General Description of the Job ClassResponsible for the management and coordination of the Duke University Hospital operating budget, including budgeting, forecasting, financial analysis, and reporting. Provides financial guidance to support organizational decision-making, supervises financial analysts within the department, and manages critical financial deliverables during periods of increased organizational demand.
Duties and Responsibilities of this Level- Lead the annual operating budget process, ensuring timely completion of deliverables, executive reporting, and coordination of competing priorities during peak budget periods that may require sustained additional effort.
- Manage the development of the operating budget, periodic forecasts, and long-range financial plans.
- Supervise, mentor, and develop financial analysts within the department.
- Manage monthly financial reporting, including variance analysis, financial statements, and operational statistics.
- Analyze financial performance and identify trends, risks, and opportunities for improvement.
- Prepare and review presentations and financial materials for leadership.
- Develop and monitor key performance indicators and benchmarking analyses.
- Coordinate financial and statistical surveys and ensure accuracy of submitted data.
- Lead and support complex financial analyses, reporting initiatives, and cross-functional projects.
Perform other related duties incidental to the work described herein.
Minimum Qualification Education Work requires a Bachelor's degree in Accounting, Finance, Economics, Business Administration or a related field. CPA is desirable.
Experience Work requires a minimum of three years' experience in financial management, cost accounting or a field directly related to the specialized area of assignment.
Experience and interest in developing AI skills strongly encouraged
Degrees, Licensure, and/or CertificationMBA, MHA or Certified Public Accountant is preferred.
Knowledge, Skills, and Abilities - Strong proficiency in financial planning, budgeting, forecasting, financial reporting, and data analysis, with a solid understanding of Generally Accepted Accounting Principles (GAAP).
- Advanced proficiency in Microsoft Excel and working knowledge of Microsoft Office applications.
- Familiarity with financial systems and enterprise planning/reporting tools such as Strata, Axiom, SAP, EPSi, or similar platforms is strongly preferred.
- Demonstrated project management skills, including the ability to manage multiple priorities, coordinate cross-functional stakeholders, and deliver results within critical deadlines.
- Strong analytical, problem-solving, and decision-support skills, with the ability to translate complex financial information into actionable recommendations.
- Excellent written, verbal, and presentation communication skills, including the ability to communicate effectively with finance, operational, and executive leadership teams.
- Proven ability to build collaborative partnerships across finance and operational departments to support organizational goals and drive results.
- Experience with data analytics, process automation, artificial intelligence (AI), or other emerging technologies to improve efficiency, reporting, and decision-making is preferred but not required.
Distinguishing Characteristics of this Level- This position will be required to work on simultaneous projects with minimal supervision from Finance leadership.
- Position will work closely on numerous projects with Financial Analysts, other DUHS Finance Managers, Corporate Finance, and General Accounting.
- Position will work closely with operational leaders on several projects; therefore, professionalism and business acumen are important at a high level.
- Position is also responsible for preparing documentation; therefore, good written communication skills are important.
