Financial Planning Analyst

Financial Planning Analyst

Hourly Pay Range: $32.60 - $48.90.

Location:

Warrenville, IL / Arlington Heights, IL. Full Time.

Hours:

Monday–Friday, 8a.m.–4:30p.m. Required travel:
None.

Builds strong relationships throughout Endeavor Health and acts as financial planning and analysis support for clinical and operational teams, primarily through financial analysis, productivity tracking, budget analysis, and operational improvement initiatives. Supports, trains and helps build the annual capital and operating budgets, utilizes key financial systems for budgeting, reporting, financial statements, physician compensation, long‑range financial planning and analysis. Increases flow of information across the organization by identifying opportunities to build standardized reports and dashboards.

• Distribute bi‑weekly productivity data to ensure staffing levels are effective across the system.
• Meet with departments to educate, explain and discuss opportunities for improvement, ensuring data integrity.
• Provide timely financial analysis related to productivity and budget variances across the system.
• Assist management in using and interpreting financial information to make decisions regarding expansion of services or programs, identify and implement opportunities to improve profitability, or eliminate services.
• Find solutions to data needs that aid in decision‑making processes.
• Build strong relationships across the system, including leadership.
• Use information to provide analysis and recommendations that strengthen relationships and improve operational performance.
• Partner with department leaders to develop and support improvement initiatives using financial information and key analysis.
• Support, train and help build the annual capital and operating budgets.
• Assist in entry of baseline data for the operating budget completion.
• Review and analyze submitted budget requests and prepare consolidated summary and presentation material.
• Participate in the approval process by providing technical data, analytical and ad‑hoc analyses as requested.
• Maintain thorough working knowledge of the budget process to explain variances and respond to inquiries.
• Ensure updates are tested and implemented correctly.
• Maintain liaison with operational managers to advise on projects, cash flows and related financial matters.
• Assist in preparation of written and financial reports and analysis for management, physicians, internal committees and external agencies.
• Assist in post‑project reviews for the Finance Committee and/or Senior Leadership.
• On an as‑needed basis, assist in all aspects of physician compensation, including compensation plan modeling, incentive plans, fair market value review, survey data submission and analysis.
• Prepare presentations for analysis and projects to management and internal committees for approval.
• Conduct financial analysis of new and existing services and/or programs, capital investments, capital and operating leases, and other financial arrangements.
• Learn and utilize key financial systems; actively involved in implementation of new systems.
• Ensure financial system integrity and accuracy, updating as needed.
• Use databases to gather, sort and extract data needed for tracking key improvement initiatives.
• Provide reporting to explain monthly budget and productivity variances.
• Work with departments to review and understand variances and help prepare action plans.
• Distribute data to assist in the monthly financial close process.
• Distribute standardized reports to aid in overall business performance assessment.
• Seek opportunities to build dashboards and reports.
• Maintain budget, management reporting and long‑range financial planning systems.
• Prepare ad‑hoc reporting using financial, statistical, or patient visit data sources.
• Provide technical and informational assistance and guidance on using data sources.
• Demonstrate a positive, open‑minded, can‑do attitude and embrace change.
• Takes initiative and ownership, being responsible, organized, efficient and focused on goals.
• Think outside current practices to generate new possibilities for solutions, efficiencies and expectations.
• Exercise a high level of confidentiality…