Financial Planning Analyst ! Financial Planning & Analysis Phoenix

Position Summary

The Financial Planning Analyst supports enterprise-wide financial planning initiatives across the pediatric health system. This position is responsible for short- and long-term financial planning, including the annual operating budget, rolling forecasts, and the strategic long-range financial plan. The analyst collaborates with regional finance and operational teams to ensure financial goals align with organizational strategy. This position manages financial planning systems and budget configurations to support accurate and efficient planning processes.

• Leads the development and coordination of the annual operating budget across departments and regions.
• Manages rolling forecasts and provides variance analysis to support proactive financial decision-making.
• Supports the creation and maintenance of the strategic long-range financial plan.
• Collaborates with regional finance and operational teams for inputs into the annual operating budget, monthly forecasts, and strategic long-range financial plan.

• Maintains and configures financial planning systems to ensure accurate and efficient budgeting processes.
• Develops financial models and tools to support planning and forecasting activities.
• Ensures data integrity and consistency across financial systems and reports.
• Provides training and support to users of financial planning systems.
• Performs miscellaneous job related duties as requested.

Mission

To advance hope, healing and the best healthcare for children and their families

Vision

Phoenix Children s will be the leading pediatric health system in the Southwest, nationally recognized for exceptional care, innovative research and advanced medical education.

We realize this vision by:

• Offering the most comprehensive care across ages, communities and specialties
• Investing in innovative research, including emerging treatments, tools and technologies
• Advancing education and training to shape the next generation of clinical leaders
• Advocating for the health and well-being of children and families

Values

• We place children and families at the center of all we do
• We deliver exceptional care, every day and in every way
• We collaborate with colleagues, partners and communities to amplify our impact
• We set the standards of pediatric healthcare today, and innovate for the future
• We are accountable for making the highest quality care accessible and affordable

Education

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field. (Required)

Experience

• Three (3) or more years of experience in financial planning and analysis. (Required)
• Experience in pediatric healthcare financial planning. (Preferred)

Special Skills

• Proficiency in financial planning systems and tools (e.g., Strata, Oracle, Workday Planning). (Required)
• Strong analytical and problem-solving skills with advanced Excel capabilities. (Required)
• Knowledge of healthcare budgeting and reimbursement models. (Required)
• Excellent communication and collaboration skills to work effectively with cross-functional teams. (Required)

Additional Requirements

• CPA, CHFP, FHFMA (Preferred)

• Physical Requirement - Feeling (sensing textures and temperatures) - Occasionally
• Physical Requirement - Fine Motor Skills (pinching, gripping, etc) - Frequently
• Physical Requirement - Hearing - Constantly
• Physical Requirement - Reaching - Occasionally
• Physical Requirement - Sitting - Constantly
• Physical Requirement - Standing - Frequently
• Physical Requirement - Talking - Frequently
• Physical Requirement - Walking - Frequently
• Physical Requirement - Near Vision - Constantly
• Physical Requirement - Far Vision - Frequently
• Physical Requirement - Color Discrimination - Occasionally
• Physical Requirement - Use of keyboard, mouse and/or computer equipment - Constantly
• Lift up to 35 pounds without assistance - Occasionally
• Occupational Exposure/Risk Potential - Inside office environment - Applicable