Financial Planning Analyst III - Budget & Forecasting

Presbyterian is seeking a Financial Planning Analyst III for Budget and Forecasting to develop review interpret and analyze financial data for administration management and external agencies. Assists with control and regulatory compliance functions; supports projects and operational improvement teams; key contributor for annual budget and quarterly forecast preparation; and serves as a resource and educator for the Fluent Health Finance Department.

Were determined to take care of those working in healthcare.

Presbyterian is dedicated to improving peoples lives - the lives of our patients and the lives of our coworkers. Were locally owned and operated which encourages supportive leadership that empowers employees. And we provide the opportunity to grow from entry-level to the most senior positions.

Why Join Us

• Full Time - Exempt: Yes
• Job is based at Rev Hugh Cooper Admin Center
• Work hours: Days
• Benefits: We offer a wide range of benefits including medical wellness program vision dental paid time off retirement and more for FT employees.

• Bachelors degree in finance accounting or relevant field required.
• Three (3) years of health care finance experience or equivalent work experience.
• Demonstrates strong analytical skills/capabilities and good verbal and written communication skills.
• Strong working knowledge and experience with Microsoft Office products and other analytical tools.
• Demonstrates ability to function as a key contributor for tasks or projects while managing multiple tasks and meeting established deadlines.

Education Essential:Bachelor Degree

• Demonstrates good verbal and written communication skills including the ability to interpret prepare and present data and make recommendations at a level understood by intended audiences such as coworkers staff and management.
• Ability to work in a team environment be flexible and adaptable to changes in assignments and the work environment work independently manage time efficiently and multi-task effectively. Ability to work well with people from different disciplines with varying degrees of business and technical experience and maintain good working relations.
• Acts as a data steward maintaining and ensuring data integrity of support systems including performing audits evaluations reviews and participate in discussions regarding proper use of that information. Demonstrates sound analytical problem solving investigative and research ability as evidenced by experience in the identification documentation and communication of requirements opportunities and solutions to problems accurately effectively and efficiently.
• Provides a wide range of ad hoc analytical support to administration management and external agencies regarding financial performance including design and development of data solutions for complex problems cost saving initiatives and process improvement opportunities to meet organizational objectives.
• Provides primary support for financial planning analysis and reporting functions for administrative departmental functions and/or client insurance Lines of Business. Financial Planning functions include key support for annual budgeting and quarterly reforecasting activities and budgeting. Analysis and Reporting functions include month-to-date and year-to-date actual vs budget variance analysis including identification of trends and key performance drivers (leveraging both existing and ad-hoc reporting capabilities). Develops actionable analysis and proposes operational recommendations to management.
• Supports the Finance department in the improvement development and maintenance of tools to perform operational and analytical tasks. Serve as a resource and educator to staff in related areas including system operation and functionality data interpretation Microsoft Office products documentation and process improvement.
• Performs other functions as required including performing and receiving cross training.

All benefits-eligible Presbyterian employees receive a comprehensive benefits package that includes medical dental vision short-term and long-term disability group term life insurance and other optional voluntary benefits.

Wellness
Presbyterians Employee Wellness rewards program is designed to provide you with engaging opportunities to enhance your health and activate your well-being. Earn gift cards and more by taking an active role in our personal well-being by participating in wellness activities like wellness challenges webinar preventive screening and more.

Why work at Presbyterian
As an organization we are committed to improving the health of our communities. From hosting growers markets to partnering with local communities Presbyterian is taking active steps to improve the health of New Mexicans.

About Presbyterian Healthcare Services
Presbyterian exists to ensure the patients members and communities we serve can achieve their best health. We are a locally owned not-for-profit healthcare system of nine hospitals a statewide health plan and a growing multi-specialty medical group. Founded in New Mexico in 1908 we are the states largest private employer with nearly 14000 employees.

Our health plan serves more than 580000 members statewide and offers Medicare Advantage Medicaid (Centennial Care) and Commercial health plans.

AA/EOE/VET/DISABLED. PHS is a drug-free and tobacco-free employer with smoke free campuses.