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Financial Planning and Budgeting Analyst

360care · Louisville, KY
// classified as
Other (Adjacent or hard to classify.)
posted
2d ago
location
Louisville, KY
languages
—
tools
excel
> stack
excel
> education
bachelors
> description

Overview

The Financial Planning & Budget Analyst will be a key member of the finance team, responsible for supporting the CFO with detailed analysis of business opportunities, business performance, and budget development & analysis. This role will involve working closely with various departments to gather and analyze data, provide insights, and support strategic decision-making processes. The ideal candidate will have strong analytical skills, attention to detail, and a solid understanding of the healthcare industry, particularly in medical services and ancillary health insurance.

Responsibilities

  • Conduct thorough financial analysis of potential business opportunities.
  • Evaluate the financial impact of new projects, partnerships, and services.
  • Prepare detailed reports and presentations for senior management.
  • Support the monitoring and analysis of key performance indicators (KPIs) for various business units.
  • Identify trends, variances, and areas for improvement.
  • Provide actionable insights to improve financial performance.
  • Assist in the preparation and coordination of the annual budget.
  • Analyze budget variances and provide explanations and recommendations.
  • Develop and maintain financial models to support budgeting and forecasting.
  • Support the preparation and presentation of financial reports to the CFO and senior management.
  • Ensure accuracy and completeness of financial data.
  • Support the monthly and quarterly financial closing processes.
  • Collaborate with various departments to gather and analyze financial data.
  • Support strategic planning initiatives by providing financial insights and recommendations.
  • Assist in the development and implementation of financial policies and procedures.
  • Perform ad hoc financial analysis as requested by the CFO or other senior management.
  • Support special projects and initiatives as needed.
  • Actively supports and complies with all components of the compliance program, including, but not limited to, completion of training and reporting of suspected violations of law and Company policy.
  • Maintains confidentiality of all information; abides with HIPAA and PHI guidelines at all times.
  • To work remotely, it is expected you will have a reliable, nonpublic high-speed internet connection with sufficient bandwidth to participate in all work-related activities. Any interruptions in service should be immediately reported to your manager.  
  • Reacts positively to change and performs other duties as assigned.

Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field.
  • Minimum of 3-5 years of experience in financial analysis, preferably within the healthcare industry.
  • Strong analytical and problem-solving skills.
  • Proficiency in financial modeling and data analysis tools (e.g., Excel, SQL).
  • Experience with financial reporting systems and software (e.g., SAP, Oracle).
  • Excellent interpersonal, oral, and written communication skills.
  • Ability to work independently and with other team members.
  • Strong attention to detail and organizational skills.
  • Knowledge of healthcare services and ancillary health insurance is a plus
  • Excellent customer service skills.
  • Anticipate needs in a proactive manner to increase satisfaction.
  • Take ownership of job responsibilities by initiating prompt and appropriate follow up and/or action to problems.

 

We will only employ those who are legally authorized to work in the United States. Any offer of employment is conditional upon the successful completion of a background investigation and drug screen.

Apply at 360care →