Position SummaryThe Budget & Forecasting Partner serves as the enterprise leader for budgeting, forecasting, and financial planning processes across Corewell Health. This role is accountable for establishing planning governance, driving organizational alignment, influencing executive decision-making, and advancing strategic financial planning capabilities. The Partner acts as a trusted partner to senior leadership and leads major planning initiatives that support enterprise performance, resource allocation, and long-term financial sustainability. The Partner will be a thought partner in transforming the reimplementation of the organization's existing budgeting tool.
Primary Responsibilities- Lead process for the systemwide annual budget development, rolling forecasts, and long-range financial planning activities in partnership with finance, operational, and executive stakeholders.
- Develop and maintain planning standards, timelines, assumptions, methodologies, and governance to ensure consistency, transparency, and accountability.
- Serve as the primary finance leader for enterprise budgeting and forecasting systems, driving strategic enhancements, roadmap development, stakeholder adoption, and organizational change management.
- Provide leadership, coaching, and subject matter expertise to finance colleagues and operational stakeholders, fostering advanced financial planning capabilities across the organization.
- Analyze financial performance, identify risks and opportunities, and communicate actionable insights related to revenue, expense, volume, margin, productivity, and strategic priorities.
- Drive continuous improvement of budgeting and forecasting processes, including simplification, automation, documentation, and adoption of planning best practices.
- Partner with cross-functional teams to align financial plans with organizational goals, operational initiatives, and enterprise performance expectations.
- Prepare and deliver executive-ready reporting, presentations, and narratives that clearly explain financial results, assumptions, variances, and recommended actions.
- Build trusted relationships with stakeholders by facilitating planning discussions, challenging assumptions constructively, and promoting shared ownership of financial outcomes.
- Lead cross-functional planning initiatives, provide governance over key project workstreams, and influence leaders across the enterprise to achieve strategic planning objectives and organizational outcomes.
- Champion a culture of financial stewardship, accountability, continuous improvement, and enterprise collaboration while setting standards and expectations for planning excellence across the finance organization.
QualificationsRequired
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
- Five or more years of progressive experience in financial planning and analysis, budgeting, forecasting, accounting, decision support, or related finance roles.
- Demonstrated ability to lead complex planning processes, manage competing priorities, and deliver high-quality work within defined timelines.
- Advanced analytical skills, including experience developing financial models, interpreting performance trends, and evaluating business drivers.
- Strong communication and storytelling skills, with the ability to present financial information clearly to both finance and non-finance audiences.
- Proficiency with financial systems, planning tools, reporting platforms, and Microsoft Office applications, particularly Excel and PowerPoint.
Preferred
- MBA, CPA, CMA, or other relevant advanced degree or professional certification.
- Experience in a large, complex, matrixed organization, preferably within healthcare, multi-site operations, or another highly regulated industry.
- Experience improving or implementing enterprise planning processes, financial planning systems, dashboards, or reporting automation.
- Experience with Workday Adaptive Planning.
Primary LocationSITE - Corewell Health Place - 100 Corewell Drive NW - Grand Rapids
Department NameFinancial Planning and Analysis - Corporate
Employment TypeFull time
ShiftDay (United States of America)
Weekly Scheduled Hours40
Hours of Work8:00 a.m. - 5:00 p.m.
Days WorkedMonday - Friday
Weekend FrequencyN/A
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