Financial Analyst Senior - Financial Planning

Job Description

Description

Become part of an inclusive organization with over 40,000 diverse employees, whose mission is to improve the health and well-being of the unique communities we serve.

Summary:

Plans, develops, and coordinates the preparation of budgets, financial statements, statistical reports, cost analyses, and other financial information. Takes on complex and specialized assignments. Performs lead role in coordinating multifaceted projects. 

Responsibilities:

1. Analyzes and evaluates departmental budget requests to prepare budgetary documents, reports, and recommendations. 
2. Compiles budgetary and fiscal data received from assigned departments. 
3. Presents fiscal data of assigned departments at budget reviews 
4. Monitors and analyzes budget expenditures and prepares reports and analyses on trends. 
5. Assists in the development, implementation, and management of financial systems, and/or financial policies and procedures. 
6. Develops complex financial reports and analyses for senior management 
7. Presents reports to senior management or committees. Prepares complex charts and diagrams showing prior, current, and projected expenditures to provide a basis for comparison and evaluation. 
8. Maintain communication with assigned department managers and administrative staff in the preparation and analysis of complex financial reports, to provide information and resolve complex problems concerning variances from the approved budget. 
9. Provide technical support to assigned departments regarding budgeting systems and procedures. 
10. Utilizes various computer financial information systems in the preparation of analysis, evaluation, and reports relating to assigned areas. Recommends operational procedures and ways to improve efficiency and/or effectiveness. 

Other Information

Other information:
Education Requirements:
● Bachelor’s degree in Accounting, Business Administration, Finance or related field (or equivalent combination of education, training and experience).
Licensure/Certification Requirements:
● No licensure or certification required.
Professional Experience Requirements:
● If a Bachelor's degree: Six (6) years of experience in public accounting or management of an operational unit.
● If an Associate's degree: Ten (10) years of experience in public accounting or management of an operational unit.
● If a High School diploma or GED: Fourteen (14) years of experience in public accounting or management of an operational unit.
● If a Master's degree: Two (2) years of experience in public accounting or management of an operational unit.
Knowledge/Skills/and Abilities Requirements:
● Research, retrieve and organize data to prepare reports and financial documentation, analyze and audit data.

Job Details

Legal Employer: NCHEALTH

Entity: Shared Services

Organization Unit: Financial Planning 

Work Type: Full Time

Standard Hours Per Week: 40.00

Work Schedule: Day Job

Location of Job: US:NC:Morrisville

Exempt From Overtime: Exempt: Yes

This position is employed by NC Health (Rex Healthcare, Inc., d/b/a NC Health), a private, fully-owned subsidiary of UNC Health Care System, in a department that provides shared services to operations across UNC Health Care; except that, if you are currently a UNCHCS State employee already working in a designated shared services department, you may remain a UNCHCS State employee if selected for this job.