Hybrid Financial Planning Analyst: Budgets & Analytics

UNC Health; Morrisville (NC); Hybrid; USD 40,000 - 57,000; Full time

Job summary

UNC Health is seeking a financial planning professional to contribute to the UNC Healthcare System’s budgeting, forecasting and financial reporting activities. The role involves preparing complex analyses, coordinating with management and external agencies, and supporting capital and departmental budgeting efforts.

Ideal candidates hold a Master's degree in a related field and have a strong ability to research, organize data, and present findings.

Qualifications

• Master's degree in Business Administration, Economics, Finance, Public Administration or related field.
• With a Bachelor's degree, four years of experience in financial planning or analysis.
• Research, retrieve and organize data to prepare reports and financial documentation, analyze and audit data.

Responsibilities

• Prepares and coordinates distribution of specialized and complex corporate financial reports and analyses for management and external agencies.
• Uses financial information systems and data visualization tools to improve efficiency and effectiveness.
• Maintains communication with entity managers and administrative staff for budgeting analyses and procedures.
• Monitors and analyzes budget expenditures and prepares trend reports; analyzes budget requests.
• Prepares and maintains accurate accounting records to ensure GAAP/GASB/FASB compliance.

Skills

Data analysis

Education

Master's degree in Business Administration, Economics, Finance, Public Administration or related field

Job description

UNC Health is seeking a financial planning professional to contribute to the UNC Healthcare System’s budgeting, forecasting and financial reporting activities. The role involves preparing complex analyses, coordinating with management and external agencies, and supporting capital and departmental budgeting efforts.

Ideal candidates hold a Master's degree in a related field and have a strong ability to research, organize data, and present findings.