Senior Financial Planning & Budget Analyst

The Senior Financial Planning & Budget Analyst is a full-time position responsible for preparing organizational budgeting, forecasting, variance analysis, and long-range financial planning. The role works with department leaders and executive management to translate financial and operational data into actionable recommendations that support organizational sustainability, growth, and informed strategic growth.

What You Will Do

Prepare annual operating and capital budget and quarterly forecasts, coordinate budget preparation activities, review budget submissions, develop and maintain budget and forecast models, analyze budget-to-actual and forecast-to-actual results, provide detailed financial analyses, and support strategic planning and business cases.

Why It Might Be a Fit

Success in this role is measured by budget and forecast accuracy, timely and actionable variance reporting, effective financial partnership with leaders, and measurable improvements in planning and reporting processes. The ideal candidate will have 7+ years of progressive budgeting, FP&A, healthcare finance, reimbursement, or financial analytics experience, a bachelor's degree in finance, accounting, business administration, economics, public administration, or a closely related field, and strong knowledge of budgeting principles, financial analysis, and forecasting methodologies.

Requirements

• Bachelor's degree in finance, accounting, business administration, economics, public administration, or a closely related field
• 7+ years of progressive budgeting, FP&A, healthcare finance, reimbursement, or financial analytics experience
• 3 years' experience in healthcare, managed care, PACE, or Medicare Advantage, Medicaid preferred
• Strong knowledge of budgeting principles, financial analysis, and forecasting methodologies
• Advanced proficiency in Microsoft Excel, including financial modeling and data analysis
• Experience with ERP systems, budgeting software, Power BI, SQL, data warehouses or similar reporting tools
• Excellent analytical, organizational, and problem-solving skills
• Strong written and verbal communication skills
• Background in IT in healthcare organizations of scale
• Experience of M365 / E5 based Contact Center Solutions (e.g. Five 9’s, CISCO UCCE)
• Experience of leading EHR systems (e.g. EPIC)
• Experience of leading ITSMF tools (e.g. Service Now)

Benefits

• Dental insurance
• Vision insurance
• Health insurance
• Retirement plan
• Paid time off
• Annual salary range of $104,332 to $159,629