Financial Planning Analyst III - Budget & Forecasting

Location Address:

Compensation Pay Range:

Minimum Offer $:

Maximum Offer for this position is up to $:

Now hiring a

Summary:

Type of Opportunity:

Job Exempt:

Job is based :

Work Shift:

Responsibilities:

This position will assists with control and regulatory compliance functions; supports projects and operational improvement teams; key contributor for annual budget and quarterly forecast preparation; and serves as a resource and educator for the Fluent Health Finance Department.

Some key responsibilities include:

• Communicates effectively, both verbally and in writing, with coworkers, staff, and management.

• Interprets, prepares, and presents data in a way that's easily understood by various audiences.

• Works well independently and in teams; adaptable to changing assignments and environments.

• Builds strong working relationships across disciplines with varying technical and business expertise.

• Maintains data integrity through audits, evaluations, and proper use of support systems.

• Applies analytical and problem-solving skills to identify and communicate solutions effectively.

• Provides ad hoc financial analysis and data solutions to support performance and improvement initiatives.

• Supports budgeting, forecasting, and variance analysis for departments and insurance lines of business.

• Enhances financial tools and educates staff on systems, data interpretation, and process improvements.

• Performs additional duties as needed, including cross-training and support across functions.

Qualifications:

• Bachelors degree in finance, accounting or relevant field required.
• Three (3) years of health care finance experience or equivalent work experience.
• Demonstrates strong analytical skills/capabilities and good verbal and written communication skills.
• Strong working knowledge and experience with Microsoft Office products and other analytical tools.
• Demonstrates ability to function as a key contributor for tasks or projects while managing multiple tasks and meeting established deadlines.

All benefits-eligible Presbyterian employees receive a comprehensive benefits package that includes medical, dental, vision, short-term and long-term disability, group term life insurance and other optional voluntary benefits.

Wellness
Presbyterian's Employee Wellness rewards program is designed to provide you with engaging opportunities to enhance your health and activate your well-being. Earn gift cards and more by taking an active role in our personal well-being by participating in wellness activities like wellness challenges, webinar, preventive screening and more.

Why work at Presbyterian?
As an organization, we are committed to improving the health of our communities. From hosting growers' markets to partnering with local communities, Presbyterian is taking active steps to improve the health of New Mexicans.

About Presbyterian Healthcare Services
Presbyterian exists to improve the health of patients, members, and the communities we serve. We are locally owned, not-for-profit healthcare system of nine hospitals, a statewide health plan and a growing multi-specialty medical group. Founded in New Mexico in 1908, we are the state's largest private employer with nearly 14,000 employees - including more than 1600 providers and nearly 4,700 nurses.

Our health plan serves more than 580,000 members statewide and offers Medicare Advantage, Medicaid (Centennial Care) and Commercial health plans.

Inclusion and Diversity
Our culture is one of knowing and respecting our patients, members, and each other. We capture this in ourPromise and CARES commitments.

AA/EOE/VET/DISABLED. PHS is a drug-free and tobacco-free employer with smoke free campuses.