Financial Analyst

UnityPoint Health; Fort Dodge (IA); On-site; USD 65,000 - 90,000; Full time

Job summary

UnityPoint Health in Iowa is seeking a Financial Analyst to partner with leaders and drive data-driven budgeting, forecasting, and financial analysis. You will lead monthly reporting, build financial models, and translate complex data into actionable recommendations that improve performance.

You will collaborate across departments, support month-end close, and help enhance reporting capabilities with available systems and tools to strengthen financial visibility and strategic decision-making.

Qualifications

• Bachelor's degree in Accounting, Finance, or a closely related field is required.
• Master's degree (MBA, Finance, Accounting, or Healthcare Administration) is preferred.
• 1-3 years of experience in Finance, Accounting, or similar role with complex analytical assignments and financial analysis is required.
• 1-3 years of experience with Microsoft Office applications, especially Excel, utilizing spreadsheets, manipulating data, and querying databases is required.

Responsibilities

• Lead preparation of annual operating and capital budgets for the organization and subsidiaries, including development of revenue, reimbursement, and expense assumptions
• Serve as the primary contact for departmental management throughout the budget process and lead budget education sessions with managers and directors
• Prepare quarterly rolling forecasts and the long-range financial plan, including developing assumptions and modeling scenarios to project multi-year performance
• Align common assumptions and intercompany revenues and expenses across entities to ensure consistency
• Administer, implement, test, and maintain financial planning tools and systems; maintain subsidiary budget systems
• Monitor and update cost accounting and related methodologies to support accurate budgeting and decision-making

Skills

Financial analysis

Budgeting

Forecasting

Education

Bachelor's degree in Accounting, Finance, or a closely related field

Master's degree (MBA, Finance, Accounting, or Healthcare Administration) is preferred

Tools

Microsoft Excel

Job description

Area of Interest: Business Professionals

• Area of Interest: Business Professionals
• Department: Finance
• Shift: Monday-Friday; 8:00am-5:00pm
• Job ID: 185245

• Area of Interest: Business Professionals
• FTE/Hours per pay period: 1.0
• Department: Finance
• Shift: Monday-Friday; 8:00am-5:00pm
• Job ID: 185245

Overview

Make an impact through data-driven decisions. As a Financial Analyst, you'll be a trusted finance partner, helping shape business decisions through budgeting, forecasting, and insightful financial analysis. In this role, you'll lead monthly reporting, build and maintain financial models, and turn complex data into meaningful recommendations that drive business performance. You'll work closely with leaders across the organization to identify opportunities for growth and efficiency through research, cost analysis, and benchmarking. From participating in month-end close reviews to enhancing reporting capabilities with available systems and tools, you'll play a key role in improving financial visibility and supporting strategic decision-making.

If you enjoy solving complex problems, collaborating with cross-functional teams, and using data to influence business outcomes, we'd love to hear from you!

Why UnityPoint Health?

At UnityPoint Health, you matter. We’re proud to be recognized as a Top 150 Place to Work in Healthcare by Becker's Healthcare several years in a row for our commitment to our team members.

Our competitive Total Rewards program offers benefits options that align with your needs and priorities, no matter what life stage you’re in. Here are just a few:

• Expect paid time off, parental leave, 401K matching and an employee recognition program.
• Dental and health insurance, paid holidays, short and long-term disability and more. We even offer pet insurance for your four-legged family members.
• Early access to earned wages with Daily Pay, tuition reimbursement to help further your career and adoption assistance to help you grow your family.

With a collective goal to champion a culture of belonging where everyone feels valued and respected, we honor the ways people are unique and embrace what brings us together.

And, we believe equipping you with support and development opportunities is a vital part of delivering an exceptional employment experience.

Find a fulfilling career and make a difference with UnityPoint Health.

Responsibilities

• Lead preparation of annual operating and capital budgets for the organization and subsidiaries, including development of revenue, reimbursement, and expense assumptions
• Serve as the primary contact for departmental management throughout the budget process and lead budget education sessions with managers and directors
• Prepare quarterly rolling forecasts and the long-range financial plan, including developing assumptions and modeling scenarios to project multi-year performance
• Align common assumptions and intercompany revenues and expenses across entities to ensure consistency
• Administer, implement, test, and maintain financial planning tools and systems; maintain subsidiary budget systems
• Monitor and update cost accounting and related methodologies to support accurate budgeting and decision-making

Qualifications

Education:

• Bachelor's degree in Accounting, Finance, or a closely related field is required
• Master's degree (MBA, Finance, Accounting, or Healthcare Administration) is preferred

Experience:

• 1-3 years of experience in Finance, Accounting, or similar role with complex analytical assignments and financial analysis is required
• 1-3 years of experience with Microsoft Office applications, especially Excel, utilizing spreadsheets, manipulating data, and querying databases is required