Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Planning Analyst

$65k - $75k

Catholic Health Service

Job TitleFinancial Planning & Analysis Team MemberJob DescriptionThe Financial Planning & Analysis team serves as a centralized function across Catholic Health, leveraging Strata Decision Technology (SDT) to execute and sustain healthcare financial planning initiatives. This includes key modules such as Operating and Capital Budgeting, Management Reporting, Productivity Reporting, and Decision Support. The department collaborates with system entities to lead budgeting and performance improvement processes and is spearheading the future vision for financial planning across Catholic Health.Key ResponsibilitiesGain and apply proficiency across SDT modules: Operating Budgeting, Capital Management, Management & Productivity Reporting, Decision Support and Continuous Improvement.Perform ongoing system maintenance: data reconciliation, security/hierarchy management.Provide ad-hoc and variance reporting across departments using SDT tools.Collaborate closely with local finance and operational teams.Assist in capital planning, reporting, and forecasting activities.Promote and support standardization of financial systems and processes across the organization.Participate in implementing new SDT modules and other departmental initiatives.Provide support to other FP&A team members as needed.QualificationsEducation:Bachelor's degree in Business or a related field required.Experience:2–5 years of experience in healthcare finance preferred.Willing to train highly motivated candidates eager to learn and grow.Skills:Moderate proficiency in Excel required.Knowledge of Strata Decision Technology is a plus.Strong analytical, financial, and problem-solving abilities.Excellent organizational, communication, and presentation skills.Ability to manage multiple projects and meet deadlines efficiently.Other Requirements:Flexibility to work overtime during peak periods.Reasonable accommodations provided for individuals with disabilities.Posted Salary RangeUSD $65,000.00 - USD $75,000.00 /Yr.This range serves as a good faith estimate and actual pay will encompass a number of factors, including a candidate's qualifications, skills, competencies and experience. The salary range or rate listed does not include any bonuses/incentive, or other forms of compensation that may be applicable to this job and it does not include the value of benefits.At Catholic Health, we believe in a people-first approach. In addition to the estimated base pay provided, Catholic Health offers generous benefits packages, generous tuition assistance, a defined benefit pension plan, and a culture that supports professional and educational growth.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Planning Analyst in Rockville Centre, NY vacancy
  • SCAN Health Plan is seeking an Actuarial Analyst to join the Actuarial team, focusing on data preparation for Part D bids, model maintenance, and financial projections. The role emphasizes strong analytical skills, healthcare actuarial experience, and advanced SQL/excel... 
    Suggested
    Remote job

    SHPCA SCAN Health Plan

    Long Beach, NY
    4 days ago
  • $94k

     ...State College is seeking a strategic and analytical Senior Financial Analyst to join the Finance & Data Analytics team. The Senior Financial...  ...partnering closely with institutional leadership to inform planning, resource allocation, and decision-making across the College... 
    Suggested
    Full time
    Work at office

    Farmingdale State College

    Farmingdale, NY
    2 days ago
  • $65k - $70k

     ...Financial AnalystReporting to the Director of Budget & Planning, the Financial Analyst supports financial planning and decision-making through budgeting, forecasting, reporting, and data analysis. The role works closely with academic and administrative departments to... 
    Suggested
    Local area

    New York Institute of Technology

    Old Westbury, NY
    2 days ago
  •  ...Senior Financial Planning AnalystGadge USA was established in 1993. Our company is a national packaging supply and supply-chain solutions...  ...improvement to our customers.As a Senior Financial Planning Analyst, you will play a critical role in helping the company achieve... 
    Suggested

    Gadge USA

    New Hyde Park, NY
    13 hours ago
  •  ...Senior Financial Planning AnalystGadge USA was established in 1993. Our company is a national packaging supply and supply-chain solutions...  ...improvement to our customers.As a Senior Financial Planning Analyst, you will play a critical role in helping the company achieve... 
    Suggested

    Gadge USA

    New Hyde Park, NY
    13 hours ago
  • $80k - $132k

    Position Title: Senior Analyst, Financial Planning and AnalysisPosition Summary:The Senior Analyst Financial Planning and Analysis (FP&A) identifies, models and recommends ideas pertaining to financial risks and opportunities within the business, leveraging the Finance... 
    Temporary work
    Work at office
    Immediate start
    Flexible hours
    Night shift

    JetBlue Airways

    Long Island City, NY
    1 day ago
  • $80k - $90k

     ...The Senior Financial Analyst is responsible for supporting the Shared Services groups for the enterprise, which encompasses the Technology...  ...role required. Skills and Qualifications Financial Planning, Control, and Compliance Strong quantitative, analytical,... 
    Full time
    Work at office
    Flexible hours

    1-800-Flowers.com

    Jericho, NY
    4 days ago
  • $85k - $110k

     ...opportunity will enable you to develop a strong skill set in financial planning & analysis, M&A implementation, growth strategy, and more....  ...seeking a highly motivated Financial Planning & Analysis (FP&A) Analyst to serve as a key contributor to our financial strategy. The... 
    Full time
    Part time
    Work at office
    Immediate start
    Remote work
    Monday to Thursday
    Flexible hours

    Pcdm

    Kensington, NY
    1 day ago
  • $85k - $110k

    FP&A Analyst - New Hyde Park, New York Position Type: Finance & Strategy Job Type: Full-Time Compensation: Base Salary: $85,...  ...role will serve as a key contributor to the organization's financial planning, reporting, forecasting, and growth initiatives. This position... 
    Full time
    Part time
    Work at office
    Immediate start
    Remote work
    Monday to Thursday
    Flexible hours

