Financial Advisor 2

Baylor Scott & White Health; Dallas (TX); On-site; USD 65,000 - 85,000; Full time

Job summary

Baylor Scott & White Health is seeking a Financial Analyst II to serve as a key financial resource. You will provide detailed financial analysis to support departmental goals and help ensure efficient, cost-effective operations across BSWH.

You will prepare operating and capital budgets, develop long-range forecasts, and present findings to management. This role requires collaboration with administrators and clinical leadership to drive financial performance.

Qualifications

• Bachelor's degree required.
• 3 years of experience in finance.
• Experience with budget and forecasting preferred.

Responsibilities

• Provides financial analysis to support department goals.
• Prepares operating and capital budgets for assigned areas.
• Prepares 5-year financial operating forecasts with statistics and payer mix.
• Presents findings for potential capital acquisitions or new services.
• Performs variance analysis of budget vs actuals and reports results.
• Develops management reports as required.
• Prepares operating pro-formas for new services or projects.
• Assists with lease vs. buy analyses for equipment.

Skills

Financial analysis

Education

Bachelor's degree

Job description

About Us

Here at Baylor Scott & White Health we promote the well-being of all individuals, families, and communities. Baylor Scott and White is the largest not-for-profit healthcare system in Texas that empowers you to live well.

About Us

Here at Baylor Scott & White Health we promote the well-being of all individuals, families, and communities. Baylor Scott and White is the largest not-for-profit healthcare system in Texas that empowers you to live well.

Our Core Values Are

• We serve faithfully by doing what's right with a joyful heart.
• We never settle by constantly striving for better.
• We are in it together by supporting one another and those we serve.
• We make an impact by taking initiative and delivering exceptional experience.

Benefits

Our benefits are designed to help you live well no matter where you are on your journey. For full details on coverage and eligibility, visit the Baylor Scott & White Benefits Hub to explore our offerings, which may include:

• Immediate eligibility for health and welfare benefits
• 401(k) savings plan with dollar-for-dollar match up to 5%
• Tuition Reimbursement
• PTO accrual beginning Day 1

Note: Benefits may vary based upon position type and/or level.

Job Summary

The Financial Analyst II is the key financial resource. Provides financial analysis to help the goals of Baylor Scott and White (BSWH).

Essential Functions Of The Role

• Provides financial analysis help to administrators and department directors. Assists in the efficient and cost-effective operation of BSWH.
• Prepares the operating and capital budget(s) for assigned areas.
• Prepares the 5-year financial operating forecast to include statistics, payer mix, payments capital, etc.
• Prepares examination and presents and justifies findings, for any potential capital acquisitions, projects, new services, etc.
• Provides ongoing budget vs. actual revenue and expense variance analysis. Reviews both standard and custom reports developed for the entity.
• Prepares verbal or written results of examination of department operating efficiencies and presents/discusses them with management and others as required.
• Develops and produces Management Reports as required/requested.
• Prepares operating pro-formas for new services, projects, or capital as needed. Recognizes financial operations and works with all levels of assigned areas, finance, and clinical management/personnel to ensure examination accuracy.
• Provides financial analysis and recommendations for lease vs. buy recommendation relating to new equipment.
• Serves as liaison between the assigned area and Recommendation Help Services and other finance areas of BSWH.
• Maintains professional growth by joining educational programs and organizations. Stays updated on current trends, practices, and developments.
• Conducts finance training for BSWH personnel as directed.

Key Success Factors

The job description describes essential functions for this role. It is not a detailed list of all responsibilities, duties, knowledge, skills, and abilities. Management can assign or reassign duties at any time. Competent performance of essential duties, commitment to customer service, integrity, and synergy are basic requirements at Baylor Scott & White Health.

Belonging Statement

We believe that all people should feel welcomed, valued and supported.

Qualifications

• EDUCATION - Bachelor's
• EXPERIENCE - 3 Years of Experience