Purpose:The Sr Financial Analyst, FP&A supports Physician Services Finance leadership through high-impact financial planning, analysis, and decision support. This role owns end-to-end analytical deliverables across planning cycles, performance management, and executive reporting, translating complex financial and operational data into clear, actionable insights that inform strategy and drive performance improvement. As Physician Services FP&A continues to mature, the Sr Financial Analyst helps establish and scale standards, processes, and reporting capabilities across regions while partnering closely with regional finance teams and cross-functional stakeholders.
This position will be based out of Forbes Tower in Pittsburgh, PA and follows a hybrid work model, with a combination of on-site and remote work. Specific in-office expectations will be discussed during the interview process. Responsibilities: - Compile, consolidate and review all business unit budgets for accuracy and reasonableness based on knowledge of key operational elements.
- Develop revenue, volume, FTE, productivity, and scenario-based financial models.
- Produce executive-ready analyses and narratives that translate complex financial and operational results into clear insights, recommendations, and performance improvement opportunities.
- Classify financial transactions and events in accordance with generally accepted accounting principles.
- Understand and become an expert in UPMC's diverse operations and systems, including Power BI and Qlik.
- 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.
- Lead and support core FP&A activities for Physician Services, including annual budgeting, periodic forecasting, variance analysis, and performance reporting across regions.
- Consolidate and review regional submissions for accuracy, completeness, and reasonableness.
- 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.
• Prior experience with Power BI, Snowflake, and other business intelligence, data visualization, analytics, and data warehousing platforms is a plus.
• PeopleSoft General Ledger proficiency preferred.
• Knowledge of system operations preferred.
Licensure, Certifications, and Clearances:• CPA/MBA certificate preferred.
• Act 34
