Senior Financial Analyst, Financial Planning

Summa Health

Cleveland (OH)

Hybrid

USD 51,000 - 77,000

Full time

14 days+

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Benefits offered by this job

Health benefits

Retirement savings plan

Life insurance

Disability insurance

Flexible Spending Accounts

Employee Assistance Program

Education assistance

Daily Pay

Job summary

Summa Health System seeks a financial analyst to lead the development of financial analyses and analytics that support system-wide growth and realignment initiatives, including service lines and institutes. The role prepares pro forma plans for Summa Health System and affiliates, coordinating with SHN/SIC/SummaCare and overseeing profitability models.

The candidate will present financial performance measurements to management and conduct ROI, NPV, and IRR analyses, along with other budgeting and

Qualifications

Bachelor’s Degree in Accounting, Finance or Operations Management is required.
Master’s Degree in Business Administration preferred.
Four (4) years of related professional experience in technical/financial healthcare analysis or consulting.
Knowledge of acute care and integrated delivery systems.
Expertise in current modeling, spreadsheet and presentation techniques and applications.

Responsibilities

Develop financial analyses and analytics to assess and support system-wide growth and realignment initiatives.
Prepare financial analyses and pro forma plans for Summa Health System and affiliates.
Coordinate with SHN/SIC/SummaCare; oversee profitability and performance models and projections.
Present financial performance measurements and projections to management; conduct cost/benefit analyses (ROI, NPV & IRR).

Skills

Financial Modeling

Spreadsheet Proficiency

Presentation Skills

Analytical Skills

Interpersonal Skills

Project Management

Communication to Management

Confidentiality & Data Handling

Independent Work

Education

Bachelor's Degree in Accounting, Finance or Operations Management

Master’s Degree in Business Administration preferred

Job description

Location: 1077 Gorge Blvd, Akron, OH 44310 Summa Health System is recognized as one of the region’s top employers by a number of third party organizations, including NorthCoast 99. Exceptional candidates gravitate to Summa because of its culture, passion for delivering excellent service to our patients and families commitment to our philosophy of servant leadership, collegial working relationships at every level of the organization and competitive pay and benefits.

Full-time / Benefits Eligible / Hybrid Schedule Location: 1077 Gorge Blvd, Akron, OH 44310 Summa Health System is recognized as one of the region’s top employers by a number of third party organizations, including NorthCoast 99. Exceptional candidates gravitate to Summa because of its culture, passion for delivering excellent service to our patients and families commitment to our philosophy of servant leadership, collegial working relationships at every level of the organization and competitive pay and benefits.

Summary

Assumes lead responsibilities in developing financial analyses and analytics to assess and support System-wide growth and re-alignment initiatives including Service Lines, Institutes, Business Development Council and Performance Innovation. Prepares financial analysis and pro forma plans as requests for: Summa Health System, Summa Health System-owned Hospitals, System Ventures, and affiliates. Coordinates with SHN/SIC/SummaCare; Oversees, develops and updates profitability and performance models and projections. Prepares and presents financial performance measurements and projections to all levels of management. Responsibilities include departmental analysis, profitability and performance projections, and revenue and cost assessment for existing and proposed business opportunities. Provides decision support to operating and senior management, including: cost/benefit analysis (ROI, NPV & IRR); operational, organizational, and staffing analysis; and budget and forecast reviews. Coordinates and oversees special project requests.

Minimum Qualifications

Formal Education Required:
Bachelor’s Degree in Accounting, Finance or Operations Management
Master’s Degree in Business Administration preferred
Experience & Training Required:
Four (4) years related professional and business experience in a technical/financial healthcare analysis or consulting position
Other Skills, Competencies and Qualifications:
Knowledge of acute case and integrated delivery systems
Expertise in current modeling, spreadsheet and presentation techniques and applications
Superior analytical skills and abilities; requisite project management and interpersonal skills
Ability to develop and maintain relationships with medical, operational and financial departments
Public speaking and presentation skills; ability to communicate and present financial and operational analysis concepts to management and staff
Ability to work independently within management guidelines
Ability to maintain confidentiality based on access to proprietary financial, operational and competitive information
Assume personal accountability for the preparation and completion of projects and analysis
Ability to effectively interact with populations of patients/customers with an understanding of their needs for self-respect and dignity
Level of Physical Demands:
Sedentary: Exerts up to ten pounds of force occasionally and/or a negligible amount of force frequently.

Equal Opportunity Employer/Veterans/Disabled

$37.40/hr - $56.11/hr

The salary range on this job posting/advertising is base salary exclusive of any bonuses or differentials. Many factors, such as years of relevant experience and geographical location are considered when determining the starting rate of pay. We believe in the importance of pay equity and consider internal equity of our current team members when determining offers. Please keep in mind that the range that is listed is the full base salary range. Hiring at the maximum of the range would not be typical.

Summa Health offers a competitive and comprehensive benefits program to include medical, dental, vision, life, paid time off as well as many other benefits.