Budget and Financial Planning Analyst

Tfhd; Reno, Northern (NV, KY); Hybrid; USD 95,000 - 117,000; Full time

Job summary

Tfhd is seeking a Budgeting, FP&A Analyst to support budgeting, financial planning and analysis, forecasting, cost accounting, productivity reporting, and decision-support functions. This role prepares financial reports, analyzes variances and performance trends, and provides timely information for Finance, Business Intelligence, Data and Engineering, and operational leaders.

The position emphasizes analytical execution and data validation under senior guidance.

Qualifications

• Bachelor's Degree in accounting, business or related field.
• 2-3 years relevant experience in financial analysis, accounting, budgeting, decision support, or related field.
• Strong analytical and problem-solving skills.
• Proficiency with Microsoft Excel and financial reporting or analytical tools.
• Ability to analyze financial information and communicate findings clearly.

Responsibilities

• Prepare monthly financial reports and analyze budget-to-actual, forecast-to-actual, and prior-year variances.
• Assist with financial forecasting, projections, scenario analysis, and long-range financial planning.
• Support cost-accounting methodologies, allocations, cost model maintenance, and service-line profitability analysis.
• Prepare business case support, return-on-investment analysis, sensitivity analysis, breakeven analysis, and financial feasibility reviews.
• Gather and validate financial, statistical, and operational data used in decision-support analyses.
• Prepare recurring and ad hoc financial analyses, dashboards, schedules, and presentations for Finance leadership, operational leaders, and committees.

Skills

Analytical thinking

Problem solving

Communication

Team collaboration

Education

Bachelor's degree in accounting, finance, economics, or business

Two years of relevant experience in financial analysis, accounting, budgeting, or decision support

Tools

Microsoft Excel

Power BI

Epic

Axiom

Premier

Job description

Bargaining Unit: Non Represented - Professional

Rate of Pay: $105,931 annually + DOE

Summary

The Budget and FP&A Analyst serves as an individual contributor supporting the health system’s budgeting, financial planning and analysis, forecasting, cost accounting, productivity reporting, and decision-support functions. This role prepares financial reports, analyzes variances and performance trends, supports budget and forecast processes, maintains recurring analyses, and helps provide accurate and timely information for Finance, Business Intelligence, Data and Engineering, and operational leaders. The position focuses on analytical execution, data validation, reporting support, and documentation under the guidance of senior finance and analytical leaders.

Essential Duties and Responsibilities

Budgeting / Financial Planning & Analysis

Support the annual operating, capital, and workforce budget processes, including preparation of departmental budget templates, schedules, assumptions, and supporting analyses.

• Prepare monthly financial reports and analyze budget-to-actual, forecast-to-actual, and prior-year variances.
• Assist with financial forecasting, projections, scenario analysis, and long-range financial planning.
• Support monthly operating reviews by researching financial performance trends and identifying underlying operational drivers.
• Assist with monitoring key financial and operational performance indicators.
• Support analysis of volume assumptions, inflationary impacts, staffing costs, and other budget drivers.

Cost Accounting / Decision Support

Support cost-accounting methodologies, allocations, cost model maintenance, and service-line profitability analysis.

Assist with financial models for staffing proposals, capital requests, new programs, operational changes, and other business initiatives.

• Prepare business case support, return-on-investment analysis, sensitivity analysis, breakeven analysis, and financial feasibility reviews.
• Assist with service line, physician practice, ambulatory, and departmental profitability analyses.
• Gather and validate financial, statistical, and operational data used in decision-support analyses.

Productivity & Workforce Analytics

Prepare labor productivity reporting and analyze staffing, volume, labor hours, overtime, contract labor, and related financial impacts.

Support development and monitoring of productivity targets, staffing standards, workforce metrics, and labor performance indicators.

• Research labor expense trends and assist in identifying opportunities for improved labor utilization.
• Assist with workforce planning models to support organizational growth, staffing proposals, and labor optimization initiatives.

Operational Partnerships

Work with department leaders to research financial variances, validate assumptions, andidentify operational drivers of financial performance.

• Partner with Finance, Business Intelligence, and Data and Engineering teams to connect financial, operational, workforce, and clinical information.
• Reconcile financial, operational, productivity, and statistical data across source systems and investigate data-quality or reporting issues.
• Prepare recurring and ad hoc financial analyses, dashboards, schedules, and presentations for Finance leadership, operational leaders, and committees.

Standards, Documentation & Analytical Support

Maintain documentation for assigned financial models, assumptions, methodologies, data sources, reporting processes, and recurring analyses.

Follow established financial planning, reporting, cost-accounting, productivity, and analytical methodologies.

Assist with updates to financial reports, dashboards, data definitions, planning tools, and analytical templates.

Ensure assigned analyses are accurate, timely, well-documented, and supported by appropriate data validation.

• Support special projects, recurring analyses, and ad hoc financial requests as assigned.

Demonstrates System Values in performance and behavior.

Complies with System policies and procedures.

Other duties as may be assigned.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Supervisory Responsibilities

No supervisory responsibilities.

Minimum Education/Experience

Bachelor's Degree in Accounting, Business or related field and 2-3 years relevant experience

Required Licenses/Certifications

None

Other Experience/Qualifications

• Bachelor’s degree in finance, accounting, economics, business administration, or a related field.
• Two years of experience in financial analysis, accounting, budgeting, decision support, or a related field.
• Strong analytical and problem-solving skills.
• Proficiency with Microsoft Excel and financial reporting or analytical tools.
• Ability to analyze financial information and communicate findings clearly.

Preferred

Healthcare finance or hospital experience.

Experience with budgeting, cost accounting, productivity, or financial planning.

Experience with Axiom, Premier, Epic, Power BI, or similar financial and analytical systems.

CPA, CMA, FHFMA, or other relevant certification or progress toward certification.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.