Financial Analyst III - Financial Planning jobs in United States
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UNC Health · 15 hours ago

Financial Analyst III - Financial Planning

UNC Health is an inclusive organization with a mission to improve health and well-being in unique communities. The Financial Analyst III will prepare corporate budgets and financial statements, provide complex financial analytics to senior leadership, and collaborate with various partners to enhance financial reporting and decision-making.

Addiction TreatmentHealth CareHealth DiagnosticsHospitalNon ProfitWellness

Responsibilities

Prepare and analyze financial reports, maintain communication with entity leaders, troubleshoot budget variances, and provide technical support for budgeting systems
Monitor and evaluate corporate budget activity, compile fiscal data, assess budget requests, and prepare recommendations, reports, and presentations for leadership and committees
Develop and distribute financial reporting, including dashboards, charts, and visualizations reflecting historical, current, and projected performance
Maintain compliance with regulatory and accounting standards (GAAP, GASB, FASB), ensuring accurate and timely financial documentation
Perform complex financial and operational analyses using financial information systems; recommend efficiency improvements; and support or mentor junior team members
Define and standardize service line structures by partnering with operational and service line leaders to ensure alignment with the patient journey
Integrate service line definitions with key performance metrics—such as quality, market share, and financial indicators—to build complete, actionable dashboards
Develop consistent, automated reporting that conveys the patient story, enabling leaders to make informed, data driven decisions
Support the budget process by supplying analytical insights into financial drivers, trends, risks, and opportunities across service lines
Identify and investigate variances with service line leaders and evaluate downstream operational and financial impacts
Collaborate across UNC Health—including Cost, Strategy, and Financial Planning teams—to strengthen cost data quality, align operational definitions, and ensure strategic plans and pro formas reflect expectations

Qualification

Financial analysisBudget preparationData visualizationGAAP complianceFinancial reportingData organizationAnalytical insightsCollaboration

Required

Master's degree or equivalent combination of related education and experience
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
Research, retrieve and organize data to prepare reports and financial documentation, analyze and audit data

Company

UNC Health

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Our mission is to improve the health and well-being of North Carolinians and others whom we serve.

Funding

Current Stage
Late Stage

Leadership Team

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Chris Ellington
President UNC Health Care - Network Hospitals and EVP CFO UNC Hospitals at Chapel Hill
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Jeff Lindsay
President and Chief Operating Officer
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