Financial Planning Analyst - Accounting (Days)

Under the supervision of the Decision Support Manager, the Financial Planning Analyst will be part of a team to develop and maintain the health system's decision support systems in an accurate and timely manner. They will be cross-trained in all aspects of Decision Support systems including Cost Accounting, Productivity, Epic, and all other applications. The Financial Planning Analyst will be responsible for assisting with financial forecasting, budgeting, and analysis to support strategic decision-making across the organization. Required Knowledge & Skills Education: Bachelor's Degree Experience: Two years of related financial planning experience. Requires working knowledge of specialized practices, equipment, and procedures. Qualifications Bachelors Degree in Accounting, Finance, or related field. Excellent written and oral communication skills are required to teach classes, do presentations, and educate all staff at all skill levels. Strong information systems skills and ability to navigate software programs easily and identify data integrity issues with data. Strong interpersonal skills to interact as a liaison between the Accounting department and customers both internal and external. Ability to work with detailed information where errors are not easily detected. Ability to prioritize job duties in order to meet deadlines. Ability to perform at best on a consistent basis and to maintain confidentiality at all times. Statement Of Employment Philosophy Being a part of Tanner Health System is more than a job, it is a promise we make to treat every patient with exceptional service every time they walk through our doors. Service excellence is the foundation of our organizational culture and the expectations we all set for each other, our patients, physicians and our community. All employees agree to abide by a set of service standards. These standards are the promise we make to provide the best care possible, and represent our beliefs, values and who we strive to become. We each commit to making Tanner Health System a great place for our employees to work, for patients to receive care and for physicians to practice medicine. FunctionsArea of Responsibilities Works closely with Decision Support Manager to promote and role model use of electronic systems to the fullest extent possible. Tests and maintains software to ensure accuracy of data and workability of functions. Financial systems include, but are not limited to Epic, Strata, and EPSi. Assist in the preparation of annual budgets, forecasts, and long-range financial plans. Assist with creation of financial projections, metrics, and proformas for Finance. Cross-train and serve as Applications Coordinator for Finance for maintaining appropriate access controls of module dictionaries Prepare all Medicare and Medicaid contractual spreadsheets and monthly entries including evaluating the appropriateness of estimated allowances across the health system. Prepare lead schedules for all investments and bonds for the health system and the Foundation. Analyze financial data to identify trends, variances, and opportunities for improvement. Prepare ad-hoc financial analyses and reports as needed to support decision-making. Continuously improve financial processes and systems to enhance efficiency and accuracy. Supports departments, directors, and administrators on business practices and opportunities. Creates relationships for long-term success. Analyzes information provided by consultants as needed. Conducts training and interviews for financial analysis, budgeting, productivity and cost accounting. Assist VP of Finance and Decision Support Manager with other duties as assigned. Compliance Statement Employee performs within the prescribed limits of Tanner Health System's Ethics and Compliance program. Is responsible to detect, observe, and report compliance variances to their immediate supervisor, the Compliance Officer, or the Hotline. Required Knowledge & Skills Education: Bachelor's Degree Experience: Two years of related experience. Requires working knowledge of specialized practices, equipment, and procedures. Licenses and Certifications NONE REQUIRED Qualifications Bachelors Degree in Accounting, Finance, or related field. Excellent written and oral communication skills are required to teach classes, do presentations, and educate all staff at all skill levels. Strong information systems skills and ability to navigate software programs easily and identify data integrity issues with data. Strong interpersonal skills to interact as a liaison between the Accounting department and customers both internal and external. Ability to work with detailed information where errors are not easily detected. Ability to prioritize job duties in order to meet deadlines. Ability to perform at best on a consistent basis and to maintain confidentiality at all times. Definitions Under the supervision of the Decision Support Manager, the Financial Planning Analyst will be part of a team to develop and maintain the health system's decision support systems in an accurate and timely manner. They will be cross-trained in all aspects of Decision Support systems including Cost Accounting, Productivity, Epic, and all other applications. The Financial Planning Analyst will be responsible for assisting with financial forecasting, budgeting, and analysis to support strategic decision-making across the organization. Position Responsibilities Contact with Others: Performance of job requires contact with others where team work is essential, requiring tact in order to obtain cooperation. Contacts may be outside of the organization also. Effect of Error: Probable error usually detected in succeeding operations and generally confined to a single department or phase of organization activities. Practically all work is subject to verification or check. Occasional work with some confidential data where the effect of any disclosure would be negligible or where the full import is not apparent in the routines performed. People Management Responsibilities Supervisory Responsibility: Exercises no supervision, work direction, or instruction of other employees or students Work Environment/Physical Effort Mental Demands: Semi-routine duties of some variety and difficulty performed under general supervision and following general operating procedures and practices. Work involves some planning to select correct methods and correct for error. Working Conditions: Generally pleasant working conditions/normal office environment. Working Conditions Aspects for Immunizations Performs tasks involving contact with blood, blood-contaminated body fluids, other body fluids, or sharps (needles): No Directly works with Patients less than 12 months of age: No Physical Effort: Minor physical effort - Job requires person to stand and/or walk frequently. Lifts, carries, or uses lightweight (1 to 25 lbs.) materials or equipment less than half of the day. Works in reaching or strained position intermittently. Office or laboratory work requires close visual effort less than half of day. Office or Laboratory work with concentration on a monotonous, repetitious procedure or skill most of day, where speed and accuracy are essential. Physical Aspects Bending: Occasional = 1% - 33% of the time Typing: Frequent = 34% - 66% of the time Manual Dexterity -- picking, pinching with fingers etc.: Frequent = 34% - 66% of the time Feeling (Touch) -- determining temperature, texture, by touching: Not required Hearing: Frequent = 34% - 66% of the time Reaching -- above shoulder: Occasional = 1% - 33% of the time Reaching -- below shoulder: Occasional = 1% - 33% of the time Visual: Frequent = 34% - 66% of the time Color Vision: Not required Speaking: Frequent = 34% - 66% of the time Standing: Not required Balancing: Not required Walking: Not required Crawling: Not required Running - in response to an emergency: Not required Lifting up to 25 lbs.: Occasional = 1% - 33% of the time Lifting 25 to 60 lbs.: Occasional = 1% - 33% of the time Lifting over 60 lbs.: Not required Handling -- seizing, holding, grasping: Frequent = 34% - 66% of the time Carrying: Not required Climbing: Not required Kneeling: Not required Squatting: Not required Tasting: Not required Smelling: Not required Driving -- Utility vehicles such as golf carts, Gators, ATV, riding lawnmowers, skid steer, aerial lift: Not required Driving -- Class C vehicles: Not required Driving -- CDL class vehicles: Not required N95 Respirator usage (PPE): Not required Hazmat suit usage (PPE): Not required Pushing/Pulling -- up to 25 lbs.: Occasional = 1% - 33% of the time Pushing/Pulling -- 25 to 60 lbs.: Occasional = 1% - 33% of the time Pushing/Pulling -- over 60 lbs. : Not required

Created: 2026-03-04