Sr. Financial Analyst

Jefferson Health; Philadelphia (Philadelphia County); On-site; USD 95,000 - 130,000; Full time

Job summary

Jefferson Health is seeking an Enterprise Sr Financial Analyst to drive advanced financial analysis, budgeting, forecasting, and long-range planning across the organization. You will partner with executive leaders and cross-functional teams to align financial strategy with institutional priorities.

The role requires expert-level Excel, strong ERP familiarity, and a track record of delivering actionable insights while safeguarding confidential financial data.

Qualifications

• Bachelor’s degree required in finance, accounting, or business administration.
• 5+ years of progressive financial analysis experience with increasing responsibilities.
• Master’s degree preferred and advanced modeling skills are a plus.

Responsibilities

• Lead enterprise budgeting, forecasting, and long-range planning.
• Partner with executive leadership and cross-functional teams to align financial strategy.
• Perform enterprise-level analyses to identify risks, opportunities, and performance trends.

Skills

Excel

Education

Bachelor’s Degree in Finance, Accounting, or Business Administration

Master’s Degree

Tools

ERP systems

Job description

Job Description

The Enterprise Sr Financial Analyst provides advanced financial analysis, planning, and strategic decision support across the organization. This role leads enterprise-wide budgeting, forecasting, and long-range planning efforts while partnering with executive leadership and cross-functional stakeholders to align financial strategy with institutional priorities. The position applies complex financial modeling and analytical expertise to identify risks, opportunities, and performance trends that impact enterprise outcomes. The Enterprise Sr Financial Analyst also supports the optimization of financial processes and systems while ensuring the integrity and confidentiality of sensitive financial data.

Job Details

Sr Financial Analyst

Job Description

The Enterprise Sr Financial Analyst provides advanced financial analysis, planning, and strategic decision support across the organization. This role leads enterprise-wide budgeting, forecasting, and long-range planning efforts while partnering with executive leadership and cross-functional stakeholders to align financial strategy with institutional priorities. The position applies complex financial modeling and analytical expertise to identify risks, opportunities, and performance trends that impact enterprise outcomes. The Enterprise Sr Financial Analyst also supports the optimization of financial processes and systems while ensuring the integrity and confidentiality of sensitive financial data.

Essential Functions

• Lead and support budgeting, forecasting, and long-range financial planning activities; perform ad-hoc analyses to inform business decisions and strategic initiatives.
• Serve as a key finance partner to executive leadership and cross-functional stakeholders, aligning enterprise financial objectives with operational and strategic priorities.
• Perform complex, enterprise-level financial and performance analyses to identify trends, risks, and opportunities, and develop actionable recommendations that support financial sustainability and growth.
• Drive continuous improvement of enterprise financial processes by identifying opportunities for standardization, automation, and optimization of financial systems and analytical tools.
• Ensure the accuracy, integrity, and governance of enterprise financial data, managing sensitive and confidential information with the highest level of discretion and professionalism.

Additional Responsibilities

• Exceptional ability to translate complex data into concise language for non-financial stakeholders and senior management. Demonstrated ability to work with minimal oversight and exercise high decision-making authority. Expert-level Excel and familiarity with ERP systems. Adheres to timelines and deadlines; maintains confidentiality. Coordinates and assumes other duties or special projects as assigned or directed.

Qualifications

Education - Required

• Bachelor’s Degree in Finance, Accounting, or Business Administration

Education - Preferred

• Master’s Degree

Experience - Required

• 5 years of progressive experience in financial analysis, with a proven track record of handling increased responsibility.

VALUES AND HABITS

Put People First

• Put People First: Create a safe environment where all colleagues feel supported and motivated to be their best at work.
• Build relationships: Build belonging, empathy, and collaboration.
• Engage with grace: Assume positive intent and share your perspective thoughtfully.
• Create moments: affirm and acknowledge the contributions and efforts of others.

Do What's Right

• Do What’s Right: Focus on how we work most effectively to get the best results.
• Prioritize What Matters: Clarify what’s most critical and why.
• Align on Expectations: Translate priorities into agreed upon accountabilities and outcomes.
• Act with integrity: Behave ethically and honestly in all interactions and business practices.

Pursue Excellence

• Pursue Excellence: Focus on learning and growth.
• Look and Listen: Explore new ways of working and stay curious by learning from others.
• Innovate with Intent: Try new ideas that support organizational priorities.
• Value Lessons Learned: Acknowledge progress and insights that come from striving to improve.

Work Shift

Workday Day (United States of America)

Worker Sub Type

Regular

Employee Entity

Thomas Jefferson University

Primary Location Address

1101 Market, Philadelphia, Pennsylvania, United States of America

Nationally ranked, Jefferson, which is principally located in the greater Philadelphia region, Lehigh Valley and Northeastern Pennsylvania and southern New Jersey, is reimagining health care and higher education to create unparalleled value. Jefferson is more than 65,000 people strong, dedicated to providing the highest-quality, compassionate clinical care for patients; making our communities healthier and stronger; preparing tomorrow's professional leaders for 21st-century careers; and creating new knowledge through basic/programmatic, clinical and applied research. Thomas Jefferson University, home of Sidney Kimmel Medical College, Jefferson College of Nursing, and the Kanbar College of Design, Engineering and Commerce, dates back to 1824 and today comprises 10 colleges and three schools offering 200+ undergraduate and graduate programs to more than 8,300 students. Jefferson Health, nationally ranked as one of the top 15 not-for-profit health care systems in the country and the largest provider in the Philadelphia and Lehigh Valley areas, serves patients through millions of encounters each year at 32 hospitals campuses and more than 700 outpatient and urgent care locations throughout the region. Jefferson Health Plans is a not-for-profit managed health care organization providing a broad range of health coverage options in Pennsylvania and New Jersey for more than 35 years. Jefferson is committed to providing equal educational and employment opportunities for all persons without regard to age, race, color, religion, creed, sexual orientation, gender, gender identity, marital status, pregnancy, national origin, ancestry, citizenship, military status, veteran status, handicap or disability or any other protected group or status.

Benefits

Jefferson offers a comprehensive package of benefits for full-time and part-time colleagues, including medical (including prescription), supplemental insurance, dental, vision, life and AD&D insurance, short- and long-term disability, flexible spending accounts, retirement plans, tuition assistance, as well as voluntary benefits, which provide colleagues with access to group rates on insurance and discounts. Colleagues have access to tuition discounts at Thomas Jefferson University after one year of full time service or two years of part time service. All colleagues, including those who work less than part-time (including per diem colleagues, adjunct faculty, and Jeff Temps), have access to medical (including prescription) insurance.

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