Manager, Financial Forecasting and Systems

Summa Health; Akron (OH); On-site; USD 110,000 - 150,000; Full time

Job summary

Summa Health in Akron, OH seeks a senior FP&A leader responsible for forecasting, annual operating and capital planning, and long-term financial modeling.

You will work with clinical and operational leaders, revenue cycle, and other executives to refine quarterly forecasts, develop StrataJazz dashboards, automate processes, and support enterprise-wide initiatives and benchmarking.

Qualifications

• Bachelor's degree in Finance, Accounting or related business field.
• 7+ years of FP&A experience in a healthcare environment.
• Strong knowledge of healthcare finance, acute care operations and/or integrated delivery systems.
• Advanced proficiency in financial modeling, Excel and presentation tools.
• Thrives in a dynamic and evolving business environment and adapting to organizational financial needs.

Responsibilities

• Manage financial forecasting for the organization, including annual operating plan, annual capital plan, interim and long-term financial modeling.
• Collaborate with Clinical and Operational Leaders, Revenue Cycle and Other Entity Leaders to obtain input and feedback for forecasts.
• Oversee the advancement and optimization of Strata dashboards, automate key processes, and improve financial operations efficiency.
• Support financial modeling for enterprise-wide initiatives and Summa Health’s strategic planning process and benchmarking.

Skills

Financial forecasting

Financial modeling

Excel

Presentation tools

StrataJazz

Education

Bachelor's degree in Finance/Accounting or related field

Tools

StrataJazz

Job description

Manages financial forecasting for the organization, including the annual operating plan, annual capital plan, interim and long-term financial modeling. Monitors organizational performance and adjusts quarterly forecasts for known initiatives and changes in the business environment, through a collaborative process with feedback and input from key stakeholders including Clinical and Operational Leaders, Revenue Cycle and Other Entity Leaders. Oversees the advancement and optimization of Strata by partnering with Finance and Operational leaders to deliver impactful dashboards, automate key processes, and improve the efficiency and effectiveness of financial operations. Supports financial modeling for various enterprise-wide initiatives and Summa Health’s strategic planning process. Supports financial benchmarking process including the translation to hours/UOS and productivity analysis.

1. Formal Education Required:

• Bachelor's Degree in Finance, Accounting or related business field

2. Experience and Training Required:

• 7+ years of progressive experience in financial planning and analysis within a healthcare environment
• Strong working knowledge and experience with StrataJazz platform, preferred

3. Other Skills, Competencies and Qualifications:

• Strong knowledge of healthcare finance, acute care operations and/or integrated delivery systems
• Advanced proficiency in financial modeling, Excel and presentation tools
• Thrives in a dynamic and evolving business environment and adapting to organizational financial needs
• Demonstrates a strong intellectual curiosity to learn and be open to new approaches that support data-informed decision making
• Demonstrates adaptability in a fast-paced, changing environment and effectively responds to ad-hoc analytical requests while maintaining high standards of quality and accuracy
• Population Specific Competency: Ability to effectively interact with patients/customers with the understanding of their needs for self-respect and dignity

4. Level of Physical Demands:

• Sedentary: Exerts up to ten pounds of force occasionally and/or a negligible amount of force frequently.