Financial Analyst 1-FP&A

Loma Linda University Health; San Bernardino (CA); On-site; USD 60,000 - 85,000; Full time

Job summary

Loma Linda University Health seeks a Financial Analyst 1 in Financial Planning & Analysis to deliver comprehensive financial analysis and forecasting to support investment decisions and financial status reviews. You will assemble data, prepare analyses, and present recommendations to department heads and administrators.

The role emphasizes data extraction from multiple systems, accuracy, and clear communication in English.

Qualifications

• Bachelor's Degree required.
• Master's Degree or financial relevant certification preferred.
• Minimum one-year financial analysis or related experience preferred.
• Able to extract data from multiple financial systems with ease and accuracy.
• Strong skills in problem solving, project management, financial reporting, statistical analysis, BI tools, or SQL.

Responsibilities

• Provide comprehensive and coordinated financial analysis services.
• Analyze data to forecast business, industry, or economic conditions.
• Prepare plans or presentations for department heads and leadership with investment/funding recommendations.
• Identify and implement financial improvement initiatives.
• Perform other duties as needed.

Skills

Data analysis

Financial modeling

Problem solving

Communication

Excel

Education

Bachelor's degree

Master's degree preferred

CPA/CHFP preferred

Tools

Power BI

Tableau

SQL

Excel

Job description

Job Summary

The Financial Analyst 1-Financial Planning & Analysis provides comprehensive and coordinated financial analysis services. Assists in the investment and financial analysis process by analyzing available data to forecast business, industry or economic conditions. Prepares action plans or presentations used to provide recommendations to department heads and administrative leadership regarding future investments and financial status. Uses analysis to identify and implement financial improvement initiatives. Performs other duties as needed.

Education and Experience

Bachelor's Degree required. Master's Degree or financial relevant certification preferred. Minimum one-year financial analysis or related experience preferred.

Knowledge and Skills

Able to extract data from multiple financial systems and manipulates with ease and accuracy. Strong Skills in at least one of the following: Problem Solving, Project Management, Financial or Accounting Reporting, Statistical Analysis, Business Intelligence Tools (Power BI/Tableau), or SQL. Able to read, write legibly; speak in English with professional quality; use computer, printer, and software programs necessary to the position (e.g., Word, Excel, Outlook, PowerPoint). Operate/troubleshoot basic office equipment required for the position. Able to relate and communicate positively, effectively, and professionally with others; work calmly and respond courteously when under pressure; collaborate and accept direction. Able to communicate effectively in English in person, in writing, and on the telephone; think critically; manage multiple assignments effectively; organize and prioritize workload; work well under pressure; problem solve; recall information with accuracy; pay close attention to detail; work independently with minimal supervision. Able to distinguish colors as necessary; hear sufficiently for general conversation in person and on the telephone, and identify and differentiate various sounds associated with the workplace; see adequately to read computer screens, and written documents necessary to the position.

Licensures and Certifications

Certified Public Accountant (CPA), Certified Healthcare Financial Professional (CHFP), any other financial relevant certification or Master's Degree preferred.