Manager, Financial Forecasting and Systems

Summa Health; Akron (OH); On-site; USD 90,000 - 130,000; Full time

Job summary

Summa Health seeks a senior financial planning and analysis professional to manage the organization’s forecasting, including the operating plan and capital plan. You will partner with Clinical and Operational leaders to refine quarterly forecasts and support strategic initiatives.

In this role, you will optimize StrataJazz usage, deliver dashboards, and improve efficiency of financial operations while translating enterprise initiatives into financial models and hours/UOS productivity analyses.

Qualifications

• Bachelor's degree in Finance, Accounting or related field.
• 7+ years of progressive experience in financial planning and analysis in healthcare.
• Strong knowledge of healthcare finance, acute care operations or integrated delivery systems.
• Advanced proficiency in financial modeling, Excel and presentation tools.
• Demonstrates adaptability in a fast-paced environment and data-informed decision making.

Responsibilities

• Lead financial forecasting for the organization, including annual operating and capital plans.
• Develop dashboards and automate key processes to improve financial operations.
• Collaborate with Clinical, Operational Leaders, Revenue Cycle and Other Entity Leaders to refresh forecasts.

Skills

Financial forecasting

FP&A

Stakeholder collaboration

Analytical thinking

Presentation skills

Education

Bachelor's degree in Finance/Accounting/related

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.