Senior FP&A Analyst: Strategic Financial Insights

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

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.