Financial Analyst II - Office Based

Carlsbad Medical Center; Carlsbad (NM); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive Pay

Medical, Dental, Vision, and Life Insurance

Generous Paid Time Off (PTO)

Extended Illness Bank (EIB)

Matching 401(k)

Opportunities for Career Advancement

Rewards & Recognition Programs

Exclusive Discounts and Perks

Job summary

A healthcare facility in Carlsbad is looking for a Financial Analyst II to provide advanced financial analysis and reporting. In this role, you will partner with department leaders to track productivity and support the budgeting process. Ideal candidates will have a Bachelor's degree in finance or accounting, along with 2-4 years of related experience. The position requires strong Excel skills and analytical abilities to present actionable insights. Competitive pay and benefits are offered.

Qualifications

• 2-4 years experience as an accountant or similar role required.
• 2-4 years of previous financial analysis and budgeting experience preferably in a healthcare organization.

Responsibilities

• Build strong relationships across the organization for financial analysis and operational improvements.
• Compile and report on productivity data and performance metrics.
• Provide timely and accurate financial analysis to management.
• Act as a key member of the budget team.
• Collaborate with department leaders on operational improvement.
• Utilize financial systems for budgeting and reporting.
• Prepare ad-hoc reports using various data sources.
• Assist with monthly financial close processes.
• Create standardized reports and dashboards for management.
• Perform other duties as assigned.

Skills

Advanced proficiency in Microsoft Excel

Strong analytical and problem-solving skills

Excellent communication skills

Ability to work independently and collaboratively

Familiarity with budgeting processes

Education

Bachelor's Degree in Finance, Accounting, Business Administration

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.

What We Offer

• Competitive Pay
• Medical, Dental, Vision, and Life Insurance
• Generous Paid Time Off (PTO)
• Extended Illness Bank (EIB)
• Matching 401(k)
• Opportunities for Career Advancement
• Rewards & Recognition Programs
• Exclusive Discounts and Perks*

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.
• Complies with all policies and standards.

Qualifications

• Bachelor's Degree in Finance, Accounting, Business Administration, or other related field 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.

This position is not eligible for immigration sponsorship now or in the future. Applicants must be authorized to work in the U.S. for any employer.