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Senior Financial Analyst II

Role overview

Summary

This role is for a Senior Financial Analyst II at Mercy, focusing on capital planning and financial analysis. You will support operational and strategic decision-making by providing financial oversight and analytical support, ensuring accurate reporting and adherence to established criteria.

Qualifications

  • Bachelors Degree in Accounting, Finance or related field from an accredited college or university.
  • Minimum of five years accounting or financial analysis experience.
  • Demonstrated knowledge with financial applications and processes.
  • Strong written and oral communication skills, including presentation skills.
  • Computer literacy with intermediate skills in Microsoft Excel.

Responsibilities

  • Prepare, analyze, and present complex financial information to support decision making.
  • Serve as a strategic financial partner to leaders for capital planning and investment decisions.
  • Manage assigned capital budgets by monitoring and reporting on capital requests and approvals.
  • Analyze capital spending trends and identify opportunities for process improvement.

Key facts

Hard skills

Other skills

  • Microsoft Excel
  • Microsoft PowerPoint
  • Communication
  • Problem Solving
  • Teamwork

About the company

Mercy logo

Mercy

  • Hospitals & Health Systems
  • XLarge
  • 10,001+
Mercy, one of the 25 largest U.S. health systems, serves millions annually with nationally recognized quality care and one of the nation’s largest Accountable Care Organizations. Mercy is a highly integrated, multi-state health care system including more than 40 acute care, managed and specialty (heart, children’s, orthopedic and rehab) hospitals, convenient and urgent care locations, imaging centers and pharmacies. Mercy has 900 physician practices and outpatient facilities, 3,400 Mercy Clinic physicians and advanced practitioners, as well as more than 40,000 co-workers serving patients and families across Arkansas, Kansas, Missouri and Oklahoma. Mercy also has clinics, outpatient services and outreach ministries in Arkansas, Louisiana, Mississippi and Texas.Mercy’s Virtual Care Center is the world’s first such facility dedicated to care outside its own walls, monitoring patients 24/7/365 across the country, using high-speed data and video connections and medically intervening when and where patients need it with a comprehensive team approach. Visit MercyVirtual.netMercy was among the first health care organizations in the U.S. to have an integrated electronic health record (EHR) connecting all points of care. Mercy Technology Services’ broad use of its EHR has been recognized at one of the highest possible levels by Epic. Visit MercyTechnology.net.For information about Mercy's social media policy, please visit https://www.mercy.net/footer/website-terms-and-privacy/#social. Please note: many of the images and videos featured on our page were taken before the COVID-19 pandemic. Rest assured, we are following all necessary guidelines at this time, whether it's in photos and videos here, or in person at any of our Mercy facilities. For more information, visit Mercy.net/COVID19.

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Job description

Find your calling at Mercy!

This position reports to the Manager of Finance and is responsible for preparing, analyzing and presenting complex financial information to support operational and strategic decision making. This position provides financial support to the organization including oversight and analytical support for monthly close process, coordination/assistance in annual budget process, preparation and review of account reconciliations and annual audit schedules and various other financial analyses.

Position Details:

Education: Bachelors Degree in Accounting, Finance or related field from an accredited college or university.

Experience: Position requires a minimum of five years accounting or financial analysis experience.

1. Demonstrated knowledge with financial applications and processes

2. Strong written and oral communication skills, including presentation skills

3. Demonstrated ability to work with leadership teams

4. Ability to frame analytical questions, perform financial analyses and communicate related results.

5. Computer literacy with intermediate skills in Microsoft Excel

6. Ability to work independently to meet project deadlines

7. Ability to work with and preserve confidential information



Preferred Education: Bachelors Degree in Accounting.
Preferred Licensure: CPA preferred.

Preferred Experience: Healthcare financial reporting experience.

Experience with Microsoft Access and Microsoft PowerPoint


Primary Responsibilities:

  • Serve as the primary liaison and subject matter expert for capital planning activities within assigned areas.
  • Serve as a strategic financial partner to operational, clinical, and executive leaders in support of capital planning, prioritization, and investment decisions.
  • Manage assigned capital budgets by monitoring, processing, tracking, and reporting on capital requests and approvals.
  • Evaluate capital requests to determine adherence to established criteria and completeness of support.
  • Prepare reports and present capital analysis, recommendations, and supporting documentation to capital review committees and finance leadership.
  • Assist leaders with capital requests in the StrataJazz system.
  • Analyze capital spending trends, forecast capital expenditures, and identify opportunities for process improvement and resource optimization.
  • Provide financial analysis and recommendations related to capital allocation decisions and prioritization of projects across assigned ministries and departments.
  • Exercise independent judgment in evaluating capital requests, identifying financial risks, and recommending appropriate funding strategies.
  • Develop and maintain reports, dashboards, and analytical tools utilizing systems such as StrataJazz, Excel, and other financial applications.
  • Ensure integrity and accuracy of capital planning data and reporting.
  • Identify and implement process improvements and automations to enhance efficiency, standardization, and transparency within the capital planning process.
  • Lead or support annual capital planning and budgeting processes for assigned ministries and departments.
  • Other miscellaneous activities to support the Finance Department and the ministry capital planning team. 

Why Mercy?

From day one, Mercy offers outstanding benefits - including medical, dental, and vision coverage, paid time off, tuition support, and matched retirement plans for team members working 32+ hours per pay period.

Join a caring, collaborative team where your voice matters. At Mercy, you'll help shape the future of healthcare through innovation, technology, and compassion. As we grow, you'll grow with us.

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