Financial Analyst, Clinics- Onsite

Lutheran Health System Serv; Fort Wayne (IN); On-site; USD 70,000 - 90,000; Full time

Job summary

Lutheran Health System Serv is seeking a Financial Analyst II to provide advanced financial analysis, budgeting support, and decision‑making insights. You will partner with department leaders to track productivity, develop dashboards, and standardize reporting across the organization.

The role emphasizes data quality, timely reporting, and contribution to the annual budget process, with exposure to variance analysis and financial systems.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or related field required or equivalent experience.
• 4+ 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 financial analysis, budgeting, or related experience preferred in healthcare.

Responsibilities

• Builds relationships across the organization as a resource for financial analysis and improvements.
• Tracks productivity data and performance metrics for standardization.
• Produces daily, weekly, and monthly productivity and financial reports with variance analyses.
• Provides timely financial analysis to evaluate profitability of services and initiatives.
• Supports the annual budget process and assists in capital and operating budgets.
• Collaborates with department leaders on operational improvement initiatives based on data.
• Gathers data from databases and data warehouses to support analysis and reporting; enhances data warehouse as needed.
• Prepares ad hoc reports using financial, statistical, and patient visit data for departments and senior management.
• Assists with monthly close processes and reconciliations.
• Creates standardized reports and dashboards for senior management insights.
• Performs other duties as assigned.
• Maintains regular attendance and compliance with policies.

Skills

Advanced Excel

Analytical skills

Communication skills

Independent work

Budgeting

Dashboard development

Education

Bachelor's degree in Finance, Accounting, Business Administration, or related field

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.