Financial Planning Analyst

Position Summary The Financial Planning Analyst supports enterprise-wide financial planning initiatives across the pediatric health system. This position is responsible for short- and long-term financial planning, including the annual operating budget, rolling forecasts, and the strategic long‑range financial plan. The analyst collaborates with regional finance and operational teams to ensure financial goals align with organizational strategy. This position manages financial planning systems and budget configurations to support accurate and efficient planning processes. Position Duties Financial Planning Leads the development and coordination of the annual operating budget across departments and regions. Manages rolling forecasts and provides variance analysis to support proactive financial decision‑making. Supports the creation and maintenance of the strategic long‑range financial plan. Collaborates with regional finance and operational teams for inputs into the annual operating budget, monthly forecasts, and strategic long‑range financial plan. Financial Planning Systems & Support Maintains and configures financial planning systems to ensure accurate and efficient budgeting processes. Develops financial models and tools to support planning and forecasting activities. Ensures data integrity and consistency across financial systems and reports. Provides training and support to users of financial planning systems. Performs miscellaneous job related duties as requested. Mission, Vision & Values Mission: To advance hope, healing and the best healthcare for children and their families. Vision: Phoenix Children’s will be the leading pediatric health system in the Southwest, nationally recognized for exceptional care, innovative research and advanced medical education. Values: We place children and families at the center of all we do. We deliver exceptional care, every day and in every way. We collaborate with colleagues, partners and communities to amplify our impact. We set the standards of pediatric healthcare today, and innovate for the future. We are accountable for making the highest quality care accessible and affordable. Position Qualifications Education: Bachelor’s degree in Finance, Accounting, Business Administration, or related field. Experience: Three (3) or more years of experience in financial planning and analysis. Experience: Experience in pediatric healthcare financial planning. Special Skills: Proficiency in financial planning systems and tools (e.g., Strata, Oracle, Workday Planning). Special Skills: Strong analytical and problem‑solving skills with advanced Excel capabilities. Special Skills: Knowledge of healthcare budgeting and reimbursement models. Special Skills: Excellent communication and collaboration skills to work effectively with cross‑functional teams. Additional Requirements: CPA, CHFP, FHFMA. Physical Requirements & Occupational Exposure/Risk Potential Feeling (sensing textures and temperatures) – Occasionally Fine Motor Skills (pinching, gripping, etc.) – Frequently Hearing – Constantly Reaching – Occasionally Sitting – Constantly Standing – Frequently Talking – Frequently Walking – Frequently Near Vision – Constantly Far Vision – Frequently Color Discrimination – Occasionally Use of keyboard, mouse and/or computer equipment – Constantly Lift up to 35 pounds without assistance – Occasionally Occupational Exposure/Risk Potential – Inside office environment – Applicable #J-18808-Ljbffr