Budget Analyst - Planning

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Coordinates operating budgeting and management reporting activities for the assigned departments budget formulation and variance analysis review. This position will utilize reports to analyze data from various sources and systems in order to present reports as required to assist in budget planning, budget completion, monthly analysis and decision making. This position will require both an Accounting knowledge base in addition to some technical system skills of database and system management expertise.

MINIMUM QUALIFICATIONS:

EDUCATION, CERTIFICATION, AND/OR LICENSURE:

1. Bachelor’s degree in Business Administration, Accounting, Industrial Engineering, Business Management, or Hospital Administration or related field. 

EXPERIENCE:

1. Two (2) years’ experience in data analysis, financial statement preparation, financial systems administration and/or health care planning background.

PREFERRED QUALIFICATIONS:

EDUCATION, CERTIFICATION, AND/OR LICENSURE:

1. Certified Public Accountant (CPA).

EXPERIENCE:

1. Two (2) years professional capacity experience, preferably in healthcare.

CORE DUTIES AND RESPONSIBILITIES: The statements described here are intended to describe the general nature of work being performed by people assigned to this position.  They are not intended to be constructed as an all-inclusive list of all responsibilities and duties.  Other duties may be assigned.

1. Administrator of the assigned departments budget and management reporting software.  This includes, but is not limited to, ongoing system maintenance, reporting, and training of directors and staff. Monitors and submits issues to Sr. Budget Analyst.

2. Collaboratively interacts with Information Technology, Accounting, Finance & Reimbursement, and Patient Financial Services. Work with various system administrators to design solutions to various technical problems.

3. Assists with the coordination of hospital’s annual budget process and becomes budgetary decision makers during peak budget periods based on guidelines and knowledge of the organization. Manages all input into the budget workbooks from internal staff as well as pushes all top down information into the system as appropriate.

4. Provides thorough financial and statistical analysis of data, as needed, to produce reports and support decision making. Writes and develops reports independently resulting in efficient business analysis.

5. Maintains and continually improves on technical skills needed to manipulate data.

6. Maintains and designs data base structures as needed to produce and analyze reports.

7. Maintains expert level report writing for budgetary and management reporting system is addition to being an expert in Microsoft Excel.

8. Identifies data sources and the appropriate data sources and the appropriate data fields to use for reporting and analytic needs.

9. Maintains ability to manipulate and analyze complex data to assist in decision making.

10. Meets with departments and accounting staff to understand business needs for reporting requests and help identify opportunities for report writing or modifications. Provide monthly, annual and ad hoc financial reports to all levels of staff, management, and external agencies as needed.

11. Manages the agenda and tracking for all FTE requests and budget neutral discussion items. Tracks changes outside of the budget process.

PHYSICAL REQUIREMENTS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Employee may need to sit during extended periods of time.

WORKING ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Office environment.

SKILLS AND ABILITIES:

1. Good communication skills are necessary to interact effectively with management, staff and external customers.

2. Extensive knowledge of personal computers and Excel software

3. Good organization and time management skills in order to maintain project timelines and meet deadlines.

4. Ability to work well under high stress conditions.

5. Must have independent decision-making ability.

6. Demonstrate ability to work with staff to resolve problems and correct deficiencies in processes.

7. Maintains current knowledge of Generally Accepted Accounting Principles (GAAP).

Additional Job Description:

Scheduled Weekly Hours:

40

Shift:

Exempt/Non-Exempt:

United States of America (Exempt)

Company:

SYSTEM West Virginia University Health System

Cost Center:

675 UHA Financial Planning & Analysis