Physicians Regional Medical Center - Pine Ridge

Job Summary

The Financial Analyst Planner II performs advanced financial analysis and contributes to financial planning, budgeting, and forecasting efforts to support organizational decision-making. This role is responsible for preparing detailed financial reports, analyzing trends, and providing actionable recommendations to enhance financial performance. The Financial Analyst Planner II collaborates with department leaders and senior management to align financial resources with organizational goals and ensure compliance with financial regulations.

Essential Functions

• Conducts in-depth financial analyses, including variance analysis, revenue and expense forecasting, and financial modeling to support organizational objectives.
• Prepares, reviews, and presents monthly, quarterly, and annual financial reports, ensuring data accuracy and compliance with organizational and regulatory standards.
• Assists with the development of long-range financial plans, capital budgets, and forecasting models, providing actionable insights and recommendations for improvement.
• Analyzes financial trends, identifies key performance indicators (KPIs), and communicates findings to senior management to inform strategic decisions.
• Collaborates with departmental leaders to develop, implement, and monitor budgets, ensuring alignment with organizational goals.
• Reconciles financial accounts to ensure data integrity and resolve discrepancies promptly.
• Identifies and implements process improvement opportunities to streamline workflows, reduce costs, and increase operational efficiency.
• Assists in the development and automation of financial reporting tools and dashboards to enhance reporting accuracy and timeliness.
• Ensures compliance with financial regulations, internal controls, and confidentiality requirements for sensitive financial data.
• Supports the preparation of financial presentations, reports, and analyses for senior leadership and external stakeholders.
• Performs other duties as assigned.
• Maintains regular and reliable attendance.
• Complies with all policies and standards.

Qualifications

• Bachelor's Degree in Finance, Accounting, Economics, or a related field required or
• Four (4) plus years of direct experience in lieu of a Bachelor's degree required
• 2-4 years of experience in financial analysis, budgeting, or related financial fields required

Knowledge, Skills and Abilities

• Advanced knowledge of financial analysis and forecasting techniques.
• Proficiency in financial reporting tools, spreadsheet applications, and financial modeling software.
• Strong analytical skills with the ability to interpret complex financial data and provide actionable insights.
• Excellent communication and interpersonal skills, with the ability to collaborate across departments.
• Strong attention to detail and the ability to manage multiple priorities and meet deadlines.