Financial Planning Analyst
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What you'll do
- Collaborate directly with Clinical Operations leaders, physician leaders, and C-Suite executives serving as the revenue business unit finance partner, supporting variance analysis for patient volume and service line revenue under the Director, Financial Planning & Analysis direction
- Partners with supporting accounting and finance teams to research and document revenue variance drivers for Monthly Operating Review materials
- Supports preparation of presentation materials for Board of Directors meetings and other executive/external reporting
- Brings an entrepreneurial, continuous-improvement mindset to revenue reporting and consolidation workflows, identifying opportunities where AI and automation can reduce manual effort and improve accuracy
- Supports the planning and execution of the monthly patient volume and service line revenue forecast process under the Director’s guidance, including information gathering, data preparation, and model maintenance
- Develops productive relationships with Clinical Operations and physician leaders to understand patient volume trends and service line dynamics, and to perform regular forecast and budget adjustments for alignment with strategic objectives
- Assists in preparing budget inputs and revenue financial models
- Conducts patient volume and revenue trend analysis and prepares variance narratives for Clinical Operations leaders and physician partners
- Champions the use of AI-enabled tools to improve forecast turnaround, submission tracking, and trend/variance narrative development
- Supports the Director’s efforts in contributing to the enterprise-wide OneStream redesign and implementation for financial and revenue operational reporting
- Assists in identifying revenue data requirements across finance, Clinical Operations, and physician leadership stakeholders
- Partners with key stakeholders to identify and document reporting needs
What they're looking for
- Bachelor’s Degree in Accounting, Finance or Economics
- 0-3 years of experience
- Advanced or expert-level proficiency with Microsoft Excel
- Advanced proficiency with Microsoft PowerPoint and other Microsoft Office applications
Nice to have
- Healthcare experience preferred
- Knowledge of EPM/ERP platforms (OneStream, Hyperion, IBM Planning Analytics, SAP, etc.) preferred; not required
- Intermediate knowledge of SQL for reporting preferred; not required
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
If you are a current Duly/SBC/QMG employee, please apply through the Internal Career Site.
At Duly Health and Care, you are supported to do your best work and make a meaningful impact every day. You will be part of a collaborative, physician-led team that works as one and puts patients at the center of everything we do.
With a connected network of providers, care teams, and services across primary and specialty care, surgery centers, imaging, lab, and therapy, you are part of a system designed to deliver high-quality, coordinated care. Together, we create an environment where you can grow, contribute, and help improve the experience and outcomes for every patient we serve.
Benefits:
• Comprehensive medical, dental, and vision benefits that include healthcare navigation assistance.
• Access to a mental health benefit at no cost.
• Employer provided life and disability insurance.
• $5,250 Tuition Reimbursement per year.
• Immediate 401(k) match.
• 40 hours paid volunteer time off.
• A culture committed to community engagement and social impact.
• Up to 12 weeks parental leave at 100% pay and a financial benefit for adoption and surrogacy for non-physician team members once eligibility requirements are met.
Financial Planning Analyst
- Full-time; Monday-Friday, 8:30am-5pm Location: Downers Grove, IL
The Financial Analyst, FP&A (Revenue) supports the Director of Financial Planning & Analysis in delivering financial analysis, reporting, forecasting, and business partnering across the organization’s revenue functions. This role provides critical support for the Director’s ownership of patient volume and department revenue reporting, relationship management with Clinical Operations and physician leaders, and revenue forecasting efforts. The Analyst brings an entrepreneurial, continuous-improvement mindset to this work, identifying and applying AI and automation opportunities to improve efficiency, accuracy, and the value delivered to key stakeholders.
MAJOR RESPONSIBILITIES
Financial & Operational Reporting (30%)
Collaborate directly with Clinical Operations leaders, physician leaders, and C-Suite executives serving as the revenue business unit finance partner, supporting variance analysis for patient volume and service line revenue under the Director, Financial Planning & Analysis direction
Partners with supporting accounting and finance teams to research and document revenue variance drivers for Monthly Operating Review materials
Supports preparation of presentation materials for Board of Directors meetings and other executive/external reporting
Brings an entrepreneurial, continuous-improvement mindset to revenue reporting and consolidation workflows, identifying opportunities where AI and automation can reduce manual effort and improve accuracy
Revenue Forecast & Budget Support (45%)
Supports the planning and execution of the monthly patient volume and service line revenue forecast process under the Director’s guidance, including information gathering, data preparation, and model maintenance
Develops productive relationships with Clinical Operations and physician leaders to understand patient volume trends and service line dynamics, and to perform regular forecast and budget adjustments for alignment with strategic objectives
Assists in preparing budget inputs and revenue financial models
Conducts patient volume and revenue trend analysis and prepares variance narratives for Clinical Operations leaders and physician partners
Champions the use of AI-enabled tools to improve forecast turnaround, submission tracking, and trend/variance narrative development
Enterprise Resource Planning Support (15%)
Supports the Director’s efforts in contributing to the enterprise-wide OneStream redesign and implementation for financial and revenue operational reporting
Assists in identifying revenue data requirements across finance, Clinical Operations, and physician leadership stakeholders
Partners with key stakeholders to identify and document reporting needs
Performs ad hoc analysis and deliverables as project needs arise
Identifies and pilots AI use cases to improve data gathering, requirements documentation, and reporting design during the implementation
Professional Development (10%)
Pursues ongoing development of technical and financial acumen, including deepening proficiency in OneStream, AI, Excel, and other finance systems relevant to the role
Stays current on healthcare finance, patient volume, service line, and value-based care revenue trends relevant to the business
Actively seeks feedback and applies it to improve analytical rigor and communication of findings
Pursues relevant professional development opportunities (training, certifications, or continuing education) in partnership with the Director
Level of Education
Bachelor’s Degree
Field of Study
Accounting, Finance or Economics
Years of Experience
0-3 years of experience
Type of Experience
Healthcare experience preferred
MINIMUM KNOWLEDGE, SKILLS, AND ABILITIES (KSA)
Advanced or expert-level proficiency with Microsoft Excel; advanced proficiency with Microsoft PowerPoint and other Microsoft Office applications
Knowledge of EPM/ERP platforms (OneStream, Hyperion, IBM Planning Analytics, SAP, etc.) preferred; not required
Familiarity and comfort using LLM and other AI-related tools
Intermediate knowledge of SQL for reporting preferred; not required
Strong written and verbal communication skills, with the ability to translate patient volume and revenue data into clear narratives for Clinical Operations, physician leaders, and senior leadership
Attention to detail, ability to work independently, and ability to bring assigned projects to successful completion
The compensation for this role includes a base pay range of $58K-$87K, with the actual pay determined by factors such as skills, experience, education, certifications, geographic location, and internal equity. Additional compensation may be available through shift differentials, bonuses, and other incentives. Base pay is only a portion of the total rewards package.
Artificial Intelligence Disclosure
Artificial Intelligence (AI) tools may be used in some portions of the candidate review process for this position, however, all employment decisions will be made by a person.
Company
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