Senior Budget and Financial Planning Analyst

Bargaining Unit: Non Represented - Professional

Rate of Pay: $116,771 annually + DOE

Summary
The Senior Budget and FP&A Analyst serves as an advanced individual contributor supporting the health system’s budgeting, financial planning and analysis, forecasting, cost accounting, productivity reporting, and decision-support functions. This role leads complex analyses, develops advanced financial models, partners independently with operational and finance leaders, and translates financial, workforce, and operational data into actionable insights. The position provides analytical leadership and technical guidance but does not carry formal supervisory responsibility.

• Lead significant portions of the annual operating, capital, and workforce budget processes, including development of departmental assumptions, financial schedules, and supporting analyses.
• Develop forecasts, long-range projections, scenario models, and advanced financial analyses to support organizational planning.
• Lead monthly financial variance analysis and identify key operational and financial performance drivers.
• Support monthly operating reviews by preparing financial insights, identifying trends, and recommending areas for follow-up.
• Evaluate financial risks, performance trends, and opportunities for corrective action.
• Support development and monitoring of financial and operational performance indicators.
• Analyze volume assumptions, inflationary pressures, reimbursement impacts, staffing costs, and other financial drivers.

• Perform complex cost-accounting, allocation, service-line profitability, contribution-margin, and departmental profitability analyses.
• Develop advanced financial models for strategic initiatives, staffing proposals, capital requests, new services, program expansions, and operational changes.
• Lead business-case development, return-on-investment analysis, sensitivity analysis, break-even analysis, and financial feasibility reviews.
• Evaluate service line, physician practice, ambulatory, and departmental financial performance to support strategic decision-making.
• Interpret complex financial, statistical, and operational data and translate findings into actionable recommendations.

• Analyze labor productivity, staffing models, workforce trends, overtime, contract labor, volume changes, and related financial impacts.
• Support development and monitoring of productivity targets, staffing standards, workforce performance metrics, and labor benchmarks.
• Identify labor expense drivers and opportunities to improve labor utilization and workforce efficiency.
• Develop workforce planning models to support organizational growth, staffing proposals, productivity initiatives, and labor optimization.
• Partner with operational leaders to evaluate staffing plans and connect workforce decisions to financial outcomes.

• Partner directly with department, service-line, Finance, and operational leaders to evaluate financial performance and develop corrective-action plans.
• Serve as a financial resource for leaders during budget development, monthly operating reviews, and strategic planning discussions.
• Partner with Business Intelligence and Data Engineering to connect operational, clinical, workforce, and financial information.
• Reconcile complex financial, operational, productivity, and statistical data across source systems and resolve data-quality or reporting issues.
• Prepare recurring and ad hoc financial analyses, dashboards, schedules, and presentations for Finance leadership, operational leaders, committees, and executive level discussions.

• Provide technical guidance, analytical review, and informal mentorship to Budget and FP&A Analysts and other team members.
• Lead special financial projects and complex analyses in support of executive, strategic, operational, and financial planning initiatives.
• Develop and maintain advanced financial models, assumptions, methodologies, data sources, reporting processes, and recurring analyses.
• Promote consistent use of financial planning, reporting, cost-accounting, productivity, and analytical methodologies across the health system.
• Review complex analyses for accuracy, completeness, reasonableness, and appropriate data validation before information is shared with leaders.

Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Supervisory Responsibilities
No supervisory responsibilities.

Minimum Education/Experience
Bachelor's Degree in Finance, Accounting, Healthcare Administration or related field and 5 or more years relevant experience

Required Licenses/Certifications
None

• Bachelor’s degree in finance, accounting, economics, business administration, or a related field.
• Five years of progressively responsible experience in financial analysis, budgeting, forecasting, accounting, or decision support.
• Advanced financial modeling and analytical skills.
• Advanced proficiency with Microsoft Excel and financial reporting systems.
• Demonstrated ability to independently manage complex analyses and communicate recommendations to leadership.

• Experience with healthcare cost accounting, labor productivity, service-line profitability, and financial planning.
• Experience with Axiom, Premier, Epic, Power BI, or similar financial and analytical systems.
• Master’s degree in finance, accounting, business, healthcare administration, or a related field.
• CPA, CMA, FHFMA, or comparable professional certification.