Job Description

Job Summary 

The Financial Analyst II is responsible for providing advanced financial analysis, reporting, and decision support to enhance organizational performance. This role partners with department leaders to track productivity, compile statistical data, and identify operational improvement initiatives. The Financial Analyst II plays a key role in the budgeting process and supports senior management through financial analysis, standardized reporting, and the development of dashboards to improve decision-making. Additionally, the role requires expertise in key financial systems, ensuring data integrity and timely reporting across the organization. 

Essential Functions

Builds strong relationships across the organization, acting as a key resource for financial analysis, productivity tracking, and operational improvements. Compiles, tracks, and reports on productivity data and performance metrics, identifying opportunities for standardization and improvement. Produces and distributes daily, weekly, and monthly productivity and financial reports, including variance analyses to support decision-making. Provides timely and accurate financial analysis to assist management in evaluating the profitability of services, programs, and initiatives. Acts as a key member of the budget team, supporting, training, and assisting in the development of the annual capital and operating budgets. Collaborates with department leaders to identify and implement operational improvement initiatives based on statistical data and key performance metrics. Utilizes and coaches others on financial systems used for budgeting, reporting, and financial data warehousing. Participates in the implementation of new systems and ensures accuracy in reporting and data management. Gathers and extracts data from databases and data warehouses to support financial analysis and decision-making. Seeks opportunities to enhance the data warehouse for improved functionality and reporting. Prepares ad hoc reports, using financial, statistical, and patient visit data sources to provide insight for various departments and senior management. Assists with monthly financial close processes, including providing data to explain budget variances and supporting financial reconciliations. Creates and distributes standardized reports and dashboards that provide senior management with key operational statistics and insights. Performs other duties as assigned. Complies with all policies and standards.

Qualifications

Bachelor's Degree in Finance, Accounting, Business Administration, or other related field required 2-4 years experience as an accountant, or similar role required 2-4 years of previous financial analysis, budgeting, statistical or related experience preferably in a like-size healthcare organization preferred

Knowledge, Skills and Abilities

Advanced proficiency in Microsoft Excel, with expertise in financial modeling, data analysis, and report building. Strong analytical and problem-solving skills, with the ability to interpret complex data and provide actionable insights. Excellent communication skills, both written and verbal, to effectively present financial information to stakeholders at all levels. Ability to work independently and collaboratively in a fast-paced environment, managing multiple priorities and deadlines. Familiarity with budgeting processes, variance analysis, and financial reporting tools. Experience with statistical data analysis and dashboard development is preferred.