Financial Analyst, Clinics- Onsite

Lutheran Health Network; Fort Wayne (IN); On-site; USD 65,000 - 90,000; Full time

Job summary

The Financial Analyst II at Lutheran Health Network in Fort Wayne, IN is responsible for advanced financial analysis, budgeting support, and decision analytics across hospital operations. You will develop dashboards, perform variance analyses, and provide forecasting to guide leadership decisions.

Collaborating with department leaders, you will ensure data integrity in budgeting systems and produce standard and ad hoc reports that drive operational improvements across the organization.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or related field.
• 4+ years of direct experience in lieu of a Bachelor's degree.
• 2-4 years experience as an accountant, or similar role.
• 2-4 years of financial analysis, budgeting, statistics, or related healthcare experience preferred.

Responsibilities

• Builds relationships for financial analysis, productivity tracking and operational improvements.
• Compiles, tracks, and reports productivity data and performance metrics.
• Produces daily, weekly, and monthly productivity and financial reports with variance analyses.
• Provides financial analysis to evaluate profitability of services and programs.
• Supports the budget team in annual capital and operating budgets.
• Collaborates with department leaders to implement operational improvements.
• Utilizes budgeting and reporting systems and participates in new system implementations.
• Gathers data from databases and data warehouses to support analysis.
• Prepares ad hoc reports using financial, statistical, and patient visit data.
• Assists with monthly close processes and reconciliations.
• Creates standardized reports and dashboards for senior management.
• Performs other duties and maintains attendance and policies.

Skills

Excel proficiency

Financial modeling

Data analysis

Reporting

Budgeting

Dashboard development

Variance analysis

Communication skills

Education

Bachelor's degree in Finance or related field

4+ years of experience in lieu of degree

2-4 years as an accountant or similar

2-4 years in financial analysis or budgeting (healthcare preferred)

Tools

Financial systems

Data warehouses

Budgeting software

Job description

Job Summary

The Financial Analyst II is responsible for providing advanced financial analysis, reporting, and decision support to enhance organizational performance. This role partners with department leaders to track productivity, compile statistical data, and identify operational improvement initiatives. The Financial Analyst II plays a key role in the budgeting process and supports senior management through financial analysis, standardized reporting, and the development of dashboards to improve decision-making. Additionally, the role requires expertise in key financial systems, ensuring data integrity and timely reporting across the organization.

Essential Functions

• Builds strong relationships across the organization, acting as a key resource for financial analysis, productivity tracking, and operational improvements.
• Compiles, tracks, and reports on productivity data and performance metrics, identifying opportunities for standardization and improvement.
• Produces and distributes daily, weekly, and monthly productivity and financial reports, including variance analyses to support decision-making.
• Provides timely and accurate financial analysis to assist management in evaluating the profitability of services, programs, and initiatives.
• Acts as a key member of the budget team, supporting, training, and assisting in the development of the annual capital and operating budgets.
• Collaborates with department leaders to identify and implement operational improvement initiatives based on statistical data and key performance metrics.
• Utilizes and coaches others on financial systems used for budgeting, reporting, and financial data warehousing. Participates in the implementation of new systems and ensures accuracy in reporting and data management.
• Gathers and extracts data from databases and data warehouses to support financial analysis and decision-making. Seeks opportunities to enhance the data warehouse for improved functionality and reporting.
• Prepares ad hoc reports, using financial, statistical, and patient visit data sources to provide insight for various departments and senior management.
• Assists with monthly financial close processes, including providing data to explain budget variances and supporting financial reconciliations.
• Creates and distributes standardized reports and dashboards that provide senior management with key operational statistics and insights.
• Performs other duties as assigned.
• Maintains regular and reliable attendance.
• Complies with all policies and standards.

Qualifications

• Bachelor's Degree in Finance, Accounting, Business Administration, or other related field required or
• Four (4) plus years of direct experience in lieu of a Bachelor's degree required
• 2-4 years experience as an accountant, or similar role required
• 2-4 years of previous financial analysis, budgeting, statistical or related experience preferably in a like-size healthcare organization preferred

Knowledge, Skills and Abilities

• Advanced proficiency in Microsoft Excel, with expertise in financial modeling, data analysis, and report building.
• Strong analytical and problem-solving skills, with the ability to interpret complex data and provide actionable insights.
• Excellent communication skills, both written and verbal, to effectively present financial information to stakeholders at all levels.
• Ability to work independently and collaboratively in a fast-paced environment, managing multiple priorities and deadlines.
• Familiarity with budgeting processes, variance analysis, and financial reporting tools.
• Experience with statistical data analysis and dashboard development is preferred.