Financial Planning Analysis Analyst Sr

UnityPoint Health; West Des Moines (IA); Remote; USD 60,000 - 95,000; Full time

Job summary

An established industry player seeks a Senior Financial Analyst to enhance financial planning and budgeting processes. In this pivotal role, you will develop financial models, analyze performance, and provide insights that drive strategic decision-making. Your expertise will support operational leaders in creating actionable financial plans and improving overall performance. This position offers the chance to work autonomously in a dynamic environment while collaborating with leadership to present key financial data and recommendations. If you are passionate about finance and possess a strong analytical mindset, this opportunity is tailored for you.

Qualifications

• Bachelor's degree in Finance or Accounting required.
• 3+ years of experience in financial planning and analytics.

Responsibilities

• Assist with financial planning and budgeting processes.
• Analyze financial statements and present findings to leadership.
• Develop financial models for performance forecasting.

Skills

Verbal and written communication skills

Analytical mindset

Problem-solving

Critical thinking

Independent decision-making

Business acumen

Detail-oriented

Relationship management

Self-starter

Education

Bachelor’s degree in Finance

Bachelor’s degree in Accounting

Tools

Microsoft Excel

Job description

Overview

Financial Planning Analysis Analyst Sr

Days, Full-time

Location: Remote/work from home

Senior Financial Analyst position assists with financial planning and budgeting processes by developing financial models utilized to create those plans and analyzing financial performance against those plans. This includes providing analytical consulting assistance to the administrative and managerial staff of the organization and being a critical decision maker as it relates to financial data development. This position is responsible for helping to improve financial and operational performance throughout the organization by identifying opportunities for performance improvement based on analysis and development of financial models. Position provides financial support for management, including but not limited to analysis of departments, financial statements, development of robust and actionable reports, and creating and presenting key information to leadership with recommendations for tactical and strategic decision making. Other duties include ad hoc operational and financial analysis for special projects, preparing financial forecasts and budgets, and researching and explaining financial performance.

Responsibilities

Financial Planning and Analysis

• Assists with financial planning and budgeting processes, including partnering with operational leaders to create financial plans within targeted levels
• Analyzes financial statements and data and presents financial data using detailed reports and charts
• Analyzes operating results and works with leadership to understand key drivers of performance
• Researches and prepares variance analysis and explanations
• Assembles and summarizes data to build robust financial models and forecasts
• Using data as a guide, generates solutions to problems and independently makes decisions
• Presents findings to leadership and makes recommendations based on financial and business results
• Understands key business drivers and metrics and provides financial guidance based on analytical processes performed
• Supports the communication of relevant financial and operational information and trends by initiating the development of actionable analysis as a basis in making management decisions
• Analyzes differences through benchmarking and process analysis
• Utilizes cost accounting to model future projections and identify areas for improvement
• Maintains a strong knowledge of financial technology systems and data sources to accurately and efficiently extract, manage, and utilize information in a meaningful manner
• Maintains a strong focus on process improvement opportunities to increase the efficiency and/or effectiveness of the process
• Performs other duties as requested by Finance leadership, including but not limited to the Director of Financial Planning & Management Reporting

Financial Modeling

• Develops financial models utilized for financial planning of ongoing operating performance as well as forecasting scenarios for potential opportunities
• Improves capabilities of financial technology systems used in financial planning processes through deep understanding of data, functions, and business activity drivers
• Analyzes financial performance against current plans and forecasts
• Creates clear and executive-ready presentations of financial forecasts to assist with key decisions, including recommendations to leadership
• Ability to look at a problem and provide solutions through judgment and analysis, including independent decision making and unwavering inquisitiveness to know more

Qualifications

Education:

• Bachelor’s degree in Finance, Accounting, or related field

Experience:

• Minimum three years work experience in financial planning, budgeting, analytics, and accounting related fields

Licenses/Certifications:

• Valid driver’s license when driving any vehicle for work-related reasons.

Knowledge/Skills/Abilities:

• Strong verbal and written communication skills and the ability to understand and communicate concepts and recommendations
• Analytical and pragmatic mindset
• Tenacity to problem solve and think critically, with the ability to look at a problem, provide solutions, and a strong inquisitiveness to always know more
• Strong independent decision-making capabilities
• Excellent business and financial acumen
• Detail-oriented and strategically minded
• Strong relationship management skills
• Self-starter with the ability to work autonomously in a fast-paced, ever-changing environment
• Ability to work on projects with multiple milestones and several customers
• Highly proficient in the use of Microsoft Office products, particularly Excel

Other:

• Use of usual and customary equipment used to perform essential functions of the position
• Occasional travel within the UPH geography