Senior Financial Analyst

Overview

UnityPoint Clinic

Sr. Financial Analyst

Monday-Friday

Part Time Benefits

The Financial Analyst Sr serves as a key finance business partner, leading budgeting and forecasting cycles, producing monthly reporting and analysis, and delivering actionable decision support across departments. This role builds and maintains financial models and proformas, interprets operating results, and identifies performance improvement opportunities through research, costing, and benchmarking. The analyst collaborates with operational leaders, participates in month-end close reviews, and advances reporting capabilities by leveraging available systems and tools.

Why UnityPoint Health?

At UnityPoint Health, you matter. We’re proud to be recognized as a Top 150 Place to Work in Healthcare by Becker's Healthcare several years in a row for our commitment to our team members.  

Our competitive Total Rewards program offers benefits options that align with your needs and priorities, no matter what life stage you’re in.  Here are just a few:      

• Expect paid time off, parental leave, 401K matching and an employee recognition program.   

• Dental and health insurance, paid holidays, short and long-term disability and more. We even offer pet insurance for your four-legged family members.  

• Early access to earned wages with Daily Pay, tuition reimbursement to help further your career and adoption assistance to help you grow your family.   

With a collective goal to champion a culture of belonging where everyone feels valued and respected, we honor the ways people are unique and embrace what brings us together.   

And, we believe equipping you with support and development opportunities is a vital part of delivering an exceptional employment experience. 

Find a fulfilling career and make a difference with UnityPoint Health.

Responsibilities

Budgeting, Forecasting, and Financial Planning
• Lead preparation of annual operating and capital budgets for the organization and subsidiaries, including development of revenue, reimbursement, and expense assumptions
• Serve as the primary contact for departmental management throughout the budget process and lead budget education sessions with managers and directors
• Prepare quarterly rolling forecasts and the long-range financial plan, including developing assumptions and modeling scenarios to project multi-year performance
• Align common assumptions and intercompany revenues and expenses across entities to ensure consistency
• Administer, implement, test, and maintain financial planning tools and systems; maintain subsidiary budget systems
• Monitor and update cost accounting and related methodologies to support accurate budgeting and decision-making

Financial Reporting, Analysis, and Performance Management
• Prepare and analyze monthly financial reports, including financial statements, statistics, and ratio analyses; compare actual results to budget and historical trends and report significant findings to management
• Support monthly operating reviews; build partnerships with business unit managers and provide financial insight to drive performance
• Prepare and update mid-month financial reviews; analyze service line profitability and other business unit performance measures
• Act as the point of contact for financial reporting from operational systems; produce regular and ad hoc reports that translate data into actionable insights
• Maintain a working knowledge of data sources and financial systems to accurately and efficiently report findings; review current processes and recommend improvements and efficiencies
• Develop financial models, reports, and presentations that assemble and summarize data to inform operating decisions and strategic initiatives; maintain understanding of compensation structures and their impact on financial results and reporting

Special Projects, Audits, and Strategic Support
• Complete special projects, ad hoc analyses, and pro formas requested by management to evaluate new initiatives, business plans, capital planning/purchases, and exit strategies
• Serve as the finance representative on program or service line evaluation teams to ensure proper and accurate financial representation, including enterprise value analysis as needed
• Coordinate with external auditors and internal audit teams on annual financial audits and regulatory financial reviews; provide required analyses and documentation
• Collaborate effectively with finance, analytic, and accounting teams and provide regular status reports on assigned projects

Qualifications

Education

Bachelor's degree in Accounting, Finance, or a closely related field.

Experience

5 years experience in Finance or Accounting or similar role with complex analytical assignments and financial analysis. 

3 years experience with Microsoft Office applications, especially Excel, utilizing spreadsheets, manipulating data, and querying databases.