Strategic Financial Planning Analyst

Health First; Florida; On-site; USD 65,000 - 95,000; Full time

Job summary

Health First is seeking a Financial Analyst in Financial Planning to perform detailed analysis of potential new lines of business, develop business plans, and provide financial support for IDN-wide initiatives. The role supports capital and operating budgets and long-range forecasts, driving performance measurement and strategic decision-making across IDN affiliates.

The position emphasizes collaboration with Strategy and Corporate Finance, delivering training, and maintaining documentation

Qualifications

• Education: Bachelor’s degree in Finance, Accounting, or a relevant field.
• Work Experience: Two (2) years of financial analysis experience.
• Licensure: None
• Certification: None
• Skills/Knowledge/Abilities:
• Ability to work with limited supervision.
• Enthusiasm and high level of job interest.
• Possess excellent analytical and problem solving skills.
• Possess computer abilities as well as oral and written communication skills.
• Demonstrate the ability to relate well with all customers and peers.
• Know and apply fundamental clinical and financial concepts necessary to analyze operational performance of the departments.
• Ability to prioritize and organize to maximize quality, value and service.
• Remain current on all financial regulations and standards.
• Ability to remain resilient and maintain a positive perspective in the midst of stress and continuous change.

Responsibilities

• Ensures the integrity, accuracy, and timeliness of department deliverables.
• Serves as a resource to guide and support guides teammates by providing necessary strategic and financial support of IDN wide projects.
• Supports clinical complex lines of business through leveraging clinical and financial concepts.
• Participates proactively in generating specific annual department goals and objectives.
• Develops and shares profitability analysis of IDN wide projects and initiatives.
• Collaborates with stakeholders on IDN financial recommendations based on analysis.
• Partners with assigned business lines regarding the development of capital and operating budgets, the long range financial forecast, and measurement of key performance indicators against goals or targets.
• Prepares and reviews capital requests, ensuring that they include relevant, meaningful justifications and supporting documentation and proformas where appropriate.
• Analyzes trends and metrics in partnership with Strategy and Corporate Finance teams to develop solutions, programs and policies to support the organization and individual business units.
• Delivers finance related training and assistance to other Associates and customers.
• Assists in maintaining proper documentation of policies and procedures.
• Builds and maintains effective relationships with all customers and Associates across the IDN.

Skills

Analytical skills

Problem solving

Communication skills (oral & written)

Ability to work with limited supervise

Financial concepts familiarity

Education

Bachelor’s degree in Finance, Accounting, or a relevant field

Job description

Health First is seeking a Financial Analyst in Financial Planning to perform detailed analysis of potential new lines of business, develop business plans, and provide financial support for IDN-wide initiatives. The role supports capital and operating budgets and long-range forecasts, driving performance measurement and strategic decision-making across IDN affiliates.

The position emphasizes collaboration with Strategy and Corporate Finance, delivering training, and maintaining documentation