Endeavor Health · 12 hours ago
Financial Planning Analyst
Warrenville, IL
Full-time
Onsite
Entry Level
$32.60/hr - $48.90/hr
1+ years expEndeavor Health is a fully integrated healthcare delivery system committed to providing access to quality care. The Financial Planning Analyst role involves supporting clinical and operational teams through financial analysis, productivity tracking, and budget management to enhance operational performance and improve profitability.
BiotechnologySocial MediaHealthcareCommunitiesHealth CareMedicalTherapeutics
Responsibilities
Distributes bi-weekly productivity data to ensure that staffing levels are working effectively across the System. Meets with various departments to educate, explain and discuss opportunities for improvement, and ensures integrity of the data
Provides timely financial analysis as it relates to productivity and budget variances across the System. Assists management in using and interpreting financial information to make decisions regarding the expansion of services or programs, to identify and implement opportunities to improve profitability, or to eliminate services, etc. Also finds solutions to data needs that will aid in the decision making process
Builds strong relationships across the System, including leadership. Effectively uses information to provide analysis and recommendations that strengthen these relationships and ultimately improve operational performance
Partners with department leaders to develop and support improvement initiatives using financial information and key analysis
Supports, trains and helps build the annual capital and operating budgets. Assists in the entry of baseline data in preparation for the operating budget completion. Reviews and analyzes the submitted budget requests and helps prepare a consolidated summary and any needed presentation material. Participates in approval process by providing technical data, analytical and ad hoc analyses as requested. Maintains a thorough working knowledge of the process in order to be able to explain variances and respond to inquiries. Ensures needed updates are tested and implemented correctly
Maintains liaison with operational managers to advise on projects, cash flows and related financial matters
Assists in the preparation of various written and/or financial reports and analysis for management, physicians, internal committees and external agencies
Assists in the preparations of post project reviews on projects as required by the Finance Committee and/or Senior Leadership
On an as needed basis, assists in all aspects of physician compensation, including compensation plan modeling, incentive plan, review of fair market value, submission of survey data, and analysis of survey data results. Reviews information and results with the appropriate parties
Assists with the preparation of presentations for analysis and projects to management and internal committees for approval
Conducts financial analysis of new and existing services and/or programs, capital investments, capital and operating leases, and other financial arrangements as assigned to financial measure the financial impact of the opportunity and alternatives
Learns and utilizes key financial systems. Actively involved in the implementation of new systems and ensures all reporting needs and functionality are incorporated. Ensures the integrity of these financial systems is accurate and updated on a timely basis
Effectively uses databases to gather, sort and extract data necessary for the proper tracking of key improvement initiatives
Provides reporting to help explain monthly budget and productivity variances. Works diligently with departments to review and understand their variances and help prepare an action plan
Distributes data to assist in the monthly financial close process
Distributes standardized reports to aid in the overall understanding and assessment of business performance. Seeks out opportunities to build dashboards and reports
Maintains budget, management reporting, and long-range financial planning systems
Prepares ad hoc reporting, using financial, statistical, or patient visit data sources. Provides technical and informational assistance, as well as guidance, to others on the use of these sources
Demonstrates a positive, open minded, can-do attitude, setting the example for staff to follow. Represents willingness/enthusiasm to embrace and facilitate change. Takes initiative and ownership of issues, is responsible, organized, efficient, and focused on goals. Consistently follows through on commitments and gets results. Able to think outside of current practices, roles and conditions to creatively generate new possibilities for solutions, expectations, and efficiencies. Exercises a high level of confidentiality and sound judgment in accessing, using and sharing sensitive information
Proactively anticipates customer needs and provides clear, concise analytical data that is user friendly and easily understood. Thoroughly understands source of data and can easily explain how and why the information was derived and manipulated
Fosters innovative thinking and functions as a change agent to facilitate greater efficiencies, higher quality output and improved customer service
Maintains knowledge of current trends and developments in field of expertise by reading appropriate books, journals and other literature and attending related seminars & conferences
Qualification
Required
Bachelors Degree Required
1 year of previous financial analysis, cost accounting, budgeting, statistical or related experience
Preferred
Proficiency with Microsoft Office Suite with an emphasis on Excel
Proficiency in financial software packages with the ability to learn new systems easily
Strong problem solving and analytical mindset
Desire to learn, grow, and seek increased responsibility
Strong written, verbal communication and presentation skills. Ability to convey information in a clear, focused, and concise manner
Benefits
Opportunity for annual increases based on performance
Career Pathways to Promote Professional Growth and Development
Various Medical, Dental, Pet and Vision options
Tuition Reimbursement
Free Parking
Wellness Program Savings Plan
Health Savings Account Options
Retirement Options with Company Match
Paid Time Off and Holiday Pay
Community Involvement Opportunities
Company
Endeavor Health
Endeavor Health is a health system helping community health and wellbeing, advancing health equity, and supporting local economic growth.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$2MKey Investors
U.S. Department of Justice
2024-12-16Grant· $2M
Leadership Team
Laura Morgan
System Vice President, Chief Compliance Officer
Brad Bennett
System Assistant Vice President, Venture Partnerships and Funding
Recent News
2026-01-06
Company data provided by crunchbase