Join our Talent Network
Skip to main content

*Important Notice:

Applying for Jobs:

Thank you for your continued interest in career opportunities with UNC Health! Please note the following:

  • If you are a current State employee of UNC Health and are looking to apply to an NC Health position, please close this notice and continue your job search and application as an external applicant.
  • If you are a current NC Health employee of UNC Health and looking to apply to a State position, please close this notice and continue your job search and application as an external applicant.
  • If you are a State or NC Health employee of UNC Health applying to a position within your current payroll entity (example: State to State or NC Health to NC Health), please apply as an internal applicant through Employee Self Service.
  • If applying internally though Employee Self Service, please be sure to have your employee ID number and UNC Health email address readily available.

Discovery Employee Referral Program:

Current employees, looking to refer someone? Check out our Discovery Employee Referral Program to earn extra cash!

Current employees, please ensure that you submit your candidate in our system, before they apply. For employee referral guidelines and eligibility, click here.

myCareer Development Resources:

Current UNC Health employees also now have access to our myCareer - Career Development Resources, which provide tools and guidance to employees to create a career plan.


Need further assistance? Please submit a request through the myHR Portal.

Director Financial Planning & Analysis

This job posting is no longer active.

Job ID: 6814
Location: Morrisville, NC
Facility/Division: Shared Services
Status: Full Time
Shift: Day Job

Did you know UNC Health has Ranked #2 Most Trusted Healthcare Brand in the U.S.? The UNC Health brand was ranked as the #4 healthcare brand in the United States overall and the #2 most trusted healthcare brand, just after Johns Hopkins and before Mass General. Join our One-Great-Team!

Job Description


Become part of an inclusive organization with over 30,000 diverse employees, whose mission is to improve the health and well-being of the unique communities we serve.

The Director of Financial Planning is responsible for proactively leading analysis and providing insights to key stakeholders in support of strategic lines of business and shared services. The role provides leadership, analysis, reporting, and general business support for regular financial review processes and works collaboratively with internal customers (including senior management as well as the Executive Management Team) to properly analyze and interpret financial results compared against budgets and forecasts in accordance with requirements.


1. Develop methodologies, dashboards, and models for lines of business budgeting and reporting. Generate monthly Journal Entries using internal automated systems. Perform analysis around accuracy and reasonability of the data supporting the JEs.
2. Drive Simplification and Standardization across the various functions of UNC Health Care. Develop presentations and analytical material to be presented to senior and executive management.
3. Identify, analyze, and lead productivity initiatives including sourcing, integration, and automation. Work with business leadership to analyze business opportunities, process improvement programs, and research of various healthcare trends.
4. Manage and develop a team of Financial Planning and Analysis professionals. Drive the budgeting process based on business metrics and measure the same for Actual vs. Plan.
5. Manage expense and headcount reporting, accruals, and establish appropriate accounting for these activities. Assess and analyze progress of business meeting productivity initiatives, report results, recommend course corrections where appropriate.


Education Requirements:
● Bachelor’s degree in Accounting, Business Administration, Finance (or substantial equivalent with concentration in finance).
Licensure/Certification Requirements:
● Certified Public Accountant (CPA) or Master's degree in Business, Accounting or Healthcare Administration preferred.
Professional Experience Requirements:
● If a Bachelor's degree: Seven (7) years of progressive experience in health care budgeting/finance. Proven experience in managing multiple and complex projects.
● If an Associate's degree: Eleven (11) years of progressive experience in health care budgeting/finance. Proven experience in managing multiple and complex projects.
● If a High School diploma or GED: Fifteen (15) years of progressive experience in health care budgeting/finance. Proven experience in managing multiple and complex projects.
Knowledge/Skills/and Abilities Requirements:
● Outstanding written and verbal communication skills are required. Ability to work independently and with varied groups, both as a team leader and team member.

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. This is not a State employed position.
Share: mail
Testimonial: Jackie image
Testimonial: Namoi Hunt image
Testimonial: Letisha Guasp image
Testimonial: Kurt Kremer image
Testimonial: Jacob Jacoby image
Testimonial: Bianca Contreras image
Testimonial: Madeline White image
Testimonial: Thomas Johnson image
Testimonial: Kristin Mooring image
Testimonial: Tamara Leary image
Recent Job Searches
Recently Viewed Jobs

Diversity Statement

The UNC Health System and the UNC School of Medicine are committed to valuing all people throughout our organization, regardless of background, lifestyle, and culture. A diverse and inclusive work environment for staff and culturally appropriate care for our patients, are essential to fulfilling our UNC Health vision of improving the health of all North Carolinians.

Equal Employment Opportunity

UNC Health is an equal opportunity employer. As such, UNC Health offers equal employment opportunities to applicants and employees without regard to race, color, religion, sex, national origin, age, genetic information, disability, sexual orientation, gender identity or political affiliation.

To verify employment eligibility, UNC Health is committed to Form I-9 and the E-Verify process. Learn further E-Verify details in English or Spanish.

UNC Health supports your right to work. View the Right to Work Statement in English or Spanish.