Financial Analyst Senior -UNCPN Administration Staff

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Plans, develops and coordinates the preparation of budgets, financial statements, statistical reports, cost analyses and other financial information. Performs complex and specialized assignments in area of expertise. Performs lead role in coordinating complex projects.

This role is hybrid (combination of onsite and virtual).

1. Assists in the development, implementation and management of financial systems, cost accounting systems and/or financial policies and procedures.
2. Develops complex financial reports and analysis for senior management and external agencies. Presents reports to senior management or committees. Prepares complex charts and diagrams showing prior, current and projected expenditures to provide a basis for comparison and evaluation.
3. Maintain communication with assigned department managers and administrative staff in the preparation and analysis of complex financial reports, to provide information and to resolve complex problems concerning variances from approved budget. Provide technical support to assigned departments regarding budgeting system and procedures.
4. Monitors and analyzes budget expenditures and prepares detailed reports and analysis on trends. Compiles budgetary and fiscal data received from assigned departments. Analyzes and evaluates departmental budget requests to prepare budgetary documents, reports, and recommendations. Presents fiscal data of assigned departments at budget hearings. Advises senior leaders on budget trends and issues.
5. Prepares and maintains accurate accounting records to ensure compliance with state and federal regulatory agencies as well as GAAP, GASB, and FASB.
6. Utilizes various computer financial information systems in the preparation of analysis, evaluation and reports relating to assigned areas. Recommends operational procedures and ways to improve efficiency and/or effectiveness.
7. Serves a department lead, mentoring and training lower level staff and assuming responsibility for the most complex budget and financial issues.

Education Requirements:
● Master’s degree in Accounting, Business Administration, Finance or related field or equivalent combination of education, training and experience.
Licensure/Certification Requirements:
● No licensure or certification required.
Professional Experience Requirements:
● If a Master’s degree: Four (4) years of experience in financial planning or analysis.
● If a Bachelor’s degree: Eight (8) 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.

The ideal candidate would have strong financial analysis experience, including actual-to-budget variance analysis, forecasting, budgeting, and a background in Accounting or Auditing would be a plus. Being able to manage multiple projects and communicate with all levels within the organization. The main systems we use are StrataJazz, Infor, Business Objects….strong excel experience is a plus. This is replacing a current position, so we have on-the-job training, and expecting this person to jump right in and contribute. but there is a freedom to make any changes or improvements to best fit the needs of our end user.

Job Details
Legal Employer: NCHEALTH

Entity: UNC Physicians Network

Organization Unit: UNCPN Administration Staff

Work Type: Full Time

Standard Hours Per Week: 40.00

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 Heath Care System. This is not a State employed position.

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