Financial Planning Analyst IV

Presbyterian is seeking a highly skilled Financial Planning Analyst IV to provide strategic analytical support across enterprise-wide financial initiatives, including the Long-Range Financial Plan, Annual Operating Budgets, Capital Planning, and Business Development. This role plays a critical part in evaluating market opportunities, interpreting financial data, and supporting key organizational initiatives.

 

Key Responsibilities

• Conduct comprehensive financial and statistical analysis for Presbyterian Health Services.
• Evaluate and interpret market data to identify business growth opportunities and assess competitor positioning.
• Collaborate with leadership to develop actionable insights that drive financial planning and strategic decision-making.
• Support ongoing initiatives related to capital investments, budgeting, and market expansion.

Qualifications & Skills

• Bachelor’s degree in finance, accounting, or a relevant field (required).
• Minimum of seven (7) years of related experience with some being healthcare finance in a hospital setting.
• Strong ability to navigate PC and mainframe environments.
• Excellent analytical capabilities and effective communication skills.

Join Presbyterian and contribute to shaping the future of healthcare through data-driven financial insights!

How you belong matters here.

We value our employees' differences and find strength in the diversity of our team and community.

At Presbyterian, it's not just what we do that matters. It's how we do it - and it starts with our incredible team. From Information Technology to Food Services and beyond, our non-clinical employees make a meaningful impact on the healthcare provided to our patients and members.

Why Join Us

• Full Time - Exempt: Yes

• Remote work from home:  This job is intended to be conducted in the state of New Mexico.

• Work hours: Weekday Schedule Monday-Friday

• Benefits: We offer a wide range of benefits including medical, wellness program, vision, dental, paid time off, retirement and more for FT employees.

 

• Bachelors degree in finance, accounting or relevant field required.
• Seven (7) years related experience.
• Ability in PC and mainframe environments. Good analytical and communications skills. Microsoft Office applications.
• Knowledge of Transition Systems Software. CPA/CMA/MBA preferred.

• Take lead in developing financial models for Long Range Financial Plan, including maintenance of Kaufman Hall Planning Software.
• Support development of annual PHS Enterprise-wide Operating Budget and Capital Budget.
• Preparation of Net Present Value analyses for enterprise-wide capital requests.
• Review, interpret, and analyze financial and statistical data for PHS including Delivery System and PHP.
• Review, interpret and analyze market data, identify areas or target populations where PHS may expand services and increase customer count.
• Identify areas of opportunity for business development
• Monitor competitor data.
• Support Director of Budget and Forecasting in organizational strategic planning efforts and external business development.
• Provide analytical support relative to enterprise-wide financial and capital planning, strategic planning and other initiatives as necessary.
• Performs other functions as required.

All benefits-eligible Presbyterian employees receive a comprehensive benefits package that includes medical, dental, vision, short-term and long-term disability, group term life insurance and other optional voluntary benefits.

Wellness
Presbyterian's Employee Wellness rewards program is designed to provide you with engaging opportunities to enhance your health and activate your well-being. Earn gift cards and more by taking an active role in our personal well-being by participating in wellness activities like wellness challenges, webinar, preventive screening and more.

Why work at Presbyterian?
As an organization, we are committed to improving the health of our communities. From hosting growers' markets to partnering with local communities, Presbyterian is taking active steps to improve the health of New Mexicans.

About Presbyterian Healthcare Services
Presbyterian exists to improve the health of patients, members, and the communities we serve. We are locally owned, not-for-profit healthcare system of nine hospitals, a statewide health plan and a growing multi-specialty medical group. Founded in New Mexico in 1908, we are the state's largest private employer with nearly 14,000 employees - including more than 1600 providers and nearly 4,700 nurses.

Our health plan serves more than 580,000 members statewide and offers Medicare Advantage, Medicaid (Centennial Care) and Commercial health plans.

 

AA/EOE/VET/DISABLED. PHS is a drug-free and tobacco-free employer with smoke free campuses.

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USD $44.49/Hr.

The compensation range for this role takes into account a wide range of factors, including but not limited to experience and training, internal equity, and other business and organizational needs.