Manages the budgeting, long range planning, and financial data analysis for the medical system. Utilizes advanced technical skills to develop and produce complex reporting products. Develops methodologies to immediately and accurately respond to detailed analytic requests. Provides support, coordination, and direction to Finance and other departments across the system for all budget and forecast related matters. Finance owner of the Hyperion system and works closely with the ERP team to coordinate Hyperion system budgeting and forecasting activities and process. Develops processes to track, report on, and ensure the accuracy of changes to budgets, long range forecasts and analytics.
Education
- Bachelor's degree Finance, Accounting, Business Administration required and
- Master's degree MBA preferred
Experience
- 5-7 years Progressive experience in Finance or Accounting. Experience with financial modeling and analysis, budgeting, and forecasting required. required
- 1-2 years Experience managing people or a team. required
Knowledge, Skills, and Abilities
- Strong intellect, analytical, interpersonal, time management, project management and organizational skills are essential
- Expert in the use of MS Excel
- Proficient in the use of MS Word and PowerPoint
- Usable experience with Power BI and Tableau preferred. Added plus if savvy with SQL.
- Proficient with Hyperion, SmartView, PeopleSoft General Ledger preferred
- Ability to create reports is required
- Demonstrated ability to work independently and to respond quickly to shifting priorities
Manages the consolidation of the medical system's annual long range forecast and budget. Includes (but not limited to) establishing timelines and calendars, closely integrating with entity CFOs and Finance teams, updating/creating standardized templates, managing global assumptions, execution and tracking of system-level adjustments, understanding and explaining version changes.
Serves as owner/expert to Finance and other departments as relates to the Hyperion budget tool.
Develops processes to track, report on, and ensure the accuracy of changes to budgets, long range forecasts and analytics.
Leads the accurate and timely preparation of Executive level presentations and materials for analysis and decision making, with the goal of obtaining final approval of budgets and forecasts.
Identifies and implements opportunities for automation, standardization, and delegation that improve the timeliness and accuracy of work products.
Requests and reconciles data and information from numerous sources and integrates it into budgets, plans and analyses.
Supervises one direct report, Financial Analyst.
Oversees ad hoc reporting as it relates to budget, long range forecast, and other system reporting requests.
Leads and coordinates reflection/feedback sessions with entity finance teams and other departments following budget cycles to drive process and system enhancements for future cycles.
Contributes to the achievement of established department goals and objectives and adheres to department policies, procedures, quality standards and safety standards. Complies with governmental and accreditation regulations.
Participates in multi-disciplinary quality and service improvement teams.
Provides assistance and direction in utilizing automated tools to prepare and analyze data for organizational planning, analysis, decision making, routine reporting and development of cost standards.
Provides input as requested by the AVP, on the review of department staff and may perform personnel management functions for the designated area to include, but not limited to: interviewing, hiring, scheduling, coaching, counseling, evaluating and terminating employees as delegated by or with the Department Head's approval.
Provides additional analysis, information, reporting and support as assigned.
Exemplifies SPIRIT values and serves as an example for others.
Assumes other duties and responsibilities that are appropriate to the position and area. The above responsibilities are a general description of the level and nature of the work assigned to this classification and are not to be considered as all-inclusive.