Sr. Financial Planning Analyst

Jefferson Health; Philadelphia (Philadelphia County); On-site; USD 90,000 - 130,000; Full time

Job summary

Jefferson Health seeks an Enterprise Senior Financial Analyst to lead enterprise budgeting, forecasting, and long-range planning in collaboration with executive leadership and cross-functional partners. The role applies advanced financial modeling to identify risks, opportunities, and performance trends shaping strategic priorities.

It also supports optimization of financial processes and maintains data governance with discretion and integrity.

Qualifications

• Bachelor’s Degree in Finance, Accounting or Business Administration.
• 5 years progressive experience in financial analysis.

Responsibilities

• Lead enterprise budgeting, forecasting, and long-range financial planning activities.
• Serve as a finance partner to executive leadership and cross-functional stakeholders.
• Perform complex, enterprise-level financial analyses to identify trends, risks, and opportunities.

Skills

Financial analysis

Budgeting

Forecasting

Financial modeling

Enterprise planning

Education

Bachelor's degree in Finance/Accounting/Business

Master's degree

Tools

Excel

SQL

ERP systems

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 Description

Summary

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 Duties

• 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.

Minimum Qualifications

• Bachelor’s Degree Finance, Accounting or Business Administration
• 5 years progressive experience in financial analysis, with a proven track record of handling increased responsibility.

Preferred Qualifications

• Master’s Degree

Physical Demands

Lift and carry 25 lbs. frequent sitting/standing, frequent keyboard use, *patient care providers may be required to perform activities specific to their role including kneeling, bending, squatting and performing CPR.

Job Description Disclaimer: This position description provides the major duties/responsibilities, requirements and working conditions for the position. It is intended to be an accurate reflection of the current position, however management reserves the right to revise or change as necessary to meet organizational needs. Other responsibilities may be assigned when circumstances require.