Financial Planning and Analysis Specialist

2 weeks ago

West Des Moines Iowa, United States UnityPoint Health Full time

Overview:


The Financial Planning and Analysis Specialist plays a crucial role in supporting financial strategy and budgeting initiatives, contributing to the formulation of financial plans and evaluating financial performance against established benchmarks.

This role involves delivering analytical insights to both administrative and managerial personnel within the organization.

The specialist is tasked with enhancing financial and operational efficiency by pinpointing opportunities for improvement through comprehensive analysis of financial models.

This position provides essential financial support to management, encompassing the analysis of departmental performance, financial statements, the creation of detailed and actionable reports, and the presentation of critical information for informed decision-making.

Additional responsibilities include conducting ad hoc financial and operational analyses for special projects, preparing financial forecasts and budgets, and investigating and clarifying financial performance metrics.

The ideal candidate will preferably reside within the designated geographical footprint.

Why UnityPoint Health?

Commitment to Our Team: Recognized for our dedication to team members.

Culture: At UnityPoint Health, every individual is valued.

Embark on a rewarding career that is guided by steadfast values and a commitment to serving our community.


Benefits: Our competitive benefits program is designed to meet your needs and priorities at every stage of your career.


Diversity, Equity, and Inclusion Commitment: We strive to ensure that every voice is heard, regardless of role, race, gender, religion, or sexual orientation.

Development: We believe that providing support is vital to creating an exceptional employment experience.


Community Involvement: Contribute to our core mission of enhancing the health of the communities we serve.


For more information about our organization, please visit our careers page.


Responsibilities:
Financial Planning and Analysis

  • Collaborates on financial planning and budgeting processes, working closely with operational leaders to develop financial strategies.
  • Evaluates financial statements and data, presenting findings through detailed reports and visual representations.
  • Assesses operational results and collaborates with leadership to identify key performance drivers.
  • Conducts variance analysis and prepares comprehensive explanations.
  • Compiles and synthesizes data to construct robust financial models and forecasts.
  • Utilizes data-driven insights to generate solutions and make independent decisions.
  • Communicates findings to leadership and provides recommendations based on financial and business outcomes.
  • Understands critical business drivers and metrics, offering financial guidance based on analytical assessments.
  • Facilitates the dissemination of relevant financial and operational information by initiating actionable analyses to support management decisions.
  • Analyzes discrepancies through benchmarking and process evaluations.
  • Applies cost accounting principles to project future trends and identify areas for enhancement.
  • Maintains proficiency in financial technology systems and data sources to efficiently extract and manage information.
  • Focuses on process improvement opportunities to enhance efficiency and effectiveness.
  • Undertakes additional tasks as directed by Finance leadership.

Qualifications:

Education:
Bachelor's degree in Finance, Accounting, or a related discipline.

Experience:
A minimum of two years of experience in financial planning, budgeting, analytics, or accounting-related fields.

Knowledge/Skills/Abilities:

  • Excellent verbal and written communication skills, with the ability to convey complex concepts and recommendations clearly.
  • Strong analytical mindset and pragmatic approach.
  • Determination to solve problems and think critically, with a strong desire for continuous learning.
  • Independent decision-making capabilities.
  • Solid business and financial acumen.
  • Detail-oriented with a strategic perspective.
  • Strong relationship management skills.
  • Self-motivated with the ability to work independently in a dynamic environment.
  • Ability to manage projects with multiple milestones and diverse stakeholders.
  • Highly proficient in Microsoft Office applications, particularly Excel.

Other:

  • Familiarity with standard equipment necessary for performing essential job functions.
  • Occasional travel may be required within the designated geography.

  • Financial Planning and Analysis Specialist

    1 week ago

    West Des Moines, Iowa, United States UnityPoint Health Full time

    Job SummaryWe are seeking a highly skilled Financial Planning and Analysis Analyst to join our team at UnityPoint Health. This is an exciting opportunity to contribute to the financial success of our organization and work in a dynamic and fast-paced environment.Key ResponsibilitiesCollaborate with operational leaders to develop comprehensive financial plans...

  • Financial Planning Analysis Analyst

    3 days ago

    West Des Moines, United States UnityPoint Health Full time

    Overview Financial Analyst position assists with financial planning and budgeting processes to create plans and analyzes financial performance against those plans. This includes providing analytical consulting assistance to the administrative and managerial staff of the organization. This position is responsible to help improve financial and operational...

  • Financial Planning and Analysis Specialist

    2 weeks ago

    West Des Moines, Iowa, United States UnityPoint Health Full time

    Position Overview:This role is integral to the financial planning and budgeting operations, aimed at formulating strategies and evaluating financial performance against established benchmarks. The individual will provide analytical support to both administrative and managerial teams within the organization.Key Responsibilities:- Assist in the financial...

  • Lead Financial Planning

    2 weeks ago

    West, Texas, United States The Ladders Full time

    OVERVIEW The Ladders is seeking to appoint a Lead Financial Planning & Analysis Specialist to our dynamic team. The ideal candidate will take charge of financial planning and analytical processes autonomously, managing reporting tasks for monthly closures, forecasts, and budgeting cycles. Additional responsibilities encompass journal entries and offering ad...

  • Financial Planning Analyst Intern

    14 hours ago

    Des Moines, Iowa, United States The Principal Financial Group Full time

    We're seeking highly motivated individuals to join our Financial Analyst Internship Program at The Principal Financial Group! As a Financial Analyst Intern, you'll have the opportunity to gain valuable hands-on experience in various aspects of financial analysis, planning, and decision-making. You'll work closely with our experienced financial team to...

