Senior Manager Financial Planning and Analysis

Summary

The Senior Manager Financial Planning and Analysis reports to and supports the Associate Director, Financial Planning and Analysis by providing analytical support to entity leadership in the coordination and development of the annual operating plan, efficient customer focused financial processes, and systems. The Senior Manager Financial Planning and Analysis assists the finance team in providing financial services which support the business objectives and mission of the entity and UPHS and which are communicated to entity and UPHS leadership.

• Manage and coordinate the activities surrounding the development of the annual operating budget.
• Develop revenue and expense assumptions. Develop and update annual financial projections.
• Coordinate the budget timeline within CCA and across areas of the health system. Maintain and develop relationships with all levels of entity senior leadership as well as UPHS finance and operational leaders.
• Review monthly financial statements. Identify, interpret, research, and explain monthly variances.
• Respond to requests from internal and external clients; work collaboratively with varying levels of the organization.
• Analyze monthly department budgeting and accounting reports to maintain expenditure controls and identify trends and opportunities.
• Direct the preparation of regular and special budget reports.
• Provide advice and technical assistance with cost analysis, fiscal allocation, and budget preparation.
• Seek new ways to improve efficiency, increase profits, and improve processes.
• Review operating budgets to analyze trends affecting budget needs and prepare and present insightful financial reports/dashboards.
• Examine budget submissions for completeness, accuracy, and conformance with procedures and regulations.
• Oversee and manage budgeting tools and related software systems.
• Oversee, manage, mentor, and develop relevant staff.
• Implement the use of budget software directly by Operations staff (practice managers & Directors of Operations), including training and web form creation.
• Prepare ROI and pro-forma analyses as directed by Operations with guidance from the Associate Director, FP&A.
• Drive financial strategy, supporting growth & efficiency through advanced modeling and analysis.

• Bachelor of Arts or Science (Required) Master of Arts or Science (Preferred)
• Bachelors degree in Finance, Accounting, or Business Administration 8+ years Relevant experience preferably in a financial management position with a thorough knowledge of healthcare accounting
• Masters degree in Business Administration or Finance/Accounting or CPA Master's Degree could count as a proxy for 2 years of experience

We believe that the best care for our patients starts with the best care for our employees. Our employee benefits programs help our employees get healthy and stay healthy. We offer a comprehensive compensation and benefits program that includes one of the finest prepaid tuition assistance programs in the region. Penn Medicine employees are actively engaged and committed to our mission.

Together we will continue to make medical advances that help people live longer, healthier lives.

We are an Equal Opportunity employer. Candidates are considered for employment without regard to race, ethnicity, color, sex, sexual orientation, gender identity, religion, national origin, ancestry, age, disability, marital status, familial status, genetic information, domestic or sexual violence victim status, citizenship status, military status, status as a protected veteran or any other status protected by applicable law.