SR Financial Planning Analyst

Beacon Health System offers the opportunity to drive financial planning and decision support in a mission-driven healthcare environment. Based onsite in Granger, IN, this Senior Financial Planning Analyst role supports leadership and the Board through coordinated budgeting, reporting, pricing/coding analytics, and long-range planning.

What you’ll do

• Coordinate the budget process from planning and consolidation through Board of Director approval.
• Prepare decision support reports for management to support informed business decisions.
• Develop and maintain a reporting system for productivity indicators, including productivity statistics accumulation for month-end and budgeting.
• Build and maintain monthly variance reporting processes and provide accurate, timely analysis used for project review.
• Own chargemaster pricing and coding activities, including annual price analysis, price updates, and external price reporting.
• Conduct financial feasibility studies and analyses tied to changing business practices.
• Support long-range planning focused on growth and profitability objectives, including studies related to organizational effectiveness, capacity utilization, and operating cost containment.
• Leverage tools including Diver, Star SQL, and other systems to support TVM teams and Strategy Deployment.
• Update the HBI Daily Dashboard, plus monthly and biweekly reporting for hospital management.
• Maintain data integrity in the Diver system, including cost-to-charge ratios.
• Determine prices for new services throughout the year and perform annual price updates.
• Use Action and other databases to benchmark financial results against other organizations, including ongoing Action database maintenance.
• Maintain the Charge Master and coordinate charging/coding efforts across HIM, Patient Accounts, IT, and department heads to support accurate charging.
• Collaborate with Directors by answering budget process questions and supporting clearer understanding of budget inputs and review.
• Create departmental level budgets using Excel, PeopleSoft, Nvision, and HBI software, implement budget workbook improvements, and coordinate analyst budget kick-off and FRP review processes.
• Transfer final budget data into PeopleSoft and general accounting, spread budgets into monthly increments, track and update consolidated budget reporting, and complete mid-year budget revisions when requested.
• Create and maintain a high-level three-year financial plan using an internally designed system.
• Prepare monthly cash flow for Beacon Healthcare System for use by the Board and Administration.
• Attend and participate in department meetings and remain accountable for information shared.

Key qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• 3 years of related experience in general accounting, budgeting, and data administration (required).
• Healthcare industry experience is preferred.
• Knowledge of general and cost accounting methodologies and techniques.
• High analytical ability to interpret reports and financial statements.
• Strong verbal and written communication and interpersonal skills for presentations and effective collaboration.
• Ability to manage multiple projects, reprioritize work, and meet deadlines.

Tools and systems

• Excel, PeopleSoft, Nvision, SQL, Diver, Star SQL, Action, HBI Daily Dashboard, HBI software
• TVM teams and Strategy Deployment systems

Mission, values, and service goals

Mission: We deliver outstanding care, inspire health, and connect with heart.

Values: Trust. Respect. Integrity. Compassion.

Service Goals: Personally connect. Keep everyone informed. Be on their team.

Working conditions

• Works in an office environment.
• Requires the physical ability and stamina to perform essential duties.
• Available to work overtime and additional shifts/schedules when required.

Education, compliance, and related responsibilities

• Complete mandatory education, annual competencies, and department-specific education within established timeframes.
• Complete annual employee health requirements within established timeframes.
• Maintain license/certification/registration in good standing throughout the fiscal year.
• Comply with regulatory agency requirements, survey process, and compliance expectations.
• Direct patient care providers must maintain current BCLS (CPR) and other certifications required by position/department.
• Consistently utilize universal precautions, protective equipment, and ergonomic techniques.