Financial Planning Analyst II - onsite

Financial Analyst II – Responsibilities

Provides analysis of financial data, including financial reporting, trend analysis, proformas, and forecasts, and monitors key financial metrics.

Assists Directors and Associates with financial matters and supports senior leadership with usable information for decision making.

Performs month‑end processes, including communication and coordination with internal customers, preparation and recording of financial and statistical journal entries, completion of balance sheet reconciliations, and review of various financial reports.

Prepares, maintains and analyzes monthly and annual financial reports.

Presents and communicates findings and results to leadership as needed.

Collaborates with department leaders in the development and analysis of operating and capital budgets.

Ensures day‑to‑day financial operations run smoothly and efficiently by proactively working with leaders to track resource utilization against budgets and staffing plans.

Performs special projects as assigned.

Demonstrates effective customer‑relation skills, promotes a positive work environment and contributes to the overall team effort.

Understands, applies, and supports departmental and company policies, procedures, and standards.

Performs other job functions as assigned or requested.

• Bachelor's Degree in Business Administration/Management (Required)
• Bachelor's Degree in Finance (Preferred)
• Bachelor's Degree in Healthcare Administration (Preferred)

• Finance or Business, 3–5 years of experience (Required)

• Knowledge of computer accounting applications, including general ledger, operations reports and financial statement preparation and financial analysis.
• Solid skills and knowledge to operate standard office technologies (including personal computer, fax machine, and copier), word processing, spreadsheets (Excel), and related software programs.
• High degree of proficiency in verbal and written communication and interpersonal relations in dealing with all levels of management.
• Skill and proficiency in applying customer service principles, concepts, and techniques.
• Ability to work without close supervision and exercise independent judgment.
• Ability to organize multiple tasks and maintain control of workflow.
• Ability to work overtime during end of the fiscal year and during the budget preparation.
• Ability to handle time pressures and deadlines.
• Knowledge and experience in leading and facilitating projects.
• Effective collaborative skills.

There are no supervisory or lead responsibilities assigned to this position.

Climbing, pushing, standing, hearing, walking, reaching, grasping, kneeling, stooping, and repetitive motion. Must have good balance and coordination. Exerting up to 25 lbs. of force occasionally and/or up to 10 lbs. of force frequently. Requires close visual acuity to perform activities such as preparing and analyzing data and figures, transcribing, viewing a computer terminal, or extensive reading. The position is typically performed under general office conditions.