Budget, Financial Planning & Analysis Director

Tahoe Forest Health System; Truckee (CA, KS); Sur place; USD 137 000 - 185 000; Plein temps

Résumé du poste

Tahoe Forest Health System in Reno, NV, with travel to Truckee, CA, seeks an experienced Budget, Financial Planning & Analysis Director to lead budgeting, forecasting, cost accounting, and decision-support functions. You will partner with executives and department leaders to translate data into actionable financial insights and support long-term financial sustainability.

The role oversees enterprise-wide budgeting processes, financial modeling, and productivity analytics, guiding performance

Qualifications

• Bachelor’s degree in finance, accounting, economics, business administration, healthcare administration, or a related field.
• Seven years of progressively responsible experience in financial planning and analysis, budgeting, forecasting, cost accounting, healthcare decision support, or related financial functions.
• Three years of management experience or significant financial leadership responsibility.

Responsabilités

• Lead long-range financial planning, forecasting, scenario modeling, projections, and profit and- loss analysis.
• Own monthly operating reviews, financial reporting, and variance analysis.
• Identify financial risks, performance trends, and opportunities for corrective action.
• Establish key financial and operational performance indicators and lead ongoing monitoring of organizational performance.
• Provide guidance regarding volume assumptions, inflationary pressures, and workforce cost management.
• Lead cost-accounting methodologies, allocations, maintenance, and service-line profitability analysis.
• Develop financial models for strategic initiatives, staffing proposals, capital requests, and new services.
• Lead business-case development, return-on-investment analysis, sensitivity analysis, and financial feasibility reviews.
• Oversee service line, physician practice, ambulatory, and departmental profitability analyses to support strategic decision-making.
• Evaluate other strategic opportunities through financial modeling and scenario analysis as applicable.
• Manage labor-productivity reporting, targets, and financial-impact analysis.
• Partner with operational leadership to establish productivity benchmarks, staffing standards, and workforce performance metrics.
• Monitor labor expense drivers including overtime, contract labor, agency staffing, and position control management.
• Develop workforce planning models to support organizational growth and labor optimization initiatives.
• Dotted line responsibility to the Controller for alignment with Finance and Accounting.
• Partner with Business Intelligence and Data Engineering to connect operational, clinical, workforce, and financial information.
• Partner with department leaders on annual budgets, financial performance, and corrective action plans.
• Supervise and develop financial analysts, cost-accounting staff, and other assigned team members.
• Build a high-performing team through coaching, mentoring, succession planning, and professional development.
• Prepare materials and presentations for executive leadership, committees, and governing boards.
• Lead development of financial planning methodologies, policies, standards, and procedures.
• Support organizational compliance with applicable accounting standards, healthcare regulations, and internal financial policies.

Formation

Bachelor's Degree in finance, accounting, economics, business administration, healthcare administration, or a related field

Description du poste

Budget, Financial Planning & Analysis Director

This position will sit in Reno, NV with travel to Truckee, CA as needed by the department

Bargaining Unit: Non Represented - Director

Rate of Pay: $160,618 annually + DOE

Summary

The Budget, Financial Planning and Analyst Director provides strategic leadership for the health system’s budgeting, financial planning and analysis, forecasting, cost accounting, productivity reporting, and decision-support functions. This role partners closely with executive, finance, clinical, operational, and department leaders to translate data and operational performance into actionable financial insights, support informed decision-making, and advance the organization’s long-term financial sustainability.

Essential Duties and Responsibilities

Budgeting/Financial Planning & Analysis

Lead long-range financial planning, forecasting, scenario modeling, projections, and profit and- loss analysis.

• Lead the enterprise-wide annual operating, capital, and workforce budgeting processes, including budget governance, timelines, and assumptions.
• Develop and maintain rolling forecasts and multi-year financial plans aligned with organizational strategic priorities.
• Own monthly operating reviews, financial reporting, and variance analysis.
• Identify financial risks, performance trends, and opportunities for corrective action.
• Establish key financial and operational performance indicators and lead ongoing monitoring of organizational performance.
• Provide guidance regarding volume assumptions, inflationary pressures, and workforce cost management.

Cost Accounting/Decision Support

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

Develop financial models for strategic initiatives, staffing proposals, capital requests, and new services.

• Lead business-case development, return-on-investment analysis, sensitivity analysis, and financial feasibility reviews.
• Oversee service line, physician practice, ambulatory, and departmental profitability analyses to support strategic decision-making.
• Evaluate other strategic opportunities through financial modeling and scenario analysis as applicable.

Productivity & Workforce Analytics

Manage labor-productivity reporting, targets, and financial-impact analysis.

Partner with operational leadership to establish productivity benchmarks, staffing standards, and workforce performance metrics.

Monitor labor expense drivers including overtime, contract labor, agency staffing, and position control management.

• Develop workforce planning models to support organizational growth and labor optimization initiatives.

Operational Partnerships

Dotted line responsibility to the Controller for alignment with Finance and Accounting.

Partner with Business Intelligence and Data Engineering to connect operational, clinical, workforce, and financial information.

Partner with department leaders on annual budgets, financial performance, and corrective action plans.

Leadership

Supervise and develop financial analysts, cost-accounting staff, and other assigned team members.

• Build a high-performing team through coaching, mentoring, succession planning, and professional development.
• Prepare materials and presentations for executive leadership, committees, and governing boards.
• Lead development of financial planning methodologies, policies, standards, and procedures.
• Support organizational compliance with applicable accounting standards, healthcare regulations, and internal financial policies.

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

Carries out supervisory responsibility in accordance with the organization’s policies and applicable laws. Responsibilities include interviewing, hiring, training, assigning, coaching, counseling, and disciplining employees; administering scheduling systems; communicating job expectations; planning, monitoring, appraising, and reviewing job contributions; enforcing policies and procedures.

Minimum Education/Experience

Bachelor's Degree in finance, accounting, economics, business administration, healthcare administration, or a related field and 5 or more years relevant experience

Required Licenses/Certifications

None

Other Experience/Qualifications

Minimum Qualifications

Bachelor’s degree in finance, accounting, economics, business administration, healthcare administration, or a related field.

Seven years of progressively responsible experience in financial planning and analysis, budgeting, forecasting, cost accounting, healthcare decision support, or related financial functions.

• Three years of management experience or significant financial leadership responsibility.
• Demonstrated experience leading enterprise-wide operating, capital, and workforce budgeting and forecasting processes.
• Advanced financial modeling, forecasting, scenario analysis, and analytical skills.
• Strong knowledge of healthcare reimbursement methodologies, labor productivity, cost accounting, and financial performance measurement.
• Experience working with large data sets, business intelligence tools, and enterprise financial reporting systems.
• Demonstrated ability to interpret complex financial and operational information and communicate findings and recommendations to executive and operational leaders.
• Healthcare finance or hospital experience.

Preferred Qualifications

Experience supporting strategic planning, service-line profitability, business-case development, and healthcare decision-support functions.

• Experience with Axiom, Premier, Epic, Power BI, Microsoft Fabric, or similar financial and analytical platforms.
• Master’s degree in finance, accounting, business administration, healthcare administration, or a related field.
• CPA, CMA, FPAC, or comparable professional certification.
• Lean, Six Sigma, or other performance-improvement experience or certification.

Equal Opportunity Employer
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