Position Summary:
Responsible for leading financial analysis, reporting, forecasting, and monitoring the overall financial performance and effectiveness of a defined group of departments or major operational areas within the health system. The Senior Financial Analyst (SFA) will have a deep understanding of revenues, expenses, and accounting structures across the Clinical, Research, and Education Missions, as well as core departmental and corporate operations.
This role serves as a trusted financial partner to both Central Finance (primary) and Departmental Leadership, maintaining a very close working relationship with operational leaders, Department Administrators, faculty, and staff. The Senior Financial Analyst independently manages complex financial matters, provides strategic insight, and proactively identifies risks and opportunities. Success in this role relies on advanced technical expertise, strong communication skills, and the ability to influence decision-making at senior levels. This position reports directly to leadership within the FINCORE (Finance Core) team and may provide guidance to junior analysts.
General Responsibilities:
Monitor and lead monthly budget reviews, confirm accuracy, and conduct detailed variance and trend analysis of actual vs. budget and actual vs. prior periods, proactively communicating insights, risks, and recommendations to departmental and finance leadership.
Prepare and deliver comprehensive reporting packages, dashboards, and financial templates with advanced analysis for senior leadership and operational partners.
Lead the preparation of forecasts and multi-scenario projections to measure year-to-date activity against full-year budgets and support short- and long-term operational and strategic planning.
Provide strategic oversight of personnel allocations across accounts and advise leadership on workforce planning, funding alignment, and cost management.
Review, investigate, and resolve complex departmental financial transactions and accounting issues, including journal entries, ensuring compliance with general accounting standards and institutional policies.
Ensure compliant and optimal use of all funding sources, including philanthropy, and recommend and implement corrective actions to maintain balanced accounts and resolve funding overages.
Lead development of annual and multi-year departmental budgets, incorporating historical trends, operational drivers, and future projections.
Provide advanced ad-hoc financial analysis to support special projects, leadership initiatives, and cross-functional efforts.
Develop and maintain strong working relationships with corporate teams to address complex issues, improve processes, and enhance financial controls.
Contribute to an environment of effective financial reporting, strong time management and prioritization, regulatory compliance, and adoption of leading financial practices.
Other duties as assigned.
Specific Responsibilities:
Transactions:
Oversee and submit PeopleSoft HCM transactions related to eHires, salary allocation changes, promotions, leaves of absence, and terminations, ensuring appropriate budget availability and accurate chartstrings.
Review and approve PeopleSoft Financials transactions related to requisitions, PCard activity, and travel and expense reports, applying policy interpretation and judgment while verifying budget availability.
Submit and manage requests for new non-sponsored chartstrings as needed.
Submit and manage requests for Fund 53 extensions to Development.
Prepare, review, and submit eJVs and cost transfers to reallocate expenses as needed.
Prepare and submit supplemental compensation for affiliation and non-affiliation related work.
Track and validate the accuracy of supplemental compensation submissions based on established criteria.
Prepare and submit JOC requests for affiliation-related transactions.
Monthly Analysis and Reports:
Prepare monthly P&L reports with detailed commentary and insights and upload to Finance SharePoint.
Prepare and lead monthly updates and analysis for Recruitment Fund chartstrings.
Prepare monthly analysis of GME and 11-E accounts.
Prepare monthly analysis of non-sponsored chartstrings managed by faculty and Principal Investigators.
Prepare detailed monthly revenue analysis and identify trends and risks.
Audit, monitor, and schedule reports of departmental financial activities, including faculty expenditures, human subject payment activity, and funding allocation changes.
Prepare advanced salary worksheets and customized financial reports as needed.
Support the preparation and interpretation of clinical productivity reports and related financial analysis.
Salary Range:
$115,000 – $120,000
Minimum Qualifications:
Bachelor’s degree in business, finance, accounting, or a related discipline with at least 5–7 years of progressively responsible financial analysis experience, or a combination of comparable education and experience.
Strong understanding of accounting principles, budgeting, forecasting, and financial reporting.
Advanced working knowledge of Microsoft Office software, especially Excel.
Excellent verbal and written communication skills, with the ability to partner effectively with senior leadership, faculty, and staff, and strong interpersonal and problem-solving skills.
Preferred Qualifications:
Experience with enterprise financial systems; PeopleSoft or Oracle preferred.
Experience supporting clinical, research, or academic environments.
Additional Requirements:
Ability to independently manage multiple priorities and complex deliverables on tight timelines.
Strong analytical skills, attention to detail, and sound judgment.
Demonstrated ability to proactively identify issues, develop solutions, and influence outcomes.
Strong interpersonal and communication skills and commitment to team success.
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