Financial Planning Analyst III

WakeMed

$80K — $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 financial analysis or accounting role required.
  • 6 years of overall experience in accounting or finance required.
  • Strong knowledge of financial reporting systems and their accuracy in generating data.
  • Familiarity with operational functions including revenue, reimbursement, and cost management.

Responsibilities

  • Prepare and analyze profitability information for various departments.
  • Support process improvement initiatives within the organization.
  • Provide executive summaries that clarify financial performance.
  • Ensure accuracy and comparability of financial reporting through expertise in related systems.
  • Manage and maintain knowledge of subsystems interfacing with financial reporting systems.
  • Execute special projects for senior leadership as assigned.

Benefits

  • Health insurance options available for employees.
  • Retirement plan with company matching contributions.
  • Opportunities for professional development and training.
  • Paid time off and holiday leave.
  • Flexible work hours to support work-life balance.
Full Job Description
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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