Senior Financial Analyst, Budget and Resource Planning

UT Southwestern Medical Center • Dallas, TX

7d • Hybrid

About The Position

UT Southwestern Medical Center (UTSW) is actively seeking a talented Senior Financial Analyst to join our dynamic Shared Services department. We are looking for an individual with exceptional communication, critical thinking, and organizational skills to provide crucial support to our leadership team. In this key role, you will be responsible for conducting comprehensive departmental analyses, including monthly reporting metrics, and leading the development of annual/multi-year operational budgets for your assigned departments. Your contributions will be instrumental in fulfilling the department's objective of enhancing its financial reporting and variance capabilities to deliver accurate and timely reports to division chiefs, fostering transparency and accountability. As a Senior Financial Analyst, you will have the opportunity to demonstrate your leadership skills by mentoring and training junior staff members. Our ideal candidate possesses proficiency in software tools such as PeopleSoft, Office Connect, Microsoft Excel, and PowerBI, with knowledge of Adaptive planning tool considered a plus. If you thrive in a challenging, fast-paced environment and enjoy collaborating with top medical leaders, this role offers a rewarding opportunity for professional growth. This position is eligible for a hybrid work schedule. Join us at UTSW and be part of a team dedicated to making a meaningful impact in healthcare.

Requirements

• Bachelor's Degree in finance, accounting, or other related field
• 4 years of progressively responsible experience in finance and/or accounting with experience in planning, forecasting, and financial analysis.

Nice To Haves

• proficiency in software tools such as PeopleSoft, Office Connect, Microsoft Excel, and PowerBI, with knowledge of Adaptive planning tool considered a plus

Responsibilities

• Completes variety of complex monthly financial management reports and reviews all reports for errors and inconsistencies; analyzes variations in forecasts and actual performance; determines reasons for variance; develops recommendations for improvement; completes written summaries of financial data.
• Prepares and/or supervises preparation of monthly financial reports, schedules for annual financial reports, and reports to various government agencies, ensuring conformance of such reports with applicable procedures and regulations of University of Texas System and Federal and State agencies.
• Identifies areas of poor performance, presents findings, and makes recommendations to upper management.
• Prepares financial models and conducts financial analyses.
• May maintain controls for policies and procedures for financial system; develops and maintains delegation of authority of various procedures, such as check requests, refunds, invoice approval, bad debt write-offs, etc.
• Completes more complex special projects as requested.
• Performs other duties as assigned.

Benefits

• PPO medical plan, available day one at no cost for full-time employee-only coverage
• 100%25 coverage for preventive healthcare-no copay
• Paid Time Off, available day one
• Retirement Programs through the Teacher Retirement System of Texas (TRS)
• Paid Parental Leave Benefit
• Wellness programs
• Tuition Reimbursement
• Public Service Loan Forgiveness (PSLF) Qualified Employer

What This Job Offers

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