Coordinator, Financial Operations - Hybrid (Livonia, MI), Remote considered

Trinity Health; Livonia (MI); On-site; USD 90,000 - 140,000; Full time

Job summary

Trinity Health in Livonia, MI is seeking a senior Financial Planning/Analytics leader to oversee budgeting, forecasting, and financial insights. You will partner with ministry finance teams and leadership to improve planning processes and drive performance across the system.

The role administers Oracle EPM Planning, Essbase, and Smart View, supports monthly close, and provides executives with detailed analyses.

Qualifications

• Bachelor’s degree in accounting, finance, or related field.
• Minimum of five to eight years of financial planning/financial operations experience in healthcare.

Responsibilities

• Provide oversight and support of budgeting, forecasting, and financial reporting.
• Partner with leadership and ministry finance teams to streamline reporting and improve performance.
• Prepare and summarize financial results and KPI analyses for executive presentations.
• Administer Oracle EPM Planning applications including budgeting, forecasting, data integration, and security.
• Enhance planning and reporting capabilities with Essbase, driving variance analysis and dashboard maintenance.
• Assist in monthly ministry close calls and financial guidance to leadership teams.
• Review operating and capital plans and provide feedback to senior management.
• Ensure financial integrity of submitted requests and collaborate with stakeholders.

Skills

Financial analysis

Budgeting

Forecasting

Executive-level support

Healthcare experience

Education

Bachelor’s degree in accounting, finance, or related field

Tools

Oracle EPM Planning

Oracle Essbase

Smart View

Job description

Employment Type:Full timeShift:Description:Provides oversight & support of the workflow & functions in accordance with level of experience, education & standards. Assumes an expanded role & increased responsibility including delegating to others. Participates in the development of & the process improvement of policies & procedures. Works closely with leadership to maintain efficient & effective operations to ensure quality in daily operations. May partner with leadership with the selection, orientation & performance feedback of the team. Works cooperatively to ensure that key customer needs are being met & achievement of operational & performance goals.

• Provides support and assistance to leaders through collaboration with key strategic partners including Payor Strategies, Reimbursement, Revenue Excellence, Financial Reporting, Accounting, Human Resources, Legal, Integrated Clinical Services, Medical Group, Strategic Planning, Operations Excellence and others to streamline reporting, identify operational deficiencies, and achieve operational & performance goals.
• Serves as primary point of contact for ministry finance teams and assists with issue resolution and financial guidance. Reviews ministry budgets and provides financial insights and recommendations;
• Participates in monthly ministry close calls and serving as a finance liaison to ministry leadership teams.
• Prepares and summarizes Trinity system financial results and key performance indicators. Supports executive-level presentations and conducts detailed financial and operational analyses.
• Administers the Oracle EPM Planning applications, including budgeting and forecasting cycle management, data integrations, metadata maintenance, system updates, user security, and issue resolution to ensure reliable system performance and data accuracy.
• Optimizes and enhances planning and reporting capabilities through Oracle Essbase cube performance tuning, business rule development, reporting/dashboard maintenance, Smart View support, and user training, leveraging expertise in driver-based planning, rolling forecasts, and variance analysis.
• Facilitates system-wide budgeting and forecasting activities within Oracle Planning by providing system expertise, troubleshooting, reporting, and user guidance.
• Reviews ministry operating and capital annual plans, operational performance improvement plans, compensation plans, strategic financial plans, physician transactions and other investments providing analysis and feedback.
• Works closely with ministry finance teams to ensure financial integrity of submitted requests.
• Manages complex analyses, supports system-wide financial processes, serves as a key Oracle Planning resource, and collaborates directly with finance leadership and ministry stakeholders.

Minimum Qualifications

• Bachelor’s degree in accounting, finance, or related field.
• Minimum of five (5) to eight (8) years of financial planning/financial operations experience in the health care industry or an equivalent combination of education or experience.

Additional Qualifications (nice to have)

• Exhibits strong financial planning, financial operations, systems expertise, and executive-level analytical support capabilities
• Healthcare experience preferred.

The above statements provide a representative description of the nature & level of work being performed by persons assigned to positions within this job description. This is not an exhaustive list of essential functions, conditions & duties; other job-related tasks may be required. Additional detail may be provided by policies, procedures, guidelines, protocols, standards & other communications. Requests for reasonable accommodation will be considered in compliance with federal, state & local law.

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 care. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other status protected by federal, state, or local law.