Managed Health Senior Financial Analyst

Department:

Status:

Benefits Eligible:

Hours Per Week:

Schedule Details/Additional Information:

Monday - Friday, business hours. Remote position. Advocate Health may approve those who wish to work out of the following registered states: AL, AK, AR, AZ, DE, FL, GA, IA, ID, IN, IL, LA, KS, KY, ME, MI, MO, MS, MT, NC, ND, NE, NH, NM, NV, OH, OK, PA, SC, SD, TN, TX, UT, VA, WI, WV, WY.   

Pay Range:

The Financial Analyst Senior performs advanced financial analysis and reporting to support strategic decision-making across healthcare, academic, and corporate operations. Provides senior leadership with actionable insights into financial performance, budgeting, capital planning, and regulatory compliance. Leads or coordinates complex financial projects, mentors accounting staff, and serves as a technical resource for financial systems and accounting issues. Collaborates cross-functionally to drive organizational financial strategy and process improvements.

Major Responsibilities:

• Lead advanced financial analysis and reporting to support strategic initiatives, capital planning, and organizational goals. 
• Develop and maintain sophisticated financial models for cash forecasting, capital planning, treasury management, and scenario analysis. 
• Conduct benchmarking, KPI analysis, and variance reporting to identify trends, risks, and opportunities. 
• Oversee budgeting processes, cost accounting, and productivity standards; provide recommendations for process improvements. 
• Apply government reimbursement rules (e.g., Medicare/Medicaid) and ensure compliance with GAAP, company policies, and regulatory requirements. 
• Lead or coordinate complex financial projects, including business development assessments, program reviews, and reconciliation variances. 
• Research and document technical accounting issues serve as a resource for interpreting new accounting standards and regulatory changes. 
• Mentor accounting staff, provide financial systems training, and support professional development within the finance team. 
• Present complex financial information and recommendations to senior leadership; collaborate cross-functionally with internal departments and external stakeholders. 
• Drive process improvements and implement best practices in financial analysis, reporting, and systems utilization. 
• Conduct product cost and profitability reviews, develop models for new offerings, and perform ad hoc financial analysis as needed
• Design effective budget models specifically tailored to sales departments and organizational goals
• Maintain strong financial governance by mitigating risk and ensuring budget alignment and compliance with company policies

Minimum Job Requirements 

Education

Bachelor’s degree in finance, Accounting, Business, or related field.

Certification / Registration / License 

N/A

Experience

Minimum of 5 years of progressive experience in financial analysis or accounting, with demonstrated leadership or project management experience. 

Knowledge / Skills / Abilities 

• Advanced analytical, problem-solving, and organizational skills  
• Strong communication and presentation abilities  
• Proficiency in Microsoft Office and financial systems  
• Ability to work independently and as part of a team in a fast-paced environment  
• Detail-oriented, able to manage multiple priorities, and meet deadlines

Physical Requirements and Working Conditions

Office-based, with occasional travel 

Ability to handle confidential information and work under pressure 

Preferred Job Requirements 

Education

Master’s/CPA preferred 

Certification / Registration / License 

CPA, CMA, or CFP preferred

Experience

Healthcare experience preferred

This job description indicates the general nature and level of work expected of the incumbent. It is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the incumbent. Incumbent may be required to perform other related duties.

Our Commitment to You:

Advocate Health offers a comprehensive suite of Total Rewards: benefits and well-being programs, competitive compensation, generous retirement offerings, programs that invest in your career development and so much more – so you can live fully at and away from work, including:

Compensation

• Base compensation listed within the listed pay range based on factors such as qualifications, skills, relevant experience, and/or training

• Premium pay such as shift, on call, and more based on a teammate's job

• Incentive pay for select positions

• Opportunity for annual increases based on performance

Benefits and more

• Paid Time Off programs

• Health and welfare benefits such as medical, dental, vision, life, and Short- and Long-Term Disability

• Flexible Spending Accounts for eligible health care and dependent care expenses

• Family benefits such as adoption assistance and paid parental leave

• Defined contribution retirement plans with employer match and other financial wellness programs

• Educational Assistance Program

Note: Eligibility for programs listed above may depend on your FTE or status (e.g., full-time, part-time, per diem, temporary, etc.); please ask a Recruiter for more information during an interview.

About Advocate Health 

Advocate Health is the third-largest nonprofit, integrated health system in the United States, created from the combination of Advocate Aurora Health and Atrium Health. Providing care under the names Advocate Health Care in Illinois; Atrium Health in the Carolinas, Georgia and Alabama; and Aurora Health Care in Wisconsin, Advocate Health is a national leader in clinical innovation, health outcomes, consumer experience and value-based care. Headquartered in Charlotte, North Carolina, Advocate Health services nearly 6 million patients and is engaged in hundreds of clinical trials and research studies, with Wake Forest University School of Medicine serving as the academic core of the enterprise. It is nationally recognized for its expertise in cardiology, neurosciences, oncology, pediatrics and rehabilitation, as well as organ transplants, burn treatments and specialized musculoskeletal programs. Advocate Health employs 155,000 teammates across 69 hospitals and over 1,000 care locations, and offers one of the nation’s largest graduate medical education programs with over 2,000 residents and fellows across more than 200 programs. Committed to providing equitable care for all, Advocate Health provides more than $6 billion in annual community benefits.