Regional Financial Planning & Analyst-Pearland TX-Hybrid

Optum, through Kelsey-Seybold Clinic, is a leading health care organization focused on coordinated and accountable care. The Regional Financial Planning & Analyst will support budgeting, forecasting, reporting, financial analysis, business partnering, performance improvement, planning processes, and FP&A process automation for assigned regions, departments, or service lines.

What you'll do:

• Financial Planning & Analysis Assist in the development of annual operating budgets and quarterly forecasts for assigned regions, departments, or service lines. Compile and analyze financial and operational data to support budgeting, forecasting, and management decision-making. Perform variance analysis and identify trends impacting financial performance. Support the preparation of financial models and analyses used to evaluate business performance and forecast future results
• Reporting & Analytics Prepare monthly financial reporting packages, dashboards, KPIs, and management reports. Consolidate financial and operational information from multiple sources and ensure reporting accuracy. Research variances and provide supporting analysis and commentary regarding month-end results
• Business Partner Support Partner with operational leaders, clinic management, and other business stakeholders to gather information and understand business drivers. Support development of KPI-based budgets, forecasts, and performance reporting. Assist in evaluating operational performance and identifying opportunities for process improvement
• Financial Performance Improvement Support analysis of profitability, labor productivity, patient volume trends, expense management, and operational efficiency initiatives. Assist in identifying cost-saving opportunities and performance improvement recommendations
• Planning Process Support Assist with the annual planning cycle, forecast updates, month-end close analytics, management presentations, and leadership reporting requirements. Support preparation of materials used in operating reviews and budget discussions
• Process Improvement Identify opportunities to improve financial reporting, analytics, forecasting accuracy, and data integrity. Support automation efforts and continuous improvement initiatives within FP&A processes
• Ad Hoc Projects Perform financial analysis, reporting requests, business cases, operational studies, and special projects as assigned by FP&A leadership

What they're looking for:

• College degree in finance or equivalent work experience
• 1+ years of relevant experience in Finance
• Proficient with Microsoft Office applications
• Proven time management, organizational management and project management skills
• Bachelor's degree in business, finance or accounting
• 2+ years of relevant experience in Finance

Benefits:

• Flexibility to work remotely from anywhere within the U.S.
• A comprehensive benefits package, subject to eligibility requirements
• Incentive and recognition programs, subject to eligibility requirements
• Equity stock purchase, subject to eligibility requirements
• 401k contribution, subject to eligibility requirements
• Development for other roles you may be interested in