Sr Director Financial Planning and Analysis (Hybrid)

University Health

4d•Hybrid

About The Position

About the Role We are seeking a strategic and forward-thinking Senior Director of Financial Planning and Analysis (FP&A) to join our leadership team. In this key role, you will partner closely with the Associate CFO to ensure that budgeting, forecasting, and long-term financial planning align with the organization’s strategic goals. You will serve as a trusted advisor and strategic partner to decision-makers across the organization—driving financial insight, leading complex analyses, and overseeing the implementation and optimization of our financial planning systems. This role is ideal for a collaborative financial leader with a passion for data integrity, operational excellence, and building strong, high-performing teams.

Requirements

Bachelor’s degree in Accounting, Finance, Information Systems, or a related field.
6–10 years of progressive experience in accounting, cost accounting, or financial analysis, with at least 3–5 years in a healthcare environment.
Proven expertise in budgeting, forecasting, and financial modeling.
Strong analytical and problem-solving skills; ability to interpret and evaluate complex financial data.
Advanced proficiency in Microsoft Office and financial database applications.
Exceptional communication and leadership skills.
Demonstrated ability to manage multiple projects and meet deadlines independently.

Nice To Haves

Master’s degree in Finance, Accounting, or Business Administration (MBA or MHA).
CPA, CFA, or CHFP certification.
Experience leading software implementation or system integration projects.

Responsibilities

Partner with the Associate CFO to align financial goals with the organization’s strategic objectives.
Lead the organization-wide annual budget process, including developing budget instructions, schedules, and timelines.
Develop comprehensive financial plans and “what-if” analyses for new and expanded services, joint ventures, and strategic initiatives.
Implement and oversee the Financial Planning and Analysis software, managing internal teams and third-party vendors to ensure successful execution.
Create and roll out a service line profitability reporting structure to support data-driven decision-making.
Coordinate the preparation of required annual and quarterly hospital surveys (COTH, NAPH, NHSC, MHA, etc.).
Lead cross-functional teams to ensure the accuracy, consistency, and integrity of financial and operational data systems.
Support transparent pricing initiatives by managing and sharing charge information for selected procedures.
Oversee the design, development, and maintenance of financial databases and reporting tools.
Manage and mentor the FP&A team—providing leadership, development, and performance feedback.
Build strong relationships with departmental administrators and other leaders to meet their financial analysis needs.
Ensure compliance with all applicable regulations, internal controls, and corporate compliance standards.