FINANCE & PLANNING ANALYST

CEBU VELEZ GENERAL HOSPITAL, INC.; Cebu City; On-site; PHP 420,000 - 700,000; Full time

Job summary

CEBU VELEZ GENERAL HOSPITAL, INC. seeks a Finance and Planning Analyst to provide comprehensive financial analysis, planning, budgeting, forecasting, reporting, and decision-support to management.

The role supports hospital leadership by analyzing financial and operational data, monitoring performance, and delivering insights for financial sustainability and strategic objectives. The analyst collaborates with multiple departments to develop models, dashboards, and management reports, driving

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, Management, or related field.
• 2–3 years of relevant work experience in financial planning and analysis, budgeting, financial reporting, or related fields.
• Healthcare or hospital finance experience is advantageous.
• Strong analytical, budgeting, forecasting, and problem-solving skills.
• Proficient in Microsoft Excel and other financial/data analysis tools.
• Knowledge of financial reporting, budgeting, forecasting, variance analysis, and performance monitoring.
• Excellent written and verbal communication skills.
• Ability to present financial information clearly and translate data into insights.

Responsibilities

• Assist in preparation, consolidation, and monitoring of the hospital’s annual operating budget and financial plans with department heads.
• Prepare forecasts, projections, and scenario analyses to support planning.
• Analyze actual performance against budget and identify variances and trends.
• Investigate material variances and provide recommendations to departments and management.
• Monitor key indicators and provide timely analysis of performance.
• Develop financial models and tools to support business cases and resource allocation.
• Prepare accurate financial reports, dashboards, and management analyses.
• Consolidate data from departments and ensure accuracy and consistency.
• Provide insights and recommendations based on revenues, expenses, profitability, and KPIs.
• Assist in preparing presentations for management meetings and strategic reviews.
• Conduct ad hoc analyses as requested.

Skills

Analytical skills

Financial modeling

Budgeting

Forecasting

Problem solving

Excel proficiency

Data analysis

Communication skills

Attention to detail

Verbal communication

Education

Bachelor’s degree in Finance/Accounting/BA

Tools

Microsoft Excel

Job description

Job Summary:

The Finance and Planning Analyst is responsible for providing financial analysis, planning, budgeting, forecasting, reporting, and decision-support services to management. The position supports the Finance Department and hospital leadership by analyzing financial and operational data, monitoring financial performance, preparing management reports, and providing insights to support sound business decisions, financial sustainability, and achievement of organizational objectives.

Financial Planning and Analysis

1. Assists in the preparation, consolidation, and monitoring of the hospital’s annual operating budget and financial plans in coordination with department heads and management.
2. Prepares financial forecasts, projections, and scenario analyses to support business planning and management decision-making.
3. Analyzes actual financial performance against budget, prior periods, and established targets, and identifies significant variances and trends.
4. Investigates material budget variances and provides analysis and recommendations to concerned departments and management.
5. Monitors key financial and operational indicators and provides timely analysis of performance against established targets.
6. Develops financial models and analytical tools to support business cases, new initiatives, service expansion, cost optimization, and resource allocation.

Financial Reporting and Management Support

1. Prepares accurate and timely financial reports, management reports, dashboards, and other financial analyses required by management.
2. Consolidates financial and operational information from various departments and validates data for accuracy, completeness, and consistency.
3. Provides management with relevant financial insights and recommendations based on analysis of revenues, expenses, profitability, productivity, and other key performance indicators.
4. Supports the preparation of presentations and financial materials for management meetings, strategic planning sessions, and other business reviews.
5. Conducts ad hoc financial analyses and prepares reports as requested by management.

Budget and Cost Management

1. Monitors departmental budget utilization and identifies opportunities for cost containment and improved resource utilization.
2. Reviews major expenditures, proposed purchases, and operational initiatives from a financial perspective and provides analysis to support management decisions.
3. Assists in evaluating the financial impact of proposed programs, projects, capital expenditures, and operational improvements.
4. Analyzes cost trends and identifies opportunities to improve financial efficiency while maintaining quality of patient care and service delivery.

Business and Strategic Planning

1. Supports management in the development of short-term and long-term financial plans aligned with the hospital’s strategic objectives.
2. Provides financial analysis and business insights to support strategic initiatives, service-line planning, revenue enhancement, and operational improvement.
3. Conducts financial feasibility studies and business case analyses for proposed projects, services, and investments.
4. Assists in monitoring the financial performance of strategic initiatives and recommends corrective actions when necessary.
5. Collaborates with Finance, Operations, Medical, Nursing, Ancillary, and Administrative departments in gathering and analyzing information required for financial and business planning.

Data Management and Process Improvement

1. Ensures the integrity, accuracy, confidentiality, and timely availability of financial and planning data used for analysis and reporting.
2. Identifies opportunities to improve financial reporting, budgeting, forecasting, and planning processes through standardization, automation, and appropriate use of technology.
3. Maintains organized documentation and supporting schedules for financial analyses, forecasts, budgets, and management reports.
4. Collaborates with the Information Technology and relevant departments to improve data availability, reporting systems, and financial analytics.
5. Performs other related duties and responsibilities as may be assigned by the immediate superior or management.

QUALIFICATIONS

• Graduate of a Bachelor’s Degree in Finance, Accounting, Business Administration, Management, or other related field.
• At least 2–3 years of relevant work experience in financial planning and analysis, budgeting, financial reporting, business analysis, or a related field.
• Experience in healthcare or hospital finance is an advantage.
• Strong analytical, financial modeling, budgeting, forecasting, and problem-solving skills.
• Proficient in Microsoft Excel and other financial/data analysis tools.
• Knowledge of financial reporting, budgeting, forecasting, variance analysis, and financial performance monitoring.
• Strong attention to detail and ability to work with large volumes of financial and operational data.
• Excellent written and verbal communication skills.
• Ability to present financial informationclearly and translatefinancial data into meaningful business insights.