Financial Analyst II

Position Title:

Financial Analyst II

Department:

Financial Services

Job Description:

Performs a broad range of financial planning and analysis for assigned entities. Monitors results of financial data against plans, forecasts and budgets to determine trends and explain financial results.

Essential Responsibilities

Responsibilities listed in this section are core to the position. Inability to perform these responsibilities with or without an accommodation may result in disqualification from the position.

• Prepares financial and statistical reports and monitors trends and variance

• Prepares reports identifying differences between current actual results, budgeted targets, and prior year actual result

• Prepares ad hoc financial analysis

• Prepares existing monthly financial and statistical reports

• Develop new reports and analysis

• Assists Financial Analyst II & III with data compilation and report preparation

• Assists in preparation of financial models

• Assists in the preparation of the operating budget

• Performs special projects as required by manager

• Produce Financials by Business Unit to ensure data integrity and to proactively identify opportunities to improve processes

• Partners with Leadership to assist with Financial Systems Education & Reporting 

General Responsibilities

• Performs other duties as assigned.

Minimum Qualifications

Education Requirements

• Bachelor's Degree in Accounting, Finance, or Related Field.

Experience Requirements

• At least 3 years experience in related field required.

License/Certification/Registration Requirements

• None required.

Knowledge/Skills/Abilities Requirements

• Proficient in Microsoft office specifically Excel

• Ability to develop and utilize PC based spreadsheets.

• Ability to communicate effectively as an integral part of a team.

• Ability to effectively review financial information, such as variance and actual-to-budget analyses.

• Ability to effectively make recommendations to leadership

• Strong analytical mindset with ability to work independently and oversee projects

• Decision Making: Independent judgment in planning sequence of operations and making minor decisions in a complex technical or professional field.

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OU Health is an equal opportunity employer. We offer a comprehensive benefits package, including PTO, 401(k), medical and dental plans, and many more. We know that a total benefits and compensation package, designed to meet your specific needs both inside and outside of the work environment, create peace of mind for you and your family.