Financial and Intake Analyst

Position Summary

We are seeking a proactive, detail oriented, and intellectually curious Analyst to support the Information Services (IS) division in financial planning and intake coordination efforts. Reporting to IS Planning leadership, you will collaborate across departments to refine financial and intake processes, supporting effective oversight of IS projects and operational activities. Your contributions will help optimize resource allocation, drive organizational efficiency, and align IS initiatives with strategic priorities.

This role offers growth opportunities through hands on analysis of budgets, financial performance, and project intake requests. You will evaluate financial viability, support budget development, and contribute to process improvement, enabling informed decision making and efficient planning.

• Contribute to all phases of financial planning within the IS division's annual cycle, supporting capital and operating budget development.
• Track financial performance across IS projects and departments; investigate variances and recommend corrective actions.
• Analyze financial data to identify trends, cost drivers, and opportunities for cost optimization.
• Collaborate with Finance and internal stakeholders to ensure IS budgets align with organizational goals.
• Support FTE financial tracking and cost allocation for IS initiatives, including accurate reporting for capitalization and forecasting.
• Maintain accurate and timely financial data to support planning, reporting, and audit readiness.
• Administer the IS intake process by partnering with project stakeholders and department leaders; manage daily project request activities.
• Validate intake documentation, facilitate prioritization discussions, and ensure alignment with IS strategy.
• Gather feedback, document processes, and recommend enhancements to intake workflows.
• Maintain intake records and generate reports to support planning, prioritization, and resource allocation.
• Assist in annual planning activities, including project sequencing and intake review sessions.
• Support the evaluation and prioritization of IS projects, empowering governance committees to make well-informed decisions.
• Maintain a comprehensive view of key financial and intake metrics to inform strategic direction and drive positive outcomes.
• Collect, validate, and analyze financial and intake related data to support planning and decision-making.
• Develop and maintain dashboards, scorecards, and visualizations for leadership updates and planning sessions.
• Prepare reports and presentation materials that communicate financial and intake insights to stakeholders.
• Identify and resolve data discrepancies in collaboration with project teams and IS leadership.

• Bachelor's degree or higher in Finance, Business Administration, Information Systems, or a related field required.
• Minimum of one to three years of experience in financial planning, analysis, project coordination, or a related role required.
• Demonstrated proficiency in Microsoft Office applications, particularly Excel; experience with Strata Jazz, Service Now, project portfolio management (PPM) tools, or financial systems is preferred.
• Experience with data visualization and reporting tools such as Power BI, Tableau, or similar platforms is also preferred.
• Strong analytical and problem‑solving skills, with the ability to interpret complex data and provide actionable insights.
• Excellent organizational and time‑management skills, with the ability to manage multiple priorities in a dynamic environment.
• Effective written and verbal communication skills, with the ability to present financial and planning information clearly to various audiences.
• Ability to work independently and collaboratively across cross‑functional teams.
• Familiarity with healthcare IT, hospital operations, or enterprise planning processes is preferred but not required.
• Understanding of project intake, budgeting, and forecasting processes within a large organization is a plus.

$72,259.20 - $

ECU Health is a mission‑driven, 1,708‑bed academic health care system serving more than 1.4 million people in 29 eastern North Carolina…