Financial Planning & Analysis (FP&A) Analyst

Tryon Med; Charlotte (NC); Presencial; USD 70.000 - 100.000; Jornada completa

Descripción de la vacante

Tryon Med is seeking an FP&A Analyst to support forecasting, budgeting, and long-range financial planning. You will maintain models, build monthly reports and provide data-driven insights to operational, corporate and physician leaders.

The role partners across departments to analyze performance against plans, perform variance analysis, assist MD&A, and help improve financial processes. A Bachelor's degree in finance or related field and at least 3 years of experience are required; healthcare

Formación

• Bachelor’s degree in finance, accounting, business administration or related field.
• Minimum of 3 years as Financial Analyst.
• Experience developing financial reports and metrics; mastery of Excel.
• Healthcare experience preferred.
• Strong analytical and problem-solving skills.

Responsabilidades

• Support forecasting, annual budgeting and Long-Range Plan processes.
• Maintain and enhance financial forecasting models; develop and maintain monthly reports and ad hoc reports.
• Perform deep dives into financial data to provide insights.
• Create variance analyses and MD&A reports with leadership.
• Identify variances and opportunities for improvement.
• Collaborate with cross-functional teams to gather information for analysis.
• Analyze healthcare revenue data and improve analysis methods.
• Prioritize and manage multiple tasks and projects.
• Assist with Physician Compensation analyses.
• Other duties as assigned.

Conocimientos

Financial analysis

Excel mastery

Forecasting

Budgeting

Healthcare knowledge

Educación

Bachelor's degree in finance or related field

Herramientas

Microsoft Excel

Descripción del empleo

Financial Planning & Analysis (FP&A) Analyst

The Financial Planning & Analysis (FP&A) Analyst supports the organization's financial planning, forecasting, reporting, and decision-support activities. This role partners with operational, corporate and physician leaders to provide financial insights, identify trends and risks, and drive data-informed decision making. The FP&A Analyst is responsible for maintaining financial models, analyzing performance against budgets and forecasts, and assisting in the development of annual operating plans and long-range financial strategies.

Primary Job Responsibilities:

• Support forecasting, annual budgeting and Long-Range Plan processes
• Maintain and enhance financial forecasting models; proactively develop and maintain additional monthly reports, dashboards, and ad hoc reports as needed
• Deep dive into financial data and become a subject matter expert to provide additional insights
• Creates variance analysis reports and models, partnering with operational and corporate leadership to provide monthly reporting and MD&A
• Identify and research variances to forecast, budget, and prior-year expenses, proactively identifying opportunities for improvement
• Collaborate with cross-functional teams to gather relevant information for financial analysis
• Analyze and interpret healthcare revenue data; develop and improve analysis methods and reports
• Prioritize and manage multiple tasks, relationships, and projects
• Assist with Physician Compensation and related analyses
• Other duties as assigned

Requirements:

Education:

• Bachelor’s degree in finance, accounting, business administration or related field

Experience:

• Minimum of 3 years as Financial Analyst
• Experience developing financial reports and metrics
• Must have demonstrated the highest levels of mastery of Microsoft Excel
• Prior healthcare experience preferred
• Knowledge of accounting, reporting, forecasting
• Strong research, analytical and problem-solving skills
• Manages competing demands and adapts to frequent change, delays, and unexpected results
• Ability to work independently and collaboratively in a fast-paced environment

Physical Requirements

• Work consistently requires walking, standing, sitting, lifting, reaching, stooping, bending, pushing, and pulling.
• Must be able to lift and support weight of 35 pounds
• Ability to concentrate on details.
• Use of a computer for long periods of time.