Sr Financial Analyst FP&A

UPMC Senior Communities

$75K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance or related business field.
  • Minimum of three years of related work experience required, or a High School Diploma/GED with five years of experience.
  • Expertise in forecasting financial operations and budgeting is necessary.
  • CPA or MBA preferred.
  • Strong analytical skills and understanding of financial reporting are essential.
  • Proficiency in Microsoft Excel, Word, and PowerPoint is required.
  • PeopleSoft General Ledger familiarity is preferred.

Responsibilities

  • Compile and review business unit budgets for accuracy and reasonableness.
  • Develop financial reports for forecasting and trend analysis.
  • Perform complex financial and statistical analysis on results.
  • Classify financial transactions per generally accepted accounting principles.
  • Understand UPMC's diverse operations and systems thoroughly.
  • Use PeopleSoft for reporting and operational requirements; manage reports for senior management.
  • Analyze financial data to interpret past performance and recommend adjustments.

Benefits

  • Opportunity to interact with senior level executives regularly.
  • Engagement in comprehensive budgeting and forecasting processes.
  • Capacity to impact decision-making through financial analysis.
  • Exposure to a diverse and dynamic organizational environment.
Full Job Description
Purpose:
Conduct and document complex financial analysis projects.

Responsibilities:

  • Compile, consolidate and review all business unit budgets for accuracy and reasonableness based on knowledge of key operational elements.
  • Develop financial reports for forecasting, trending and results analyses.
  • Perform complex statistical, cost and financial analysis on reported and projected results.
  • Classify financial transactions and events in accordance with generally accepted accounting principles.
  • Understand and become very knowledgeable of UPMC's diverse operations and systems.
  • Utilize PeopleSoft General Ledger / Financial Reporting system to meet reporting and operational requirements. Manage certain key reports provided to senior management.
  • Analyze complex financial data; extract and define relevant information; interpret data for the purpose of determining past financial performance and/or to project a financial probability; recommend budget adjustments; identify performance improvement opportunities.
  • Work in conjunction with the Manager, Financial Planning and Analysis, to establish guidelines, deadlines and procedures for the annual corporate-wide budget process and weekly forecasting of financial operations for total UPMC.
  • Analyze the related financial impacts and use this knowledge to assist in the development/enhancement of key metrics.
  • Communicate and interact with varying levels of UPMC personnel, including highest senior level executive management, on a consistent basis.
  • Interpret financial transactions / events and prepare comprehensive analyses on those interpretations for presentation to users who must make economic or business decisions.
  • Perform under tight deadlines with minimal to no errors.


Qualifications:

  • Bachelor's degree in finance or related business field.
  • Minimum of three years of related work experience required
  • OR High School Diploma/GED and five years of related work experience.
  • Demonstrated expertise in forecasting financial operations and budgeting experience required.
  • CPA/MBA preferred.
  • Ability to interact effectively with executives and business unit management.
  • Excellent oral and written communications and time management skills are required.
  • Strong analytical ability and knowledge of accounting and financial reporting matters.
  • Microsoft Excel, Word and PowerPoint proficiency required.
  • PeopleSoft General Ledger proficiency preferred.
  • Knowledge of system operations preferred.
    Licensure, Certifications, and Clearances:
    CPA/MBA certificate preferred.
  • Act 34

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