Sr Financial Analyst FP&A

UPMC; Pittsburgh (Allegheny County); On-site; USD 75,000 - 110,000; Full time

Job summary

UPMC in Pittsburgh seeks a Finance Analyst to conduct and document complex financial analysis projects. Responsibilities include budgeting, forecasting, trend analyses, and GAAP-based transaction classification to support senior management decisions.

Requirements include a Bachelor's in finance or related field with at least three years of relevant experience; CPA/MBA is preferred. Strong Excel and PeopleSoft skills are essential for this role.

Qualifications

• Bachelor's degree in finance or related field is required.
• Minimum of three years of related work experience; five years with a HS diploma.
• CPA or MBA is preferred; strong forecasting and budgeting experience required.

Responsibilities

• Compile, consolidate and review all business unit budgets for accuracy and reasonableness.
• Develop financial reports for forecasting, trending and results analyses.
• Perform complex statistical, cost and financial analysis on projected results.
• Classify financial transactions per GAAP and prepare analyses for decision makers.
• Utilize PeopleSoft GL and Financial Reporting systems for key reports.
• Analyze data to project financial performance and recommend budget adjustments.
• Coordinate with the Manager, FP&A on annual budget process and weekly forecasts.
• Communicate with executives and various levels of personnel on financial matters.

Skills

Forecasting

Budgeting

Financial analysis

Excel

Communication

PeopleSoft

Education

Bachelor's degree in finance or related field

CPA or MBA preferred

High School Diploma/GED + 5 years related experience

Tools

PeopleSoft General Ledger

Job description

Purpose

Conduct and document complex financial analysis projects.

Purpose

Conduct and document complex financial analysis projects.

Responsibilities

• Compile, consolidate and review all business unit budgets for accuracy and reasonableness based on knowledge of key operational elements.
• Develop financial reports for forecasting, trending and results analyses.
• Perform complex statistical, cost and financial analysis on reported and projected results.
• Classify financial transactions and events in accordance with generally accepted accounting principles.
• Understand and become very knowledgeable of UPMC's diverse operations and systems.
• Utilize PeopleSoft General Ledger / Financial Reporting system to meet reporting and operational requirements. Manage certain key reports provided to senior management.
• Analyze complex financial data; extract and define relevant information; interpret data for the purpose of determining past financial performance and/or to project a financial probability; recommend budget adjustments; identify performance improvement opportunities.
• Work in conjunction with the Manager, Financial Planning and Analysis, to establish guidelines, deadlines and procedures for the annual corporate-wide budget process and weekly forecasting of financial operations for total UPMC.
• Analyze the related financial impacts and use this knowledge to assist in the development/enhancement of key metrics.
• Communicate and interact with varying levels of UPMC personnel, including highest senior level executive management, on a consistent basis.
• Interpret financial transactions / events and prepare comprehensive analyses on those interpretations for presentation to users who must make economic or business decisions.
• Perform under tight deadlines with minimal to no errors.
• Bachelor's degree in finance or related business field.
• Minimum of three years of related work experience required
• OR High School Diploma/GED and five years of related work experience.
• Demonstrated expertise in forecasting financial operations and budgeting experience required.
• CPA/MBA preferred.
• Ability to interact effectively with executives and business unit management.
• Excellent oral and written communications and time management skills are required.
• Strong analytical ability and knowledge of accounting and financial reporting matters.
• Microsoft Excel, Word and PowerPoint proficiency required.
• PeopleSoft General Ledger proficiency preferred.
• Knowledge of system operations preferred.

Licensure, Certifications, and Clearances

CPA/MBA certificate preferred.

• Act 34

UPMC is an Equal Opportunity Employer/Disability/Veteran