The Sr Director of Budgeting & Forecasting is responsible for planning, coordinating, and executing the system-wide annual operating budget and ongoing rolling forecasts for our $2.5 billion healthcare system. By extracting and optimizing data across Epic and Workday, you will lead the core deployment of Strata Jazz to deliver predictable, data-driven financial projections. This role ensures all hospital facilities, outpatient clinics, and corporate divisions remain fiscally aligned with our strategic growth goals. Models appropriate behavior as exemplified in MLH Mission, Vision and Values.

Working at MLH means carrying the mission forward of caring for our community and impacting the lives of patients in every way through compassion, a deliberate focus on service expectations and a consistent thriving for excellence.

A Brief Overview
The Sr Director of Budgeting & Forecasting is responsible for planning, coordinating, and executing the system-wide annual operating budget and ongoing rolling forecasts for our $2.5 billion healthcare system. By extracting and optimizing data across Epic and Workday, you will lead the core deployment of Strata Jazz to deliver predictable, data-driven financial projections. This role ensures all hospital facilities, outpatient clinics, and corporate divisions remain fiscally aligned with our strategic growth goals. Models appropriate behavior as exemplified in MLH Mission, Vision and Values.

What you will do

• Budget Execution: Drive the end-to-end development, review, and consolidation of the annual $2.5B system-wide operating budget.
• Rolling Forecasts: Design and maintain agile rolling forecast models to anticipate operational shifts and volume fluctuations.
• Strata Jazz Administration: Serve as the functional owner for the Strata Jazz budget module, configuring workflows and ensuring data integrity.
• Systems Utilization: Aggregate clinical metrics from Epic and workforce data from Workday to build precise, volume-driven budget templates.
• Variance Reporting: Partner with department leaders to analyze monthly budget variances, providing actionable remediation plans to management.
• Team Management: Directly supervise, mentor, and develop a dedicated team of budget analysts and senior finance professionals.

Education Qualifications

• Required - Bachelor's Degree Finance
• Preferred - Bachelor's Degree Accounting
• Preferred - Bachelor's Degree Economics
• Preferred - Master's Degree Accounting
• Preferred - Master's Degree Economics
• Preferred - Master's Degree Finance

Experience Qualifications

• Required - Minimum of ten (10) years of progressive corporate finance or accounting experience
• Required - At least five (5) years in a supervisory role managing large-scale budgets

Skills and Abilities

• Advanced administration experience with Strata Jazz (or equivalent healthcare budgeting software), Workday ERP, and Epic data feeds.
• Comprehensive understanding of hospital departmental operations, healthcare billing structures, and volume-based budgeting.
• Deep understanding of financial management, including budgeting, forecasting, and financial analysis.
• Knowledge of financial reporting standards and regulations.
• Ability to think strategically and contribute to the company’s long-term goals and objectives.
• Experience in developing and executing financial strategies.
• Strong leadership skills with the ability to inspire and lead a high-performing FP&A team.
• Experience in managing cross-functional teams and working collaboratively with other senior executives.
• Strong analytical skills with the ability to interpret complex financial data and provide actionable insights.
• Excellent problem-solving skills with a proactive approach to identifying and addressing financial challenges.
• Excellent communication skills with the ability to effectively present financial information to various stakeholders including the board of directors, investors, and employees.
• Strong interpersonal skills with the ability to build and maintain relationships with internal and external stakeholders.
• Proficiency in financial planning and analysis software and tools.

Licenses and Certifications

• Preferred - Certified Public Accountant - American Institute of Certified Public Accountants

Supervision Provided by this Position

• Manages Directors, Managers within their department.

Physical Demands

• The physical activities of this position may include climbing, pushing, standing, hearing, walking, reaching, grasping, kneeling, stooping, and repetitive motion.
• Must have good balance and coordination.
• The physical requirements of this position are: light work - exerting up to 25 lbs. of force occasionally and/or up to 10 lbs. of force frequently.
• The Associate is required to have close visual acuity to perform an activity, such as preparing and analyzing data and figures; transcribing; viewing a computer terminal; or extensive reading.
• The conditions to which the Associate will be subject in this position: The Associate is not substantially exposed to adverse environmental conditions; job functions are typically performed under conditions such as those found in general office or administrative work.
• The Associate is subject to call back at all times.
• The Associate may be required to travel occasionally to MLH facilities or other locations as needed.