Manager, Financial Planning & Analytics

Metropolitan Jewish Health System, Inc.; New York (NY); On-site; USD 120,000 - 170,000; Full time

Job summary

MJHS, a large not-for-profit health system in the Greater New York area, seeks a Manager of Financial Planning & Analytics to drive advanced financial analysis, forecasting, and decision support. You will partner with Finance leadership to budget, model scenarios, and develop scalable reporting tools that influence strategic initiatives.

The role requires at least five years of experience in financial planning or healthcare finance, strong Excel and data visualization skills, and the ability to

Qualifications

• Bachelor’s degree in a related field is required.
• Minimum five years in financial planning, financial analysis, healthcare finance, or related discipline.
• Experience with data visualization and BI tools is preferred.
• Advanced financial modeling and analytical skills required.
• Ability to translate complex financial data into clear recommendations.
• CPA, CMA, or FP&A credentials preferred.

Responsibilities

• Provide advanced financial analysis, planning, forecasting, and decision support.
• Develop scalable analytical tools and reporting capabilities.
• Lead projects and mentor Finance professionals; partner with leadership.
• Analyze large datasets to identify trends, risks, and opportunities.

Skills

Financial modeling

Data visualization

Excel

SQL

Communication skills

Leadership

Healthcare finance

FP&A credentials

Analytical thinking

Mentorship

Education

Bachelor's degree in Finance, Accounting, Economics, Business Administration, Healthcare Administration, Data Analytics, or related field

Master's degree or MBA preferred

Tools

SQL

Job description

MJHS is a large not-for-profit health system in the Greater New York area. Our range of health services include home care, hospice and palliative care for adults and children, rehabilitation and nursing care at Menorah and Isabella Centers, and the research based MJHS Institute for Innovation and Palliative Care. We also offer Elderplan/HomeFirst: health plans for Medicare and dual-eligible individuals. As a not-for-profit organization, many of our programs and services are made possible through the generosity of grateful families, corporate donors and grants, as well as our own employees.

At MJHS, quality care is our mission. We are committed to creating a workforce as diverse as our community. We have a great culture; we offer great benefits that include a work/life balance and competitive rates.

MJHS attracts individuals who see their work as a calling as well as a job. Professionals in every job category have stated that they appreciate being left to make their own decisions, are encouraged to voice their opinions, and are given the necessary breathing room to do their work with minimal supervision. Yet, at the same time, they feel that management and their co-workers are solidly behind them and readily accessible.

Our Corporate team may not provide direct care, but we still touch people's lives in a very real and substantial way. The services we provide contribute greatly to the overall patient and member experience, supporting our reputation for excellence.

The Manager, Financial Planning & Analytics is responsible for providing advanced financial analysis, planning, forecasting, and decision support to Finance and organizational leadership. The position analyzes complex financial and operational data to identify trends, risks, opportunities, and key performance drivers and translates findings into meaningful insights and actionable recommendations. In partnership with the VP of Finance and business leaders, the Manager supports budgeting, forecasting, financial modeling, performance analysis, and strategic initiatives while developing scalable analytical tools and reporting capabilities. The position provides project leadership, technical direction, coaching, and mentorship to Finance professionals and supports the continued development and future growth of the financial planning and analytics function.

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, Healthcare Administration, Data Analytics, or related field.
• Master's degree or MBA preferred
• Minimum five years of progressively responsible experience in financial planning, financial analysis, healthcare finance, decision support, or a related discipline, including demonstrated experience analyzing large and complex datasets.
• Healthcare or managed-care finance experience preferred.
• Experience providing project leadership, technical direction, coaching, or mentorship to analysts or other Finance professionals preferred.
• Advanced financial modeling and analytical skills
• Demonstrated ability to analyze, interpret, and communicate complex financial and operational data
• Experience with data visualization and business intelligence tools
• Experience with SQL, data-query tools, or other advanced analytical technologies preferred
• Advanced proficiency with Microsoft Excel and other financial reporting and analytical tools.
• Strong written, verbal, presentation, and interpersonal communication skills.
• Ability to translate complex financial information into clear, actionable recommendations for financial and non-financial audiences.
• CPA, CMA, and/or relevant FP&A credential preferred.