Financial Planning Analyst III

WakeMed

$70K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business Administration, Finance, or Healthcare Management required; Master's degree preferred.
  • 3 years of direct experience in a similar position.
  • 6 years of overall experience in accounting/finance with a focus on financial analysis.
  • Strong understanding of operational and financial functions including revenues, expenses, and costs.
  • Proficiency in financial reporting systems and their interface with decision support tools.

Responsibilities

  • Prepare and analyze profitability information for various process improvement initiatives.
  • Create executive summaries that provide insights into financial performance at both service line and system-wide levels.
  • Support various process improvement groups across the organization.
  • Ensure accuracy and comparability of data within reports and dashboards.
  • Conduct special projects as directed by the CFO and executive finance team.

Benefits

  • Collaborative work environment.
  • Opportunity to work on cross-functional teams.
  • Exposure to senior leadership and decision-making processes.
  • Focus on professional development and continuous improvement.
Full Job Description
Overview

Responsible for preparing and analyzing profitability information and serving in a support role as needed for various process improvement groups throughout the organization. Formulates meaningful information with executive summaries that provide insight into serve line and system-wide financial performance. Understands general operational functions and financial functions, including charges, revenue, reimbursement, payment, productivity, expense, cost and process functionality. Maintains expertise in financial reporting systems to ensure accurate and comparative information is available in reports and dashboards. Maintains knowledge of subsystems that interface to the decision support and financial reporting systems to ensure information is timely and accurate. Performs special projects for the CFO, vice-president of finance, executive team and financial planning department as directed.

Licensure

Not Applicable

Education

Bachelor's Degree Business Administration Or Finance Or Healthcare Management Required Master's Degree Preferred
Experience

3 Years Direct Position Experience And 6 Years Accounting/Finance - Accounting and Financial Analysis Required

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