Financial Analyst Associate

Advocate Health Care; Chicago (IL); Hybrid; USD 39,000 - 59,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Retirement plan

Educational assistance

Job summary

Advocate Health Care seeks a Financial Planning professional to coordinate, develop, and perform financial analysis, budgeting, reporting, and reconciliations for the organization. The hybrid, first-shift role supports financial planning systems and may involve mentoring duties.

Requirements include a bachelor’s degree in finance, accounting, or business and 1–2 years of progressive experience. Healthcare experience is preferred but not required.

Qualifications

• Education: Bachelor’s degree in finance, accounting, business, or related field.
• Experience: 1–2 years of progressive experience in financial analysis or accounting.

Responsibilities

• Generate, audit, and analyze monthly financial and statistical reports, including variance analysis and benchmarking.
• Prepare, communicate, and monitor operating and capital budgets.
• Input and audit budget spreadsheets; perform reconciliations and allocations as needed.
• Compile, develop, and report financial information from various systems (GL, Payroll, Web budgets).
• Support and train users in financial systems and maintain documentation.
• Coordinate with departments to gather and analyze financial data; recommend improvements to fiscal management systems.
• Prepare consolidated financial statements and management reports for leadership.
• Participate in business/financial/operational plan development and analysis.

Skills

Budgeting

Financial analysis

Reconciliations

Education

Bachelor’s degree in finance, accounting, business, or related field

Tools

Excel

Microsoft Office

Job description

Department

13437 Enterprise Corporate - Financial Planning : IL

Status

Full time

Benefits Eligible

Yes

Hours Per Week

40

Schedule Details / Additional Information

Hybrid, first shift role out of Advocate Good Samaritan Hospital - 3815 Highland Ave.

This role does not provide for relocation, Sponsorship or transfer of visa for this position now or in the future.

This role will be posted until 11.10.26

Pay Range

$28.55 - $42.85

Job Overview

Under limited supervision, you will coordinate, develop, and perform financial analysis, budgeting, reporting, and reconciliations for the organization. Provide operational support for financial planning and reporting systems and may participate in supervisory or mentoring duties.

Major Responsibilities

• Generate, audit, and analyze monthly financial and statistical reports, including variance analysis and benchmarking.
• Prepare, communicate, and monitor operating and capital budgets.
• Input and audit budget spreadsheets; perform reconciliations and allocations as needed.
• Compile, develop, and report financial information from various systems (General Ledger, Payroll, Web-based budgets, etc.).
• Support and train users in financial systems and maintain documentation.
• Coordinate with departments to gather and analyze financial data; recommend improvements to fiscal management systems.
• Prepare consolidated financial statements and management reports for leadership.
• Participate in business/financial/operational plan development and analysis.

Minimum Job Requirements

• Education: Bachelor’s degree in finance, Accounting, Business, or related field.
• Certification / License: N/A
• Experience: 1–2 years of progressive experience in financial analysis or accounting.

Knowledge / Skills / Abilities

• Strong analytical, problem-solving, critical thinking and interpersonal skills.
• Excellent oral and written communication.
• Proficient in Microsoft Office (Excel, Word, PowerPoint, Access) with an emphasis on advanced Excel skills along with financial systems.
• Ability to learn new applications and instruct others.
• Understanding Monthly operating results and ability to present monthly business reviews.

Physical Requirements and Working Conditions

Standard office setting may require occasional travel.

Preferred Job Requirements

• Education: Master’s degree.
• Certification / License: CPA, CFP.
• Experience: Healthcare experience.

Job Note

This job description indicates the general nature and level of work expected of the incumbent. It is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the incumbent. Incumbent may be required to perform other related duties.

Our Commitment to You

• Compensation: Base compensation listed within the listed pay range based on factors such as qualifications, skills, relevant experience, and/or training.
• Premium pay such as shift, on call, and more based on a teammate's job.
• Incentive pay for select positions.
• Opportunity for annual increases based on performance.
• Benefits and more.
• Paid Time Off programs.
• Health and welfare benefits such as medical, dental, vision, life, and Short- and Long-Term Disability.
• Flexible Spending Accounts for eligible health care and dependent care expenses.
• Family benefits such as adoption assistance and paid parental leave.
• Defined contribution retirement plans with employer match and other financial wellness programs.
• Educational Assistance Program.

Note: Eligibility for programs listed above may depend on your FTE or status (e.g., full-time, part-time, per diem, temporary, etc.); please ask a Recruiter for more information during an interview.

About Advocate Health

Advocate Health is the third-largest nonprofit, integrated health system in the United States, created from the combination of Advocate Aurora Health and Atrium Health. Providing care under the names Advocate Health Care in Illinois; Atrium Health in the Carolinas, Georgia and Alabama; and Aurora Health Care in Wisconsin, Advocate Health is a national leader in clinical innovation, health outcomes, consumer experience and value-based care. Headquartered in Charlotte, North Carolina, Advocate Health services nearly 6 million patients and is engaged in hundreds of clinical trials and research studies, with Wake Forest University School of Medicine serving as the academic core of the enterprise. It is nationally recognized for its expertise in cardiology, neurosciences, oncology, pediatrics and rehabilitation, as well as organ transplants, burn treatments and specialized musculoskeletal programs. Advocate Health employs 155,000 teammates across 69 hospitals and over 1,000 care locations, and offers one of the nation’s largest graduate medical education programs with over 2,000 residents and fellows across more than 200 programs. Committed to providing equitable care for all, Advocate Health provides more than $6 billion in annual community benefits.

This is Transformation One shared purpose brought us together. Now, as one of the 10 largest not-for-profit, integrated health systems in the United States, our combined strength and stability drives us forward. Starting with You Caring for nearly 3 million people has inspired a transformation. One in which the patient’s experience guides our vision and empowers us to offer new possibilities in our communities. Reshaping Access What is access? It’s offering more sites of care than any other health system in the Midwest. But there’s a new frontier. Access is exploring the latest technologies to deliver care to patients exactly where they are and exactly when they need it Inspiring Professionals With our dynamically inclusive workforce and strong connections to the places where we live and work, we’ll touch more lives and contribute to stronger and more vibrant communities. Transforming Care We’re redefining the standard for care with world-class doctors and caregivers, innovative solutions, outstanding outcomes, and leading-edge research and clinical trials. Combined, Advocate and Aurora are recognized for clinical excellence in: Cardiovascular Care Neurosciences Gynecology Oncology Pediatrics Primary Care Neurology Geriatrics Trauma Care