Financial Planning Analyst, Sr at Novant Health

• Hybrid Position - 3 days in office , 2 days remote
• Monday- Friday; 8 - 5PM 
• Preferred Location:  Charlotte, NC 

We are seeking a proficient Financial Planning Analyst Sr to support strategic decision-making through robust financial modeling and analysis. This role will focus on building and maintaining projection models related to capital expenditures and high-value investments.

Key Responsibilities:

• Develop and maintain financial models to support capital planning and forecasting.
• Analyze large-scale spending initiatives and provide insights to leadership.
• Present findings and recommendations using Excel and PowerPoint.
• Strong proficiency in Excel and PowerPoint.
• Background in accounting, finance, or investment analysis.
• Progress toward CPA or possession of CFA designation is highly preferred.

• Education: 4 Year / Bachelors Degree - Degree in Finance, Accounting, Economics, or related field. Graduate Degree, preferred. MBA/MHA.
  
• Experience: Experience in financial planning, analysis, or healthcare finance, rquired.
  
• Licensure/Certification: Progress towards or completion of CPA/CFA or other quantitative/analytical credentials, preferred.
  
• Additional Skills (required): Documented analytical skills: must be able to absorb, interpret and synthesize large amounts of data; formulate and present sound business conclusions; Financial acumen and general business savvy: strong financial skills and commitment to advancing Novant's strategic, operational and financial goals; attention to detail in both analysis and presentation of assigned projects; Excellent communication skills: must be able to identify real issues and be adept at presenting his/her ideas orally and in writing; Proven ability to work collaboratively within an organization; exceptional interpersonal skills; highly professional demeanor; confidence to ask questions and seek the right person and information to resolve complex issues; High energy level: someone who understands the urgency of meeting the organization's needs; a proactive style and ability to manage uncertainty. Ability to drive and travel between campus buildings, remote facilities and out of town.