Analyst, Financial Planning & Analysis (Remote)

Trinity Health; Columbus (OH); Remote; USD 70,000 - 110,000; Full time

Job summary

Trinity Health in Columbus, OH is seeking an Analyst for Financial Planning & Analysis to support performance analytics across segments and levels. You will assist with financial planning, forecasting, and capital tracking, delivering insights and action plans to improve financial results.

The role requires a Bachelor's in Accounting or Finance, with CPA/CMA preferred, and at least one year of experience. Strong Excel and reporting tool skills are essential in this healthcare setting.

Qualifications

• Bachelor's degree in Accounting or Finance is required.
• CPA, CMA or equivalent certification preferred.
• Minimum one year of professional level experience; healthcare exp. preferred.
• Strong analytical and problem-solving skills with accounting knowledge.
• Advanced Excel and reporting tools proficiency (Smartview/Freeform, OAC, Tableau, BO).
• Ability to translate financial data into leadership-ready insights.

Responsibilities

• Supports financial planning and analytics across multiple segments.
• Produces timely performance analytics for forecasting processes.
• Develops modeling and decision-support data; identifies trends and variances.
• Monitors root causes and recommends improvement actions.
• Participates in system-wide capital process tracking and planning.
• Collaborates with leaders for management reporting and data management.
• Maintains documentation and ensures data accuracy and timeliness.

Skills

Analytical thinking

Problem-solving

Excel proficiency

Data interpretation

Financial reporting

Presentation of data

Financial analysis tools

Education

Bachelor's degree in Accounting or Finance

Tools

Smartview/Freeform

OAC

Tableau

Business Objects

Job description

Employment Type

Full time Shift: Day Shift

Description

Analyst, Financial Planning & Analysis is responsible for creation and production of timely and accurate performance analytics across multiple segments and for various levels of the organization, supporting financial planning and forecasting processes, developing insightful modeling/decision support data, identifying financial trends and opportunities, monitoring variances and root causes, and recommending appropriate improvement actions. Highly engaged in system-wide capital process, tracking and planning.

Education

Bachelor's degree in Accounting or Finance required.

Licensure / Certification

CPA, CMA or equivalent certification preferred.

Experience

Minimum one year of professional level work experience. Healthcare experience preferred but not required.

Skills

Strong analytical and problem-solving skills, with a good understanding of accounting standards, cost accounting, general ledger, budgeting, and analytical practices.

Strong proficiency in MS Office applications (with advanced capabilities in Excel) and with various analytical and reporting tools (Smartview/Freeform, OAC, Tableau, Business Objects, etc.).

Ability to understand financial performance and operational drivers, create appropriate analytical reporting, research trends, variances, and root causes, and provide recommendations/action plans.

Demonstrates the ability to understand and interpret complex issues and processes, escalates issues appropriately, and can extrapolate knowledge to a broad range of interconnected activities.

Detailed oriented and highly organized, with good data management and presentation skills.

Able to translate technical financial terminology into terms understandable to leadership, colleagues, and external customers.

Proficient at prioritizing effectively in a diverse, fast paced environment while working on multiple projects simultaneously.

Capable of working independently with a high level of motivation and initiative, ensures that work is completed on time and accurately, seeks direction and feedback as needed.

Demonstrates high level of trust and integrity when dealing with confidential issues and data.

Responsibilities

Supports key segments of financial planning and analytical functions, including annual financial plan, month end reporting and forecasting processes, capital planning/tracking, ad-hoc analytical reporting, financial, executive, and TH partner reporting, appropriate user support and data management. Specific accountabilities will vary based on business need, and will include combination of business units, financial line items, standard reports and processes.

Responsible for gathering, interpreting, evaluating financial information and trends to support planning; designs and creates management reports and provides insights and recommendations to support performance management.

Performs all standard functions as assigned in accordance with the established department schedule with a focus on quality and timeliness. Performs data reconciliations/self-audits work products to verify accuracy and functionality and develops processes to rectify any deficiencies.

Demonstrates good working knowledge of Mount Carmel Health System operations, clinical functions, volume, charges/revenue, and expense drivers; correlates these activities to financial and statistical results across various timeframes (month, year-to-date, etc.).

Provides proactive analysis aimed at improving financial performance throughout the healthcare system by anticipating future trends, threats, and opportunities affecting financial results of the organization.

Coordinates and enhances internal reporting and knowledge of associated source systems to assist management in decision making with a focus on bottom-line performance. improvement; ensures consistent data definitions, accuracy and efficiency.

Performs appropriate request intake steps to fully understand stakeholder needs, likely information sources, timelines and presentation requirements. Coordinates with cross-functional partners to ensure quality and completeness of end product.

Demonstrates curiosity, raises informed questions, provides constructive feedback and actively participates in problem solving activities.

Participates in establishing team goals and assists in implementing and monitoring strategies designed to meet objectives.

Maintains accurate and current documentation of all assigned processes and any related policies and procedures.

Establishes and maintains positive relationships with leaders from Mount Carmel Health System, Trinity Health and related entities and exhibits the ability to maintain confidentiality when required.

Our Commitment

Rooted in our Mission and Core Values, we honor the dignity of every person and recognize the unique perspectives, experiences, and talents each colleague brings. By finding common ground and embracing our differences, we grow stronger together and deliver more compassionate, person-centered