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Lead Financial Strategist

2 months ago

Mason City, Iowa, United States Trinity Health Mid-Atlantic Full time
Position Overview:
The Lead Financial Strategist plays a crucial role in delivering comprehensive financial insights and projections to support operational and capital planning. This position involves educating stakeholders, clarifying financial variances, and collaborating with leadership to formulate budget and forecast strategies.

Key Responsibilities:
1. Oversee the creation, assessment, execution, and reporting of financial forecasts and analyses.
2. Identify opportunities for enhancing the organization’s financial forecasting and planning systems.
3. Improve internal reporting mechanisms to aid management in decision-making focused on enhancing financial performance.
4. Provide analytical support to departmental leaders, identifying integration opportunities to streamline operations and financial reporting.
5. Develop and implement policies and procedures for various components of the financial planning process.
6. Assist departmental leaders in crafting forecasts that emphasize resource management, including human resources, capital investments, and operational costs.
7. Analyze strategic and operational scenarios to assess their potential impacts on financial standing and key performance indicators.
8. Aid in the preparation of financial presentations for departmental reviews and leadership discussions.

Work Schedule:
This is a full-time position requiring 40 hours per week.

Qualifications:
- Bachelor’s degree in Accounting or related field.
- MBA, MHA, or CPA preferred.
- At least five years of progressively responsible experience in healthcare finance or accounting.
- Self-driven and detail-oriented, capable of working independently.
- Strong communication skills to engage effectively with diverse stakeholders.
- Proven experience in analyzing complex financial and operational challenges.
- Demonstrated project management capabilities for large-scale initiatives.
- Proficient in financial analysis tools and systems, ensuring effective communication and reporting.
- Committed to continuous improvement through problem-solving and process optimization.

Benefits and Highlights:
- Education assistance available.
- Comprehensive benefits package effective from day one for positions of 16 hours per week or more.
- Competitive compensation, including additional pay for weekend and night shifts.
- Generous paid time off policy.
- Retirement savings plan with employer matching starting immediately.

About Trinity Health Mid-Atlantic:
Trinity Health Mid-Atlantic is a leading not-for-profit, faith-based healthcare system dedicated to providing high-quality care to diverse communities. Our workforce comprises over 121,000 colleagues and nearly 36,500 healthcare professionals across multiple states, ensuring accessible and equitable care for all.

Commitment to Diversity:
We value diversity, equity, and inclusion in our workplace, recognizing that a diverse team enhances our ability to serve our communities effectively. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.