    DCS-Clinical

    North New Hyde Park, NY
    3 days ago
  •  ...platforms while building strong client relationships. Responsibilities include handling cash, guiding clients through online/mobile banking, and connecting them with financial solutions that fit their needs. Weekend hours and some travel may be required. #J-18808-Ljbffr... 
    Weekend work

    Jobtailor

    Elmont, NY
    1 day ago
  •  ...to engage clients, educate them on self-service banking, and process cash transactions with accuracy. You will connect clients to financial solutions and help them meet short- and long-term goals. The role requires strong communication, relationship-building, and a willingness... 
    Temporary work
    Weekend work

    Jobtailor

    Hempstead, NY
    3 days ago
  •  ...service.Maintain strong knowledge of all bank products and services, effectively educating customers and cross-selling to meet their financial needs.Present a confident and professional demeanor to establish trust, access customer needs, and recommend appropriate financial... 

    Valley National Bancorp

    Rockville Centre, NY
    2 days ago
  • Webster Bank in the New York metropolitan area is seeking a Banking Center Manager to lead daily sales, service, and operations. You will cover the branch in the Manager's absence and guide staff to deliver exceptional client experiences. You will build relationships with...

    Webster Bank

    Hempstead, NY
    1 day ago
  • $49.33k - $63.16k

     ...development opportunities, and more! Apply today to make an impact in the local community! About Your Role Accurately process routine financial transactions for banking customers with an emphasis on personalized quality service. Contribute to the growth, profitability, and... 
    Work at office
    Local area
    Flexible hours
    Night shift

    OceanFirst Bank

    Uniondale, NY
    2 days ago
  •  ...and ATMs Accurately and efficiently process cash transactions for clients Have deep conversations with clients to understand their financial and life priorities Connect clients to solutions that meet their financial goals Execute the bank’s risk culture and strive for... 
    Weekend work

    Jobtailor

    Hempstead, NY
    3 days ago
  •  ...efficiently processing cash transactions for clients as needed Having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals Executing the bank's risk culture and... 
    Weekend work

    Jobtailor

    Rosedale, NY
    3 days ago
  •  ...efficiently processing cash transactions for clients as needed Having deep conversations with clients to gain in-depth knowledge of the financial and life priorities Connecting clients to solutions that meet their financial goals Executing the bank's risk culture and striving... 
    Weekend work

    Jobtailor

    Elmont, NY
    4 days ago
  •  ...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.... 
    Temporary work
    Work experience placement
    Local area

    Chase

    Garden City, NY
    2 days ago
  •  ...solutions and technology to serve clients. You will acquire, manage, and retain meaningful client relationships, offering thoughtful financial solutions to address their needs and supporting the branch's success. This role requires licensing compliance and the ability to... 
    Weekend work
    Afternoon shift

    JPMorgan Chase & Co.

    Bellmore, NY
    3 days ago
  •  ...banking, and process cash transactions. The role emphasizes building relationships, understanding life goals, and connecting clients to financial solutions. You’ll work with a team to ensure operational excellence, comply with laws and regulations, and support growth through... 

    Jobtailor

    Rosedale, NY
    4 days ago
  • $160k - $180k

     ...can achieve. The Director of Accounting (CPA) serves as a key financial leader within the charter school network, responsible for ensuring...  ...recommendations to leadership Assist with long-term financial planning, enrollment-based projections, and expansion modeling Internal... 
    Casual work
    Local area
    Afternoon shift

    Academy Charter School

    Uniondale, NY
    1 day ago
  • $63.3k - $117.2k

     ...Application Deadline: 08/30/2026 Address: 496 Long Beach Blvd. Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the... 
    Contract work
    Part time
    Local area

    Bmo

    Long Beach, NY
    13 hours ago
  • $61k - $119k

     ...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Cedarhurst, NY
    3 days ago
  •  ...life insurance Our Culture At MassMutual, we believe in planning today and prospering tomorrow. Our teams value collaboration,...  ...you are motivated, ambitious, and driven to help others achieve financial security, we would love to connect. Apply anytime-there is no... 
    Local area

    Lee Nolan & Koroghlian LLC

    Garden City, NY
    1 day ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern...  ..., and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Garden City, NY
    2 days ago
  •  ...is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will...  ...help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and... 

    New York Life Insurance Company

    Uniondale, NY
    6 hours ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start...  ...can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a... 
    Work at office

    Northwestern Mutual

    Garden City, NY
    2 days ago
  • $120k

     ...firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate...  ...our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical... 
    Work at office

    New York Life

    Uniondale, NY
    3 days ago
  • $90k - $100k

     ...Senior Financial AnalystAST Defeasance is a leading boutique commercial real estate firm. Specializing in several areas of commercial real estate finance, AST is hired on several thousand transactions annually and is the largest firm in its field nationwide. No other company... 

    AST Defeasance

    Cedarhurst, NY
    2 days ago
  •  ...multi-generational families, and clients navigating liquidity events, with capabilities spanning investment management, tax-aware planning, estate and succession coordination, private market access, and a full traditional public-markets platform. We operate as a fee-only... 
    Work at office
    Immediate start

    SimpleCITI

    Garden City, NY
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Planning Analyst. Be the first to apply!