Financial Planning Analyst

The Financial Planning & Analysis team serves as a centralized function across Catholic Health, leveraging Strata Decision Technology (SDT) to execute and sustain healthcare financial planning initiatives. This includes key modules such as Operating and Capital Budgeting, Management Reporting, Productivity Reporting, and Decision Support. The department collaborates with system entities to lead budgeting and performance improvement processes and is spearheading the future vision for financial planning across Catholic Health.

Key Responsibilities

• Gain and apply proficiency across SDT modules: Operating Budgeting, Capital Management, Management & Productivity Reporting, Decision Support and Continuous Improvement.
• Perform ongoing system maintenance: data reconciliation, security/hierarchy management.
• Provide ad-hoc and variance reporting across departments using SDT tools.
• Collaborate closely with local finance and operational teams.
• Assist in capital planning, reporting, and forecasting activities.
• Promote and support standardization of financial systems and processes across the organization.
• Participate in implementing new SDT modules and other departmental initiatives.
• Provide support to other FP&A team members as needed.

Qualifications

Education:

• Bachelor’s degree in Business or a related field required.

Experience:

• 2–5 years of experience in healthcare finance preferred.
• Willing to train highly motivated candidates eager to learn and grow.

Skills:

• Moderate proficiency in Excel required.
• Knowledge of Strata Decision Technology is a plus.
• Strong analytical, financial, and problem-solving abilities.
• Excellent organizational, communication, and presentation skills.
• Ability to manage multiple projects and meet deadlines efficiently.

Other Requirements:

• Flexibility to work overtime during peak periods.
• Reasonable accommodations provided for individuals with disabilities.