Position Summary

The Senior Financial Analyst supports Valley Medical Group’s financial planning, forecasting, management reporting, and decision-support activities.

The position develops and maintains financial models, performance dashboards, and analytics tools that integrate financial and operational data to evaluate organizational performance, identify trends, risk and opportunities, and support informed business decisions.

The role also serves as a key resource for financial planning and reporting systems, supporting system administration, data integration and validation, reporting automation, and continuous improvement of budgeting, forecasting, and analytical processes.

Works in collaboration with Finance, Accounting, Information Systems, Human Resources, operational and clinical leadership and helps ensure accuracy, integrity and effective use of financial and operational information across the Medical Group.

Education

Bachelor's Degree in a business, technical, or related field required.

Experience

A minimum of 3 years of relevant experience in financial planning and analysis, healthcare finance, and financial systems implementation and administration.

Experience within a medical group, hospital, health system or other healthcare setting strongly preferred

Skills

Advanced proficiency in Excel and strong working knowledge of financial planning, reporting, and analytical tools such Axiom (or similar planning tools).

Strong aptitude for financial systems and technology, reporting ERP (workday), and analytics applications.

Additional Role Information

FP&A: Budgeting, Forecasting, Decision Support

• Assist the Director/Supervisor in all aspects of the annual operating and capital budget processes, including development of assumptions, templates, timelines, system configuration, data validation, and management reporting.
• Maintain detailed documentation of budget and forecast assumptions, methodologies, financial drivers, and significant changes.
• Under the guidance of the Finance Director, coordinate with operational and clinical leaders to develop department, site, and service-line budgets and forecasts.
• hospital strategic investment, and multi-year financial results, including support for Investment per Physician (IPP) reporting and analysis.
• Support the preparation, validation, and analysis of monthly medical fee calculations, ensuring underlying financial, provider, and operational data are complete and accurate.
• Support the continued development of driver-based and rolling forecasting capabilities.

Financial Systems: Control and Administration

• Serve as a key Finance system administrator and subject matter expert for Axiom and other financial planning, budgeting, forecasting, and management reporting applications.
•  Maintain planning-system structures, assumptions, reporting hierarchies, models, templates, and other system components.
• Monitor and validate interfaces and data feeds between Axiom and source systems, including the general ledger, HR/payroll, and clinical/practice management systems such as Athena and Epic.
• Perform reconciliations between planning and reporting applications and source systems to ensure completeness, accuracy, and consistency of financial and operational data.
• Investigate and resolve data discrepancies in collaboration with Finance, IT, Revenue Cycle, and other system owners.
• Maintain appropriate system controls, documentation, data governance standards, and reporting hierarchies for cost centers, departments, providers, locations, and other key dimensions.
• Identify and implement opportunities to automate manual processes, improve reporting efficiency, and enhance financial planning and analytical capabilities.

Management Reporting & Performance Analytics

• Develop, maintain, and continuously improve a comprehensive management reporting framework that integrates financial, operational, productivity, and other key performance indicators.
• Analyze physician and practice performance metrics, including wRVUs, patient volumes, procedures, location performance, and CPT-level activity.
• Integrate operational and productivity metrics with financial results to identify underlying performance drivers and provide actionable insights to Finance, operational, and physician leadership.

Job Location

Kraft Center

Shift

Day (United States of America)

Benefits

• Medical/Prescription, Dental & Vision Discount Program (Full Time/Part Time Employees)
• Group Term Life Insurance and AD&D(Full Time Employees)
• Flexible Spending Accounts and Commuter Benefit Plans
• Supplemental Voluntary Benefits ( e.g. Short-term and Long-term Disability, Whole Life Insurance, Legal Support, etc.)
• 6 Paid Holidays, Paid Time Off (varies), Wellness Time Off, Extended Illness
• Retirement Plan
• Tuition Assistance 
• Employee Assistance Program (EAP)
• Valley Health LifeStyles Fitness Center Membership Discount
• Day Care Discounts for Various Daycare Facilities

Salary

Joining Valley Health System means becoming part of a dedicated team that values the highest quality of care in a supportive environment. In our commitment to high performance and reliability, we encourage and recognize exceptional individual performance through our industry leading compensation practices including a starting salary and benefits in accordance with your role, experience, education, and licensure. Actual individual salaries vary depending on these factors. The salary listed does not include other forms of compensation or benefits.

Pay Range: $85,904.00 - $107,369.60

The posted pay range reflects the compensation for a full-time equivalent (1.0 FTE)

EEO Statement

Valley Health System does not discriminate on the basis of ancestry, age, atypical hereditary cellular or blood trait, civil union status, color, creed, disability, domestic partnership, gender, gender identity or expression, familial status, genetic information, liability for service in the Armed Forces of the United States, marital status, medical condition or illness, mental or physical handicap, national origin, nationality, perceived disability, pregnancy, race, refusal to submit to genetic testing or make available results of such tests, religion, sex, sexual orientation, veteran’s status or any other protected basis, in accordance with all applicable Federal, State and Local laws. This applies to all areas of employment, including recruitment, hiring, training and development, promotion, transfer, termination, layoff, compensation, benefits, social and recreational programs, and all other conditions and privileges of employment.