FP&A Analyst: Strategic Finance & Forecasting

Trinity Health; Columbus (OH); Remote; USD 70,000 - 110,000; Full time

Job summary

Trinity Health in Columbus, OH is seeking an Analyst for Financial Planning & Analysis to support performance analytics across segments and levels. You will assist with financial planning, forecasting, and capital tracking, delivering insights and action plans to improve financial results.

The role requires a Bachelor's in Accounting or Finance, with CPA/CMA preferred, and at least one year of experience. Strong Excel and reporting tool skills are essential in this healthcare setting.

Qualifications

• Bachelor's degree in Accounting or Finance is required.
• CPA, CMA or equivalent certification preferred.
• Minimum one year of professional level experience; healthcare exp. preferred.
• Strong analytical and problem-solving skills with accounting knowledge.
• Advanced Excel and reporting tools proficiency (Smartview/Freeform, OAC, Tableau, BO).
• Ability to translate financial data into leadership-ready insights.

Responsibilities

• Supports financial planning and analytics across multiple segments.
• Produces timely performance analytics for forecasting processes.
• Develops modeling and decision-support data; identifies trends and variances.
• Monitors root causes and recommends improvement actions.
• Participates in system-wide capital process tracking and planning.
• Collaborates with leaders for management reporting and data management.
• Maintains documentation and ensures data accuracy and timeliness.

Skills

Analytical thinking

Problem-solving

Excel proficiency

Data interpretation

Financial reporting

Presentation of data

Financial analysis tools

Education

Bachelor's degree in Accounting or Finance

Tools

Smartview/Freeform

OAC

Tableau

Business Objects

Job description

Trinity Health in Columbus, OH is seeking an Analyst for Financial Planning & Analysis to support performance analytics across segments and levels. You will assist with financial planning, forecasting, and capital tracking, delivering insights and action plans to improve financial results.

The role requires a Bachelor's in Accounting or Finance, with CPA/CMA preferred, and at least one year of experience. Strong Excel and reporting tool skills are essential in this healthcare setting.