Hybrid Financial Planning & Budget Analyst

Advocate Aurora Health

Highland (CA)

Hybrid

USD 39,000 - 59,000

Full time

9 days ago

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Benefits offered by this job

Health benefits
Paid time off
Educational assistance

Job summary

Advocate Health in Highland, CA, is seeking a Financial Analyst for a hybrid role in our Financial Planning department. You will coordinate, develop, and perform financial analysis, budgeting, reporting, and reconciliations to support hospital operations.

You will collaborate with department leaders, prepare budgets, monitor operating and capital plans, and help maintain financial systems. A Bachelor’s degree in finance or related field and 1–2 years of experience are required; Master’s degree

Qualifications

  • Bachelor’s degree in finance, accounting, business, or related field.
  • 1–2 years of progressive experience in financial analysis or accounting.
  • Master’s degree preferred.
  • CPA or CFP certifications preferred.
  • Healthcare experience preferred

Responsibilities

  • Generate, audit, and analyze monthly financial and statistical reports.
  • Prepare, communicate, and monitor operating and capital budgets.
  • Input and audit budget spreadsheets; perform reconciliations and allocations.
  • Compile, develop, and report financial information from various systems.
  • Support and train users in financial systems and maintain documentation.
  • Coordinate with departments to gather and analyze financial data; recommend improvements.
  • Prepare consolidated financial statements and management reports for leadership.
  • Participate in business/financial/operational plan development and analysis.

Skills

Analytical skills
Communication skills
Advanced Excel / financial systems
Learn new applications / teach others
Monthly operating results / business I

Education

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

Tools

Microsoft Office Suite

Job description

Advocate Health in Highland, CA, is seeking a Financial Analyst for a hybrid role in our Financial Planning department. You will coordinate, develop, and perform financial analysis, budgeting, reporting, and reconciliations to support hospital operations.

You will collaborate with department leaders, prepare budgets, monitor operating and capital plans, and help maintain financial systems. A Bachelor’s degree in finance or related field and 1–2 years of experience are required; Master’s degree

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