Position Summary
The Financial Specialist serves as a senior-level finance professional and subject matter expert supporting complex clinical and business service lines across BayCare. This role assumes a leadership position within the finance function, partnering with leaders at all levels of the organization to provide strategic financial guidance, analytical support, and operational insight.
Responsibilities include coordinating and enhancing financial analysis and reporting processes, supporting operating and capital budget development, forecasting, capital asset management, cost accounting, and general accounting activities. The Financial Specialist leads complex projects that support organizational goals, proactively improves the integrity and accuracy of financial data, and provides exceptional customer service in a dynamic healthcare environment.
This role demonstrates critical thinking, sound professional judgment, and strong analytical capabilities while taking ownership of results, mentoring others, and fostering collaboration across departments.
Minimum Qualifications
Required Education & Experience
One of the following combinations is required:
- Bachelor's Degree in Accounting or Finance with:
- Eight (8) years of Accounting experience and
- Eight (8) years of Financial Analysis experience
OR
- Bachelor's Degree in Accounting or Finance
- Certified Public Accountant (CPA)
- Six (6) years of Accounting experience
- Six (6) years of Financial Analysis experience
OR
- Master's Degree in Business Administration or related field
- Six (6) years of Accounting experience
- Six (6) years of Financial Analysis experience
Preferred Qualifications
- Certified Public Accountant (CPA)
- Four (4) years of healthcare finance or healthcare accounting experience
- Master's Degree in Business Administration or related field
Required Knowledge, Skills & Abilities
- Advanced financial analysis and reporting
- Budgeting, forecasting, and variance analysis
- Cost accounting and general accounting principles
- Financial modeling and decision support
- Capital planning and capital asset management
- Strong analytical, organizational, and problem-solving skills
- Ability to interpret complex financial data and present actionable recommendations
- Strong communication and presentation skills
- Ability to influence and collaborate with leaders across the organization
- Advanced Microsoft Excel skills, including financial modeling, data analysis, and reporting
- Demonstrated project leadership and process improvement experience
- Ability to mentor and develop team members
BayCare offers a comprehensive benefits package designed to support the health, well-being, and financial future of our team members, including:
- Medical, Dental, and Vision Insurance
- Paid Time Off (PTO)
- Paid Holidays
- 401(k) Retirement Plan with Employer Match
- Tuition Reimbursement and Educational Assistance
- Career Growth and Professional Development Opportunities
- Wellness Programs and Employee Assistance Resources
- Life Insurance and Disability Coverage
- Voluntary Benefits
- Team Member Recognition Programs and Discounts
Position Details
Location: BayCare System Office West, Clearwater FL
Status: Full Time, Exempt
Schedule: Monday - Friday, Day Shift
Remote Work: Hybrid
Weekend Work: None
On Call: No
