Manager Financial Planning & Analysis Job Raleigh area,North Carolina USA,Finance & Banking

Description

Your passion belongs at UNC Health. Join more than 56,000 teammates working together to improve the health and well-being of the communities we serve across North Carolina.

Summary

The Manager of Financial Planning & Analysis (FP&A) is a key leader within the Corporate Finance Department, providing strategic financial leadership and decision support to executive and operational leadership across the healthcare organization. Reporting to the Director of Corporate Finance, this position oversees financial planning, budgeting, forecasting, management reporting, and service line financial analysis to support the organization's strategic and operational objectives.

The Manager leads and develops a team of finance and service line analysts and serves as a trusted business partner to clinical and administrative leaders. Responsibilities include directing the annual operating and capital budget processes, coordinating financial forecasts, supporting long-range business planning, and ensuring the timely preparation of executive financial reports, dashboards, and service line performance analyses. This role oversees monthly variance analysis and financial reporting in support of the month-end close process, identifies key performance drivers, and communicates actionable financial insights to senior leadership.

The Manager develops financial models, business cases, ROI analyses, and pro forma evaluations to support strategic initiatives, capital investments, service line growth, and other organizational priorities. Success in this role requires strong knowledge of healthcare finance, budgeting, financial reporting, and business planning, along with exceptional analytical, leadership, and communication skills. The position exercises a high degree of independent judgment, initiative, accuracy, and collaboration to drive financial performance and support informed decision‑making throughout the organization.

Responsibilities

Manages service line analytics across the Hospital and presents financial analysis to executive leadership. Identifies trends and opportunities for gaining competitive advantage in the marketplace. Supervises the service line and finance analysts and directs daily workflow. Completes the annual review process for supervised analysts.

Oversees the preparation of the annual operating and capital budget, in coordination with the Director. Specific area of focus will be forecasting revenues and expenses and facilitating the evaluation/inclusion of proposed business plans in the operating and capital budgets. Leads and manages the departmental budget trainings and serves as the point of contact to managers and directors during budget preparation.

Conducts complex analysis on large data sets and develops regular and ad‑hoc reports and for hospital leadership to assist in the decision‑making process; manages the design and creation of complex, dynamic financial models to facilitate decision‑making by senior leadership; and researches, collects, manipulates and analyzes data; draws inferences, summarizes and presents key findings to Director and Senior Management for assigned topics.

Forecasts revenues and expenses and researches ways to enhance hospital revenues and control costs. Manages the implementation of financial improvements and tracks achievement of objectives. Creates and evaluates cash flow models using NPV analysis for business planning for potential new service lines and business units. Maintains the organization’s financial forecast models and administers the financial reporting system.

Under the direction of the Director, Corporate Finance, serves as the primary financial planner and analyst for the Rex President and Chief Executive Officer and Chief Financial Officer to ensure consistency and accuracy in financial reporting and presentations. Reviews organization?s financial reports, identifying trends and opportunities for performance improvement. Compares key financial indicators to those of competitors.

Manages cross‑functional service line teams to produce business plans for new business initiatives and operational improvements for review by Management. Includes…