Strategic Forecasting Lead — Financial Planning

Geisinger

Danville (PA)

On-site

USD 110,000 - 150,000

Full time

14 days+
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Benefits offered by this job

Healthcare benefits from day one

Job summary

Geisinger Health is seeking a Lead Financial Planner to advance the organization’s financial performance by preparing quarterly forecasts and conducting financial modeling in support of business needs. This role collaborates with Finance Partners to align operational leadership with strategic goals.

The ideal candidate has a bachelor's degree and at least six years of related experience, with strong skills in forecasting software, dashboards, and cross-functional partnering.

Qualifications

  • Bachelor's Degree required.
  • Minimum 6 years of related work experience.
  • Experience with enterprise forecasting and financial planning.
  • Experience collaborating with finance and operational leaders.

Responsibilities

  • Develop and maintain quarterly forecasts and financial models.
  • Coordinate with Finance Partners to align plans with operations.
  • Create dashboards and self-service reports for leadership.
  • Present quarterly forecast material to Finance Partners.
  • Support cash forecasting and long-range projections.

Skills

Forecasting
Financial modeling
Financial analysis
Dashboards
Business partnering

Education

Bachelor's Degree

Tools

Forecasting software
BI dashboards
Excel

Job description

Geisinger Health is seeking a Lead Financial Planner to advance the organization’s financial performance by preparing quarterly forecasts and conducting financial modeling in support of business needs. This role collaborates with Finance Partners to align operational leadership with strategic goals.

The ideal candidate has a bachelor's degree and at least six years of related experience, with strong skills in forecasting software, dashboards, and cross-functional partnering.

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