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Finance Planning Specialist

2 months ago

Dorchester Center, United States Tufts Medicine Full time
Job Profile Summary


This position is centered around executing a range of financial tasks, encompassing accounting, financial evaluation, auditing, taxation, and collections, while adhering to regulatory requirements.

Additionally, this role emphasizes the execution of Financial Planning & Analysis responsibilities:

Conducting both short-term and long-term financial assessments of business operations to gauge and predict future performance.

This involves scrutinizing internal financial data (such as profit and loss statements, financial reports, working capital, costs, pricing, expenses, revenues, and return rates) alongside external economic factors and their effects on business operations (including inflation, interest rates, and currency fluctuations).

Engaging in financial modeling to assess and predict the potential effects of financial transactions and corporate development initiatives.

A professional role that may oversee the work of junior professionals or manage specific processes and programs.

The majority of the role involves directing the design, execution, or delivery of processes, programs, and policies utilizing specialized knowledge and skills typically acquired through advanced education.

A senior-level position that necessitates extensive knowledge of the field, usually obtained through advanced education and relevant work experience.

Typically responsible for:

managing projects and processes, working autonomously with minimal supervision, mentoring and reviewing the work of junior professionals, and resolving complex issues.


Job Overview

This role supports the organization's planning function through research, analysis, and the maintenance of data and information.

Assists in delivering timely financial evaluations and reports on product and service line profitability, program assessments, and other analyses for special projects and initiatives as needed.

Provides reporting for leadership to aid in managing and maintaining appropriate productivity levels and staffing needs, along with financial evaluations and modeling related to monthly variance reporting and annual budgeting processes.


Job Description

Minimum Qualifications:

  • Bachelor's degree in Accounting or Finance
  • Three (3) years of experience in Financial Planning and Analysis.
Preferred Qualifications:

  • Five (5) years of experience in healthcare Financial Planning and Analysis
  • Experience in healthcare, including Physician Group Finance.
Duties and Responsibilities: The duties and responsibilities listed below are intended to describe the general nature of work and are not intended to be an all-inclusive list. Other duties and responsibilities may be assigned.

  • Maintains the budgeting and forecasting system and associated database. Responsibilities include data loading, auditing, and performing various checks to ensure accuracy before making the database available for use.
  • Utilizes the budgeting and forecasting system, general ledger financial reporting, and the patient billing system to produce assigned management reports at various intervals (weekly, monthly, quarterly, and ad hoc).
  • Assists in developing financial analyses to support new business proposals, potential service line expansions, and/or the business planning process.
  • Contributes to the financial profitability analysis of diverse organizational/operational segments to support operational and management decisions.
  • Summarizes, interprets, and presents information in clear and concise formats for senior leadership and others within the organization. Collaborates with department managers to understand reports and data provided and assists in formulating action plans based on the information produced, including developing timelines and data requirements for monitoring progress.
  • Reports key volume statistics and metrics for the organization.
  • Oversees, trains, and mentors junior team members in all budgeting/planning functions and any special projects that may arise.
  • Trains users of the budgeting system on budget entry and reporting functionalities.
  • Leads system improvements and/or the implementation of new technologies.
  • Responds to ad hoc financial analyses, special projects, and other similar or related duties as required or directed.
  • Collaborates with department managers on financial analyses for new and existing programs; supports all aspects of the analysis, including compensation and productivity benchmarking, revenue and expense forecasting, and staffing analyses to develop pro forma and ROI analyses.
  • Documents workflows and processes to facilitate standardization and process improvement.
  • Provides accounting support as needed, including general ledger entry posting and account reconciliations.
  • Works closely with the Accounting department to generate and present monthly actual-to-budget variance analyses.
  • Maintains general ledger financial reports, including balance sheets, trial balances, income statements, and charts of accounts. Updates reports for new accounts and cost centers and verifies report accuracy. Creates and tests custom reports as requested.
  • Maintains collaborative relationships with peers and colleagues to effectively contribute to the working group's achievement of goals and to foster a positive work environment.
  • May assist in developing the five-year financial plan, updated annually, that aligns with the Corporate Strategic plan.
  • May assist in maintaining the Decision Support System (DSS) and ensuring data integrity.
Physical Requirements:

  • Professional office environment with typical office requirements such as computers, phones, photocopiers, filing cabinets, etc.
  • This is largely a sedentary role, which involves sitting most of the time, but may involve movements such as walking, standing, reaching, ascending/descending stairs, and operating office equipment.
  • Frequently required to speak, hear, communicate, and exchange information.
  • Able to see and read computer displays, read fine print, and/or normal type size print and distinguish letters, numbers, and symbols.
  • Occasionally lift and/or move up to 25 pounds.
  • Requires manual dexterity using fine hand manipulation to operate a computer keyboard.
Skills & Abilities:

  • Ability to apply financial management concepts and methodologies to projects.
  • Demonstrated ability to work and effectively communicate with individuals from diverse backgrounds, disciplines, and levels of expertise, with strong facilitation and presentation skills.
  • Effective analytical thinking and ability to gather, understand, integrate, and synthesize complex information to develop solutions, make recommendations, or propose action plans, with excellent problem-solving skills.
  • Knowledge of hospital financial analyses and decision support systems, as well as statistical and analytic software models (Tsi, Access, Excel, AMS).
  • Strong computer skills, including proficiency with MS Office (Word, Excel, and PowerPoint), and familiarity with databases (e.g., experience using MS Access) and Meditech systems.
  • Outstanding attention to detail, strong organizational skills, and the ability to anticipate programmatic needs.
  • High degree of professional confidence, credibility, and communication skills to effectively work with leadership teams.
  • Ability to coordinate across disciplines and departments, able to work both independently and with stakeholders.
  • Highly professional manner with an ability to maintain sensitivity, confidentiality, and tactfulness.
  • Excellent writing skills, including the ability to draft and present program materials.
  • Comfortable with ambiguity—works to resolve open questions, can define a process to resolve ambiguity, and is comfortable that the plan may change.
  • Concise and effective verbal and written communication skills—can engage easily with a variety of audiences.