviews, analyzes, and edits budget submissions.
- Oversees departmental and programmatic spending to ensure expenditures remain within board-approved budgets.
- Assists with data collection, validation and annual reporting for the institution.
- Analyzes financial and operational data to provide recurring and ad-hoc reporting to organizational leadership.
- Presents financial and special project reports to internal and external audiences.
- Collaborates with faculty, executives, and managers to enhance existing operations and support new business ventures.
- Monitors budgets throughout the year and prepares variances analyses.
Benefits
- Comprehensive Medical Coverage: Multiple Cigna health plans for Colorado, regional office and remote employees.
- Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA) available to pair with some plans.
- Generous PTO accruals to use for vacation and sick days, and six paid holidays, all compliant with Colorado state sick leave regulations.
- Dental & Vision Plans: Coverage effective the first of the month after hire.
- Retirement Savings: 403(b) plan with employer contributions after two years.
- Wellness Incentives: Earn up to $200 annually for preventive health activities.
- Tuition Reimbursement: Up to $5,250 annually for full-time and part-time employees.
- Child Care Assistance: Childcare Flex Spending Account (FSA) with annual employer contribution.
- Loan Forgiveness: Public Service Loan Forgiveness (PSLF) eligible employer.
- Disability & Life Insurance: Employer-paid plans and optional buy-up choices.
- Voluntary Benefits: Full suite of coverage options such as Accident, Hospital Indemnity and Legal Plan
- Exclusive Discounts: Savings on local services, insurance, and RTD bus passes.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
