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HCS Financial Analyst Senior - Financial Planning

This job posting is no longer active.

Job ID: 81872
Location: Morrisville, NC
Facility/Division: Shared Services
Status: Full Time
Shift: Day Job

Job 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.


Plans, develops, and coordinates the preparation of system operating/cash flow targets, financial statements, business/capital planning, cost reviews and other ad-hoc financial analyses. Performs lead role in coordinating complex corporate financial projects and specialized assignments in area of expertise.


1. Assists in the development, implementation and management of system-level financial planning and long-range operating target forecasts, including the financial modeling of large-scale capital and business projects. Designs and implements business plan templates for local entity finance which combines hospital and physician financials.

2. Leads cash-flow/debt modeling and forecasts for the system and assists in developing materials for UNC Health board and bond agency report-outs. Works with operations/finance leadership across the system to integrate entity-level forecasts/headwinds into integrated financial model.

3. Develops complex financial reporting and analysis for senior management and external agencies (example: a comprehensive evaluation of existing service line performance with recommendations of investment vs. divestment strategies). Presents reports to senior entity leadership or committees and is responsible for developing distribution materials.

4. Maintain communication with assigned entity leaders and administrative staff in the preparation and analysis of complex financial reports, to provide information and to resolve complex problems. Provide technical support to assigned entity regarding business and capital planning. Monitors financial and budgetary trends across entities within the UNC Healthcare System.

5. Develops system-wide resources/dashboards for benchmarking against UNC entity and national benchmarks (ex: inpatient LOS comparisons by DRG, cost/margin comparisons among key surgical cases/procedures across varying sites of care, etc…).

6. Utilizes various computer financial information systems in the preparation of analysis, evaluation and reports relating to assigned entities. Recommends operational procedures and ways to improve efficiency and/or effectiveness.

7. Serves as department lead, mentoring and training lower-level staff and assuming responsibility for the most complex planning and financial issues.

Other Information

Other information:
Education Requirements:

  • Master’s degree in Accounting, Business Administration, Finance or related field or equivalent combination of education, training and experience.
Professional Experience Requirements:

  • If a Master’s degree: Four (4) years of experience in financial analysis or planning.
  • If a Bachelor's degree: Eight (8) years of experience in financial analysis or planning.
Knowledge/Skills/and Abilities Requirements:

  • Strong MS Excel and financial modeling skills.
  • Strong MS PowerPoint and presentation skills.
  • Preferred experience with financial/data reporting systems (ex: Strata, Business Objects, Tableau).
  • Preferred experience with general ledger/cost reporting structure.

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.

Qualified applicants will be considered without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

UNC Health makes reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as applicants and employees with disabilities. All interested applicants are invited to apply for career opportunities. Please email [email protected] if you need a reasonable accommodation to search and/or to apply for a career opportunity.

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