Sr Financial Analyst, Financial Planning & Analysis

University Hospitals•Shaker Heights, OH

2d•Onsite

About The Position

Senior-level role responsible for financial planning, month-end performance analysis, operational support, and advanced analytics. This position drives data-informed decision-making by partnering with leadership, developing financial models and dashboards, and providing insight into key business trends. The role requires strong analytical capabilities, technical proficiency (including Power BI and Copilot tools), and the ability to support ongoing process improvement in a complex healthcare environment.

Requirements

Bachelor's Degree preferably in IT, accounting, business, or related field
5+ years of relevant financial analysis or FP&A experience.
Strong proficiency in Microsoft Office, particularly Excel, and financial modeling.
BI tool experience (Power BI or similar)
Proven experience troubleshooting and resolving complex system issues, conducting root cause analysis, and implementing long-term solutions.
Experience managing multiple projects and priorities in a fast-paced environment.

Nice To Haves

Master's Degree in Business
Knowledge of HIPAA compliance and secure handling of PHI.
Experience with healthcare benchmarking systems (Vizient, Premier).
Experience supporting budgeting and forecasting.
Strong understanding of healthcare finance and financial workflows.
Experience with additional enterprise financial and reporting systems (e.g., payroll, HRIS, general ledger).
Experience collaborating with cross-functional teams to improve product reliability, system integration, and workflow efficiency.
Mentorship or leadership experience guiding junior staff or team members.
Oracle experience

Responsibilities

Participate in monthly financial close activities, including preparing and presenting variance analysis.
Develop and maintain financial models used for budgeting, forecasting, and labor planning.
Serve as a core contributor to the annual operating and capital budget process.
Support operational leaders in reviewing department financials and identifying risks and opportunities.
Complete monthly reconciliation of financial, statistical, and benchmarking data.
Manage productivity analysis tied to Vizient, Premier, and internal benchmarking tools.
Support Workforce Control processes, including FTE tracking and labor variance reporting.
Quantify and report labor initiative savings.
Build and maintain Power BI dashboards, Copilot-enabled reporting tools, and automated solutions.
Develop standardized reports and analytics packages.
Oversee data integrity across multiple platforms.
Perform ad-hoc analysis.
Support Community Benefit reporting with data consolidation and reconciliations.
Prepare and present consolidated Community Benefit results to operational leaders, senior executives, board committees and external stakeholders.
Partner with operational leaders to provide financial insight and recommend improvements.
Collaborate cross-functionally with Finance, Operations, HR and IT.
Present financial results clearly to leadership.
Performs other duties as assigned.
Complies with all policies and standards.
Must abide by all requirements to safely and securely maintain Protected Health Information (PHI) for our patients.