Financial Planning Analyst-28820

Rush University Medical Center; Chicago (IL); On-site; USD 61,000 - 89,000; Full time

Job summary

Rush University Medical Center in Chicago, IL seeks a Financial Planning Analyst to support capital planning, budgeting, forecasting and reporting. You will prepare management reports, monitor project performance and collaborate with cross-functional teams to improve financial tools and dashboards.

The role emphasizes adherence to Rush policies, accuracy in budgeting, and partnership across departments, with opportunities to train others and contribute to process improvements.

Qualifications

• Bachelor's degree in business (Accounting or Finance) or related field.
• Proficiency in Microsoft Office, especially Excel, PowerPoint and Outlook; ability to work with standalone applications.
• Familiarity with financial analytics, data mining and problem solving.
• Strong communication skills across all levels of the organization.
• Highly motivated, self-confident with a continuous learning mindset.
• Self-starter who works well in a team and has strong attention to detail.
• Two years of relevant experience preferred.

Responsibilities

• Prepare routine management reports such as capital monitoring, budgets and variances.
• Assist with annual operating and capital budgets and reforecasts.
• Provide training and support to internal departments.
• Upload budgets into Workday and track contingency spend.
• Analyze monthly capital spend and explain variances.
• Support development of financial dashboards and reporting tools.
• Collaborate with facilities and other departments on capital initiatives.
• Maintain capital project data and related documentation.

Skills

MS Office suite (Excel, PowerPoint,Out

Workday Core ERP

Workday Adaptive Planning

AXIOM

Data analytics

Communication skills

Teamwork / collaboration

Attention to detail

Education

Bachelor's Degree in business (Accounting or Finance) or related field

Tools

Workday Core ERP

Workday Adaptive Planning

AXIOM

Microsoft Access

Job description

Location: Chicago, Illinois

Hospital: Rush University Medical Center

Department: Financial Planning-Decision Support

Work Type: Full Time

Work Schedule: 8 Hr (8:00 AM - 4:30 PM)

Rush offers exceptional rewards and benefits learn more at our Rush benefits page (https://www.rush.edu/rush-careers/employee-benefits).

Pay Range: $29.36 - $42.61 per hour

Rush salaries are determined by many factors including, but not limited to, education, job-related experience and skills, as well as internal equity and industry specific market data. The pay range for each role reflects Rush’s anticipated wage or salary reasonably expected to be offered for the position. Offers may vary depending on the circumstances of each case. This role has a corresponding incentive plan based on multiple factors. incentive compensation and additional benefits can be found on our Rush benefits page (https://www.rush.edu/rush-careers/employee-benefits)

Summary

Reporting to the Manager of Financial Planning, the Financial Planning Analyst will be responsible for providing financial and analytical support for the organization's capital planning, budgeting, forecasting, and reporting processes. Prepares management reports, monitors capital project performance, performs financial analyses, and maintains capital data to support informed decision-making. Collaborates with cross-functional stakeholders to manage capital initiatives, enhance financial reporting tools and dashboards, and ensure accurate budgeting, project tracking, and regulatory reporting. Supports strategic planning initiatives while building strong partnerships, delivering training, and contributing to continuous process improvement in a dynamic environment. Exemplifies the Rush mission, vision and values and acts in accordance with Rush policies and procedures.

Other Information

Required Job Qualifications:

• Bachelor's Degree in business (Accounting or Finance) or related field
• Proficiency in Microsoft Office, particularly Excel, PowerPoint and Outlook; ability to work with and be proficient in stand-alone system applications; Workday Core ERP/Workday Adaptive Planning/AXIOM experience is a plus. Access is a plus.
• Familiarity problem-solving, financial analytics and data mining.
• Strong communication skills (oral, written, presentation); ability to interface with all levels throughout the organization.
• Highly motivated, self-confident with consistent desire to learn and improve.
• Self-starter with ability to work within a team setting.
• Possesses a high level of attention to detail.

Preferred Job Qualifications

• Two years of experience in financial analysis or financial planning or the equivalent combination of education, training and experience.

Disclaimer

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or requirements.

Responsibilities

• Prepares routine reports for management distribution (i.e. capital monitoring report, monthly capital committee reports, capital prioritization and reprioritization reports, annual capital and operating budget reports, and other adhoc reports)
• Supports the annual operating and capital budget processes as well as interim reforecasts.
• Provide basic training and support to external departments.
• Upload budget into Link/Workday, make budget changes, and track contingency spend
• Work with various stakeholders to understand and explain monthly capital spend
• Assist with variance analysis and explanations on capital spend
• Utilize Axiom, Lawson, Workday/Adaptive Planning, and Handle CCM reporting, functionality, and analytics
• Support the enhancement and maintenance of financial performance dashboards to improve reporting accuracy and stakeholder visibility
• Contributes to team meetings and collaborative projects, including sharing ideas providing feedback
• Coordinate with Accounting regarding capitalization and project closeout
• Work with Facilities, Clinical Engineering, DI&S, and Supply Chain on capital initiatives
• Build strong stakeholder relationships through clear communication and effective collaboration
• Demonstrate adaptability and maintain high performance in a dynamic environment with changing priorities
• Maintain capital project database and supporting documentation
• Monitor project status, spending, and funding availability
• Support the Integrated Strategic and Financial Plan (ISFP)
• Prepare proforma financial statements and lookback analysis for capital projects and other strategic investments
• Prepare CON related reports including annual progress report, and project completion report
• Performs other related duties as assigned.

Rush is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.