Financial Planning Leader
1 week ago
BayCare Health System is a leading healthcare provider in the Tampa Bay area, comprising 16 community-based hospitals, a long-term acute care facility, home health services, outpatient centers, and thousands of physicians. Our team of over 30,000 dedicated professionals strives for clinical excellence and promotes a culture built on trust, dignity, respect, responsibility, and forward-thinking philosophy.
About the Role: Financial SpecialistThe Financial Specialist will assume a leadership position within their area of expertise, collaborating with various levels of management to achieve business objectives. This role requires strong analytical skills, effective communication, and problem-solving abilities to lead entire processes, document best practices, and recommend improvements.
Key Responsibilities:
- Eco Forecast and quarterly 18-month rolling forecast creation
- Leading and managing entire processes from assumption gathering to final presentation decks
- Documenting and maintaining processes for efficiency
- Developing recommendations for process improvements and implementations
- Collaborating with stakeholders to address technical issues and contribute to strategic planning
- Creating proformas for major enterprise projects and finance decks
- Participating in financial review meetings and contributing to finance committee discussions
- Supporting rating agency interactions and board retreats
- Managing FTEs and implementing margin initiatives
- Benchmarking and deep analytics at the hospital level
Required Skills and Qualifications:
- Strong work ethic and analytical ability
- Proficiency in Excel and healthcare experience (a plus)
- Creativity, problem-solving, and teamwork skills
- Comfort interacting with upper management and excellent communication skills
Minimum Qualifications:
- 8 years of experience in accounting or financial analysis, or 6 years of relevant experience with a master's degree
Preferred Qualifications:
- CPA certification (accounting)
Compensation and Benefits:
We offer a competitive total reward package including benefits, paid time off, tuition reimbursement, 401(k) match and annual contributions, yearly performance appraisals with merit increases, and a yearly team award bonus. Additionally, you'll enjoy community discounts and be part of an amazing team at a great place to work.
Work Environment:
This role offers a hybrid work arrangement, providing a balance between remote work and collaboration within our office environment.
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