Financial Analyst 3-FP&A

Loma Linda University Health; San Bernardino (CA); On-site; USD 95,000 - 125,000; Full time

Job summary

Loma Linda University Health is seeking a Financial Analyst 3 for Financial Planning & Analysis to deliver comprehensive financial analysis and forecasting. You will influence investment decisions and financial status through data-driven recommendations to department heads and leadership.

You will extract data from multiple systems, use BI tools, and present actionable insights while collaborating with cross-functional teams to drive financial improvements in a healthcare environment.

Qualifications

• Bachelor's degree in finance or related field required.
• Master's degree or financial certification preferred.
• Minimum five years financial analysis or related experience required; healthcare experience preferred.
• Ability to extract data from multiple financial systems with accuracy; proficiency in BI tools preferred.

Responsibilities

• Provide comprehensive financial analysis and forecasting for FP&A.
• Lead assigned projects efficiently with minimal supervision.
• Analyze institutional and industry trends to maximize FP&A effectiveness.
• Prepare presentations for department heads and administrative leadership.

Skills

Problem solving

Project management

Financial reporting

SQL

Business intelligence

Education

Bachelor's degree

Master's degree or certification

Tools

Power BI

Tableau

Excel

SQL

Job description

Job Summary

The Financial Analyst 3-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. Provides expert financial advice through detailed analysis. Leads assigned projects efficiently and with minimum supervision. Analyzes institutional and industry trends to assist with maximizing the effectiveness of FP&A services. Performs other duties as needed.

Education and Experience

Bachelor's Degree required. Master's Degree or financial relevant certification required. Minimum five years financial analysis or related experience required; healthcare experience preferred.

Knowledge and Skills

Able to extract data from multiple financial systems and manipulate 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 and troubleshooter 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 distinguish various sounds associated with the workplace; see adequately to read computer screens, and written documents necessary to the position.

Licenses and Certifications

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