Senior Analyst, Financial Planning & Analysis (Remote)

Trinity Health; Columbus (OH); Remote; USD 85,000 - 120,000; Full time

Job summary

Mount Carmel seeks a Senior Analyst, Financial Planning & Analysis to lead analytics across multiple segments, supporting planning, forecasting and decision support. The role leverages data, reporting tools, and financial models to identify trends, analyze variances and provide actionable insights to leadership.

Responsibilities include timely financial planning, scenario modeling, and partnering with operational and financial leaders to drive performance improvement and data-driven decisions.

Qualifications

• Bachelor's degree in Accounting or Finance required; MBA, MHA or equivalent preferred.
• CPA or CMA certification preferred.
• Minimum five years progressive accounting/finance experience; healthcare experience preferred.
• Strong MS Office skills; Excel and PowerPoint advanced.
• Experience with reporting tools and databases; SQL and BI tools advantageous.

Responsibilities

• Lead financial planning and forecasting processes across multiple business segments.
• Develop modeling and decision-support data; identify trends and opportunities.
• Monitor variances and root causes; recommend improvement actions.
• Administer workforce analytics systems and perform proforma/scenario modeling.
• Communicate insights to leadership and support performance improvement plans.

Skills

SQL Server

Tableau

Business Objects

Analytical skills

Data visualization

Financial modeling

Large datasets

Automated reporting

Workday

UKG

Oracle Planning

Freeform

Advanced Excel

PowerPoint

Education

Bachelor's in Accounting or Finance

MBA / MHA preferred

CPA / CMA preferred

Tools

Workday

UKG

Oracle Planning

Freeform

Job description

Employment Type:

Full time Shift:

Description:

Analyst, Financial Planning & Analysis is responsible for creation and production of timely and accurate performance analytics across multiple segments and for various levels of the organization, supporting financial planning and forecasting processes, developing insightful modeling/decision support data, identifying financial trends and opportunities, monitoring variances and root causes, and recommending appropriate improvement actions. Job Summary

The Senior Analyst, Financial Planning & Analysis is responsible for leading a broad array of analytical, consultative, and financial management functions across multiple business processes, organizational segments and consolidation points. This role leverages data, reporting tools, and financial models to identify trends, analyze variances, uncover opportunities, and provide actionable insights to leadership. Responsibilities include timely and accurate financial planning and forecasting, administration of workforce analytic systems, proforma/scenario modeling, identifying and managing financial trends and opportunities along with driving improvement in partnership with operational and financial leadership.

Key Qualifications:

• Experience with database management and SQL Server.
• Proficiency in Tableau, Business Objects, or similar BI/reporting tools.
• Strong analytical, data visualization, and financial modeling skills.
• Ability to manage large datasets and translate complex data into business insights.
• Experience automating reporting and improving data-driven decision processes.
• Experience with Workday, UKG, Oracle Planning/Capital and/or Freeform also a plus.

Job Qualifications (Knowledge, Skills, and Abilities)

• Education: Bachelors degree in Accounting or Finance required; MBA, MHA or other advanced preparation preferred.
• Licensure / Certification: CPA, CMA or equivalent certification preferred
• Experience: Minimum five years progressively challenging experience in accounting or finance; experience in financial systems/databases and healthcare preferred.
• Effective Communication Skills
• Expert level analytical and problem solving skills, with a strong understanding of accounting standards, cost accounting, general ledger, budgeting, and analytical practices.
• Strong proficiency in MS Office applications (with advanced capabilities in Excel and Powerpoint) and with various analytical and reporting tools (Smartview/Freeform, OAC, Tableau, Sharepoint, Business Objects, etc.). Experience creating reports, databases queries, and dashboards preferred.
• Expertise with project management and proven success at managing large-scale projects through to completion.
• Demonstrates ability to interpret financial and statistical results, determine analytical needs, research trends and variances, determine root causes, communicate insights/recommendations and manage performance improvement action plans.
• Advanced ability to interpret complex issues and processes, escalates issues appropriately, extrapolates knowledge to a broad range of interconnected activities.
• Detailed oriented and highly organized, with excellent data management and presentation skills.
• Able to translate technical financial terminology into terms understandable to leadership, colleagues, and external customers.
• Proficient at prioritizing effectively in a diverse, fast paced environment while working on multiple projects simultaneously.
• Capable of working independently with a high level of motivation and initiative, ensures that work is completed on time and accurately with limited direction while keeping leadership informed of issues. Understands priorities, creates/manages deadlines.
• Able to train analysts, provide guidance, review work product, and provide timely feedback.
• Demonstrates high level of trust and integrity when dealing with confidential issues and data.

Essential Responsibilities

• Exhibits each of the Mount Carmel Service Excellence Behavior Standards holding self and others accountable and role modeling excellence for all to see. For example: demonstrates friendliness and courtesy, effective communication creates a professional environment and provides first class service.
• Meets population specific and all other competencies according to department requirements.
• Promotes a Culture of Safety by adhering to policy, procedures and plans that are in place to prevent workplace injury, violence or adverse outcome to associates and patients.
• Relationship-based Care: Creates a caring and healing environment that keeps the patient and family at the center of care throughout their experience at Mount Carmel following the principles of our interdisciplinary care delivery system.
• (For patient care providers) Provides nursing care, ensures an environment of patient safety, promotes evidence-based practice and quality initiatives and exhibits professionalism in nursing practice within the model of the ANCC Magnet Recogni