Financial Analyst II - Enterprise Finance & Analytics, Full Time - Days

Summary

UChicago Medicine is an academic healthcare system seeking a Financial Analyst II to support enterprise finance through strategic collaboration, financial analysis, modeling, reporting, and dashboard maintenance. The role partners with finance, clinical, operational, and data teams on budgeting, forecasting, performance improvement, data quality, and strategic projects.

Responsibilities

• Assists in the facilitation of department-level business planning and review sessions to identify key variances and drive accountable action plans pertinent to budget planning, forecasting, performance improvement, and long-term financial strategies
• Collaborate with finance stakeholders to create and scale analytic solutions for the enterprise. Builds analytic models and/or tools that help drive system insights, provide actionable information and support leadership decision making
• Provide financial assessments including business plans and pro forma development that feed into the operating and capital budget
• Analyzes trends, identifies patterns, and identifies areas of opportunity to improve financial performance. Supports decision support projects critical to determining costs, revenues, and profitability of enterprise endeavors - including hospital and physician activity
• Develops financial modeling methodologies and techniques to provide analytics with actionable insights for clinical leadership, and streamline the annual planning cycle. Identify key issues and synthesize complex information into clear talking points and action items. Coordinates with Finance and cross-functional leadership on developing the UCM Enterprise annual operating budget targets for volumes, revenue, and expenses
• Support data integration and maintenance efforts with UCMIT and Strata system
• Develop data quality and audit processes for financial reporting
• Create clear documentation for each project, define inclusions/exclusions, and maintain documentation and code
• Collaborate with data teams within UCM to ensure data and analytics needs of assigned projects are satisfied and garner the most effective clinical monitors and insight to drive improvement, while allowing for efficient analytics processes
• Identify data collection and analysis needs as appropriate when relevant data does not exist electronically
• Participates in and oversees the planning, design, implementation, and completion of small to medium projects with support from supervisor and team members
• Executes project plan and provides daily support for moving the project forward on large strategic initiatives with support from a supervisor
• Maintains detailed project documentation
• Self-direct time to meet project deadlines. Ensure timely completion of work and meet stakeholder expectations of deliverables
• Collaborate with clinical and operational leads and functional team to develop meeting agendas and workplans that accurately capture and document key discussions, decisions, and action items
• Lead and facilitate project meetings, employing basic facilitation skills (e.g. encouraging participation, using process checks)
• Define project KPIs throughout the project life cycle
• Reviews data queries and report outputs for accuracy
• Develops technical and operational knowledge of UCM data sources and systems such as Strata Management & Productivity Reporting, Tableau, Kronos, Epic, and Oracle. Tableau, Kronos, Epic, and Oracle

Skills

• Bachelor's Degree in Finance, Health Care Administration, Business Administration, Mathematics, Computer Science, or other related field
• 4+ years of analytical experience required, ideally in a health care setting
• Ability to independently lead small to medium scale/ scope projects
• Ability to partner and collaborate with interdisciplinary teams and front-line leadership to meet goals for financial analysis, action planning, and process improvement
• Knowledge of analytical tools and frameworks to approach financial evaluation and insights
• Strong data management skills, report maintenance, and dashboard development across the enterprise
• Familiarity with healthcare data systems and analysis
• Willingness to learn and become highly proficient with Tableau or similar data visualization tools
• Willingness to learn and become highly proficient with SQL or similar technical programming
• Demonstrated analytical, statistical, problem-solving skills and business acumen
• Strong communication and customer service skills with proven experience
• Detailed-oriented, process-focused, and highly professional
• Strong organizational and consensus building skills
• Demonstrated ability for public speaking
• Strong project management skills
• Self-motivated: given appropriate direction for goals, must be able to work autonomously in a sometimes ambiguous and changing environment
• Preference for experience in healthcare performance improvement
• Preference for broad knowledge of the US healthcare system and familiarity with academic medicine
• Preferred expertise in data analysis tools: Python, R, Power BI, Tableau, Excel (advanced with formulas and macros), QlikView, SAS, or other statistical software
• Prior experience with Strata's EPM System, Epic, Kronos, Oracle, Tableau, and SQL preferred

Qualifications

Must Haves

• Bachelor's Degree in Finance, Health Care Administration, Business Administration, Mathematics, Computer Science, or other related field
• 4+ years of analytical experience required, ideally in a health care setting
• Ability to independently lead small to medium scale/ scope projects
• Ability to partner and collaborate with interdisciplinary teams and front-line leadership to meet goals for financial analysis, action planning, and process improvement
• Knowledge of analytical tools and frameworks to approach financial evaluation and insights
• Strong data management skills, report maintenance, and dashboard development across the enterprise
• Familiarity with healthcare data systems and analysis
• Willingness to learn and become highly proficient with Tableau or similar data visualization tools
• Willingness to learn and become highly proficient with SQL or similar technical programming
• Demonstrated analytical, statistical, problem-solving skills and business acumen
• Strong communication and customer service skills with proven experience
• Detailed-oriented, process-focused, and highly professional
• Strong organizational and consensus building skills
• Demonstrated ability for public speaking
• Strong project management skills
• Self-motivated: given appropriate direction for goals, must be able to work autonomously in a sometimes ambiguous and changing environment

Nice to Haves

• Preference for experience in healthcare performance improvement
• Preference for broad knowledge of the US healthcare system and familiarity with academic medicine
• Preferred expertise in data analysis tools: Python, R, Power BI, Tableau, Excel (advanced with formulas and macros), QlikView, SAS, or other statistical software
• Prior experience with Strata's EPM System, Epic, Kronos, Oracle, Tableau, and SQL preferred

Benefits

• Flexible remote opportunity; may be based outside of the greater Chicagoland area