Financial Advisor 2

Baylor Scott & White Health; United States; On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health benefits

401(k) with match

Tuition Reimbursement

PTO from Day 1

Job summary

Baylor Scott & White Health is seeking a Financial Analyst II to provide critical financial analysis and support for budgeting and forecasting across its hospital system in Texas.

The role involves preparing operating and capital budgets, developing multi-year forecasts, and delivering management reports to drive cost-effective decisions. Opportunity to impact patient care through sound financial planning.

Qualifications

• Bachelor's degree required.
• 3 years of experience required.
• Strong financial analysis and modeling skills to support budgeting and forecasting.

Responsibilities

• Prepare operating and capital budgets for assigned areas.
• Develop the 5-year financial operating forecast with statistics and payer mix.
• Analyze variances between budget and actual results and report findings to management.
• Create pro-formas for new services or capital projects and present recommendations.

Skills

Financial analysis

Budgeting

Forecasting

Education

Bachelor's degree

Tools

Excel

Finance software

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