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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, capital planning, and budget management, with a strong ability to communicate complex financial information effectively. Proficient in utilizing financial applications and tools to support strategic decision-making and process improvements.
Highest-signal resume keywords
Financial AnalysisCapital PlanningBudget ManagementMicrosoft ExcelCPA Preferred
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ReportingAccount ReconciliationCapital BudgetingData AnalysisForecastingProcess ImprovementFinancial Risk EvaluationAnalytical Tool DevelopmentPresentation SkillsConfidential Information Management
Soft Skills
Strong Communication SkillsLeadership CollaborationIndependent WorkAnalytical ThinkingProject Deadline Management
Tools & Technologies
StrataJazzMicrosoft AccessMicrosoft PowerPoint
Certifications & Qualifications
CPA Preferred
Industry Keywords
Healthcare Financial ReportingCapital Planning ActivitiesOperational Decision-MakingStrategic Decision-MakingFinancial Applications
About the role
Key responsibilities & impact- Prepare, analyze, and present complex financial information to support operational and strategic decision-making
- Provide financial support to the organization
- Oversee and provide analytical support for the monthly close process
- Coordinate and assist in the annual budget process
- Prepare and review account reconciliations and annual audit schedules
- Serve as the primary liaison and subject matter expert for capital planning activities within assigned areas
- Partner with operational, clinical, and executive leaders on capital planning, prioritization, and investment decisions
- Manage assigned capital budgets by monitoring, processing, tracking, and reporting capital requests and approvals
- Evaluate capital requests for 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 and project prioritization
- Evaluate capital requests, identify financial risks, and recommend funding strategies using independent judgment
- Develop and maintain reports, dashboards, and analytical tools using StrataJazz, Excel, and other financial applications
- Ensure the integrity and accuracy of capital planning data and reporting
- Identify and implement process improvements and automations within the capital planning process
- Lead or support annual capital planning and budgeting processes
- Support the Finance Department and ministry capital planning team through miscellaneous activities
Requirements
What you’ll need- Bachelor's Degree in Accounting, Finance, or related field from an accredited college or university
- Minimum of five years of accounting or financial analysis experience
- Demonstrated knowledge of financial applications and processes
- Strong written and oral communication skills, including presentation skills
- Demonstrated ability to work with leadership teams
- Ability to frame analytical questions, perform financial analyses, and communicate related results
- Computer literacy with intermediate skills in Microsoft Excel
- Ability to work independently to meet project deadlines
- Ability to work with and preserve confidential information
- CPA preferred
- Healthcare financial reporting experience preferred
- Experience with Microsoft Access and Microsoft PowerPoint
Benefits
Comp & perks- Medical coverage
- Dental coverage
- Vision coverage
- Paid time off
- Tuition support
- Matched retirement plans for team members working 32+ hours per pay period
- Caring, collaborative team environment
- Opportunities for innovation, technology, and professional growth