Position Highlights- Department: Finance
- Hours: Full-Time/40 hours per week
- Shift: 1st Shift, Days
Position SummaryJob Summary
Financial & Budget Analyst oversees the organization's financial planning, budgeting, and forecasting processes. This role serves as the primary lead for the operating budget and management reporting, ensuring data integrity across financial systems such as Strata and INFOR. Provides strategic financial insights to the CFO and leadership team, manages complex lease accounting, and drives continuous improvement in our financial reporting and cash management workflows.
Job Responsibilities
• Acts as organizational lead on the annual operating budget cycles, managing timelines, user roles, and departmental submissions.
• Manages the Strata system items for Operating budget and Management reporting, including rolling month-end views, dashboard updates, and automated reporting.
• Trains team members and end-users on the budget system's functionalities and best practices.
• Prepares and maintains detailed financial forecasts in Strata using historical data and market trends.
• Provides monthly, quarterly, and annual financial forecasts, identifying trends, variances, and potential risks. Prepares the VP and Board budget presentations and conducts financial presentations for the CFO.
• Performs monthly roll forward analysis and tracks actual spending against operational and capital budgets.
• Reconciles Strata to INFOR for all loaded financial data and oversees the data upload schedule.
• Administers Strata security and user assignments; develops manager tip sheets and conducts training sessions on budgeting systems.
• Conducts variance analysis between actuals and budgeted figures, interpreting and communicating insights to stakeholders.
• Evaluates historical data and trends to provide recommendations for financial performance improvement.
• Acts as the main point of contact for budget-related inquiries, assisting department leaders in understanding budget data. Facilitates communication between the finance team and other departments to streamline budgetary processes.
• Manages lease-related accounting, including journal entries, CAM reconciliations, and landlord payments.
• Oversees and reconciles daily cash processes and manages grant reporting compliance.
• Records Journal entries for accruals and identify and analyze month-end variances
• Prepares the annual Personal Property tax returns
• Adheres to all Core Values (Compassion, Pursue Excellence, Cooperation and Collaboration, Upholds Honesty, and Supports Innovation).
• Adheres to all Absolutes (Privacy and Confidentiality, Professional Appearance, and Responsibility and Commitment).
• Other job related duties as assigned.
Minimum Qualifications:
• Bachelor's Degree in Accounting, Finance or a related field
• 5 years of experience in financial analysis or budget management
• Strong analytical skills
• Advanced computer skills
• Strong written and verbal communication skills.
• Excellent attention to detail and accuracy when working with financial figures.
• A strong willingness to learn and the ability to adapt to new systems and procedures.
• Proven ability to handle sensitive and confidential financial information with discretion.
• Strong organizational skills and ability to prioritize tasks and consistently meet deadlines in a professional environment.
Preferred Qualifications:
• Hospital Accounting experience
Comprehensive Benefits Offered- Competitive and affordable benefits package
- Shift Differentials
- Continuing Education assistance
- Tuition reimbursement
- Student Loan relief through Fiducius
- Quick commute access from I-84, Route 9 and surrounding areas
