Financial Analyst

Job Description Please Note:- These positions can be remote Client required Health system/hospital experience Executive Summary: The Financial Analyst serves as a core hands-on resource bridging operational finance, budgeting, and financial planning and analysis (FP&A). This role is designed for a highly analytical professional capable of evaluating complex financial data, forecasting operational performance, and developing data-driven insights to support decision-making across academic, administrative, or clinical units. Positioned in a hybrid operational finance and planning role, the Financial Analyst works directly with multi-dimensional data sets, ledger reconciliations, budget modeling, and system- level reporting. The ideal candidate combines strong technical mastery of financial systems and data tools with the communication skills required to translate financial metrics into actionable operational recommendations. Key Responsibilities: Operational Finance & General Ledger Analysis Perform monthly, quarterly, and annual financial variance analysis, evaluating actual results against budgeted, forecasted, and historical trends. Conduct hands-on general ledger review and cost-center tracking to ensure accuracy in transaction posting, account coding, and revenue/expense allocations. Support month-end close activities by analyzing operational metrics, preparing accrual inputs, and performing balance sheet/income statement reconciliations. Assist department managers and operational leaders with daily financial inquiries, purchasing approvals, and budget tracking. Financial Planning, Budgeting & Forecasting Contribute directly to the annual operating and capital budget preparation processes across assigned departments or health system units. Build, maintain, and refine rolling financial forecasts, headcount models, and multi-year projection spreadsheets. Evaluate operational business cases, return-on-investment (ROI) proposals, and capital expenditure requests. Develop dynamic scenario models to assess the financial impact of operational changes, volume shifts, or policy adjustments. Reporting, Business Intelligence & Automation Extract, clean, and model complex financial datasets from enterprise platforms using business intelligence and data visualization tools (e.g., Qlik, Power BI, Tableau). Generate routine and ad-hoc financial reporting packages, executive dashboards, and operational KPI scorecards. Identify opportunities to automate manual data collection, streamline spreadsheet workflows, and eliminate reporting defects. Stakeholder Collaboration & Compliance Partner with non-financial operational managers, department chairs, and administrative leadership to explain financial performance and variance causes. Ensure all budgeting, reporting, and operational finance practices comply with university policies, state regulations, and U.S. GAAP/GASB standards. Support internal and external audit requests by gathering financial schedules, supporting documentation, and analytical commentary. Systems, Analytics & Operational Tools ​ Enterprise Systems: Hands-on proficiency using enterprise ERP systems, specificall Oracle PeopleSoft Financials (alongside familiarity with Workday Financials, Oracle Cloud, or SAP)—for transaction inquiries, ledger analysis, and journal processing FP&A & Budgeting Software: Direct experience working with financial planning tools—specifically Workday Adaptive Planning or Anaplan—for budget entry, forecast updates, and scenario modeling. Business Intelligence & Data Visualization: Experience utilizing reporting software such as Power BI, or Tableau to build analytical reports and visual dashboards. Advanced Spreadsheet Modeling: Mastery of Microsoft Excel (e.g., Advanced Formulas, XLOOKUP/INDEX-MATCH, Pivot Tables, Power Query, scenario managers, and financial modeling standards). Requirements Qualifications & Requirements Must-Have Qualifications (Required) Education: Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a quantitative discipline. Experience: Minimum of 2–4 years of progressive experience in financial analysis, operational accounting, budgeting, or corporate/higher education FP&A. Minimum 2+ years of financial analysis experience specifically within a health system, hospital, or academic medical center environment. ERP today is Peoplesoft Client required Health system/hospital experience Analytical Capability: Advanced analytical and data-modeling skills, with a proven track record of synthesizing large, complex financial datasets into clear narrative reports. Technical Mastery: High proficiency in Microsoft Excel and hands-on experience using enterprise ERP and reporting systems. Communication Skills: Strong verbal and written communication skills, with the ability to explain complex financial concepts to non-financial operational partners. Recommended Certifications & Professional Development Good-to-Have / Industry Certifications Microsoft Certified: Power BI Data Analyst Associate or Excel Expert certification Good-to-Have Qualifications (Preferred) Prior experience working within a higher education institution, academic medical center, healthcare system, or public sector agency. Practical familiarity with Workday Financials, Workday Adaptive Planning, or Business Intelligence Fundamental understanding of public sector accounting standards (GASB) and fund accounting principles. Familiarity with continuous process improvement (CPI) techniques (e.g., Lean, Root Cause Analysis) to streamline financial workflows. Education/Work Experience Education: Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a quantitative discipline.