Financial Analyst III - Financial Planning

Description

Become part of an inclusive organization with over 40,000 teammates, whose mission is to improve the health and well-being of the unique communities we serve.

Summary:

Participates in preparing corporate budgets, financial statements, statistical reports, cost analyses, and other financial information. Reviews budget requests and recommends changes to achieve goals and objectives. This role also provides complex financial and business analytics to senior leadership in support of service lines, developing standardized, automated, and actionable reporting that tells the patient story and strengthens systemwide decision making. The analyst collaborates with operational, strategic, and financial partners to align service line definitions, financial data, and key performance metrics to improve consistency, visibility, and strategic insight across UNC Health.

Responsibilities:

• Prepare and analyze financial reports, maintain communication with entity leaders, troubleshoot budget variances, and provide technical support for budgeting systems.
• Monitor and evaluate corporate budget activity, compile fiscal data, assess budget requests, and prepare recommendations, reports, and presentations for leadership and committees.
• Develop and distribute financial reporting, including dashboards, charts, and visualizations reflecting historical, current, and projected performance.
• Maintain compliance with regulatory and accounting standards (GAAP, GASB, FASB), ensuring accurate and timely financial documentation.
• Perform complex financial and operational analyses using financial information systems; recommend efficiency improvements; and support or mentor junior team members.
• Define and standardize service line structures by partnering with operational and service line leaders to ensure alignment with the patient journey.
• Integrate service line definitions with key performance metrics-such as quality, market share, and financial indicators-to build complete, actionable dashboards.
• Develop consistent, automated reporting that conveys the patient story, enabling leaders to make informed, data driven decisions.
• Support the budget process by supplying analytical insights into financial drivers, trends, risks, and opportunities across service lines.
• Identify and investigate variances with service line leaders and evaluate downstream operational and financial impacts.
• Collaborate across UNC Health-including Cost, Strategy, and Financial Planning teams-to strengthen cost data quality, align operational definitions, and ensure strategic plans and pro formas reflect expectations.

Education Requirements:
* Master's degree or equivalent combination of related education and experience.
Licensure/Certification Requirements:
* No licensure or certification required.
Professional Experience Requirements:
* If a Master's degree: two (2) years of experience in financial planning or analysis.
* If a Bachelor's degree: Six (6) years of experience in financial planning or analysis.
Knowledge/Skills/and Abilities Requirements:
* Research, retrieve and organize data to prepare reports and financial documentation, analyze and audit data.

Legal Employer: NCHEALTH

Entity: Shared Services

Organization Unit: Financial Planning

Work Type: Full Time

Standard Hours Per Week: 40.00

Salary Range:$35.87 - $51.57 per hour (Hiring Range)

Pay offers are determined by experience and internal equity

Work Assignment Type: Hybrid

Work Schedule: Day Job

Location of Job: US:NC:Morrisville

Exempt From Overtime: Exempt: Yes

This position is employed by NC Health (Rex Healthcare, Inc., d/b/a NC Health), a private, fully-owned subsidiary of UNC Health Care System, in a department that provides shared services to operations across UNC Health Care; except that, if you are currently a UNCHCS State employee already working in a designated shared services department, you may remain a UNCHCS State employee if selected for this job.

Qualified applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, disability, status as a protected veteran or political affiliation.

UNC Health makes reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as applicants and employees with disabilities. All interested applicants are invited to apply for career opportunities. Please email applicant.accommodations@unchealth.unc.edu if you need a reasonable accommodation to search and/or to apply for a career opportunity.