The Senior Financial Planning Analyst Position is a corporate level role that reports directly to Executive Director of Financial Planning or Director of Financial Planning.
The Senior Financial Planning Analyst is responsible for activities related to planning, preparation and execution of the system wide operating and capital planning process, forecasting, variance reporting and other financial analysis. This specifically involves activities to maintain and prepare the Wellstar planning system for this process and manipulation and analysis of the data involved. This individual will be responsible for creation and maintenance of more complex financial models and processes.
In addition, this individual has daily interactions with company officers and leaders in direct support of the corporate leadership team to manage corporate financial planning activities including but not limited to creating the annual operating and capital plans, monthly budget variance analyses, corporate department financial analyses and ad-hoc projects.
Other responsibilities include but are not limited to developing financial models and tools, pro formas and special analyses as requested. This individual should be able to work independently with guidance from leadership and interact effectively with team members at all levels within the organization across multiple disciplines. The analyst is also expected to mentor newer or less experienced team members.
This role is important to continue the financial success of Wellstar to enable the system to continue to meet enhance the well-being of every person we serve now and into the future.

Core Responsibilities and Essential Functions:

Provide financial analysis and planning support to the Wellstar corporate team
Serve as a liaison with corporate operations to increase general financial understanding and promote fiscal responsibility
Work in tandem with corporate leaders in their operating and capital budget development
Support all corporate shared services with complex financial analyses, pro formas and other ad hoc requests
Perform monthly budget to actual variance analyses to support corporate operational leaders during and after the monthly accounting close process
Support the system wide operating and capital planning process, forecasting, variance reporting and other financial analysis
Serve as a subject matter expert in assisting the system wide finance team with processes led by the corporate team
Take responsibility for creation and execution of more complex model development related to all financial planning processes
Assist in system wide operating and capital planning process development, documentation and execution of processes and models
Review and evaluate plans, spreads, pro formas etc. within the financial planning system and models for accuracy and reasonability
Support other system wide analyses as needed
Support Wellstars financial planning system and other financial models to insure accurate planning, forecasting and reporting
Perform routine maintenance and monitoring of processes and data feeds related to Wellstars financial planning system
Verifies data integrity, quality and accuracy both as inputs to and outputs of systems and models
Maintain security in the system to ensure only appropriate access is provided to information to keep financial information confidential
Assist in activities to prepare the system for major activities such as the annual planning process or accountability reporting
Perform basic report writing and modification out of the financial planning system
Serve as subject matter experts for the financial planning software and support/advise users system wide in its use
Other duties as assigned
Serve as a mentor to newer or less experienced team members
Work closely with department managers to provide ad-hoc financial and operational analysis assistance
Work closely with finance leadership on monthly and annual reporting and system maintenance needs
Create or perform data checks and quality reviews on both internal and external financial and operational analyses as needed
Performs other duties as assigned
Complies with all Wellstar Health System policies, standards of work, and code of conduct.

Required Minimum Education:

• Bachelors Finance or Bachelors Business Administration/Management or Bachelors Health Administration or Bachelors Other

Required Minimum License(s) and Certification(s):

All certifications are required upon hire unless otherwise stated.

Additional License(s) and Certification(s):

Required Minimum Experience:

Education clarification: Bachelor's degree in Finance, Business, Healthcare Administration or similar field. Required
Minimum 4 years in the finance field or healthcare operations. Required

Required Minimum Skills:

Strong financial analysis, technical and data skills. This includes advanced Microsoft Excel and Office expertise and comfort manipulating, blending, analyzing and visualizing insights from large, typically financial, data sets.
Strong communication skills are needed to work with leaders at all levels.
Must be a flexible self-starter able to prioritize and balance multiple activities simultaneously with attention to detail.