Financial Planning Analyst II - onsite

Methodist Le Bonheur Healthcare; Memphis (TN); On-site; USD 55,000 - 75,000; Full time

Job summary

Methodist Le Bonheur Healthcare is looking for a Financial Analyst II to assist the CFO with financial data for monthly statements. The role involves budget preparation and analysis in a supportive capacity.

Candidates should possess a Bachelor’s degree in Business Administration or Finance and have 3 to 5 years of experience in a financial role. Strong knowledge of Excel and effective communication skills are also required for success in this position.

Qualifications

• Bachelor's Degree in Business Administration or Management is required.
• 3 to 5 years of experience in Finance or Business is needed.
• Solid skills with standard office technologies and software.

Responsibilities

• Analyze financial data and prepare monthly financial statements.
• Assist with budget preparation and analysis.
• Perform month-end processes and maintain financial reports.

Skills

Financial reporting

Trend analysis

Budget preparation

Interpersonal relations

Communication

Education

Bachelor’s Degree in Business Administration/Management

Bachelor’s Degree in Finance

Bachelor’s Degree in Healthcare Administration

Tools

Excel

Job description

A Brief Overview

The Financial Analyst II assists the CFO and Directors in providing and accumulating financial data for the preparation of monthly financial statements for the assigned hospital and/or MLH entities. The role includes budget preparation and analysis of financial reports, operating under moderate supervision.

What you will do

• Provides analysis of financial data, including financial reporting, trend analysis, proformas, and forecasts, and monitors key financial metrics.
• Assists Directors and Associates with financial matters and supports senior leadership in obtaining accurate decision‑making information.
• Performs month‑end processes: communicates and coordinates with internal customers, records financial and statistical journal entries, completes balance‑sheet reconciliations, and reviews financial reports.
• Prepares, maintains, and analyzes monthly and annual financial reports, presenting findings to leadership as needed.
• Collaborates with department leaders on development and analysis of operating and capital budgets, ensuring smooth day‑to‑day financial operations by tracking resource utilization and staffing plans.
• Performs special projects as assigned.
• Demonstrates effective customer‑relationship skills, promotes a positive work environment, and contributes to overall team effort.
• Applies and supports departmental and company policies, procedures, and standards.
• Performs other job functions as assigned or requested.

Education/Formal Training Requirements

• Required – Bachelor’s Degree in Business Administration/Management
• Preferred – Bachelor’s Degree in Finance
• Preferred – Bachelor’s Degree in Healthcare Administration

Work Experience Requirements

• Required – 3 to 5 years in Finance or Business

Knowledge, Skills and Abilities

• Knowledge of computer accounting applications, including general ledger, operations reports, and financial statement preparation and analysis.
• Solid skills with standard office technologies (computer, fax machine, copier) and software such as word processing, spreadsheets (Excel), and other related programs.
• High proficiency in verbal and written communication and interpersonal relations with all levels of management.
• Skill and proficiency in applying customer service principles, concepts, and techniques.
• Ability to work without close supervision and exercise independent judgment.
• Ability to organize multiple tasks and maintain workflow control.
• Willingness to work overtime during fiscal‑year end and budget preparation periods.
• Ability to handle time pressures and deadlines.
• Knowledge and experience in leading and facilitating projects.
• Effective collaborative skills.

Supervision Provided by this Position

• There are no supervisory or lead responsibilities assigned to this position.

Physical Demands

• Includes climbing, pushing, standing, hearing, walking, reaching, grasping, kneeling, stooping, and repetitive motion.
• Requires good balance and coordination.
• Light work: exerting up to 25 lbs. of force occasionally and/or up to 10 lbs. of force frequently.
• Requires close visual acuity for data analysis, transcription, computer use, and extensive reading.
• Work is performed under general office conditions; not substantially exposed to adverse environmental conditions.