About the role

The Financial Analyst will lead the preparation of annual operating and capital budgets while developing revenue and expense assumptions. They will also maintain financial planning systems and provide insightful analysis to support strategic decision-making across the organization.

What they look for

Financial analysis Budgeting Forecasting Financial modeling Data analysis Cost analysis Benchmarking Reporting Microsoft Excel Database querying Strategic decision-making Financial planning Accounting Revenue assumptions Expense assumptions

Requirements

Candidates must possess a bachelor's degree in Accounting or Finance and at least 5 years of relevant experience in financial analysis. Proficiency in Microsoft Office, particularly Excel, and experience with financial modeling and database querying are required.

Benefits

Paid time off Parental leave 401k matching Employee recognition program Dental insurance Health insurance Paid holidays Short-term disability Long-term disability Pet insurance Daily pay Tuition reimbursement Adoption assistance

Full description

Overview

Shift: Monday-Friday; 8:00 AM - 5:00 PM

*REMOTE POSITION*

Make an impact through data-driven decisions. As a Financial Analyst, you'll be a trusted finance partner, helping shape business decisions through budgeting, forecasting, and insightful financial analysis. In this role, you'll lead monthly reporting, build and maintain financial models, and turn complex data into meaningful recommendations that drive business performance. You'll work closely with leaders across the organization to identify opportunities for growth and efficiency through research, cost analysis, and benchmarking. From participating in month-end close reviews to enhancing reporting capabilities with available systems and tools, you'll play a key role in improving financial visibility and supporting strategic decision-making.

If you enjoy solving complex problems, collaborating with cross-functional teams, and using data to influence business outcomes, we'd love to hear from you!

Why UnityPoint Health?

At UnityPoint Health, you matter. We’re proud to be recognized as a Top 150 Place to Work in Healthcare by Becker's Healthcare several years in a row for our commitment to our team members.

Our competitive Total Rewards program offers benefits options that align with your needs and priorities, no matter what life stage you’re in.  Here are just a few:    

Expect paid time off, parental leave, 401K matching and an employee recognition program.

Dental and health insurance, paid holidays, short and long-term disability and more. We even offer pet insurance for your four-legged family members.

Early access to earned wages with Daily Pay, tuition reimbursement to help further your career and adoption assistance to help you grow your family.

With a collective goal to champion a culture of belonging where everyone feels valued and respected, we honor the ways people are unique and embrace what brings us together.  

And, we believe equipping you with support and development opportunities is a vital part of delivering an exceptional employment experience.

Find a fulfilling career and make a difference with UnityPoint Health.

Responsibilities

Lead preparation of annual operating and capital budgets for the organization and subsidiaries, including development of revenue, reimbursement, and expense assumptions

Serve as the primary contact for departmental management throughout the budget process and lead budget education sessions with managers and directors

Prepare quarterly rolling forecasts and the long-range financial plan, including developing assumptions and modeling scenarios to project multi-year performance

Align common assumptions and intercompany revenues and expenses across entities to ensure consistency

Administer, implement, test, and maintain financial planning tools and systems; maintain subsidiary budget systems

Monitor and update cost accounting and related methodologies to support accurate budgeting and decision-making

Qualifications

Education:

Bachelor's degree in Accounting, Finance, or a closely related field is required

Master's degree (MBA, Finance, Accounting, or Healthcare Administration) is preferred

Experience:

5 years of experience in Finance, Accounting, or similar role with complex analytical assignments and financial analysis is required

3 years of experience with Microsoft Office applications, especially Excel, utilitzing spreadsheets, manipulating data, and querying databases is required