Financial Analyst II — Budgeting, Dashboards & Insights

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

Job summary

Lutheran Health Network is seeking a Financial Analyst II to advance financial analysis, reporting, and decision support across our organization in Fort Wayne, IN. You will partner with department leaders to track productivity and identify opportunities for operational improvement, supporting budgeting and the development of dashboards for improved decision-making.

The role emphasizes advanced Excel modeling, data integrity, and timely reporting, enabling senior management to evaluate

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or related field is required.
• 4+ years of direct experience in lieu of a Bachelor's degree is acceptable.
• 2-4 years experience as an accountant, or similar role required.
• 2-4 years of financial analysis, budgeting, statistical or related experience preferably in a like-size healthcare organization

Responsibilities

• Builds 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.

Skills

Excel modeling

Data analysis

Financial reporting

Budgeting

Dashboard development

Cross-functional communication

Education

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

Job description

Lutheran Health Network is seeking a Financial Analyst II to advance financial analysis, reporting, and decision support across our organization in Fort Wayne, IN. You will partner with department leaders to track productivity and identify opportunities for operational improvement, supporting budgeting and the development of dashboards for improved decision-making.

The role emphasizes advanced Excel modeling, data integrity, and timely reporting, enabling senior management to evaluate