Financial Analyst

Job Details The Associate Financial Analyst assists finance functions by preparing routine financial analyses, reports, and forecasts that inform business planning and performance management. Assists with monthly close and variance analysis, helping to identify trends, risks, and opportunities across revenue and expense drivers. Works with cross-functional stakeholders to gather inputs, validate assumptions, and improve the accuracy and timeliness of planning deliverables. Work is performed with guidance and established methodologies while building foundational finance skills and business acumen. Job Description Summary The Associate Financial Analyst assists finance functions by preparing routine financial analyses, reports, and forecasts that inform business planning and performance management. Assists with monthly close and variance analysis, helping to identify trends, risks, and opportunities across revenue and expense drivers. Works with cross-functional stakeholders to gather inputs, validate assumptions and improve the accuracy and timeliness of planning deliverables. Work is performed with guidance and established methodologies while building foundational finance skills and business acumen. Job Duties Supports monthly and quarterly reporting processes by preparing standard management reports, dashboards, and KPI summaries. Assists with budget and forecast cycles by collecting inputs, maintaining templates and consolidating submissions for review. Performs routine variance analysis versus budget, forecast and prior periods; escalates notable drivers and anomalies to leadership. Maintains and updates basic financial models to support forecasting, headcount planning and expense tracking. Partners with accounting and business teams to validate financial data, reconcile key metrics and support close-related activities. Prepares ad-hoc analyses to support operational decisions, including trend analysis, cost reviews and scenario comparisons. Documents assumptions, methodologies and process steps to promote transparency, repeatability and audit readiness. Supports continuous improvement efforts by identifying reporting/process inefficiencies and assisting with automation and standardization initiatives. Minimum Qualifications Bachelor’s Degree in Finance, Accounting, Economics, or a related field. Less than 1 year of experience and broad theoretical knowledge in financial planning and analysis typically obtained through advanced education. Ability to apply foundational finance concepts to prepare routine variance analyses, forecasts and performance summaries with attention to detail. Proficiency with spreadsheets (e.g., Excel) to organize data, build basic models and create clear tables and charts for stakeholders. Working knowledge of financial statements and core accounting concepts to interpret results and support data validation. Ability to communicate financial information clearly in writing and verbally, tailoring detail to the audience and purpose. Ability to manage multiple deadlines, follow established processes and maintain accurate documentation in a fast-paced environment. Ability to collaborate effectively with cross-functional partners to gather inputs, confirm assumptions and resolve data questions. Additional Qualifications Physical Demands: Lift and carry 25 lbs. Frequent sitting/standing and frequent keyboard use. Patient care providers may be required to perform activities specific to their role, including kneeling, bending, squatting and performing CPR. Job Description Disclaimer This position description provides the major duties/responsibilities, requirements and working conditions for the position. It is intended to be an accurate reflection of the current position, however management reserves the right to revise or change as necessary to meet organizational needs. Other responsibilities may be assigned when circumstances require. Work Shift Workday Day (United States of America) Worker Sub Type Regular Employee Entity Thomas Jefferson University Primary Location Address 1101 Market, Philadelphia, Pennsylvania, United States of America About Thomas Jefferson University Nationally ranked, Jefferson, which is principally located in the greater Philadelphia region, Lehigh Valley and Northeastern Pennsylvania and southern New Jersey, is reimagining health care and higher education to create unparalleled value. Jefferson is more than 65,000 people strong, dedicated to providing the highest-quality, compassionate clinical care for patients; making our communities healthier and stronger; preparing tomorrow's professional leaders for 21st-century careers; and creating new knowledge through basic/programmatic, clinical and applied research. Thomas Jefferson University, home of Sidney Kimmel Medical College, Jefferson College of Nursing and the Kanbar College of Design, Engineering and Commerce, dates back to 1824 and today comprises 10 colleges and three schools offering 200+ undergraduate and graduate programs to more than 8,300 students. Jefferson Health Jefferson Health, nationally ranked as one of the top 15 not-for-profit health care systems in the country and the largest provider in the Philadelphia and Lehigh Valley areas, serves patients through millions of encounters each year at 32 hospitals campuses and more than 700 outpatient and urgent care locations throughout the region. Jefferson Health Plans Jefferson Health Plans is a not-for-profit managed health care organization providing a broad range of health coverage options in Pennsylvania and New Jersey for more than 35 years. Equal Opportunity Statement Jefferson is committed to providing equal educational and employment opportunities for all persons without regard to age, race, color, religion, creed, sexual orientation, gender, gender identity, marital status, pregnancy, national origin, ancestry, citizenship, military status, veteran status, handicap or disability or any other protected group or status. Benefits medical (including prescription) supplemental insurance dental vision life and AD&D insurance short- and long-term disability flexible spending accounts retirement plans tuition assistance voluntary benefits Colleagues have access to tuition discounts at Thomas Jefferson University after one year of full time service or two years of part time service. All colleagues, including those who work less than part-time (including per diem colleagues, adjunct faculty and Jeff Temps), have access to medical (including prescription) insurance. Mission Statement In keeping with Jefferson's Mission, We Improve Lives, it is our goal to recruit, retain, develop and reward highly-qualified employees. Jefferson encourages its employees to expand their knowledge and develop their careers through growth opportunities and continuing education. With a long-standing history, Jefferson has been advancing the medical field from the heart of Center City Philadelphia for nearly 200 years. Our Mission, We Improve Lives, expands to every corner of the organization. From our weekly farmer's market, to our new Jefferson Accelerator Zone for innovation, our employees' passion for the community is evident by the daily gestures towards our patients, students and each other. #J-18808-Ljbffr