Senior Analyst, Financial Planning & Analysis

Trinity Health • Columbus, OH

3d

About The Position

The Senior Analyst, Financial Planning & Analysis leads analytical, consultative, and financial management work across business processes, organizational segments, and consolidation points. The role uses data, reporting tools, and financial models to identify trends, analyze variances, uncover opportunities, and provide actionable insights to leadership. It supports financial planning and forecasting, workforce analytics, scenario modeling, performance management, and improvement initiatives in partnership with financial and operational leaders.

The analyst leads key financial planning and analytical processes, including annual financial planning, month-end reporting and forecasting, capital planning and tracking, ad hoc analysis, and financial, executive, and partner reporting. The role develops and enhances reports and tools, maintains data quality and process documentation, and coordinates with stakeholders to deliver accurate work on schedule. It also provides finance education and guidance to operational leaders, supports cross-functional improvement projects, and serves as a subject matter expert for planning, reporting, and source systems.

This position requires strong financial and analytical expertise, the ability to communicate complex information clearly, and the ability to manage multiple projects and deadlines with limited direction. The analyst may train and guide other analysts, review their work, and provide feedback. The position also supports Mount Carmel’s service, safety, relationship-based care, and organizational integrity standards.

Requirements

• Bachelor’s degree in Accounting or Finance is required.
• At least five years of progressively challenging experience in accounting or finance.
• Experience with financial systems and databases; healthcare experience is preferred.
• Experience with database management and SQL Server.
• Proficiency in Tableau, Business Objects, or similar business intelligence and reporting tools.
• Strong analytical, data visualization, financial modeling, and problem-solving skills.
• Ability to manage large datasets and translate complex data into business insights.
• Experience automating reporting and improving data-driven decision processes.
• Strong understanding of accounting standards, cost accounting, general ledger, budgeting, and analytical practices.
• Strong proficiency in Microsoft Office, particularly advanced Excel and PowerPoint, and analytical and reporting tools.
• Ability to interpret financial and statistical results, investigate trends and variances, determine root causes, communicate recommendations, and manage performance improvement plans.
• Ability to interpret complex issues and processes, escalate issues appropriately, and apply knowledge across interconnected activities.
• Strong project management expertise and demonstrated success managing large-scale projects through completion.
• Excellent communication, organization, data management, and presentation skills, including the ability to explain technical financial terminology to varied audiences.
• Ability to prioritize and manage multiple projects in a fast-paced environment, work independently with limited direction, and complete accurate work on time.
• Ability to train analysts, provide guidance, review work, and deliver timely feedback.
• High level of trust and integrity when handling confidential information and data.

Nice To Haves

• MBA, MHA, or other advanced preparation.
• CPA, CMA, or equivalent certification.
• Experience with Workday, UKG, Oracle Planning/Capital, or Freeform.
• Experience creating reports, database queries, and dashboards.
• Healthcare experience.

Responsibilities

• Lead financial planning and analytical functions, including annual financial plans, month-end reporting and forecasting, capital planning and tracking, ad hoc analysis, and financial, executive, and partner reporting.
• Gather, interpret, and evaluate financial information and trends to drive financial planning and performance management with finance and operational leaders.
• Set schedules and workplans, coordinate with partners, meet deliverable timelines, communicate updates, reprioritize as needed, and raise issues.
• Reconcile and self-audit work products for accuracy and functionality, and develop processes to address deficiencies.
• Analyze healthcare operations, clinical functions, volumes, charges and revenue, and expense drivers, connecting them to financial and statistical results.
• Provide proactive analysis of trends, threats, and opportunities that could affect organizational financial performance.
• Expand and enhance internal reporting using knowledge of source systems, with a focus on financial performance, consistent data definitions, accuracy, and efficiency.
• Clarify stakeholder requests, identify information sources and presentation requirements, and coordinate with cross-functional partners to produce complete, high-quality deliverables.
• Identify and implement improvements to processes, workflows, and data; lead continuous improvement projects and problem-solving activities.
• Maintain current documentation of assigned processes and related policies and procedures; review documentation and coordinate cross-training.
• Build and maintain positive relationships with Mount Carmel Health System, Trinity Health, and related-entity leaders while maintaining confidentiality.
• Provide finance education to operational leaders and stakeholders, evaluate financial scenarios and departmental performance, and provide guidance on financial tools and data sources.
• Maintain expert knowledge of planning, reporting, and source systems, and serve as a subject matter expert and/or project manager on projects.
• Participate in and foster continuous improvement activities within and across departments.
• Promote compliance with organizational integrity requirements by raising questions and promptly reporting actual or potential wrongdoing.
• Meet department competency requirements and model Mount Carmel Service Excellence standards.
• Promote a culture of safety by following policies and procedures intended to prevent workplace injury, violence, or adverse outcomes.
• Support relationship-based care principles that keep patients and families at the center of care.
• Perform other duties as assigned.

What This Job Offers

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