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Financial Planning Analyst

Job in Birmingham, Jefferson County, Alabama, 35275, USA
Listing for: Vaco Recruiter Services
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Financial Consultant, Corporate Finance
  • Business
    Financial Analyst
Job Description & How to Apply Below

Financial Planning Analyst

Location: Birmingham, AL

Our client is seeking a Financial Planning Analyst to support financial performance analysis, operational reporting, and strategic planning initiatives within a large, multi‑entity healthcare organization. This role offers strong long‑term stability, professional growth, and the opportunity to contribute to data-driven decision‑making across a complex service environment.

Key Responsibilities
  • Ensure accuracy and integrity of financial and operational data used for forecasting, reporting, and performance analysis.
  • Prepare and distribute monthly financial reporting packages for senior leadership.
  • Analyze revenue trends, expense performance, cost drivers, and margin improvement opportunities.
  • Develop recurring financial and operational performance dashboards for internal stakeholders.
  • Build financial models to support budgeting, forecasting, and strategic initiatives.
  • Partner with operational leaders to evaluate pricing, reimbursement trends, and process improvement opportunities.
  • Collaborate cross-functionally to enhance reporting capabilities, streamline workflows, and strengthen overall financial visibility.
Qualifications
  • 3+ years of experience in financial analysis, FP&A, or business analytics
  • Bachelor’s degree in Finance, Accounting, Business, Economics, or related field
  • Strong experience with budgeting, forecasting, variance analysis, and financial modeling
  • Ability to analyze large data sets and present insights to leadership
  • Healthcare or other regulated industry experience preferred
  • Advanced Excel required; experience with data tools or ERP systems preferred
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