Financial Analyst II - Financial Planning

Description

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

Summary:

Participates in preparing budgets, financial statements, statistical reports, cost analyses, and other financial information for the UNC Health system. Reviews budget requests and recommends changes to support organizational goals and objectives. This role also supports service line analytics by developing standardized, actionable financial reporting, helping senior leaders understand performance drivers and the patient story. The analyst collaborates with operational and finance partners to improve data consistency, enhance reporting tools, and support systemwide alignment across service line structures and key performance metrics.

Responsibilities:

• Assist in preparing and distributing financial reports, including dashboards, charts, and visualizations that highlight historical, current, and projected performance.
• Use financial information systems and data visualization tools to conduct analyses, support process improvements, and enhance reporting efficiency with guidance from leaders and senior team members.
• Maintain communication with entity managers to provide financial insights, address basic variances, and support budgeting system questions.
• Monitor and compile budget activity, gather fiscal data, assist in evaluating budget requests, and prepare supporting materials for leaders and senior team members.
• Ensure compliance with accounting and regulatory standards (GAAP, GASB, FASB) by accurately maintaining financial records.
• Support service line reporting efforts by contributing to standardized and automated reporting aligned with service line definitions and patient centric insights, with direction from leaders and senior team members.
• Assist in integrating service line definitions with operational, quality, and market metrics, helping develop dashboards and analytical tools used by leadership.
• Provide analytical support during the budget process, helping identify trends, risks, and opportunities across assigned areas.
• Investigate basic variances in partnership with service line and entity leaders, escalating complex issues to leaders and senior team members.
• Collaborate with finance, strategy, and operational teams to improve data quality, enhance reporting tools, and support planning activities, while learning from senior level team members.

Education Requirements:
* Master's degree in Business Administration, Economics, Finance, Public Administration or related field or relevant combination of education and experience.
Licensure/Certification Requirements:
* No licensure or certification required.
Professional Experience Requirements:
* With a Master's degree, no previous experience required. With a Bachelor's degree, requires four (4) years of experience in financial planning or analysis.
Knowledge/Skills/and Abilities Requirements:
* Research, retrieve and organize data to prepare reports and financial documentation, analyze and audit data.

Legal Employer: NCHEALTH

Entity: Shared Services

Organization Unit: Financial Planning

Work Type: Full Time

Standard Hours Per Week: 40.00

Salary Range:$28.87 - $41.50 per hour (Hiring Range)

Pay offers are determined by experience and internal equity

Work Assignment Type: Hybrid

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 race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, disability, status as a protected veteran or political affiliation.

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 applicant.accommodations@unchealth.unc.edu if you need a reasonable accommodation to search and/or to apply for a career opportunity.