Senior Analyst, Financial Planning & Analysis

Trinity Health•Columbus, OH

About The Position

The Senior Analyst, Financial Planning & Analysis leads a broad range of analytical, consultative, and financial management functions 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 timely and accurate financial planning and forecasting, workforce analytic systems, pro forma and scenario modeling, financial performance management, and improvement initiatives in partnership with operational and financial leaders. The position leads key financial planning and analytical work, including annual financial plans, month-end reporting and forecasting, capital planning and tracking, ad hoc analysis, and financial, executive, and partner reporting. It also enhances internal reporting, manages data quality and documentation, supports users, coordinates deliverables with cross-functional partners, and provides finance education and expert guidance to operational leaders and stakeholders.

Requirements

Bachelor's degree in Accounting or Finance required.
At least five years of progressively challenging experience in accounting or finance.
Strong understanding of accounting standards, cost accounting, general ledger, budgeting, and analytical practices.
Expert-level analytical and problem-solving skills, including interpreting financial and statistical results, researching trends and variances, determining root causes, communicating recommendations, and managing performance-improvement plans.
Strong proficiency with MS Office, including advanced Excel and PowerPoint capabilities, and analytical and reporting tools.
Experience with database management and SQL Server.
Ability to manage large datasets and translate complex data and technical financial terminology into understandable business insights for leadership, colleagues, and external customers.
Strong financial modeling, data visualization, data management, and presentation skills.
Ability to create reports, database queries, and dashboards; automate reporting and improve data-driven decision processes.
Expertise in project management and demonstrated success managing large-scale projects through completion.
Ability to interpret complex issues and processes, escalate appropriately, and apply knowledge across interconnected activities.
Detail-oriented and highly organized, with the ability to prioritize and manage multiple projects in a fast-paced environment.
Ability to work independently with motivation and initiative, complete accurate work on time with limited direction, and keep leadership informed.
Ability to train analysts, provide guidance, review work, and give timely feedback.
High level of trust and integrity when handling confidential issues and data.
Effective communication skills.

Nice To Haves

MBA, MHA, or other advanced preparation.
CPA, CMA, or equivalent certification.
Experience in financial systems and databases, preferably in healthcare.
Proficiency in Tableau, Business Objects, or similar business intelligence and reporting tools.
Experience with Workday, UKG, Oracle Planning/Capital, or Freeform.
Experience with Smartview/Freeform, OAC, Tableau, SharePoint, or Business Objects.
Experience creating reports, database queries, and dashboards.

Responsibilities

Lead financial planning and analytical functions, including annual financial planning, month-end reporting, forecasting, capital planning and tracking, ad hoc analysis, and financial, executive, and partner reporting.
Gather, interpret, and evaluate financial information and trends, and drive financial planning and performance management with finance and operational leaders.
Coordinate schedules and work plans to deliver accurate, quality work on time; communicate updates, raise issues, reprioritize as needed, and reconcile or self-audit work products.
Apply knowledge of health system operations, clinical functions, volume, charges, revenue, and expense drivers to financial and statistical results.
Provide proactive analysis of future trends, threats, and opportunities that may affect organizational financial performance.
Expand and enhance internal reporting and create reports and tools using source-system knowledge, with consistent data definitions and a focus on accuracy, efficiency, and bottom-line performance.
Clarify stakeholder requests, information sources, timelines, and presentation needs; coordinate with cross-functional partners to produce complete, high-quality deliverables.
Identify and implement process, workflow, and data improvements; lead continuous improvement projects and problem-solving activities.
Maintain and review process documentation and related policies and procedures, and coordinate cross-training on key processes.
Build and maintain positive relationships with Mount Carmel Health System, Trinity Health, and related entity leaders while maintaining confidentiality.
Provide finance education and expert guidance on financial tools and data sources; lead evaluation of financial scenarios and department performance.
Maintain expert knowledge of planning, reporting, and source systems and serve as a subject matter expert or project manager on projects.
Participate in and foster continuous improvement activities across departments.
Comply with Organizational Integrity requirements by raising questions and promptly reporting actual or potential wrongdoing.
Perform other duties as assigned.
Exhibit Mount Carmel Service Excellence behaviors, meet department competencies, promote workplace and patient safety, and support relationship-based care principles.