Financial Planning & Analysis Coordinator

General Summary

The Financial Planning & Analysis Coordinator plays a crucial role in preparing third‑party healthcare surveys, supporting the Financial Planning & Analysis team during budget preparation, and maintaining system functions. This position requires interaction with various departments due to the nature of financial analysis and survey preparation. The ideal candidate will demonstrate the ability to think critically, perform detailed financial analysis, and organize their workload to meet established priorities and handle special projects as assigned. Reports to department leadership.

Essential Duties and Responsibilities

• Prepare and submit required financial and operational surveys to external entities such as government agencies, accrediting bodies, and industry benchmarking organizations.
• Coordinate with internal departments to gather accurate data for survey responses.
• Maintain a calendar of recurring survey deadlines and ensure timely submissions.
• Serve as the point of contact for survey‑related inquiries and follow‑ups.
• Generate monthly, quarterly, and annual financial reports.
• Assist in the development and consolidation of annual operating and capital budgets.
• Track budget submissions and ensure timely completion across departments.
• Support variance analysis and reporting for leadership reviews.
• Assist in proforma review and ad‑hoc financial analysis.
• Maintain financial databases and ensure data accuracy across systems.
• Schedule and facilitate budget review meetings and planning sessions.
• Communicate deadlines, deliverables, and expectations to stakeholders.
• Support training efforts for budget owners and department managers.
• Perform all other duties as assigned.

Licenses and / or Certifications

None required.

None preferred.

Minimum Education and Experience Requirements

Bachelor’s in Finance, Accounting, Business or related field required.

Finance or accounting experience in a healthcare setting preferred.

Advanced Excel and Enterprise Resource Planning (ERP) proficiency.

Working Conditions

Normal office environment with little exposure to excessive noise, dust, temperature and the like.

Physical Requirements

Please see physical requirements documentation.

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