Senior Financial Planning Analyst-Financial Planning

The MetroHealth System, Cuyahoga County's public health system, and its staff of nearly 8,000 provides care at MetroHealth's four hospitals, four emergency departments and more than 20 health centers and 40 additional sites throughout Cuyahoga County. The health system is home to Cuyahoga County's most experienced Level I Adult Trauma Center, verified since 1992, and Ohio's only adult and pediatric trauma and burn center. As an academic medical center, MetroHealth is committed to teaching and research. Each active staff physician holds a faculty appointment at Case Western Reserve University School of Medicine. Our main campus hospital houses a Cleveland Metropolitan School District high school of science and health. The MetroHealth System is committed to creating a healthier community.

S ummary:

Under minimal direction, serve's as a key resource on complex matters related to finance, strategic decision making and the development of programs, processes, and infrastructure to enhance system performance. Performs key financial planning and analysis activities for The MetroHealth System including forecasting, financial evaluation of new opportunities and existing programs, operational reviews, financial statement analysis, and other analyses. Ensures optimal operating efficiency and fiscal effectiveness of the Financial Planning & Analysis function. Works collaboratively with others to support improvements, streamline and standardize reports and procedures to gain efficiencies and mitigate waste.


1.Prepares, analyzes and communicates key financial information and provides support to management and other staff members regarding financial reporting and other related issues.

2.Develops short and long-term forecasting, budget preparations and financial planning processes and budget review for compliance and opportunities.

3.Serves as primary consultant to executives providing decision support for initiatives, policies and procedures.

4.Works collaboratively with analytics team to help ensure quality, consistency and relevance of information provided to the enterprise in support of achieving organizational objectives.

5.Advises analytics team regarding reporting best practices and staying up to date with industry standards.

6.Completes special projects and duties including providing necessary research, forecasting and conflict resolution.

7.Provides mentorship and training to all Financial Analysts.

8.Prepares professional presentations, business development analyses, standard reporting, dashboarding and responsible for the accuracy of all work

9.Responsible for preparation, submission and follow-up of Provider Recruitment Advisory Panel business plans

10.Serves as a finance lead and back up to manager in business unit and service line discussions


Other information:
Bachelor's degree in Business Administration, Finance, or Accounting.
In lieu od degree, any equivalent combination of education, training, and experience in addition to the experience stated below.
A minimum of 5 years of experience in a financial analysis role.
Prior experience in budgeting, financial analysis, business plan development, and with decision support systems.
Experience with long-term forecasting, P&L, Balance Sheet, and Cash Flow across an entire company
A strong track record of regular and ad hoc reporting and financial analysis

Experience building scalable financial planning, analysis and reporting models and processes to facilitate company growth
Experience and ability to model and synthesize complex financial analysis, operational, and KPI data into concise
presentations and decision framework on request
Demonstrated critical thinking skills and experience working directly with all levels of management providing insightful
decision support
Ability to work with minimal supervision
Must possess excellent oral and written communication skills and be able to communicate effectively with all levels of
management and interpret and explain financial data to senior management
Strong critical thinking and analytical skills

Master's degree in Business Administration, Healthcare Administration, or another relevant field
Healthcare experience
Experience in the financial components of academic medicine (education, research, etc.)
Experience with EPSi
Experience with forecasting systems
Experience requesting and extracting data from healthcare information systems (e.g. EPIC, Infor, Allscripts, etc.)

Physical Requirements:
May sit, stand, stoop, bend, and ambulate intermittently during the day.
May need to sit for extended periods.
See in the normal visual range with or without correction.
Hear in the normal audio range with or without correction.
Finger dexterity to operate office equipment required.
Ability to communicate in face-to-face, phone, email, and other communications.
Ability to see computer monitor and departmental documents.