Financial Analyst

Jefferson Health; Philadelphia (Philadelphia County); On-site; USD 55,000 - 75,000; Full time

Job summary

Jefferson Health in Philadelphia is seeking an Associate Financial Analyst to support routine financial analyses, reports, and forecasts that inform business planning and performance management. The role emphasizes monthly close support, variance analysis, and collaboration with cross-functional teams to validate inputs and improve planning timeliness.

Candidates will build foundational finance skills and contribute to efficiency through standardization and automation efforts; strong Excel

Qualifications

• Bachelor’s Degree in Finance, Accounting, Economics, or a related field.
• Less than 1 year of experience in financial planning and analysis.
• Ability to apply foundational finance concepts to prepare routine variance analyses, forecasts, and performance summaries.
• Proficiency with spreadsheets (e.g., Excel) to organize data and build models.
• Working knowledge of financial statements and core accounting concepts.
• Strong written and verbal communication tailored to the audience.
• Ability to manage multiple deadlines in a fast-paced environment.
• Ability to collaborate with cross-functional partners to gather inputs and resolve data questions.

Responsibilities

• Supports monthly and quarterly reporting by preparing standard management reports and KPI summaries.
• Assists with budgets and forecast cycles by collecting inputs and consolidating submissions.
• Performs routine variance analysis versus budget/forecast and flags notable drivers to leadership.
• Maintains basic financial models to support forecasting, headcount planning, and expense tracking.
• Partners with accounting and business teams to validate data and support close-related activities.
• Prepares ad hoc analyses to support operational decisions and scenario comparisons.
• Documents assumptions and methodologies to promote transparency and audit readiness.
• Contributes to continuous improvement by identifying reporting inefficiencies and supporting automation.

Skills

Financial analysis

Variance analysis

Forecasting

Cross-functional collaboration

Data interpretation

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

Tools

Excel

Job description

The Associate Financial Analyst assists finance functions by preparing routine financial analyses, reports, and forecasts that inform business planning and performance management. Assists with monthly close and variance analysis, helping to identify trends, risks, and opportunities across revenue and expense drivers. Works with cross-functional stakeholders to gather inputs, validate assumptions, and improve the accuracy and timeliness of planning deliverables. Work is performed with guidance and established methodologies while building foundational finance skills and business acumen.

Job Duties

• Supports monthly and quarterly reporting processes by preparing standard management reports, dashboards, and KPI summaries.
• Assists with budget and forecast cycles by collecting inputs, maintaining templates, and consolidating submissions for review.
• Performs routine variance analysis versus budget, forecast, and prior periods; escalates notable drivers and anomalies to leadership.
• Maintains and updates basic financial models to support forecasting, headcount planning, and expense tracking.
• Partners with accounting and business teams to validate financial data, reconcile key metrics, and support close-related activities.
• Prepares ad hoc analyses to support operational decisions, including trend analysis, cost reviews, and scenario comparisons.
• Documents assumptions, methodologies, and process steps to promote transparency, repeatability, and audit readiness.
• Supports continuous improvement efforts by identifying reporting/process inefficiencies and assisting with automation and standardization initiatives.

Minimum Qualifications

• Bachelor’s Degree in Finance, Accounting, Economics, or a related field.
• Less than 1 year of experience and broad theoretical knowledge in financial planning and analysis typically obtained through advanced education.of experience and broad theoretical knowledge in financial planning and analysis typically obtained through advanced education.
• Ability to apply foundational finance concepts to prepare routine variance analyses, forecasts, and performance summaries with attention to detail.
• Proficiency with spreadsheets (e.g., Excel) to organize data, build basic models, and create clear tables and charts for stakeholders.
• Working knowledge of financial statements and core accounting concepts to interpret results and support data validation.
• Ability to communicate financial information clearly in writing and verbally, tailoring detail to the audience and purpose.
• Ability to manage multiple deadlines, follow established processes, and maintain accurate documentation in a fast-paced environment.
• Ability to collaborate effectively with cross-functional partners to gather inputs, confirm assumptions, and resolve data questions.

Physical Demands

Lift and carry 25 lbs. frequent sitting/standing, frequent keyboard use, *patient care providers may be required to perform activities specific to their role including kneeling, bending, squatting and performing CPR.

Job Description Disclaimer: This position description provides the major duties/responsibilities, requirements and working conditions for the position. It is intended to be an accurate reflection of the current position, however management reserves the right to revise or change as necessary to meet organizational needs. Other responsibilities may be assigned when circumstances require.

Employment Details

• * Workday Day (United States of America)
• * Worker Sub Type Regular
• * Employee Entity Thomas Jefferson University
• * Primary Location Address 1101 Market, Philadelphia, Pennsylvania, United States of America

Nationally ranked, Jefferson, which is principally located in the greater Philadelphia region, Lehigh Valley and Northeastern Pennsylvania and southern New Jersey, is reimagining health care and higher education to create unparalleled value. Jefferson is more than 65,000 people strong, dedicated to providing the highest-quality, compassionate clinical care for patients; making our communities healthier and stronger; preparing tomorrow's professional leaders for 21st-century careers; and creating new knowledge through basic/programmatic, clinical and applied research. Thomas Jefferson University, home of Sidney Kimmel Medical College, Jefferson College of Nursing, and the Kanbar College of Design, Engineering and Commerce, dates back to 1824 and today comprises 10 colleges and three schools offering 200+ undergraduate and graduate programs to more than 8,300 students. Jefferson Health, nationally ranked as one of the top 15 not-for-profit health care systems in the country and the largest provider in the Philadelphia and Lehigh Valley areas, serves patients through millions of encounters each year at 32 hospitals campuses and more than 700 outpatient and urgent care locations throughout the region. Jefferson Health Plans is a not-for-profit managed health care organization providing a broad range of health coverage options in Pennsylvania and New Jersey for more than 35 years.

Jefferson is committed to providing equal educational and employment opportunities for all persons without regard to age, race, color, religion, creed, sexual orientation, gender, gender identity, marital status, pregnancy, national origin, ancestry, citizenship, military status, veteran status, handicap or disability or any other protected group or status.

Benefits

• Jefferson offers a comprehensive package of benefits for full-time and part-time colleagues, including medical (including prescription), supplemental insurance, dental, vision, life and AD&D insurance, short- and long-term disability, flexible spending accounts, retirement plans, tuition assistance, as well as voluntary benefits, which provide colleagues with access to group rates on insurance and discounts. Colleagues have access to tuition discounts at Thomas Jefferson University after one year of full time service or two years of part time service. All colleagues, including those who work less than part-time (including per diem colleagues, adjunct faculty, and Jeff Temps), have access to medical (including prescription) insurance.