Sr Director - Budget & Forecasting

1000 Methodist Le Bonheur Corp; Memphis (TN); On-site; USD 180,000 - 280,000; Full time

Job summary

Methodist Le Bonheur Healthcare in Memphis seeks a Sr Director of Budgeting & Forecasting to plan, coordinate, and execute the system-wide operating budget and rolling forecasts for a $2.5 billion healthcare system. You will extract and optimize data across Epic, Workday, and Strata Jazz to deliver data-driven projections and keep facilities, clinics, and divisions aligned with growth goals.

Lead a budget analytics team, drive end-to-end budget development, monitor variances, and partner with

Qualifications

• Minimum of ten (10) years of progressive corporate finance or accounting experience.
• At least five (5) years in a supervisory role managing large-scale budgets.
• Experience in healthcare budgeting and financial planning and analysis.

Responsibilities

• Budget Execution: Drive the end-to-end development, review, and consolidation of the annual system-wide operating budget.
• Rolling Forecasts: Design and maintain agile rolling forecast models to anticipate operational shifts and volume fluctuations.
• Strata Jazz Administration: Serve as the functional owner for the Strata Jazz budget module, configuring workflows and ensuring data integrity.
• Systems Utilization: Aggregate clinical metrics from Epic and workforce data from Workday to build precise, volume-driven budget templates.
• Variance Reporting: Partner with department leaders to analyze monthly budget variances, providing actionable remediation plans to management.
• Team Management: Directly supervise, mentor, and develop a dedicated team of budget analysts and senior finance professionals.

Skills

Leadership

Budgeting

Forecasting

Financial analysis

Strategic thinking

Communication

Cross-functional collaboration

Team management

Education

Bachelor's in Finance

Bachelor's in Accounting

Bachelor's in Economics

Master's in Accounting

Master's in Economics

Master's in Finance

Tools

Strata Jazz

Workday ERP

Epic data feeds

Job description

If you are looking to make an impact on a meaningful scale, come join us as we embrace the Power of One! We strive to be an employer of choice and establish a reputation for being a talent rich organization where Associates can grow their career caring for others. For over a century, we’ve served the health care needs of the people of Memphis and the Mid-South. The Sr Director of Budgeting & Forecasting is responsible for planning, coordinating, and executing the system-wide annual operating budget and ongoing rolling forecasts for our $2.5 billion healthcare system. By extracting and optimizing data across Epic and Workday, you will lead the core deployment of Strata Jazz to deliver predictable, data-driven financial projections. This role ensures all hospital facilities, outpatient clinics, and corporate divisions remain fiscally aligned with our strategic growth goals. Models appropriate behavior as exemplified in MLH Mission, Vision and Values. Working at MLH means carrying the mission forward of caring for our community and impacting the lives of patients in every way through compassion, a deliberate focus on service expectations and a consistent thriving for excellence.

A Brief Overview

The Sr Director of Budgeting & Forecasting is responsible for planning, coordinating, and executing the system-wide annual operating budget and ongoing rolling forecasts for our $2.5 billion healthcare system. By extracting and optimizing data across Epic and Workday, you will lead the core deployment of Strata Jazz to deliver predictable, data-driven financial projections. This role ensures all hospital facilities, outpatient clinics, and corporate divisions remain fiscally aligned with our strategic growth goals. Models appropriate behavior as exemplified in MLH Mission, Vision and Values.

What you will do

• Budget Execution: Drive the end-to-end development, review, and consolidation of the annual $2.5B system-wide operating budget.
• Rolling Forecasts: Design and maintain agile rolling forecast models to anticipate operational shifts and volume fluctuations.
• Strata Jazz Administration: Serve as the functional owner for the Strata Jazz budget module, configuring workflows and ensuring data integrity.
• Systems Utilization: Aggregate clinical metrics from Epic and workforce data from Workday to build precise, volume-driven budget templates.
• Variance Reporting: Partner with department leaders to analyze monthly budget variances, providing actionable remediation plans to management.
• Team Management: Directly supervise, mentor, and develop a dedicated team of budget analysts and senior finance professionals.

Education Qualifications Required

• Bachelor's Degree Finance Preferred
• Bachelor's Degree Accounting Preferred
• Bachelor's Degree Economics Preferred
• Master's Degree Accounting Preferred
• Master's Degree Economics Preferred
• Master's Degree Finance

Experience Qualifications Required

• Minimum of ten (10) years of progressive corporate finance or accounting experience
• At least five (5) years in a supervisory role managing large-scale budgets

Skills and Abilities

• Advanced administration experience with Strata Jazz (or equivalent healthcare budgeting software), Workday ERP, and Epic data feeds.
• Comprehensive understanding of hospital departmental operations, healthcare billing structures, and volume-based budgeting.
• Deep understanding of financial management, including budgeting, forecasting, and financial analysis.
• Knowledge of financial reporting standards and regulations.
• Ability to think strategically and contribute to the company’s long-term goals and objectives.
• Experience in developing and executing financial strategies.
• Strong leadership skills with the ability to inspire and lead a high-performing FP&A team.
• Experience in managing cross-functional teams and working collaboratively with other senior executives.
• Strong analytical skills with the ability to interpret complex financial data and provide actionable insights.
• Excellent problem-solving skills with a proactive approach to identifying and addressing financial challenges.
• Excellent communication skills with the ability to effectively present financial information to various stakeholders including the board of directors, investors, and employees.
• Strong interpersonal skills with the ability to build and maintain relationships with internal and external stakeholders.
• Proficiency in financial planning and analysis software and tools.

Licenses and Certifications Preferred

• Certified Public Accountant - American Institute of Certified Public Accountants

Supervision Provided by this Position

Manages Directors, Managers within their department.

Physical Demands

The physical activities of this position may include climbing, pushing, standing, hearing, walking, reaching, grasping, kneeling, stooping, and repetitive motion. Must have good balance and coordination. The physical requirements of this position are: light work - exerting up to 25 lbs. of force occasionally and/or up to 10 lbs. of force frequently. The Associate is required to have close visual acuity to perform an activity, such as preparing and analyzing data and figures; transcribing; viewing a computer terminal; or extensive reading. The conditions to which the Associate will be subject in this position: The Associate is not substantially exposed to adverse environmental conditions; job functions are typically performed under conditions such as those found in general office or administrative work. The Associate is subject to call back at all times. The Associate may be required to travel occasionally to MLH facilities or other locations as needed.

Our Associates are passionate about what they do, the service they provide and the patients they serve. We value family, team and a Power of One culture that requires commitment to the highest standards of care and unity. Boasting one of the South's largest medical centers, Memphis blends a friendly community, a thriving and growing downtown, and a low cost of living. We see each day as a new opportunity to make a difference in the lives of the people in our community. Within any role at Methodist Le Bonheur, you can play a rewarding and fulfilling part in helping us provide high-quality, innovative and compassionate care to the people of Memphis and the Mid-South. Our goal is to improve every life we touch, including our Associates. For over a century, we’ve served the health care needs of the people in Memphis and the Mid-South, and we value the dedicated individuals who play such a crucial role in helping us fulfill our mission. Because we’re not at our best until you are at yours.