Financial Analyst III - FP Financial Services

UNC Health Care; Chapel Hill (NC); Hybrid; USD 45,970 - 66,083; Full time

Job summary

UNC Health Care is seeking a budgeting and financial analysis professional to join the FP Financial Services team in Chapel Hill. You will participate in budget preparation, variance analysis, and the preparation of financial reports to inform management decisions.

The role emphasizes GAAP/GASB/FASB compliance, data retrieval and organization, and mentoring junior staff. A master's degree with relevant experience is preferred, with a hybrid work arrangement offered.

Qualifications

• Master's degree with 2 years of financial planning or analysis experience OR Bachelor's degree with 6 years of financial planning or analysis experience.
• Knowledge of budgeting, accounting standards GAAP, GASB and FASB.
• Ability to research, retrieve and organize data to prepare reports and financial documentation.

Responsibilities

• Maintain communication with department managers to prepare and analyze financial reports and resolve variances from the budget.
• Monitor and analyze budget expenditures and prepare reports on trends and projections.
• Prepare and coordinate distribution of financial reports for management and external agencies; present data when needed.
• Ensure accurate accounting records to comply with GAAP, GASB and FASB.
• Mentor junior financial team members and utilize financial systems for complex analyses.

Skills

Budgeting

Financial analysis

GAAP knowledge

Data reporting

Education

Master's degree

Bachelor's degree

Job description

Become part of an inclusive organization with over 40,000 teammates, whose mission is to improve the health and well‑being of the unique communities we serve.

Summary: Participates in the preparation of budgets, financial statements, statistical reports, cost analyses and other financial information. Responsible for analytical studies, including reviewing budget requests and recommending changes to achieve goals and objectives.

Responsibilities

• Maintain communication with assigned department managers and administrative staff in the preparation and analysis of financial reports, to provide information and resolve problems concerning variances from approved budget; provide technical support to assigned departments regarding budgeting system and procedures.
• Monitors and analyzes budget expenditures and prepares reports and analysis on trends. Compiles budgetary and fiscal data received from assigned departments. Analyzes and evaluates departmental budget requests to prepare fiscal documents, reports, and recommendations. Attends budget hearings and, as needed, presents fiscal data of assigned departments.
• Prepares and coordinates distribution of financial reports and analysis for management and external agencies; may present reports to management or committees. Prepares charts and diagrams showing prior, current and projected expenditures to provide a basis for comparison and evaluation.
• Prepares and maintains accurate accounting records to ensure compliance with state and federal regulatory agencies as well as GAAP, GASB, and FASB.
• Utilizes various computer financial information systems in the preparation of complex analysis, evaluation, and reports. Recommends operational procedures and ways to improve efficiency and/or effectiveness. Serves as a resource and mentor to junior financial team members.

Education and Experience

• Master's degree or equivalent combination of related education and experience. If a Master's degree: two (2) years of experience in financial planning or analysis. If a Bachelor's degree: six (6) years of experience in financial planning or analysis.
• No licensure or certification required.
• Knowledge, skills, and abilities: Research, retrieve and organize data to prepare reports and financial documentation, analyze and audit data.

Job Details

Legal Employer: STATE

Entity: UNC Faculty Physicians

Organization Unit: FP Financial Services

Work Type: Full Time

Standard Hours Per Week: 40.00

Salary Range: $33.37 – $47.97 per hour (Hiring Range). Pay offers are determined by experience and internal equity.

Work Assignment Type: Hybrid

Work Schedule: Day Job

Location of Job: US:NC:Chapel Hill

Exempt from Overtime: Exempt: Yes

This is a State position employed by UNC Health Care System with UNC Health benefits. If you are presently an employee of another North Carolina agency and currently participate in TSERS or the ORP, you will be eligible to continue participating in those plans at UNC Health.

Equal Employment Opportunity

Qualified applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, disability, status as a protected veteran or political affiliation. UNC Health makes reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as applicants and employees with disabilities. All interested applicants are invited to apply for career opportunities. Please email [e-mail] if you need a reasonable accommodation to search and/or to apply for a career opportunity.