MANAGER FINANCIAL PLANNING AND ANALYSIS

Independence Health System; Greensburg (Westmoreland County); On-site; USD 120,000 - 180,000; Full time

Job summary

Independence Health System in the United States seeks a senior finance leader to drive budgeting, forecasting, and strategic financial planning across operations and initiatives. You will collaborate with system leadership and the FP&A team to optimize capital budgeting, monitor performance against budget, and enhance margins with robust financial processes.

Strong leadership, communication, and healthcare finance expertise are essential.

Qualifications

• Bachelor’s Degree or higher in related field and five (5) + years of finance experience.
• Indirect or direct supervisory experience.
• Strong leadership ability, good organizational skills, independent and critical thinking skills, sound judgment, and knowledge of legal aspects and liability of functional area.
• Strong ability to communicate complex and/or controversial topics and concepts to a wide and diverse audience.
• Requires demonstrated understanding and experience with a health system financial reporting, budgeting, financial planning, and other healthcare reporting techniques.

Responsibilities

• Facilitates annual budget process with leadership and FP&A.
• Leads and manages complex financial projects with leadership.
• Establish robust financial processes and protocols for operations, including forecasting and reporting.
• Oversee capital budgeting process for operations with leaders in accordance with WVU Medicine capital budget procedures and policies.
• Oversee ongoing actual-to-budget performance improvement and margin enhancement opportunities and communicate to Finance and operational leadership.
• Direct and evaluate financial processes to maximize efficiency in daily operations.
• Coordinates the completion of financial analysis related to and in support of new services, provider and staffing needs, and long‑term strategic initiatives.
• Oversee work and development of the relevant financial analyst team.
• Other duties as assigned.

Skills

Leadership

Communication

Budgeting

Forecasting

Financial Reporting

Strategic Thinking

Organizational Skills

Legal & Compliance

Education

Bachelor’s Degree or higher in related field

Master’s degree in finance preferred

Job description

• Facilitates the annual budget process in collaboration with leadership team and WVU Medicine’s corporate FP&A department.
• Leads and manages complex financial projects in collaboration with appropriate leadership.
• Leads the establishment of robust financial processes and protocol for operations including analyzing new opportunities, forecasting, monitoring, and reporting financial results.
• Oversee the capital budgeting process for operations with leaders in accordance with WVU Medicine capital budget procedures and policies.
• Oversee ongoing actual-to-budget performance improvement and margin enhancement opportunities and communicate to Finance and operational leadership.
• Direct and evaluate financial processes to maximize efficiency in daily operations.
• Coordinates the completion of financial analysis related to and in support of new services, provider and staffing needs, and long‑term strategic initiatives.
• Oversee the work and development of the relevant financial analyst team.
• Other duties as assigned.

Competency and Experience [Knowledge, Skills and Abilities]

Required Qualifications/Experience

• Bachelor’s Degree or higher in related field and five (5) + years of finance experience.
• Indirect or direct supervisory experience.
• Strong leadership ability, good organizational skills, independent and critical thinking skills, sound judgment, and knowledge of legal aspects and liability of functional area.
• Strong ability to communicate complex and/or controversial topics and concepts to a wide and diverse audience.
• Requires demonstrated understanding and experience with a health system financial reporting, budgeting, financial planning, and other healthcare reporting techniques.

Preferred Qualifications/Experience

• Master’s degree in finance preferred.
• Experience in Healthcare setting.

License, Certification & Clearances

• CPA preferred.
• Act 34-PA Criminal Record Check from the PA State Police system.

Position Type/Expected Hours of Work

• Incumbent will be scheduled based on operational need (rotate shifts, standby, on‑call, etc.).
• Travel may be expected locally between System locations.

Independence Health and its affiliated companies are Equal Opportunity Employers. It is their policy to prohibit discrimination of any type and to afford equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, national origin, age, marital status, disability, veteran status, or genetic information, or any other classification protected by law. Independence Health and its affiliated companies will comply with all applicable laws and regulations.

Disclaimer

This job description is not designed to contain a comprehensive listing of all activities, duties or responsibilities that are required of the employee. Moreover, duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice.

When lift requirement is in excess of 50#, lift assistance (2 person) and/or transfer device is required.

Essential – Absolute Necessity.

Marginal – Minimal Necessity.

Constantly – 5.5 to 8 hours or more or 200 reps/shift.

Frequently – 2.5 to 5.5 hours or more or 32-200 reps/shift.

Occasionally – 0.25 to 2.5 hours or 2-32 reps/shift.

Rarely – Less than 0.25 hours or less than 2 reps/shift.

Physical Condition

Marginal

Constantly

Frequently

Occasionally

Rarely

Never

Physical Demands

When lift requirement is in excess of 50#, lift assistance (2 person) and/or transfer device is required.

Essential – Absolute Necessity.

Marginal – Minimal Necessity.

Constantly – 5.5 to 8 hours or more or 200 reps/shift.

Frequently – 2.5 to 5.5 hours or more or 32-200 reps/shift.

Occasionally – 0.25 to 2.5 hours or 2-32 reps/shift.

Rarely – Less than 0.25 hours or less than 2 reps/shift.

Physical Condition

Marginal

Constantly

Frequently

Occasionally

Rarely

Never

X

X

Walking

X

X

X

X

Climbing Ladders

X

Standing

X

X

Kneeling

X

Squatting (Crouching)

X

X

Twisting/Turning

X

Keyboard/Computer Operation

X

X

Gross Grasp

X

X

X

X

Hand/Arm Coordination

X

X

Pushing/Pulling(lbs. of force)

X

<10#

Carry

X

<5#

Transfer/Push/Pull Patients

X

Seeing Near w/Acuity

X

X

Feeling (Sensation)

X

X

X

Hearing Clearly

X

X

Pulling/Pushing Objects Overhead

X

Reaching Above Shoulder Level

X

X

Reaching Forward

X

X

Lifting Floor to Knuckle

X

<10#

Lifting Seat Pan to Knuckle

###

X

Lifting Knuckle to Shoulder

###

X

Lifting Shoulder to Overhead

###

X

When lift requirement is in excess of 50#, lift assistance (2 person) and/or transfer device is required

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.