Sr Financial Analyst, Financial Planning & Analysis

A Brief Overview

Senior‑level role responsible for financial planning, month‑end performance analysis, operational support, and advanced analytics. This position drives data‑informed decision‑making by partnering with leadership, developing financial models and dashboards, and providing insight into key business trends. The role requires strong analytical capabilities, technical proficiency (including Power BI and Copilot tools), and the ability to support ongoing process improvement in a complex healthcare environment.

• Participate in monthly financial close activities, including preparing and presenting variance analysis.
• Develop and maintain financial models used for budgeting, forecasting, and labor planning.
• Serve as a core contributor to the annual operating and capital budget process
• Support operational leaders in reviewing department financials and identifying risks and opportunities.
• Complete monthly reconciliation of financial, statistical, and benchmarking data.

• Manage productivity analysis tied to Vizient, Premier, and internal benchmarking tools.
• Support Workforce Control processes, including FTE tracking and labor variance reporting.
• Quantify and report labor initiative savings.

• Build and maintain Power BI dashboards, Copilot-enabled reporting tools, and automated solutions.
• Develop standardized reports and analytics packages.
• Oversee data integrity across multiple platforms.
• Perform ad‑hoc analysis.

• Support Community Benefit reporting with data consolidation and reconciliations.
• Prepare and present consolidated Community Benefit results to operational leaders, senior executives, board committees and external stakeholders.

• Partner with operational leaders to provide financial insight and recommend improvements.
• Collaborate cross‑functionally with Finance, Operations, HR and IT.
• Present financial results clearly to leadership.

Performs other duties as assigned.

• Complies with all policies and standards.
• For specific duties and responsibilities, refer to documentation provided by the department during orientation.

Must abide by all requirements to safely and securely maintain Protected Health Information (PHI) for our patients. Annual training, the UH Code of Conduct and UH policies and procedures are in place to address appropriate use of PHI in the workplace.