  • Financial Planning Specialist

    6 days ago

    Des Moines, Iowa, United States LCS Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at LCS. As a key member of our Community Finance team, you will be responsible for providing financial oversight and analysis to support the growth and success of our communities.Key ResponsibilitiesFinancial Analysis: Prepare and analyze financial reports, forecasts, and...

  • Financial Planning Analyst Intern

    3 days ago

    Des Moines, Iowa, United States The Principal Financial Group Full time

    We're seeking highly motivated individuals to join our Financial Analyst Internship Program at The Principal Financial Group! As a Financial Analyst Intern, you'll have the opportunity to gain valuable hands-on experience in various aspects of financial analysis, planning, and decision-making. Our internship program is designed to provide you with a...

  • Sr. Financial Analyst, Expense Planning and Analysis

    4 days ago

    Des Moines, United States Fidelity & Guaranty Life Business Services Full time

    This is a position responsible for supporting the expense planning, analysis, accounting, and reporting functions for F&G's operations, reporting directly to the Manager of Expense Planning and Analysis. The primary responsibilities for this position may include assisting with preparation, consolidation and analysis of the annual departmental expense...

  • Financial Planning and Analysis Analyst

    2 weeks ago

    Iowa City, United States Hills Bank Full time

    The Financial Planning and Analysis Analyst will report directly to the CFO. The Financial Planning and Analysis (FP&A) function refers to the corporate finance and planning role. This includes aspects associated with planning, forecasting, analysis, Financial Planning, Analyst, Financial, Planning, Accounting, Management, Banking, Technology

  • Financial Planning Specialist

    5 days ago

    Des Moines, Iowa, United States Mercer Advisors Full time

    Job Summary:Mercer Advisors is a leading wealth management firm that provides comprehensive financial planning services to individuals and families. We are seeking a highly skilled and detail-oriented Financial Planner II to join our team.Key Responsibilities:Prepare comprehensive financial plans for clients, including investment analysis, retirement...

  • Financial Planning and Analysis Analyst

    2 weeks ago

    Iowa City, United States Hills Bank Full time

    SCHEDULE: Full-time; Exempt; Typical Hours Are Monday through Friday (8:00 am-5:00 pm) Occasional Extended Hours LOCATION: Iowa City Area BENEFITS: Our employees are our most valuable assets, so we invest in them with a comprehensive and competitive benefits package. Our philosophy of taking care of the customer extends to taking care of our employees so...

  • Financial Planning and Tax Specialist

    6 days ago

    Des Moines, Iowa, United States Vision Financial Group, LLC Full time

    Job SummaryVision Financial Group, LLC is seeking a highly organized and detail-oriented individual to fill the role of Accounting and Tax Consultant. The ideal candidate will have a strong understanding of tax planning and financial services, with excellent communication and relationship-building skills.Key ResponsibilitiesTax Preparation and Entry:Prepare...

  • Financial Planning Specialist

    6 days ago

    Des Moines, Iowa, United States Keller Executive Search Full time

    Job SummaryKeller Executive Search is seeking a highly skilled and experienced Financial Advisor to join our team in a boutique wealth management firm. As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients, creating unique portfolios made up of stocks and bonds.Key Responsibilities:Develop and...

  • Financial Planning and Analysis Senior Specialist

    2 weeks ago

    West Columbia, South Carolina, United States DP Professionals Full time

    DP Professionals is seeking a Senior Financial Planning & Analysis Analyst to join our team in the banking sector.This position is crucial for delivering financial forecasting and planning support, aimed at effectively managing the financial resources of the institution.The successful candidate will spearhead the analysis of banking business strategies,...

  • Financial Planning and Analysis Leader

    5 days ago

    Des Plaines, Illinois, United States US Foods Full time

    About the RoleThe Senior Financial Planning Manager will lead the financial planning and analysis function for US Foods' IT division, providing strategic guidance and support to senior leaders. This role will be responsible for developing and implementing financial plans, analyzing financial data, and providing recommendations to drive business decisions.Key...

  • Financial Planning Consultant

    3 weeks ago

    Des Moines, United States Avantax Planning Partners Full time

    Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking a Financial Planning Consultant who will service a book of business provided by Avantax Planning Partners (APP). The Financial Planning Consultant will be responsible for growing this book over time through leads and referrals from CPAs affiliated with Avantax Planning Partners....

  • Financial Planning Consultant

    3 weeks ago

    Des Moines, United States Avantax Planning Partners Full time

    Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking a Financial Planning Consultant who will service a book of business provided by Avantax Planning Partners (APP). The Financial Planning Consultant will be responsible for growing this book over time through leads and referrals from CPAs affiliated with Avantax Planning Partners....

  • Financial Planning and Analysis Lead

    1 month ago

    West Haven, United States Vaco Full time

    Our client is looking for an FP&A (Financial Planning and Analysis) Lead, you will play a pivotal role in shaping and driving the financial strategy of their organization. Your insights and strategic recommendations will directly influence key business decisions and drive sustainable growth. Key Responsibilities:Financial Planning and Forecasting: Lead the...

  • Financial Planning and Analysis Lead

    1 month ago

    West Haven, United States Vaco Full time

    Our client is looking for an FP&A (Financial Planning and Analysis) Lead, you will play a pivotal role in shaping and driving the financial strategy of their organization. Your insights and strategic recommendations will directly influence key business decisions and drive sustainable growth. Key Responsibilities:Financial Planning and Forecasting: Lead the...

  • Financial Planning Analyst

    1 week ago

    Des Moines, Iowa, United States OpenLoop Health Full time

    Job OverviewOpenLoop Health is seeking a Financial Planning Analyst to contribute to our Finance Team. This position involves close collaboration with the CFO and the leadership team, as well as cross-departmental interactions. The Financial Planning Analyst will be integral to our financial strategy, providing essential analysis and support for...