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Financial Analyst III - Financial Planning

Financial Analyst III - Financial Planning

UNC HealthMorrisville, NC, United States
7 hours ago
Job type
  • Full-time
Job 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 the preparation of corporate budgets, financial statements, statistical reports, cost analyses and other financial information. Responsible for analytical studies, including reviewing budget requests and recommending changes to achieve goals and objectives.

Responsibilities :

1. Maintain communication with assigned entity managers and administrative staff in the preparation and analysis of financial reports, to provide information and to resolve problems concerning variances from approved budget. Provide technical support to assigned entities regarding budgeting system and procedures.

2. Monitors and analyzes corporate budget expenditures and prepares reports and analysis on trends. Compiles budgetary and fiscal data received from assigned entities. Analyzes and evaluates entity budget requests to prepare budgetary documents, reports, and recommendations. Attends budget hearings and as needed presents fiscal data of assigned entities.

3. Prepares and coordinates distribution of financial reports and analysis for management and external agencies. May present reports to management or committees. Prepares charts and diagrams showing prior, current and projected expenditures to provide a basis for comparison and evaluation.

4. Prepares and maintains accurate accounting records to ensure compliance with state and federal regulatory agencies as well as GAAP, GASB, and FASB.

5. Utilizes various computer financial information systems in the preparation of complex analysis, evaluation and reports relating to assigned entities. Recommends operational procedures and ways to improve efficiency and / or effectiveness. Serves as a resource and mentor to junior financial team members.

Other Information

Other information :

Education Requirements :

  • Master's degree or equivalent combination of related education and experience.

Licensure / Certification Requirements :

  • No licensure or certification required.
  • Professional Experience Requirements :

  • If a Master's degree : two (2) years of experience in financial planning or analysis.
  • If a Bachelor's degree : Six (6) 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.
  • Job Details

    Legal Employer : NCHEALTH

    Entity : Shared Services

    Organization Unit : Financial Planning

    Work Type : Full Time

    Standard Hours Per Week : 40.00

    Salary Range : $35.52 - $51.05 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.

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    Financial Analyst Iii • Morrisville, NC, United States

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